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Get Institutions for : 
MFS Intermediate Income Trust (MIN)  
$2.67 0.01 (0.37%) as of 4:30 Wed 3/27


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    1
Total shares held : 
55,417,257  
% of shares held : 
47.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
101,244  
% of shares held change : 
  0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$2.68  
Last Quarter's Ending Price : 
$2.68  
Last Quarter's Average Price
$2.67  
Change from last quarter's     
avg. price to the last closing  : 
0.00 (0.00%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 407,808
 0.74%
 
Increased Positions :
25
 1,761,384
 3.18%
 
Unchanged Positions :
43
 10,236,768
 18.47%
 
Decreased Positions :
21
-1,256,686
-2.27%
 
Closed Positions :
9
-811,262
-1.46%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SIT INVESTMENT ASSOCIATES INC 8 - 2023-12-31 21,892,059 $58,671,000 932,085
   1607 CAPITAL PARTNERS, LLC 10 - 2023-12-31 10,104,432 $27,080,000 -50,230
   Allspring Global Investments Holdings LLC - 2023-12-31 8,222,126 $22,035,000 0
   KARPUS MANAGEMENT INC 49 - 2023-12-31 5,071,865 $13,593,000 -47,519
   MORGAN STANLEY 4015 - 2023-12-31 1,420,506 $3,807,000 -312,009
   AMERIPRISE FINANCIAL INC 2484 - 2023-12-31 1,386,816 $3,717,000 427,433
   INVESCO LTD 2332 - 2023-12-31 1,279,769 $3,430,000 124,844
   Significant Wealth Partners LLC 27 - 2023-12-31 546,050 $1,463,000 0
   Equitable Holdings Inc. 553 - 2023-12-31 412,846 $1,106,000 56,425
   Hara Capital LLC 31 - 2023-12-31 384,193 $1,030,000 0
   EVOKE WEALTH LLC 338 - 2023-12-31 377,000 $1,010,000 0
   BANK OF AMERICA CORP /DE/ 4055 - 2023-12-31 350,153 $938,000 -15,468
   Relative Value Partners Group LLC 163 - 2023-12-31 311,503 $835,000 11,750
   Goss Wealth Management LLC 1107 - 2023-12-31 255,400 $695,000 7,900
   Carnick & Kubik Group LLC 155 - 2023-12-31 240,694 $645,000 3,100
   Kingsview Wealth Management LLC 595 - 2023-12-31 226,712 $608,000 15,551
   Fortitude Advisory Group L.L.C. 56 - 2023-12-31 215,044 $576,000 1,859
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 446 *New 2023-12-31 166,560 $446,000 166,560
   Advisor Group Holdings Inc. 3266 - 2023-12-31 160,181 $429,000 -28,572
   UBS Group AG 4083 - 2023-12-31 150,891 $404,000 -678,226
   Tolleson Wealth Management Inc. 69 *New 2023-12-31 130,836 $351,000 130,836
   STEPHENS INC /AR/ 886 - 2023-12-31 128,055 $343,000 -2,500
   CAPTRUST FINANCIAL ADVISORS 2089 - 2023-12-31 114,647 $307,000 0
   LPL FINANCIAL CORP 4060 - 2023-12-31 105,470 $283,000 43,190
   OPPENHEIMER & CO INC 1191 - 2023-12-31 98,979 $265,000 0
   Private Advisor Group LLC 1858 - 2023-12-31 98,390 $264,000 -5,474
   WELLS FARGO & CO/MN 3813 - 2023-12-31 85,660 $230,000 -21,720
   SHAKER FINANCIAL SERVICES, LLC 141 - 2023-12-31 83,922 $225,000 20,887
   CWM LLC 1369 - 2023-12-31 81,973 $220,000 0
   ROYAL BANK OF CANADA 4442 - 2023-12-31 76,299 $204,000 2,858
   J P MORGAN CHASE & CO 4223 - 2023-12-31 68,341 $183,000 63,750
   JANNEY MONTGOMERY SCOTT LLC 2468 - 2023-12-31 65,515 $176,000 9,553
   PENBROOK MANAGEMENT LLC 92 - 2023-12-31 65,429 $175,000 -700
   COMMONWEALTH EQUITY SERVICES LLC. 3493 - 2023-12-31 63,087 $169,000 -6,875
   OPTIMUM INVESTMENT ADVISORS 210 - 2023-12-31 53,991 $145,000 0
   SMITH MOORE & CO. 400 - 2023-12-31 50,619 $136,000 -1,887
   Atria Wealth Solutions Inc. 1811 - 2023-12-31 49,031 $131,000 81
   WOLVERINE ASSET MANAGEMENT LLC 597 *New 2023-12-31 48,062 $129,000 48,062
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3059 - 2023-12-31 46,776 $125,000 6,298
   Cresset Asset Management LLC 1720 - 2023-12-31 46,200 $124,000 0
   Oakmont Partners LLC 637 - 2023-12-31 38,275 $103,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 633 - 2023-12-31 36,800 $99,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1053 - 2023-12-31 34,760 $93,000 0
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 34,133 $91,000 -16,500
   L.M. KOHN & COMPANY 240 - 2023-12-31 31,228 $84,000 103
   TOWNSQUARE CAPITAL LLC 1097 - 2023-12-31 29,180 $78,000 42
   Greytown Advisors Inc. 84 - 2023-12-31 28,615 $77,000 0
   NOMURA HOLDINGS INC 976 *New 2023-12-31 28,354 $76,000 28,354
   FINANCIAL NETWORK 2655 - 2023-12-31 25,750 $69,000 5,454
   Argent Trust Co 603 - 2023-12-31 25,000 $67,000 15,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3036 - 2023-12-31 24,508 $66,000 70
   PNC FINANCIAL SERVICES GROUP INC 2820 - 2023-12-31 24,526 $66,000 0
   RAYMOND JAMES & ASSOCIATES 3621 - 2023-12-31 22,272 $60,000 -10,661
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5384 - 2023-12-31 21,758 $58,000 -22,698
   HIGHTOWER ADVISORS, LLC 3169 - 2023-12-31 21,800 $58,000 -23,740
   XTX Topco Ltd 1229 *New 2023-12-31 18,618 $50,000 18,618
   PHILADELPHIA TRUST CO 218 - 2023-12-31 16,100 $43,000 0
   SMITH, SALLEY & ASSOCIATES - 2023-12-31 15,760 $42,000 -550
   RAYMOND JAMES TRUST CO 1203 - 2023-12-31 15,851 $42,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2191 - 2023-12-31 15,500 $42,000 0
   SIGNALPOINT ASSET MANAGEMENT, LLC 226 - 2023-12-31 13,880 $37,000 116
   Register Financial Advisors LLC 216 *New 2023-12-31 13,445 $36,000 13,445
   Quadrant Private Wealth Management LLC 230 - 2023-12-31 12,000 $32,000 12,000
   Commonwealth Financial Services LLC 179 - 2023-12-31 12,000 $32,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 756 - 2023-12-31 11,385 $31,000 35
   BB&T CORP 2553 - 2023-12-31 11,750 $31,000 0
   EP WEALTH ADVISORS, INC. 803 - 2023-12-31 11,500 $31,000 0
   MULTIFINANCIAL SECURITIES CORP 1728 - 2023-12-31 11,172 $30,000 0
   STIFEL FINANCIAL CORP 3228 - 2023-12-31 10,275 $28,000 0
   H D Vest Advisory Services 1540 - 2023-12-31 10,381 $28,000 -994
   Rossmore Private Capital 230 - 2023-12-31 10,275 $28,000 0
   Brave Asset Management Inc 150 - 2023-12-31 10,000 $27,000 0
   WOODMONT INVESTMENT COUNSEL LLC 236 - 2023-12-31 10,000 $27,000 0
   COMERICA BANK 3049 - 2023-12-31 5,118 $14,000 -107
   MONETARY MANAGEMENT GROUP INC 313 - 2023-12-31 4,000 $11,000 0
   Global Retirement Partners LLC 2035 - 2023-12-31 3,511 $10,000 0
   Concord Wealth Partners 568 - 2023-12-31 3,857 $10,000 0
   NBC SECURITIES INC. 1766 - 2023-12-31 2,682 $7,000 0
   ST GERMAIN D J CO INC 613 - 2023-12-31 1,730 $5,000 0
   Prestige Wealth Management Group LLC 586 - 2023-12-31 1,900 $5,000 -150
   Sunbelt Securities Inc. 1393 - 2023-12-31 1,000 $3,000 0
   UMB BANK N A/MO - 2023-12-31 1,000 $3,000 0
   Truvestments Capital LLC 652 *New 2023-12-31 1,000 $3,000 1,000
   TOWER RESEARCH CAPITAL LLC 5165 - 2023-12-31 1,000 $3,000 1,000
   Centerpoint Advisors LLC 389 - 2023-12-31 872 $2,000 0
   ALBION FINANCIAL GROUP /UT - 2023-12-31 631 $2,000 0
   Sachetta LLC 771 - 2023-12-31 567 $2,000 0
   SOA Wealth Advisors LLC. 723 - 2023-12-31 500 $1,000 0
   DELTA ASSET MANAGEMENT LLC/TN 614 - 2023-12-31 400 $1,000 0
   Steward Partners Investment Advisory LLC 3308 - 2023-12-31 314 $1,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 400 $1,000 0
   Bogart Wealth LLC 966 *New 2023-12-31 333 $1,000 333
   PFS Partners LLC 423 *New 2023-12-31 500 $1,000 500
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 297 *Closed 2023-12-31 0 $0 -25,000
   Dynamic Advisors Solutions LLC 900 *Closed 2023-12-31 0 $0 -15,675
   Retirement Group LLC 788 - 2023-12-31 83 $0 0
   GraniteShares Advisors LLC 103 *Closed 2023-12-31 0 $0 -519,614
   Ameritas Advisory Services LLC 752 *Closed 2023-12-31 0 $0 -148,199
   Strategic Investment Solutions Inc. /IL 744 - 2023-12-31 163 $0 -10,106
   Portside Wealth Group LLC 374 *Closed 2023-12-31 0 $0 -29,138

  100 Records found
  1    
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