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MFS Intermediate Income Trust
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Overview Fund Activity

97 hedge funds and large institutions have $151M invested in MFS Intermediate Income Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+6
Holders Change %
+6.59%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
24
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$61.8M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$604K
3
Ameriprise
Ameriprise
Minnesota
$4.52M
4
EW
Evoke Wealth
California
$884K
5
LPL Financial
LPL Financial
California
$1,000K

Top Sellers

1
KIM
Karpus Investment Management
New York
$24M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$21.4M
3
LCM
Landscape Capital Management
New Jersey
$377K
4
Invesco
Invesco
Georgia
$3M
5
NA
NewEdge Advisors
Louisiana
$398K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$58.5K – – –
CIA
52
Concurrent Investment Advisors
Florida
$56.1K -$46.7K -17,177 -45%
AWS
53
Atria Wealth Solutions
New York
$55.8K -$47.6K -17,490 -46%
RJA
54
Raymond James & Associates
Florida
$55.1K -$13.2K -4,856 -19%
PTC
55
Philadelphia Trust Company
Pennsylvania
$44K – – –
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$43.9K -$925 -340 -2%
RJT
57
Raymond James Trust
Florida
$43.1K – – –
EWA
58
EP Wealth Advisors
California
$42.8K +$11.6K +4,250 +37%
RFA
59
Register Financial Advisors
Georgia
$39.1K +$846 +311 +2%
SAM
60
SignalPoint Asset Management
Missouri
$38.8K +$216 +79 +0.6%
HighTower Advisors
61
HighTower Advisors
Illinois
$36K – – –
PI
62
PFG Investments
New York
$34.8K +$34.8K +12,777 New
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$34.5K – – –
CFS
64
Commonwealth Financial Services
West Virginia
$33.1K -$2.4K -871 -7%
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$32.6K – – –
Truist Financial
66
Truist Financial
North Carolina
$32K – – –
Goldman Sachs
67
Goldman Sachs
New York
$31K +$31K +11,400 New
SWP
68
Stratos Wealth Partners
Ohio
$31K +$31K +11,400 New
RPC
69
Rossmore Private Capital
Connecticut
$27.9K – – –
WA
70
Westfuller Advisors
New York
$27.5K +$27.5K +10,110 New
BAM
71
Brave Asset Management
New Jersey
$27.2K – – –
WIC
72
Woodmont Investment Counsel
Tennessee
$27.2K – – –
SSG
73
Summit Securities Group
New York
$26K +$26K +9,645 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$21.8K – – –
US Bancorp
75
US Bancorp
Minnesota
$20.7K +$20.7K +7,600 New
1 2
3
4 5