MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q1 2022 13F Holders as of 31 Mar 2022
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,852,190
- Total 13F shares
- 45,326,259
- Share change
- +2,971,703
- Total reported value
- $142,773,688
- Price per share
- $3.15
- Number of holders
- 77
- Value change
- +$9,333,806
- Number of buys
- 35
- Number of sells
- 21
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 |
12%
|
14,166,521
|
$50,858,000 | — | 31 Dec 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
11%
|
12,359,648
|
$44,371,000 | — | 31 Dec 2021 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
4.4%
|
5,023,428
|
$18,034,000 | — | 31 Dec 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
2.1%
|
2,410,006
|
$8,652,000 | — | 31 Dec 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.4%
|
1,544,359
|
$5,544,000 | — | 31 Dec 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.3%
|
1,439,852
|
$5,169,000 | — | 31 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.83%
|
939,354
|
$3,372,000 | — | 31 Dec 2021 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.65%
|
740,996
|
$2,660,000 | — | 31 Dec 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.46%
|
519,087
|
$1,864,000 | — | 31 Dec 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.27%
|
311,071
|
$1,117,000 | — | 31 Dec 2021 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.26%
|
295,712
|
$1,062,000 | — | 31 Dec 2021 | |
| UBS Group AG |
13F
|
Company |
0.24%
|
275,857
|
$990,000 | — | 31 Dec 2021 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.17%
|
189,601
|
$681,000 | — | 31 Dec 2021 | |
| CWM, LLC |
13F
|
Company |
0.15%
|
166,023
|
$596,000 | — | 31 Dec 2021 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.14%
|
161,029
|
$578,000 | — | 31 Dec 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.11%
|
121,361
|
$436,000 | — | 31 Dec 2021 | |
| Penbrook Management LLC |
13F
|
Company |
0.1%
|
116,429
|
$418,000 | — | 31 Dec 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.09%
|
106,283
|
$382,000 | — | 31 Dec 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.09%
|
99,409
|
$357,000 | — | 31 Dec 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.08%
|
95,809
|
$343,000 | — | 31 Dec 2021 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.08%
|
92,259
|
$331,000 | — | 31 Dec 2021 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.07%
|
83,609
|
$300,000 | — | 31 Dec 2021 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.07%
|
74,305
|
$267,000 | — | 31 Dec 2021 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.05%
|
57,265
|
$206,000 | — | 31 Dec 2021 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$194,000 | — | 31 Dec 2021 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
52,394
|
$188,000 | — | 31 Dec 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
48,634
|
$175,000 | — | 31 Dec 2021 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.04%
|
47,700
|
$171,000 | — | 31 Dec 2021 | |
| Meristem Family Wealth, LLC |
13F
|
Company |
0.04%
|
46,200
|
$166,000 | — | 31 Dec 2021 | |
| DIXON HUBARD FEINOUR & BROWN INC/VA |
13F
|
Company |
0.04%
|
44,050
|
$158,000 | — | 31 Dec 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.04%
|
43,998
|
$158,000 | — | 31 Dec 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.04%
|
43,691
|
$157,000 | — | 31 Dec 2021 | |
| Jackson Hole Capital Partners, LLC |
13F
|
Company |
0.04%
|
41,627
|
$149,000 | — | 31 Dec 2021 | |
| ASSETMARK, INC |
13F
|
Company |
0.03%
|
34,760
|
$125,000 | — | 31 Dec 2021 | |
| Diversified Portfolios, Inc. |
13F
|
Company |
0.03%
|
29,319
|
$105,000 | — | 31 Dec 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$88,000 | — | 31 Dec 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.02%
|
21,868
|
$79,000 | — | 31 Dec 2021 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
0.02%
|
21,540
|
$77,000 | — | 31 Dec 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.02%
|
21,448
|
$77,000 | — | 31 Dec 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.02%
|
21,069
|
$76,000 | — | 31 Dec 2021 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
0.02%
|
18,651
|
$67,000 | — | 31 Dec 2021 | |
| Smith Salley Wealth Management |
13F
|
Company |
0.02%
|
18,325
|
$66,000 | — | 31 Dec 2021 | |
| DAVENPORT & Co LLC |
13F
|
Company |
0.01%
|
16,375
|
$59,000 | — | 31 Dec 2021 | |
| PHILADELPHIA TRUST CO |
13F
|
Company |
0.01%
|
16,100
|
$58,000 | — | 31 Dec 2021 | |
| ProVise Management Group, LLC |
13F
|
Company |
0.01%
|
15,840
|
$57,000 | — | 31 Dec 2021 | |
| NVWM, LLC |
13F
|
Company |
0.01%
|
15,000
|
$54,000 | — | 31 Dec 2021 | |
| PARK AVENUE SECURITIES LLC |
13F
|
Company |
0.01%
|
13,983
|
$50,000 | — | 31 Dec 2021 | |
| SignalPoint Asset Management, LLC |
13F
|
Company |
0.01%
|
13,017
|
$46,000 | — | 31 Dec 2021 | |
| SeaCrest Wealth Management, LLC |
13F
|
Company |
0.01%
|
12,225
|
$44,000 | — | 31 Dec 2021 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
0.01%
|
11,750
|
$42,000 | — | 31 Dec 2021 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q1 2022
As of 31 Mar 2022,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
77 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
45,326,259 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, BANK OF AMERICA CORP /DE/, Evoke Wealth, LLC, and AMERIPRISE FINANCIAL INC.
This page lists
77
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
73
Q1 2022 holders
77
Holder diff
4
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 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.