MFS Intermediate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 33.38 M | $82.45 M | 9.63% | 29.33% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 5.32 M | $13.15 M | 0.91% | 4.68% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 4.71 M | $11.63 M | 11.67% | 4.14% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 4.45 M | $10.99 M | -29.77% | 3.91% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 4.13 M | $10.21 M | 0.00% | 3.63% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.06 M | $5.08 M | 389.30% | 1.81% |
| MORGAN STANLEY | 08/13/2026 | 1.43 M | $3.53 M | 8.15% | 1.25% |
| INVESCO LTD. | 08/14/2026 | 1.10 M | $2.73 M | 1.71% | 0.97% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 991.30 K | $2.45 M | 2.15% | 0.87% |
| LPL FINANCIAL LLC | 08/07/2026 | 978.96 K | $2.42 M | -0.46% | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 725.97 K | $1.79 M | 17.96% | 0.64% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 696.91 K | $1.72 M | -4.36% | 0.61% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 601.20 K | $1.48 M | 2,212.31% | 0.53% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 333.67 K | $824.16 K | 24.26% | 0.29% |
| COLONY GROUP, LLC | 08/12/2026 | 314.65 K | $777.18 K | 19.10% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 301.29 K | $744.18 K | -0.17% | 0.26% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/19/2026 | 235.53 K | $581.76 K | 0.32% | 0.21% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 219.93 K | $543.22 K | -3.46% | 0.19% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 172.90 K | $427.06 K | 6.07% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 150.33 K | $371.32 K | -8.36% | 0.13% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 142.03 K | $350.82 K | -60.20% | 0.12% |
| TOLLESON WEALTH MANAGEMENT, INC. | 08/13/2026 | 136.42 K | $336.95 K | 5.24% | 0.12% |
| STEPHENS INC /AR/ | 07/29/2026 | 128.26 K | $316.79 K | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 104.23 K | $257.45 K | -0.70% | 0.09% |
| ROYAL BANK OF CANADA | 08/14/2026 | 91.52 K | $226.00 K | -12.24% | 0.08% |
| SMITH, MOORE & CO. | 08/12/2026 | 91.32 K | $225.56 K | 0.00% | 0.08% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 85.00 K | $209.95 K | 100.00% | 0.07% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 72.35 K | $178.71 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 70.81 K | $174.90 K | -14.81% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 67.41 K | $166.51 K | 0.04% | 0.06% |
| OPPENHEIMER & CO INC | 08/03/2026 | 60.00 K | $148.20 K | 0.00% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 54.79 K | $135.32 K | 18.59% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 54.65 K | $134.98 K | -20.06% | 0.05% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 44.03 K | $108.75 K | -2.34% | 0.04% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 42.76 K | $105.63 K | -57.59% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 40.37 K | $99.72 K | -6.16% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 40.09 K | $99.02 K | -9.92% | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 34.13 K | $84.31 K | 0.00% | 0.03% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 30.00 K | $74.10 K | 0.00% | 0.03% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 08/14/2026 | 28.62 K | $70.68 K | 0.00% | 0.03% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 27.17 K | $67.11 K | 0.00% | 0.02% |
| CHOREO, LLC | 08/04/2026 | 27.02 K | $66.73 K | 0.00% | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 26.37 K | $65.14 K | 1.19% | 0.02% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 25.88 K | $63.93 K | 0.34% | 0.02% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 25.88 K | $63.91 K | 0.00% | 0.02% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 23.83 K | $58.86 K | 0.00% | 0.02% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 22.39 K | $55.00 K | 0.60% | 0.02% |
| ARGENT TRUST CO | 08/06/2026 | 21.03 K | $51.95 K | -19.11% | 0.02% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 17.80 K | $43.97 K | -54.82% | 0.02% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 17.58 K | $43.42 K | 100.00% | 0.02% |
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MFS Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 146 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 33.38 M
Karpus Management, Inc.: 5.32 M
AMERIPRISE FINANCIAL INC: 4.71 M
1607 Capital Partners, LLC: 4.45 M
Allspring Global Investments Holdings, LLC: 4.13 M
ADVISOR GROUP HOLDINGS, INC.: 2.06 M
56.42% of MFS Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 78.78 M shares in the last 24 months. This purchase volume represents approximately $197.75 M in transactions.