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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.66 0.00 (0.00%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for MFS Intermediate Income Trust (NYSE:MIN)

Current
Institutional Ownership
Percentage
50.90%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$10.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.76M
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MIN Institutional Buying and Selling by Quarter

MFS Intermediate Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 EP Wealth Advisors LLC15,750$43K0.0%+37.0%0.014%
11/15/2024 Jane Street Group LLC33,693$92K0.0%N/A0.030%
11/15/2024 Kovitz Investment Group Partners LLC225,853$604K0.0%N/A0.198%
11/14/2024 L.M. Kohn & Company23,198$63K0.0%-26.6%0.020%
11/12/2024 Kingsview Wealth Management LLC242,388$659K0.0%+6.8%0.213%
11/9/2024 Landscape Capital Management L.L.C.138,776$377K0.0%-64.4%0.122%
11/7/2024 Westfuller Advisors LLC10,110$28K0.0%N/A0.009%
11/4/2024 Wolverine Asset Management LLC47,411$129K0.0%N/A0.042%
10/31/2024 Hara Capital LLC229,393$624K0.4%-10.6%0.201%
10/31/2024 Shaker Financial Services LLC176,098$479K0.2%+15.5%0.154%
10/31/2024 Concurrent Investment Advisors LLC20,616$56K0.0%-45.5%0.018%
10/24/2024 PFG Investments LLC12,777$35K0.0%N/A0.011%
10/22/2024 Private Advisor Group LLC210,700$573K0.0%+47.1%0.184%
10/19/2024 Allspring Global Investments Holdings LLC7,870,088$21.41M0.0%-4.4%6.891%
9/5/2024Sanctuary Advisors LLC23,800$62K0.0%N/A0.021%
8/14/2024 Evoke Wealth LLC183,000$487K0.6%-51.5%0.160%
8/7/2024 Choreo LLC27,531$73K0.0%N/A0.024%
8/3/2024 Shaker Financial Services LLC152,493$406K0.2%+30.6%0.134%
7/29/2024 Ameritas Advisory Services LLC232,640$619K0.0%+37.6%0.204%
7/26/2024 Allspring Global Investments Holdings LLC8,230,582$21.89M0.0%+0.1%7.207%
7/24/2024 Penbrook Management LLC58,229$155K0.1%-7.5%0.051%
7/22/2024 Dakota Wealth Management71,700$191K0.0%+72.5%0.063%
7/12/2024 Optimum Investment Advisors26,996$72K0.0%-50.0%0.024%
5/14/2024 Karpus Management Inc.7,640,671$20.32M0.6%+50.6%6.690%
5/1/2024 Janney Montgomery Scott LLC73,337$195K0.0%+11.9%0.064%
5/1/2024 Private Advisor Group LLC136,308$363K0.0%+38.5%0.119%
3/27/2024 Nomura Holdings Inc.28,354$76K0.0%N/A0.025%
2/13/2024 Karpus Management Inc.5,071,865$13.59M0.4%-0.9%4.441%
2/13/2024 1607 Capital Partners LLC10,104,432$27.08M1.9%-0.5%8.847%
2/12/2024Relative Value Partners Group LLC311,503$835K0.1%+3.9%0.273%
2/8/2024 Kingsview Wealth Management LLC226,712$608K0.0%+7.4%0.199%
2/7/2024 Shaker Financial Services LLC83,922$225K0.1%+33.1%0.073%
2/6/2024 Private Advisor Group LLC98,390$264K0.0%-5.3%0.086%
2/1/2024 Wolverine Asset Management LLC48,062$129K0.0%N/A0.042%
2/1/2024 Significant Wealth Partners LLC546,050$1.46M1.1%N/A0.478%
1/22/2024 Melfa Wealth Management LLC34,133$91K0.1%-32.6%0.030%
1/16/2024Raymond James Financial Services Advisors Inc.46,776$125K0.0%+15.6%0.041%
1/16/2024Raymond James & Associates22,272$60K0.0%-32.4%0.020%
1/12/2024 Register Financial Advisors LLC13,445$36K0.0%N/A0.012%
11/24/2023 EP Wealth Advisors LLC11,500$31K0.0%N/A0.010%
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11/9/2023 Karpus Management Inc.5,119,384$13.72M0.5%-2.7%4.482%
11/9/2023 UBS Group AG829,117$2.22M0.0%-3.9%0.726%
11/8/2023 Shayne & Jacobs LLC37,186$100K0.0%N/A0.033%
11/8/2023 Janney Montgomery Scott LLC55,962$150K0.0%-18.9%0.049%
11/8/2023 Northeast Investment Management16,450$44K0.0%N/A0.014%
11/7/2023 Kingsview Wealth Management LLC211,161$566K0.0%N/A0.185%
11/6/2023 L.M. Kohn & Company31,125$83K0.0%+16.5%0.027%
11/3/2023 Private Advisor Group LLC103,864$278K0.0%-4.5%0.091%
11/2/2023 Shaker Financial Services LLC63,035$169K0.1%N/A0.055%
10/31/2023 GraniteShares Advisors LLC519,614$1.39M1.3%+4.0%0.455%
10/24/2023Raymond James Financial Services Advisors Inc.40,478$108K0.0%+11.2%0.035%
10/24/2023Raymond James & Associates32,933$88K0.0%-21.6%0.029%
10/11/2023 Dynamic Advisor Solutions LLC15,675$42K0.0%-64.9%0.014%
10/11/2023 Transform Wealth LLC237,594$637K0.1%-48.2%0.208%
9/1/2023 Portside Wealth Group LLC29,138$80K0.0%N/A0.025%
8/11/2023 Karpus Management Inc.5,263,538$14.42M0.5%+27.5%4.551%
8/10/2023 GraniteShares Advisors LLC499,683$1.37M1.2%-1.1%0.432%
8/10/2023 Sit Investment Associates Inc.19,690,850$53.95M1.4%+0.3%17.026%
8/8/2023 Pekin Hardy Strauss Inc.25,821$71K0.0%-29.5%0.022%
8/3/2023 Atria Wealth Solutions Inc.48,870$134K0.0%-20.7%0.042%
8/3/2023 Dynamic Advisor Solutions LLC44,687$122K0.0%-18.1%0.039%
8/3/2023 Oppenheimer & Co. Inc.98,979$271K0.0%-16.8%0.086%
8/1/2023 Portside Wealth Group LLC29,138$80K0.0%N/A0.025%
7/31/2023 Fortitude Advisory Group L.L.C.203,922$559K0.4%+11.8%0.176%
7/31/2023 Dakota Wealth Management38,275$105K0.0%+25.6%0.033%
7/25/2023Raymond James & Associates42,032$115K0.0%-19.4%0.036%
7/25/2023 Ameritas Advisory Services LLC153,813$429K0.1%-5.9%0.133%
7/24/2023 Allspring Global Investments Holdings LLC8,222,126$22.53M0.0%+2.2%7.109%
7/18/2023 Melfa Wealth Management LLC50,633$139K0.1%N/A0.044%
7/18/2023 Allspring Global Investments Holdings LLC8,222,126$22.53M0.0%+2.2%7.109%
6/28/2023Relative Value Partners Group LLC975,854$2.70M0.2%+5.5%0.844%
5/15/2023Relative Value Partners Group LLC975,854$2.70M0.2%+5.5%0.844%
5/11/2023 Karpus Management Inc.4,129,550$11.44M0.4%+9.9%3.571%
5/11/2023 Elequin Securities LLC31,000$86K0.1%-12.9%0.027%
5/11/2023 Sit Investment Associates Inc.19,625,955$54.36M1.5%+5.2%16.970%
5/10/2023 Private Advisor Group LLC110,629$306K0.0%N/A0.096%
5/10/2023 Landscape Capital Management L.L.C.29,292$81K0.0%-19.9%0.025%
5/8/2023 Shaker Financial Services LLC32,000$89K0.0%N/A0.028%
5/8/2023 Wolverine Asset Management LLC22,804$63K0.0%N/A0.020%
4/28/2023 Ameritas Advisory Services LLC163,529$453K0.0%-47.9%0.141%
4/28/2023 Janney Montgomery Scott LLC68,029$188K0.0%-22.0%0.059%
4/24/2023 GraniteShares Advisors LLC504,999$1.40M1.2%N/A0.437%
4/14/2023 Transform Wealth LLC459,000$1.27M0.1%N/A0.397%
4/14/2023Raymond James & Associates52,145$144K0.0%+13.4%0.045%
4/13/2023 Allspring Global Investments Holdings LLC8,048,506$22.29M0.0%-1.3%6.959%
2/10/2023 Ameritas Advisory Services LLC313,620$866K0.0%+78.7%0.271%
2/10/2023 Jackson Hole Capital Partners LLC32,327$89K0.0%-25.0%0.028%
2/10/2023 Evoke Wealth LLC413,100$1.14M0.0%-6.1%0.357%
2/10/2023 Sit Investment Associates Inc.18,661,151$51.51M1.4%-0.1%16.136%
2/9/2023 Landscape Capital Management L.L.C.36,562$101K0.0%-73.2%0.032%
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2/9/2023 Elequin Securities LLC35,571$98K0.0%N/A0.031%
2/8/2023 Oppenheimer & Co. Inc.118,329$327K0.0%+52.3%0.102%
2/8/2023 Dakota Wealth Management30,475$84K0.0%N/A0.026%
2/7/2023Commonwealth Equity Services LLC87,154$240K0.0%+8.8%0.075%
2/1/2023 Janney Montgomery Scott LLC87,173$241K0.0%-17.5%0.075%
1/25/2023 Stephens Inc. AR130,305$360K0.0%+8.3%0.113%
1/24/2023 Penbrook Management LLC68,429$189K0.2%-38.9%0.059%
1/23/2023 Allspring Global Investments Holdings LLC8,152,605$22.50M0.0%+2.2%7.049%
1/18/2023 Private Advisor Group LLC106,152$287.05M0.0%+4.9%0.092%
1/13/2023 Dynamic Advisor Solutions LLC58,343$161K0.0%-7.0%0.050%
(Data available from 1/1/2016 forward)

MIN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MIN shares?

During the previous two years, 48 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($53.95M), 1607 Capital Partners LLC ($27.08M), Allspring Global Investments Holdings LLC ($21.41M), Karpus Management Inc. ($20.32M), UBS Group AG ($2.22M), Significant Wealth Partners LLC ($1.46M), and GraniteShares Advisors LLC ($1.39M).Learn more on MIN's institutional investors.

What percentage of MFS Intermediate Income Trust stock is owned by institutional investors?

50.90% of MFS Intermediate Income Trust stock is owned by institutional investors. Learn more on MIN's institutional investor holdings.

Which institutional investors have been buying MFS Intermediate Income Trust stock?

Of the 35 institutional investors that purchased MFS Intermediate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($4.08M), Sit Investment Associates Inc. ($1.03M), Significant Wealth Partners LLC ($546.05K), Allspring Global Investments Holdings LLC ($532.52K), GraniteShares Advisors LLC ($524.93K), Transform Wealth LLC ($459K), and Kingsview Wealth Management LLC ($242.16K).

How much institutional buying is happening at MFS Intermediate Income Trust?

Institutional investors have bought a total of 9,005,557 shares in the last 24 months. This purchase volume represents approximately $24.47M in transactions.

Which MFS Intermediate Income Trust major shareholders have been selling company stock?

Of the 26 institutional investors that sold MFS Intermediate Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centaurus Financial Inc. ($7.24M), Allspring Global Investments Holdings LLC ($464.59K), Landscape Capital Management L.L.C. ($357.75K), Transform Wealth LLC ($221.41K), Evoke Wealth LLC ($220.67K), Karpus Management Inc. ($191.67K), and Ameritas Advisory Services LLC ($159.81K).

How much institutional selling is happening at MFS Intermediate Income Trust?

Institutional investors have sold a total of 9,296,124 shares in the last 24 months. This volume of shares sold represents approximately $25.92M in transactions.


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This page (NYSE:MIN) was last updated on 11/21/2024 by MarketBeat.com Staff
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