MFS INTERMEDIATE INCOME TRUST - MIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 30,450,876 | 76,432 | 1.55% | 1.52% | 1 | +1,282,901 | 4.4% | Q1 2026 | May 13, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 6,334,572 | 15,899 | 1.15% | 1.11% | 2 | +116,096 | 1.87% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Added to | 5,275,910 | 13,242 | 0.41% | 0.35% | 3 | +890,186 | 20.3% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,216,184 | 10,583 | 0.0% | 0.0% | 4 | +258,505 | 6.53% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 4,134,958 | 10,378 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,319,585 | 3,312 | 0.0% | 0.0% | 6 | +74,598 | 5.99% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,085,752 | 2,725 | 0.0% | 0.0% | 7 | +18,689 | 1.75% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 983,464 | 2,468 | 0.0% | 0.0% | 8 | -65,301 | -6.23% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 970,447 | 2,435 | 0.0% | 0.0% | 9 | -6,546 | -0.67% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 728,657 | 1,901 | 0.01% | 0.01% | 10 | +26,810 | 3.82% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 615,455 | 1,544 | 0.0% | 0.0% | 11 | +256,110 | 71.27% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 420,567 | 1,055 | 0.0% | 0.01% | 12 | -1,687,041 | -80.05% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Added to | 356,834 | 895 | 0.31% | 0.11% | 13 | +222,743 | 166.11% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 347,425 | 872 | 0.0% | 0.0% | 14 | +5,075 | 1.48% | Q1 2026 | Apr 24, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 301,802 | 757 | 0.01% | 0.01% | 15 | +250 | 0.08% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 268,517 | 673 | 0.03% | 0.03% | 16 | +3,399 | 1.28% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 264,194 | 663 | 0.0% | 0.0% | 17 | +21,000 | 8.64% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 234,782 | 589 | 0.01% | 0.01% | 18 | -13,532 | -5.45% | Q1 2026 | May 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 227,811 | 571 | 0.26% | 0.25% | 19 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 164,042 | 411 | 0.0% | 0.0% | 20 | +1,330 | 0.82% | Q1 2026 | May 05, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 163,000 | 409 | 0.47% | 0.44% | 21 | +10,100 | 6.61% | Q1 2026 | Apr 21, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 129,626 | 338 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Added to | 128,255 | 321 | 0.0% | 0.0% | 23 | +4,000 | 3.22% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | No change | 113,000 | 283 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 104,970 | 263 | 0.0% | 0.0% | 25 | -376,993 | -78.22% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 104,287 | 262 | 0.0% | 0.0% | 26 | -14,690 | -12.35% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 100,836 | 253 | 0.03% | — | 27 | +100,836 | New | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Added to | 91,319 | 229 | 0.02% | 0.01% | 28 | +37,300 | 69.05% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 83,124 | 208 | 0.0% | 0.0% | 29 | +14,701 | 21.49% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 75,175 | 188 | 0.0% | 0.0% | 30 | +48,252 | 179.22% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 72,350 | 181 | 0.0% | 0.0% | 31 | +11,750 | 19.39% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 68,362 | 171 | 0.0% | 0.0% | 32 | +10,225 | 17.59% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,386 | 169 | 0.0% | 0.0% | 33 | +5,538 | 8.95% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 60,000 | 150 | 0.0% | 0.0% | 34 | -10,000 | -14.29% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | No change | 45,083 | 117 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 46,200 | 115 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,506 | 111 | 0.0% | 0.0% | 37 | -22,515 | -33.59% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 43,025 | 107 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 40,648 | 102 | 0.0% | 0.0% | 39 | -73,103 | -64.27% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 34,133 | 85 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 30,000 | 75 | 0.0% | — | 41 | +30,000 | New | Q1 2026 | Apr 16, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 28,615 | 71 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 27,170 | 68 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | No change | 27,015 | 67 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GatePass Capital, LLC | History | New | 26,000 | 65 | 0.03% | — | 47 | +26,000 | New | Q1 2026 | May 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 26,061 | 65 | 0.0% | 0.0% | 45 | +300 | 1.16% | Q1 2026 | May 11, 2026 |
| Argent Trust Co | History | No change | 26,000 | 65 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 25,797 | 64 | 0.0% | 0.0% | 49 | +8,584 | 49.87% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 25,875 | 64 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,828 | 59 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,260 | 56 | 0.0% | 0.0% | 51 | +356 | 1.63% | Q1 2026 | Apr 30, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 19,687 | 49 | 0.0% | — | 52 | +19,687 | New | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 16,710 | 41 | 0.0% | — | 54 | +16,710 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 16,408 | 41 | 0.02% | 0.02% | 53 | +364 | 2.27% | Q1 2026 | Apr 15, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 16,100 | 40 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 39,400 | 39 | 0.0% | 0.0% | 57 | -19,700 | -33.33% | Q1 2026 | May 15, 2026 |
| RHODES INVESTMENT ADVISORS INC /ADV | History | Reduced | 15,700 | 39 | 0.03% | 0.04% | 56 | -3,000 | -16.04% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,330 | 38 | 0.0% | — | 58 | +15,330 | New | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 15,000 | 37 | 0.0% | 0.0% | 59 | -12,897 | -46.23% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,763 | 36 | 0.0% | 0.0% | 60 | +36 | 0.24% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | No change | 13,833 | 34 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Reduced | 12,777 | 32 | 0.0% | 0.0% | 62 | -475 | -3.58% | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 12,000 | 30 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,750 | 29 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Quarterback LLC | History | No change | 10,551 | 26 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,000 | 25 | 0.0% | 0.0% | 67 | -7,000 | -41.18% | Q1 2026 | May 15, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 10,000 | 25 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | No change | 10,275 | 25 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,000 | 24 | 0.0% | 0.0% | 69 | -83 | -0.82% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,100 | 20 | 0.0% | 0.0% | 70 | +100 | 1.25% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | No change | 4,500 | 11 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,000 | 10 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | No change | 3,000 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,682 | 6 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EASTERN BANK | History | No change | 1,600 | 4 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,771 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 900 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,000 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 660 | 1 | 0.0% | — | 82 | +660 | New | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Added to | 611 | 1 | 0.0% | 0.0% | 81 | +14 | 2.35% | Q1 2026 | Apr 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 631 | 1 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Penbrook Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,750 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,108 | -100.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -3,857 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,191 | -100.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -335 | -100.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | May 19, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | Apr 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 150 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bogart Wealth, LLC | History | No change | 333 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |