MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q3 2023 13F Holders as of 30 Sep 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,966,122
- Total 13F shares
- 54,396,639
- Share change
- +472,280
- Total reported value
- $145,776,041
- Price per share
- $2.68
- Number of holders
- 91
- Value change
- +$1,257,959
- Number of buys
- 31
- Number of sells
- 28
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%
|
19,690,850
|
$53,953,000 | — | 30 Jun 2023 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
8.9%
|
10,154,662
|
$27,823,774 | — | 30 Jun 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
7.2%
|
8,222,126
|
$22,528,625 | — | 30 Jun 2023 | |
| Karpus Management, Inc. |
13F
|
Company |
4.6%
|
5,263,538
|
$14,422,094 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
2.1%
|
2,410,757
|
$6,605,477 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.9%
|
1,024,595
|
$2,807,390 | — | 30 Jun 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.83%
|
945,796
|
$2,592,267 | — | 30 Jun 2023 | |
| UBS Group AG |
13F
|
Company |
0.76%
|
862,787
|
$2,364,037 | — | 30 Jun 2023 | |
| GraniteShares Advisors LLC |
13F
|
Company |
0.44%
|
499,683
|
$1,369,131 | — | 30 Jun 2023 | |
| Transform Wealth, LLC |
13F
|
Company |
0.4%
|
459,000
|
$1,257,660 | — | 30 Jun 2023 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
0.4%
|
450,255
|
$1,233,698 | — | 30 Jun 2023 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.33%
|
377,000
|
$1,032,980 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.31%
|
355,089
|
$972,944 | — | 30 Jun 2023 | |
| Equitable Holdings, Inc. |
13F
|
Company |
0.28%
|
321,899
|
$882,003 | — | 30 Jun 2023 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.26%
|
299,600
|
$820,904 | — | 30 Jun 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.18%
|
207,716
|
$569,140 | — | 30 Jun 2023 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.18%
|
203,922
|
$558,745 | — | 30 Jun 2023 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.13%
|
153,813
|
$429,138 | — | 30 Jun 2023 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.12%
|
131,555
|
$360,461 | — | 30 Jun 2023 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.1%
|
114,497
|
$313,722 | — | 30 Jun 2023 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.1%
|
108,707
|
$303,181 | — | 30 Jun 2023 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.09%
|
98,979
|
$271,202 | — | 30 Jun 2023 | |
| CWM, LLC |
13F
|
Company |
0.07%
|
81,973
|
$225,000 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.06%
|
73,187
|
$200,533 | — | 30 Jun 2023 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.06%
|
70,721
|
$194,000 | — | 30 Jun 2023 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.06%
|
68,989
|
$189,000 | — | 30 Jun 2023 | |
| Penbrook Management LLC |
13F
|
Company |
0.06%
|
66,129
|
$181,194 | — | 30 Jun 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
57,691
|
$158,000 | — | 30 Jun 2023 | |
| LPL Financial LLC |
13F
|
Company |
0.05%
|
54,238
|
$148,612 | — | 30 Jun 2023 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$147,937 | — | 30 Jun 2023 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.05%
|
52,506
|
$143,866 | — | 30 Jun 2023 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.04%
|
50,633
|
$138,735 | — | 30 Jun 2023 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.04%
|
48,870
|
$133,903 | — | 30 Jun 2023 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.04%
|
46,200
|
$126,588 | — | 30 Jun 2023 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.04%
|
44,687
|
$122,443 | — | 30 Jun 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.04%
|
42,032
|
$115,168 | — | 30 Jun 2023 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.04%
|
40,000
|
$110,000 | — | 30 Jun 2023 | |
| Dakota Wealth Management |
13F
|
Company |
0.03%
|
38,275
|
$104,874 | — | 30 Jun 2023 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
13F
|
Company |
0.03%
|
36,800
|
$100,832 | — | 30 Jun 2023 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.03%
|
36,396
|
$99,726 | — | 30 Jun 2023 | |
| ASSETMARK, INC |
13F
|
Company |
0.03%
|
34,760
|
$95,242 | — | 30 Jun 2023 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.03%
|
30,036
|
$83,000 | — | 30 Jun 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.03%
|
29,265
|
$80,000 | — | 30 Jun 2023 | |
| Portside Wealth Group, LLC |
13F
|
Company |
0.03%
|
29,138
|
$79,838 | — | 30 Jun 2023 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
0.03%
|
29,138
|
$79,838 | — | 30 Jun 2023 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.03%
|
28,615
|
$78,405 | — | 30 Jun 2023 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.02%
|
26,724
|
$73,223 | — | 30 Jun 2023 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.02%
|
26,608
|
$72,907 | — | 30 Jun 2023 | |
| Pekin Hardy Strauss, Inc. |
13F
|
Company |
0.02%
|
25,821
|
$70,750 | — | 30 Jun 2023 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.02%
|
24,417
|
$67,000 | — | 30 Jun 2023 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q3 2023
As of 30 Sep 2023,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,396,639 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 EVOKE WEALTH, LLC.
This page lists
91
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
92
Q3 2023 holders
91
Holder diff
-1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.