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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
   Allspring Global Investments Holdings LLC 535 - 2024-03-31 8,222,126 $21,871,000 0
   EVOKE WEALTH LLC 338 - 2023-12-31 377,000 $1,010,000 0
   CAPTRUST FINANCIAL ADVISORS 2089 - 2023-12-31 114,647 $307,000 0
   OPPENHEIMER & CO INC 1191 - 2023-12-31 98,979 $265,000 0
   OPTIMUM INVESTMENT ADVISORS 223 - 2024-03-31 53,991 $144,000 0
   Cresset Asset Management LLC 1720 - 2023-12-31 46,200 $124,000 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 188 - 2024-03-31 34,133 $91,000 0
   Greytown Advisors Inc. 84 - 2023-12-31 28,615 $77,000 0
   PNC FINANCIAL SERVICES GROUP INC 2820 - 2023-12-31 24,526 $66,000 0
   PHILADELPHIA TRUST CO 218 - 2023-12-31 16,100 $43,000 0
   RAYMOND JAMES TRUST CO 1246 - 2024-03-31 15,851 $42,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2311 - 2024-03-31 15,500 $41,000 0
   Commonwealth Financial Services LLC 179 - 2023-12-31 12,000 $32,000 0
   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
   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 315 - 2024-03-31 10,000 $27,000 0
   MONETARY MANAGEMENT GROUP INC 313 - 2023-12-31 4,000 $11,000 0
   Concord Wealth Partners 568 - 2023-12-31 3,857 $10,000 0
   Global Retirement Partners LLC 2147 - 2024-03-31 3,511 $9,000 0
   NBC SECURITIES INC. 1770 - 2024-03-31 2,682 $7,000 0
   Prestige Wealth Management Group LLC 550 - 2024-03-31 1,900 $5,000 0
   UMB BANK N A/MO 1439 - 2024-03-31 1,000 $3,000 0
   Sunbelt Securities Inc. 1460 - 2024-03-31 1,000 $3,000 0
   Centerpoint Advisors LLC 389 - 2023-12-31 872 $2,000 0
   ALBION FINANCIAL GROUP /UT 417 - 2024-03-31 631 $2,000 0
   SOA Wealth Advisors LLC. 737 - 2024-03-31 500 $1,000 0
   DELTA ASSET MANAGEMENT LLC/TN 614 - 2023-12-31 400 $1,000 0
   Bogart Wealth LLC 961 - 2024-03-31 333 $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
   Retirement Group LLC 788 - 2023-12-31 83 $0 0
   PROEQUITIES INC. 6704 - 2023-12-31 0 $0 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 891 *Closed 2023-12-31 0 $0 0
   Key Financial Inc 1319 - 2023-12-31 150 $0 0

  40 Records found
  1    
  Page 1 of 1
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