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MFS Intermediate Income Trust (MIN) Institutional Ownership

MFS Intermediate Income Trust logo
$2.69 +0.02 (+0.75%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$2.70 +0.01 (+0.37%)
As of 01/31/2025 06:30 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)
21
Total
Institutional Inflows
(last 12 months)
$11.11M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.80M
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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
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%
1/17/2025 Transform 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%
11/7/2024Westfuller Advisors LLC10,110$28K0.0%N/A0.009%
11/4/2024Wolverine Asset Management LLC47,411$129K0.0%N/A0.042%
10/31/2024Hara Capital LLC229,393$624K0.4%-10.6%0.201%
10/31/2024Shaker Financial Services LLC176,098$479K0.2%+15.5%0.154%
10/31/2024Concurrent 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%
8/14/2024Evoke Wealth LLC183,000$487K0.6%-51.5%0.160%
8/7/2024 Choreo LLC27,531$73K0.0%N/A0.024%
8/3/2024Shaker 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%
7/12/2024Optimum 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%
2/7/2024Shaker Financial Services LLC83,922$225K0.1%+33.1%0.073%
2/6/2024Private Advisor Group LLC98,390$264K0.0%-5.3%0.086%
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2/1/2024Wolverine Asset Management LLC48,062$129K0.0%N/A0.042%
2/1/2024Significant 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%
11/9/2023UBS Group AG829,117$2.22M0.0%-3.9%0.726%
11/8/2023Shayne & 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%
11/3/2023Private Advisor Group LLC103,864$278K0.0%-4.5%0.091%
11/2/2023Shaker Financial Services LLC63,035$169K0.1%N/A0.055%
10/31/2023GraniteShares 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%
8/11/2023Karpus Management Inc.5,263,538$14.42M0.5%+27.5%4.551%
8/10/2023GraniteShares Advisors LLC499,683$1.37M1.2%-1.1%0.432%
8/10/2023Sit Investment Associates Inc.19,690,850$53.95M1.4%+0.3%17.026%
8/8/2023Pekin Hardy Strauss Inc.25,821$71K0.0%-29.5%0.022%
8/3/2023Atria 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%
8/3/2023Oppenheimer & 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%
5/11/2023Karpus Management Inc.4,129,550$11.44M0.4%+9.9%3.571%
5/11/2023Elequin Securities LLC31,000$86K0.1%-12.9%0.027%
5/11/2023Sit Investment Associates Inc.19,625,955$54.36M1.5%+5.2%16.970%
5/10/2023Private Advisor Group LLC110,629$306K0.0%N/A0.096%
5/10/2023Landscape Capital Management L.L.C.29,292$81K0.0%-19.9%0.025%
5/8/2023Shaker Financial Services LLC32,000$89K0.0%N/A0.028%
5/8/2023Wolverine 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%
4/24/2023GraniteShares Advisors LLC504,999$1.40M1.2%N/A0.437%
4/14/2023 Transform Wealth LLC459,000$1.27M0.1%N/A0.397%
Now that Trump’s be inaugurated, this day will be key (mark your calendar) (Ad)

Mark your calendar for March 13th. Because on that day, I believe we could see a $2 Trillion shock INTO the market… Unleashing more explosive moves than ever before.

So please watch this video now before the hammer falls and it’s too late.
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%
2/10/2023Jackson Hole Capital Partners LLC32,327$89K0.0%-25.0%0.028%
2/10/2023Evoke Wealth LLC413,100$1.14M0.0%-6.1%0.357%
2/10/2023Sit Investment Associates Inc.18,661,151$51.51M1.4%-0.1%16.136%
2/9/2023Landscape Capital Management L.L.C.36,562$101K0.0%-73.2%0.032%
2/9/2023Elequin Securities LLC35,571$98K0.0%N/A0.031%
2/8/2023Oppenheimer & Co. Inc.118,329$327K0.0%+52.3%0.102%
2/8/2023 Dakota Wealth Management30,475$84K0.0%N/A0.026%
(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, 47 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 ($20.98M), 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), Transform Wealth LLC ($660.09K), Significant Wealth Partners LLC ($546.05K), GraniteShares Advisors LLC ($524.93K), Allspring Global Investments Holdings LLC ($374.14K), and Kingsview Wealth Management LLC ($266.17K).

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

Institutional investors have bought a total of 9,061,307 shares in the last 24 months. This purchase volume represents approximately $24.60M in transactions.

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

Of the 25 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: 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), Ameritas Advisory Services LLC ($164.66K), and Janney Montgomery Scott LLC ($69.85K).

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

Institutional investors have sold a total of 2,056,353 shares in the last 24 months. This volume of shares sold represents approximately $5.58M in transactions.


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This page (NYSE:MIN) was last updated on 2/1/2025 by MarketBeat.com Staff
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