MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q2 2023 13F Holders as of 30 Jun 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,713,691
- Total 13F shares
- 53,909,677
- Share change
- +794,724
- Total reported value
- $147,726,781
- Price per share
- $2.74
- Number of holders
- 92
- Value change
- +$2,169,202
- Number of buys
- 31
- Number of sells
- 34
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 |
17%
|
19,625,955
|
$54,364,000 | — | 31 Mar 2023 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
9.1%
|
10,324,562
|
$28,599,037 | — | 31 Mar 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
7.1%
|
8,048,506
|
$22,294,361 | — | 31 Mar 2023 | |
| Karpus Management, Inc. |
13F
|
Company |
3.6%
|
4,129,550
|
$11,438,854 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
2.2%
|
2,481,853
|
$6,874,736 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
1,321,461
|
$3,660,447 | — | 31 Mar 2023 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
0.86%
|
975,854
|
$2,703,116 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.82%
|
930,680
|
$2,577,983 | — | 31 Mar 2023 | |
| GraniteShares Advisors LLC |
13F
|
Company |
0.44%
|
504,999
|
$1,398,847 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.42%
|
482,561
|
$1,336,695 | — | 31 Mar 2023 | |
| Transform Wealth, LLC |
13F
|
Company |
0.4%
|
459,000
|
$1,271,430 | — | 31 Mar 2023 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.36%
|
413,100
|
$1,144,287 | — | 31 Mar 2023 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.26%
|
293,200
|
$809,232 | — | 31 Mar 2023 | |
| Equitable Holdings, Inc. |
13F
|
Company |
0.2%
|
227,451
|
$630,039 | — | 31 Mar 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.18%
|
207,935
|
$575,978 | — | 31 Mar 2023 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.16%
|
182,343
|
$505,091 | — | 31 Mar 2023 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.14%
|
163,529
|
$452,976 | — | 31 Mar 2023 | |
| UBS Group AG |
13F
|
Company |
0.14%
|
163,058
|
$451,671 | — | 31 Mar 2023 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.11%
|
130,305
|
$360,945 | — | 31 Mar 2023 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.1%
|
118,979
|
$329,572 | — | 31 Mar 2023 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.1%
|
110,629
|
$306,442 | — | 31 Mar 2023 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.09%
|
105,215
|
$291,000 | — | 31 Mar 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.08%
|
89,041
|
$246,000 | — | 31 Mar 2023 | |
| CWM, LLC |
13F
|
Company |
0.07%
|
81,973
|
$227,000 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.07%
|
77,257
|
$214,004 | — | 31 Mar 2023 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.06%
|
68,029
|
$188,000 | — | 31 Mar 2023 | |
| Penbrook Management LLC |
13F
|
Company |
0.06%
|
66,929
|
$185,393 | — | 31 Mar 2023 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.05%
|
60,150
|
$166,616 | — | 31 Mar 2023 | |
| Walleye Capital LLC |
13F
|
Company |
0.05%
|
59,375
|
$164,469 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
57,674
|
$160,000 | — | 31 Mar 2023 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.05%
|
54,559
|
$151,128 | — | 31 Mar 2023 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$149,556 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.05%
|
52,145
|
$144,442 | — | 31 Mar 2023 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.05%
|
51,292
|
$142,079 | — | 31 Mar 2023 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.04%
|
50,506
|
$139,902 | — | 31 Mar 2023 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.04%
|
46,200
|
$127,974 | — | 31 Mar 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.03%
|
37,258
|
$103,000 | — | 31 Mar 2023 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
13F
|
Company |
0.03%
|
36,800
|
$101,936 | — | 31 Mar 2023 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.03%
|
36,642
|
$101,498 | — | 31 Mar 2023 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.03%
|
35,607
|
$98,631 | — | 31 Mar 2023 | |
| ASSETMARK, INC |
13F
|
Company |
0.03%
|
34,760
|
$96,285 | — | 31 Mar 2023 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.03%
|
32,000
|
$88,640 | — | 31 Mar 2023 | |
| Elequin Capital, LP |
13F
|
Company |
0.03%
|
31,000
|
$85,870 | — | 31 Mar 2023 | |
| Dakota Wealth Management |
13F
|
Company |
0.03%
|
30,475
|
$84,416 | — | 31 Mar 2023 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.03%
|
29,292
|
$81,139 | — | 31 Mar 2023 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
0.03%
|
29,202
|
$80,890 | — | 31 Mar 2023 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.03%
|
28,615
|
$79,264 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.02%
|
27,556
|
$76,330 | — | 31 Mar 2023 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.02%
|
26,625
|
$73,750 | — | 31 Mar 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
24,526
|
$67,938 | — | 31 Mar 2023 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q2 2023
As of 30 Jun 2023,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
92 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,909,677 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, 1607 Capital Partners, LLC, Allspring Global Investments Holdings, LLC, Karpus Management, Inc., MORGAN STANLEY, Invesco Ltd., AMERIPRISE FINANCIAL INC, UBS Group AG, GraniteShares Advisors LLC, and Transform Wealth, LLC.
This page lists
92
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
94
Q2 2023 holders
92
Holder diff
-2
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.