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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.68 +0.01 (+0.19%)
Closing price 08/8/2025 03:58 PM Eastern
Extended Trading
$2.71 +0.02 (+0.89%)
As of 08/8/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
32
Total
Institutional Inflows
(last 12 months)
$15.56M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$9.51M
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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
8/8/2025 Wealth Quarterback LLC10,324$28K0.0%N/A0.009%
8/6/2025 Moors & Cabot Inc.50,397$137K0.0%-31.6%0.044%
8/5/2025 Shaker Financial Services LLC25,050$68K0.0%+23.0%0.022%
7/29/2025 Stephens Inc. AR103,755$281K0.0%-10.4%0.091%
7/28/2025 Penbrook Management LLC27,093$73K0.1%-24.5%0.024%
7/25/2025 Allspring Global Investments Holdings LLC7,032,332$19.06M0.0%-6.5%6.180%
7/21/2025 Ameritas Advisory Services LLC326,965$886K0.0%+31.0%0.287%
5/20/2025 Integrity Alliance LLC.73,067$197K0.0%N/A0.064%
5/16/2025NewEdge Advisors LLC93,900$253K0.0%-29.2%0.083%
5/16/20251607 Capital Partners LLC7,370,555$19.83M1.6%-2.7%6.477%
5/15/2025EP Wealth Advisors LLC15,750$42K0.0%N/A0.014%
5/15/2025Royal Bank of Canada118,274$318K0.0%-9.7%0.104%
5/13/2025 Ethos Financial Group LLC51,171$138K0.0%N/A0.045%
5/13/2025Sit Investment Associates Inc.24,419,462$65.69M1.5%+0.8%21.459%
5/12/2025Invesco Ltd.1,100,032$2.96M0.0%-1.2%0.967%
5/12/2025AlphaCore Capital LLC42,200$114K0.0%N/A0.037%
5/9/2025 Shaker Financial Services LLC20,370$55K0.0%-50.3%0.018%
5/8/2025 Moors & Cabot Inc.73,629$198K0.0%N/A0.065%
5/8/2025XTX Topco Ltd11,648$31K0.0%-53.7%0.010%
5/7/2025LPL Financial LLC840,907$2.26M0.0%+106.4%0.739%
5/6/2025 Cetera Investment Advisers59,577$160K0.0%-16.1%0.052%
5/5/2025Private Advisor Group LLC286,200$770K0.0%+4.4%0.251%
5/2/2025 Kingsview Wealth Management LLC245,680$661K0.0%-7.8%0.216%
5/2/2025 Dakota Wealth Management65,553$176K0.0%-8.6%0.058%
5/1/2025 Stephens Inc. AR115,755$311K0.0%-3.2%0.102%
4/24/2025 Allspring Global Investments Holdings LLC7,518,727$20.23M0.0%-4.7%6.607%
4/23/2025 Oppenheimer & Co. Inc.70,000$188K0.0%-29.3%0.062%
4/17/2025 Janney Montgomery Scott LLC27,631$74K0.0%-39.4%0.024%
4/16/2025 Wealth Enhancement Advisory Services LLC10,235$28K0.0%-40.8%0.009%
4/14/2025 Farther Finance Advisors LLC14,565$40K0.0%N/A0.013%
2/17/2025Focus Partners Wealth39,100$104K0.0%N/A0.034%
2/17/2025 Cetera Investment Advisers70,979$189K0.0%-7.0%0.062%
2/17/2025Citadel Advisors LLC29,664$79K0.0%+17.0%0.026%
2/17/2025Cary Street Partners Financial LLC35,800$95K0.0%N/A0.031%
2/17/2025Bank of America Corp DE394,161$1.05M0.0%+3.6%0.346%
2/17/2025Ameriprise Financial Inc.1,759,098$4.68M0.0%+5.8%1.546%
2/14/2025Jane Street Group LLC12,058$32K0.0%-64.2%0.011%
2/14/2025Kovitz Investment Group Partners LLC214,737$571K0.0%-4.9%0.189%
2/14/2025 Shaker Financial Services LLC40,970$109K0.0%-76.7%0.036%
2/13/20251607 Capital Partners LLC7,575,555$20.15M1.6%+36.5%6.657%
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2/13/2025NewEdge Advisors LLC132,600$353K0.0%-9.3%0.117%
2/13/2025XTX Topco Ltd25,175$67K0.0%N/A0.022%
2/13/2025Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/13/2025Advisory Services Network LLC17,000$45K0.0%N/A0.015%
2/13/2025Invesco Ltd.1,113,847$2.96M0.0%+0.9%0.979%
2/13/2025Sit Investment Associates Inc.24,232,895$64.46M1.5%+6.7%21.294%
2/13/2025Wells Fargo & Company MN99,992$266K0.0%-91.1%0.088%
2/13/2025Smith Moore & CO.43,119$115K0.0%-14.8%0.038%
2/12/2025Landscape Capital Management L.L.C.17,455$46K0.0%-87.4%0.015%
2/11/2025LPL Financial LLC407,475$1.08M0.0%+10.9%0.358%
2/6/2025Raymond James Financial Inc.111,569$297K0.0%N/A0.098%
2/3/2025Private Advisor Group LLC274,200$729K0.0%+30.1%0.241%
1/29/2025 Allspring Global Investments Holdings LLC7,888,534$20.98M0.0%+0.2%6.932%
1/28/2025 Stephens Inc. AR119,555$318K0.0%+3.5%0.105%
1/28/2025 Kingsview Wealth Management LLC266,398$709K0.0%+9.9%0.234%
1/23/2025 Penbrook Management LLC37,493$100K0.1%-35.6%0.033%
1/17/2025 Janney Montgomery Scott LLC45,632$121K0.0%-29.6%0.040%
1/17/2025Transform Wealth LLC201,094$535K0.0%N/A0.177%
1/15/2025 Ameritas Advisory Services LLC249,508$664K0.0%-1.9%0.219%
11/15/2024EP Wealth Advisors LLC15,750$43K0.0%+37.0%0.014%
11/15/2024Jane Street Group LLC33,693$92K0.0%N/A0.030%
11/15/2024Kovitz 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%
11/9/2024Landscape 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%
10/31/2024Hara 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%
10/22/2024Private 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%
8/7/2024Choreo 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%
5/14/2024Karpus 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%
5/1/2024Private Advisor Group LLC136,308$363K0.0%+38.5%0.119%
3/27/2024Nomura Holdings Inc.28,354$76K0.0%N/A0.025%
2/13/2024Karpus Management Inc.5,071,865$13.59M0.4%-0.9%4.441%
2/13/20241607 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%
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2/7/2024 Shaker Financial Services LLC83,922$225K0.1%+33.1%0.073%
2/6/2024Private 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%
11/24/2023EP Wealth Advisors LLC11,500$31K0.0%N/A0.010%
11/9/2023Karpus Management Inc.5,119,384$13.72M0.5%-2.7%4.482%
(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, 63 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($65.69M), Karpus Management Inc. ($20.32M), 1607 Capital Partners LLC ($19.83M), Allspring Global Investments Holdings LLC ($19.06M), Ameriprise Financial Inc. ($4.68M), Invesco Ltd. ($2.96M), and LPL Financial LLC ($2.26M).Learn more on MFS Intermediate Income Trust's institutional investors.

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

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

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

Of the 46 institutional investors that purchased MFS Intermediate Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Karpus Management Inc. ($3.70M), 1607 Capital Partners LLC ($2.02M), Sit Investment Associates Inc. ($1.71M), Significant Wealth Partners LLC ($546.05K), LPL Financial LLC ($473.39K), Kingsview Wealth Management LLC ($266.17K), and Kovitz Investment Group Partners LLC ($225.85K).

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

Institutional investors have bought a total of 5,822,200 shares in the last 24 months. This purchase volume represents approximately $15.56M in transactions.

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

Of the 26 institutional investors that sold MFS Intermediate Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.22M), Wells Fargo & Company MN ($1.02M), Landscape Capital Management L.L.C. ($371.95K), 1607 Capital Partners LLC ($205K), Evoke Wealth LLC ($194K), Shaker Financial Services LLC ($155.73K), and NewEdge Advisors LLC ($52.30K).

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

Institutional investors have sold a total of 3,538,923 shares in the last 24 months. This volume of shares sold represents approximately $9.51M in transactions.


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This page (NYSE:MIN) was last updated on 8/11/2025 by MarketBeat.com Staff
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