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 | 05/13/2026 | 30.45 M | $76.43 M | 4.40% | 26.76% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 6.33 M | $15.90 M | 1.87% | 5.57% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 5.28 M | $13.24 M | 20.30% | 4.64% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 4.22 M | $10.58 M | 6.53% | 3.71% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 4.13 M | $10.38 M | 0.00% | 3.63% |
| MORGAN STANLEY | 05/15/2026 | 1.32 M | $3.31 M | 5.99% | 1.16% |
| INVESCO LTD. | 05/12/2026 | 1.09 M | $2.73 M | 1.75% | 0.95% |
| LPL FINANCIAL LLC | 05/06/2026 | 983.46 K | $2.47 M | -6.23% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 970.45 K | $2.44 M | -0.67% | 0.85% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 728.66 K | $1.90 M | 3.82% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 615.46 K | $1.54 M | 71.27% | 0.54% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 420.57 K | $1.06 M | -80.05% | 0.37% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 356.83 K | $895.65 K | 166.11% | 0.31% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 347.43 K | $872.04 K | 1.48% | 0.31% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 301.80 K | $757.52 K | 0.08% | 0.27% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 268.52 K | $673.98 K | 1.28% | 0.24% |
| COLONY GROUP, LLC | 05/15/2026 | 264.19 K | $663.13 K | 8.64% | 0.23% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 05/12/2026 | 234.78 K | $589.30 K | -5.45% | 0.21% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 227.81 K | $571.81 K | 0.00% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 164.04 K | $411.75 K | 0.82% | 0.14% |
| 04/22/2026 | 163.00 K | $409.13 K | 6.61% | 0.14% | |
| STEPHENS INC /AR/ | 04/28/2026 | 128.26 K | $321.92 K | 3.22% | 0.11% |
| EVOKE WEALTH, LLC | 05/15/2026 | 113.00 K | $283.63 K | 0.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 104.97 K | $263.48 K | -78.22% | 0.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 104.29 K | $262.00 K | -12.35% | 0.09% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 100.84 K | $253.10 K | 100.00% | 0.09% |
| SMITH, MOORE & CO. | 05/05/2026 | 91.32 K | $229.21 K | 69.05% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 83.12 K | $208.64 K | 21.49% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 75.18 K | $188.69 K | 179.22% | 0.07% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 72.35 K | $181.60 K | 19.39% | 0.06% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 68.36 K | $171.59 K | 17.59% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 67.39 K | $169.14 K | 8.95% | 0.06% |
| OPPENHEIMER & CO INC | 04/24/2026 | 60.00 K | $150.60 K | -14.29% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 46.20 K | $115.96 K | 0.00% | 0.04% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 45.08 K | $117.67 K | 0.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 44.51 K | $111.71 K | -33.59% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 43.03 K | $107.99 K | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 05/15/2026 | 40.65 K | $102.03 K | -64.27% | 0.04% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 39.40 K | $98.89 K | -33.33% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 34.13 K | $85.67 K | 0.00% | 0.03% |
| 04/16/2026 | 30.00 K | $75.30 K | 100.00% | 0.03% | |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 05/14/2026 | 28.62 K | $71.82 K | 0.00% | 0.03% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 27.17 K | $68.20 K | 0.00% | 0.02% |
| CHOREO, LLC | 05/13/2026 | 27.02 K | $67.81 K | 0.00% | 0.02% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 26.06 K | $65.41 K | 1.16% | 0.02% |
| ARGENT TRUST CO | 05/13/2026 | 26.00 K | $65.26 K | 0.00% | 0.02% |
| 05/06/2026 | 26.00 K | $65.26 K | 100.00% | 0.02% | |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 25.88 K | $64.95 K | 0.00% | 0.02% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 25.80 K | $64.75 K | 49.87% | 0.02% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 23.83 K | $59.81 K | 0.00% | 0.02% |
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MFS Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 30.45 M
1607 Capital Partners, LLC: 6.33 M
Karpus Management, Inc.: 5.28 M
AMERIPRISE FINANCIAL INC: 4.22 M
Allspring Global Investments Holdings, LLC: 4.13 M
MORGAN STANLEY: 1.32 M
53.41% of MFS Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 75.24 M shares in the last 24 months. This purchase volume represents approximately $188.86 M in transactions.