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MFS Intermediate Income Trust
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Overview Fund Activity

88 hedge funds and large institutions have $153M invested in MFS Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 16 closing their positions.

Holders
88
Holders Change
-9
Holders Change %
-9.28%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
19
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$20.2M
2
SIA
2
Sit Investment Associates
Minnesota
$64.5M
3
TW
3
Transform Wealth
Colorado
$535K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$284K
5
Ameriprise
5
Ameriprise
Minnesota
$4.68M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$266K
2
KIM
2
Karpus Investment Management
New York
$21.9M
3
HC
3
Hara Capital
Washington
$0
4
SFS
4
Shaker Financial Services
Virginia
$109K
5
LCM
5
Landscape Capital Management
New Jersey
$46.4K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Clearstead Advisors
Ohio
$2.39K 900 – –
WA
77
WPG Advisers
Maryland
$1.89K 711 +711 New
AFG
78
Albion Financial Group
Utah
$1.68K 631 – –
S
79
Sachetta
Massachusetts
$1.51K 567 – –
PP
80
PFS Partners
New Jersey
$1.46K 547 +12 +2%
SWA
81
SOA Wealth Advisors
New York
$1.33K 500 – –
BWL
82
Bogart Wealth LLC
Virginia
$886 333 – –
SPIA
83
Steward Partners Investment Advisory
New York
$835 314 – –
Comerica Bank
84
Comerica Bank
Texas
$521 196 +91 +87%
SIS
85
Strategic Investment Solutions
Illinois
$434 163 – –
KFI
86
Key Financial Inc
Pennsylvania
$200 75 – –
PS
87
Principal Securities
Iowa
$35 13 – –
NS
88
NBC Securities
Alabama
$7 2 -2,680 -100%
HC
89
Hara Capital
Washington
– – -229,393 Closed
WAM
90
Wolverine Asset Management
Illinois
– – -47,411 Closed
CSPIA
91
Cary Street Partners Investment Advisory
Virginia
– – -35,800 Closed
OIA
92
Optimum Investment Advisors
Illinois
– – -26,996 Closed
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
– – -21,188 Closed
CIA
94
Concurrent Investment Advisors
Florida
– – -20,616 Closed
EWA
95
EP Wealth Advisors
California
– – -15,750 Closed
FLPIM
96
F.L. Putnam Investment Management
Massachusetts
– – -12,690 Closed
Goldman Sachs
97
Goldman Sachs
New York
– – -11,400 Closed
SWP
98
Stratos Wealth Partners
Ohio
– – -11,400 Closed
WA
99
Westfuller Advisors
New York
– – -10,110 Closed
SSG
100
Summit Securities Group
New York
– – -9,645 Closed
1 2 3
4
5