MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q4 2021 13F Holders as of 31 Dec 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,713,691
- Total 13F shares
- 42,272,691
- Share change
- -3,108,394
- Total reported value
- $151,756,438
- Price per share
- $3.59
- Number of holders
- 73
- Value change
- -$11,174,474
- Number of buys
- 24
- Number of sells
- 29
Quarterly Holders Quick Answers
What is CUSIP 55273C107?
CUSIP 55273C107 identifies MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 55273C107:
Top shareholders of MIN - MFS INTERMEDIATE INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
11%
|
12,824,109
|
$46,423,000 | — | 30 Sep 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
9%
|
10,273,988
|
$37,192,000 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
4.6%
|
5,181,304
|
$18,757,000 | — | 30 Sep 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
2.4%
|
2,699,259
|
$9,771,000 | — | 30 Sep 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
2%
|
2,307,896
|
$8,355,000 | — | 30 Sep 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
1,419,446
|
$5,138,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.87%
|
994,113
|
$3,599,000 | — | 30 Sep 2021 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.65%
|
735,333
|
$2,661,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.5%
|
566,037
|
$2,049,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
0.3%
|
338,577
|
$1,225,000 | — | 30 Sep 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.25%
|
279,600
|
$1,012,000 | — | 30 Sep 2021 | |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV |
13F
|
Company |
0.24%
|
270,012
|
$977,000 | — | 30 Sep 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.15%
|
173,619
|
$629,000 | — | 30 Sep 2021 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0.15%
|
167,946
|
$608,000 | — | 30 Sep 2021 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.13%
|
145,826
|
$528,000 | — | 30 Sep 2021 | |
| Karpus Management, Inc. |
13F
|
Company |
0.12%
|
133,951
|
$485,000 | — | 30 Sep 2021 | |
| Penbrook Management LLC |
13F
|
Company |
0.1%
|
117,029
|
$424,000 | — | 30 Sep 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.09%
|
106,627
|
$385,000 | — | 30 Sep 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.09%
|
99,701
|
$361,000 | — | 30 Sep 2021 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
91,709
|
$332,000 | — | 30 Sep 2021 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.08%
|
88,968
|
$322,000 | — | 30 Sep 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.08%
|
85,890
|
$311,000 | — | 30 Sep 2021 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.06%
|
71,305
|
$258,000 | — | 30 Sep 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.06%
|
68,136
|
$247,000 | — | 30 Sep 2021 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.05%
|
57,265
|
$207,000 | — | 30 Sep 2021 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.05%
|
56,839
|
$205,000 | — | 30 Sep 2021 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$195,000 | — | 30 Sep 2021 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
52,394
|
$190,000 | — | 30 Sep 2021 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.04%
|
47,700
|
$173,000 | — | 30 Sep 2021 | |
| Meristem Family Wealth, LLC |
13F
|
Company |
0.04%
|
46,200
|
$167,000 | — | 30 Sep 2021 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.04%
|
44,800
|
$162,000 | — | 30 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
42,789
|
$155,000 | — | 30 Sep 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.04%
|
41,228
|
$149,000 | — | 30 Sep 2021 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
0.04%
|
40,052
|
$145,000 | — | 30 Sep 2021 | |
| ASSETMARK, INC |
13F
|
Company |
0.03%
|
34,760
|
$126,000 | — | 30 Sep 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.03%
|
32,162
|
$116,000 | — | 30 Sep 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$88,000 | — | 30 Sep 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.02%
|
23,204
|
$84,000 | — | 30 Sep 2021 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
0.02%
|
18,651
|
$68,000 | — | 30 Sep 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.02%
|
18,388
|
$67,000 | — | 30 Sep 2021 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$66,000 | — | 30 Sep 2021 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.01%
|
16,375
|
$59,000 | — | 30 Sep 2021 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
0.01%
|
16,370
|
$59,000 | — | 30 Sep 2021 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.01%
|
16,100
|
$58,000 | — | 30 Sep 2021 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.01%
|
15,840
|
$57,000 | — | 30 Sep 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.01%
|
15,840
|
$57,000 | — | 30 Sep 2021 | |
| NVWM, LLC |
13F
|
Company |
0.01%
|
15,000
|
$54,000 | — | 30 Sep 2021 | |
| SignalPoint Asset Management, LLC |
13F
|
Company |
0.01%
|
12,925
|
$47,000 | — | 30 Sep 2021 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
0.01%
|
12,580
|
$46,000 | — | 30 Sep 2021 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.01%
|
12,425
|
$45,000 | — | 30 Sep 2021 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q4 2021
As of 31 Dec 2021,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
73 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,272,691 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, CENTAURUS FINANCIAL, INC., Allspring Global Investments Holdings, LLC, Parametric Portfolio Associates LLC, 1607 Capital Partners, LLC, Invesco Ltd., MORGAN STANLEY, Evoke Wealth, LLC, BANK OF AMERICA CORP /DE/, and AMERIPRISE FINANCIAL INC.
This page lists
73
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
74
Q4 2021 holders
73
Holder diff
-1
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.