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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 %
GRP
76
Global Retirement Partners
California
$16.9K +$7.36K +2,705 +77%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$13K +$886 +329 +7%
AIM
78
Anchor Investment Management
South Carolina
$10.9K – – –
CWP
79
Concord Wealth Partners
Virginia
$10.5K – – –
NS
80
NBC Securities
Alabama
$7K – – –
IA
81
IFP Advisors
Florida
$2.74K +$2.74K +1,007 New
SS
82
Sunbelt Securities
Texas
$2.72K – – –
CAS
83
Coppell Advisory Solutions
Texas
$2.71K +$2.71K +991 New
CA
84
Clearstead Advisors
Ohio
$2.45K – – –
AFG
85
Albion Financial Group
Utah
$1.72K – – –
PIS
86
POM Investment Strategies
North Carolina
$1.62K +$1.62K +595 New
S
87
Sachetta
Massachusetts
$1.54K – – –
PP
88
PFS Partners
New Jersey
$1.46K +$33 +12 +2%
SWA
89
SOA Wealth Advisors
New York
$1.36K – – –
BWL
90
Bogart Wealth LLC
Virginia
$906 – – –
SPIA
91
Steward Partners Investment Advisory
New York
$854 – – –
SIS
92
Strategic Investment Solutions
Illinois
$443 – – –
Comerica Bank
93
Comerica Bank
Texas
$286 -$8 -3 -3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$272 +$272 +100 New
KFI
95
Key Financial Inc
Pennsylvania
$204 -$204 -75 -50%
PS
96
Principal Securities
Iowa
$35 – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$3 +$3 +1 New
FSI
98
Flow State Investments
Illinois
– -$106K -39,884 Closed
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
– -$106K -39,100 Closed
SJL
100
Shayne & Jacobs LLC
Tennessee
– -$98.9K -37,186 Closed
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