MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q2 2024 13F Holders as of 30 Jun 2024
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 113,966,122
- Total 13F shares
- 55,316,919
- Share change
- +1,286,651
- Total reported value
- $147,145,273
- Price per share
- $2.66
- Number of holders
- 90
- Value change
- +$3,382,922
- Number of buys
- 34
- 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 |
19%
|
21,977,184
|
$58,459,000 | — | 31 Mar 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
7.2%
|
8,222,126
|
$21,870,855 | — | 31 Mar 2024 | |
| Karpus Management, Inc. |
13F
|
Company |
6.7%
|
7,640,671
|
$20,324,185 | — | 31 Mar 2024 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
5.1%
|
5,784,070
|
$15,385,626 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,407,614
|
$3,744,257 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
1,408,314
|
$3,743,745 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.97%
|
1,106,007
|
$2,941,979 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.92%
|
1,051,572
|
$2,797,182 | — | 31 Mar 2024 | |
| Equitable Holdings, Inc. |
13F
|
Company |
0.36%
|
414,482
|
$1,102,522 | — | 31 Mar 2024 | |
| EVOKE WEALTH, LLC |
13F
|
Company |
0.33%
|
377,000
|
$1,002,820 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.32%
|
359,422
|
$956,062 | — | 31 Mar 2024 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.27%
|
307,795
|
$818,735 | — | 31 Mar 2024 | |
| Relative Value Partners Group, LLC |
13F
|
Company |
0.22%
|
255,596
|
$720,780 | — | 31 Mar 2024 | |
| Hara Capital LLC |
13F
|
Company |
0.23%
|
256,693
|
$682,803 | — | 31 Mar 2024 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.21%
|
236,800
|
$629,888 | — | 31 Mar 2024 | |
| Kingsview Wealth Management, LLC |
13F
|
Company |
0.2%
|
226,366
|
$602,134 | — | 31 Mar 2024 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.2%
|
225,247
|
$599,157 | — | 31 Mar 2024 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.19%
|
218,245
|
$580,531 | — | 31 Mar 2024 | |
| UBS Group AG |
13F
|
Company |
0.15%
|
169,315
|
$450,378 | — | 31 Mar 2024 | |
| Ameritas Advisory Services, LLC |
13F
|
Company |
0.15%
|
169,058
|
$442,931 | — | 31 Mar 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.12%
|
137,141
|
$364,794 | — | 31 Mar 2024 | |
| Private Advisor Group, LLC |
13F
|
Company |
0.12%
|
136,308
|
$362,579 | — | 31 Mar 2024 | |
| Tolleson Wealth Management, Inc. |
13F
|
Company |
0.11%
|
130,836
|
$348,000 | — | 31 Mar 2024 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.1%
|
116,736
|
$310,518 | — | 31 Mar 2024 | |
| STEPHENS INC /AR/ |
13F
|
Company |
0.1%
|
114,055
|
$303,386 | — | 31 Mar 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.09%
|
102,356
|
$272,267 | — | 31 Mar 2024 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.09%
|
98,979
|
$263,284 | — | 31 Mar 2024 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.06%
|
73,337
|
$195,000 | — | 31 Mar 2024 | |
| Penbrook Management LLC |
13F
|
Company |
0.06%
|
62,929
|
$167,391 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
62,558
|
$167,000 | — | 31 Mar 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.05%
|
60,634
|
$161,000 | — | 31 Mar 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.05%
|
54,647
|
$145,361 | — | 31 Mar 2024 | |
| OPTIMUM INVESTMENT ADVISORS |
13F
|
Company |
0.05%
|
53,991
|
$143,617 | — | 31 Mar 2024 | |
| SMITH, MOORE & CO. |
13F
|
Company |
0.04%
|
50,619
|
$134,647 | — | 31 Mar 2024 | |
| Atria Wealth Solutions, Inc. |
13F
|
Company |
0.04%
|
47,189
|
$125,521 | — | 31 Mar 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.04%
|
46,906
|
$124,769 | — | 31 Mar 2024 | |
| Cresset Asset Management, LLC |
13F
|
Company |
0.04%
|
46,200
|
$122,892 | — | 31 Mar 2024 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.04%
|
42,800
|
$114,000 | — | 31 Mar 2024 | |
| Dakota Wealth Management |
13F
|
Company |
0.04%
|
41,575
|
$110,590 | — | 31 Mar 2024 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
0.03%
|
37,793
|
$100,530 | — | 31 Mar 2024 | |
| SHAYNE & JACOBS, LLC |
13F
|
Company |
0.03%
|
37,186
|
$98,915 | — | 31 Mar 2024 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
13F
|
Company |
0.03%
|
35,800
|
$95,228 | — | 31 Mar 2024 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.03%
|
34,133
|
$90,794 | — | 31 Mar 2024 | |
| L.M. KOHN & COMPANY |
13F
|
Company |
0.03%
|
31,282
|
$83,210 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.03%
|
30,719
|
$81,712 | — | 31 Mar 2024 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.03%
|
30,289
|
$80,000 | — | 31 Mar 2024 | |
| TOWNSQUARE CAPITAL LLC |
13F
|
Company |
0.03%
|
29,153
|
$77,547 | — | 31 Mar 2024 | |
| Cetera Investment Advisers |
13F
|
Company |
0.03%
|
28,925
|
$76,942 | — | 31 Mar 2024 | |
| Greytown Advisors Inc. |
13F
|
Company |
0.03%
|
28,615
|
$76,116 | — | 31 Mar 2024 | |
| FLPUTNAM INVESTMENT MANAGEMENT CO |
13F
|
Company |
0.02%
|
25,186
|
$66,995 | — | 31 Mar 2024 |
Institutional Holders of MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) as of Q2 2024
As of 30 Jun 2024,
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN) was held by
90 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
55,316,919 shares.
The largest 10 holders included
SIT INVESTMENT ASSOCIATES INC, Karpus Management, Inc., Allspring Global Investments Holdings, LLC, 1607 Capital Partners, LLC, AMERIPRISE FINANCIAL INC, MORGAN STANLEY, Invesco Ltd., WELLS FARGO & COMPANY/MN, Equitable Holdings, Inc., and LANDSCAPE CAPITAL MANAGEMENT, L.L.C..
This page lists
90
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
97
Q2 2024 holders
90
Holder diff
-7
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.