Security key
55273C107
MFS INTERMEDIATE INCOME TRUST - Common Stock (MIN)
CUSIP: 55273C107
Q4 2024 13F Holders as of 31 Dec 2024
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 113,966,122
- Total 13F shares
- 57,640,825
- Share change
- +1,738,861
- Total reported value
- $153,329,390
- Reported price per share
- $2.66
- Number of holders
- 88
- Value change
- +$4,597,597
- Number of buys
- 30
- Number of sells
- 35
Security identity
Holder snapshot
Report period
Q4 2024
Institutions
88
Top holders
10
MIN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2025
Previous quarter: Q3 2024
MFS INTERMEDIATE INCOME TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 55273C107
Recent filing periods:
Ownership snapshot
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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
SIT INVESTMENT ASSOCIATES...
13D/G signal
—
Evidence rows
50
Latest as of
30 Sep 2024
13F
Lead comparable stake: 20%
Showing 1-8 of 50 holder rows.
Rank 1 holder
SIT INVESTMENT ASSOCIATES INC
13F
- Ownership
- 20%
- Position
- $61.77M
Rank 2 holder
Karpus Management, Inc.
13F
- Ownership
- 7.7%
- Position
- $24.02M
Rank 3 holder
Allspring Global Investments Holdings, LLC
13F
- Ownership
- 6.9%
- Position
- $21.41M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
20%
|
$61,770,000
22,709,427 shares
|
— | 30 Sep 2024 |
| Karpus Management, Inc. |
13F
Company
|
7.7%
|
$24,017,935
8,830,123 shares
|
— | 30 Sep 2024 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
6.9%
|
$21,406,639
7,870,088 shares
|
— | 30 Sep 2024 |
| 1607 Capital Partners, LLC |
13F
Company
|
4.9%
|
$15,099,245
5,551,193 shares
|
— | 30 Sep 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
1.5%
|
$4,523,088
1,662,900 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
1.3%
|
$3,921,756
1,441,821 shares
|
— | 30 Sep 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.98%
|
$3,045,981
1,119,845 shares
|
— | 30 Sep 2024 |
| Invesco Ltd. |
13F
Company
|
0.97%
|
$3,002,907
1,104,010 shares
|
— | 30 Sep 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
88
Shares
57,640,825
Rows loaded
88
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
97
Q4 2024 holders
88
Holder diff
-9
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend