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Get Institutions for : 
MFS Intermediate Income Trust (MIN)  
$2.60 0.01 (0.39%) as of 4:30 Fri 4/26


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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  : 
0.07 (2.62%)  




 
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
   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
   Equitable Holdings Inc. 553 - 2023-12-31 412,846 $1,106,000 56,425
   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
   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
   LPL FINANCIAL CORP 4060 - 2023-12-31 105,470 $283,000 43,190
   SHAKER FINANCIAL SERVICES, LLC 141 - 2023-12-31 83,922 $225,000 20,887
   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
   Atria Wealth Solutions Inc. 1811 - 2023-12-31 49,031 $131,000 81
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3165 - 2024-03-31 46,906 $125,000 130
   Oakmont Partners LLC 701 - 2024-03-31 41,575 $111,000 3,300
   L.M. KOHN & COMPANY 269 - 2024-03-31 31,282 $83,000 54
   RAYMOND JAMES & ASSOCIATES 3690 - 2024-03-31 30,719 $82,000 8,447
   TOWNSQUARE CAPITAL LLC 1097 - 2023-12-31 29,180 $78,000 42
   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
   Register Financial Advisors LLC 375 - 2024-03-31 13,749 $37,000 304
   SIGNALPOINT ASSET MANAGEMENT, LLC 246 - 2024-03-31 14,036 $37,000 156
   Quadrant Private Wealth Management LLC 230 - 2023-12-31 12,000 $32,000 12,000
   LEVEL FOUR ADVISORY SERVICES LLC 756 - 2023-12-31 11,385 $31,000 35
   TOWER RESEARCH CAPITAL LLC 5165 - 2023-12-31 1,000 $3,000 1,000
   PFS Partners LLC 423 - 2024-03-31 511 $1,000 11

  27 Records found
  1    
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