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 | 11/13/2025 | 28.95 M | $77.60 M | 10.06% | 25.44% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 7.40 M | $19.85 M | -3.22% | 6.51% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 4.64 M | $12.43 M | -9.18% | 4.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 4.17 M | $11.18 M | -40.67% | 3.67% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 3.23 M | $8.66 M | 6.83% | 2.84% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 2.03 M | $5.42 M | -2.23% | 1.79% |
| INVESCO LTD. | 11/13/2025 | 1.15 M | $3.08 M | 2.52% | 1.01% |
| MORGAN STANLEY | 11/14/2025 | 1.05 M | $2.81 M | -6.67% | 0.92% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.03 M | $2.76 M | 25.76% | 0.91% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 898.70 K | $2.41 M | 26.20% | 0.79% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 580.76 K | $1.56 M | 14.54% | 0.51% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 541.72 K | $1.45 M | -0.43% | 0.48% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 336.07 K | $900.68 K | 2.79% | 0.30% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 314.85 K | $843.80 K | 8.31% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 305.20 K | $817.93 K | 31.79% | 0.27% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 11/12/2025 | 267.18 K | $716.03 K | 8.23% | 0.23% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/05/2025 | 227.81 K | $610.53 K | 0.00% | 0.20% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 204.09 K | $546.97 K | 0.00% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 202.25 K | $542.02 K | 52.32% | 0.18% |
| EVOKE WEALTH, LLC | 11/14/2025 | 166.00 K | $444.88 K | -49.39% | 0.15% |
| UBS GROUP AG | 11/13/2025 | 156.57 K | $419.62 K | 155.00% | 0.14% |
| TOLLESON WEALTH MANAGEMENT, INC. | 11/14/2025 | 129.63 K | $347.40 K | 0.00% | 0.11% |
| STEPHENS INC /AR/ | 10/27/2025 | 120.26 K | $322.28 K | 15.90% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2025 | 117.86 K | $316.00 K | 3.11% | 0.10% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 86.35 K | $231.42 K | 244.71% | 0.08% |
| OPPENHEIMER & CO INC | 11/06/2025 | 70.00 K | $187.60 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 61.40 K | $164.55 K | -24.34% | 0.05% |
| DAKOTA WEALTH MANAGEMENT | 11/10/2025 | 60.60 K | $162.41 K | -7.56% | 0.05% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 54.65 K | $146.45 K | 0.00% | 0.05% |
| SMITH, MOORE & CO. | 11/12/2025 | 54.02 K | $144.77 K | -7.05% | 0.05% |
| CRESSET ASSET MANAGEMENT, LLC | 01/22/2026 | 46.20 K | $123.82 K | 0.00% | 0.04% |
| JANE STREET GROUP, LLC | 11/14/2025 | 45.99 K | $123.26 K | 100.00% | 0.04% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 45.62 K | $122.25 K | -10.85% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 43.03 K | $115.31 K | 0.00% | 0.04% |
| ALPHACORE CAPITAL LLC | 11/12/2025 | 41.20 K | $110.42 K | 0.00% | 0.04% |
| MOORS & CABOT, INC. | 11/14/2025 | 40.40 K | $108.26 K | -19.84% | 0.04% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 40.18 K | $108.00 K | 100.00% | 0.04% |
| COLONY GROUP, LLC | 11/14/2025 | 39.10 K | $104.79 K | 0.00% | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 35.80 K | $95.94 K | 0.00% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 34.13 K | $91.48 K | 0.00% | 0.03% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 11/14/2025 | 33.66 K | $90.22 K | 100.00% | 0.03% |
| MISSION WEALTH MANAGEMENT, LP | 11/04/2025 | 30.82 K | $82.58 K | 1.64% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 30.10 K | $80.68 K | -53.33% | 0.03% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 28.91 K | $77.49 K | -49.86% | 0.03% |
| BTG PACTUAL ASSET MANAGEMENT US LLC | 11/13/2025 | 28.62 K | $77.55 K | 0.00% | 0.03% |
| CHOREO, LLC | 11/12/2025 | 27.02 K | $72.40 K | 0.00% | 0.02% |
| ARGENT TRUST CO | 11/12/2025 | 26.00 K | $69.68 K | 0.00% | 0.02% |
| PENBROOK MANAGEMENT LLC | 10/22/2025 | 25.69 K | $68.86 K | -5.17% | 0.02% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 24.15 K | $65.00 K | -9.96% | 0.02% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 23.83 K | $63.86 K | 0.00% | 0.02% |
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MFS Intermediate Income Trust institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of MFS Intermediate Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 4.13 M
Ethos Financial Group, LLC: 45,083
MELFA WEALTH MANAGEMENT, LLC: 34,133
BENJAMIN EDWARDS INC: 27,170
Register Financial Advisors LLC: 16,044
TRUIST FINANCIAL CORP: 11,750
52.36% of MFS Intermediate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 72.78 M shares in the last 24 months. This purchase volume represents approximately $189.96 M in transactions.