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MFS Intermediate Income Trust
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Overview Fund Activity

91 hedge funds and large institutions have $146M invested in MFS Intermediate Income Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
23
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.4M
2
KWM
Kingsview Wealth Management
Oregon
+$566K
3
Invesco
Invesco
Georgia
+$349K
4
SFS
Shaker Financial Services
Virginia
+$169K
5
SJL
Shayne & Jacobs LLC
Tennessee
+$99.7K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.82M
2
TW
Transform Wealth
Colorado
-$593K
3
RVPG
Relative Value Partners Group
-$403K
4
KIM
Karpus Investment Management
New York
-$386K
5
NA
NewEdge Advisors
Louisiana
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$196K +$41.9K +15,699 +27%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$188K -$2.04K -759 -1%
PM
28
Penbrook Management
New York
$177K – – –
SFS
29
Shaker Financial Services
Virginia
$169K +$169K +63,035 New
LPL Financial
30
LPL Financial
California
$167K +$21.6K +8,042 +15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$150K -$34.9K -13,027 -19%
OIA
32
Optimum Investment Advisors
Illinois
$145K – – –
SMC
33
Smith, Moore & Co
Missouri
$141K – – –
MWM
34
Melfa Wealth Management
Massachusetts
$136K – – –
AWS
35
Atria Wealth Solutions
New York
$131K +$214 +80 +0.2%
CAM
36
Cresset Asset Management
Illinois
$124K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$123K +$41.9K +15,504 +52%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$119K +$72.2K +26,935 +154%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$108K +$10.9K +4,082 +11%
DWM
40
Dakota Wealth Management
Florida
$103K – – –
SJL
41
Shayne & Jacobs LLC
Tennessee
$99.7K +$99.7K +37,186 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$98.6K – – –
AssetMark Inc
43
AssetMark Inc
California
$93.2K – – –
RJA
44
Raymond James & Associates
Florida
$88.3K -$24.4K -9,099 -22%
LMKC
45
L.M. Kohn & Company
Ohio
$83.4K +$11.8K +4,401 +16%
TC
46
TownSquare Capital
Utah
$78.1K – – –
PWG
47
Portside Wealth Group
Utah
$78K – – –
GA
48
Greytown Advisors
Florida
$76.7K – – –
PHS
49
Pekin Hardy Strauss
Illinois
$67K -$2.2K -821 -3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$65.7K -$5.58K -2,082 -8%
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