Rocket


News + Filings
Key Docs
Charts
Ownership
Insiders

MFS INTERMEDIATE INCOME TRUST (MIN)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
1607 Capital Partners, LLC 10,154,662-169,90027,823,774,0001.99  Hist 06/30/2023
Allspring Global Investments Holdings, LLC 8,222,12669,52122,528,625,0000.04  Hist 06/30/2023
Karpus Management, Inc. 5,263,5381,133,98814,422,094,0000.45  Hist 06/30/2023
MORGAN STANLEY 2,410,757-392,9796,605,477,0000.00  Hist 06/30/2023
Invesco Ltd. 1,024,595-296,8662,807,390,0000.00  Hist 06/30/2023
AMERIPRISE FINANCIAL INC 945,79615,1162,592,267,0000.00  Hist 06/30/2023
UBS Group AG 862,787699,7292,364,037,0000.00  Hist 06/30/2023
GraniteShares Advisors LLC 499,683499,6831,369,131,0001.23  Hist 06/30/2023
Relative Value Partners Group, LLC 450,255-525,5991,233,698,0000.08  Hist 06/30/2023
EVOKE WEALTH, LLC 377,000-36,1001,032,980,0000.04  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 355,089-127,472972,944,0000.00  Hist 06/30/2023
Equitable Holdings, Inc. 321,89994,448882,003,0000.01  Hist 06/30/2023
NewEdge Advisors, LLC 299,6006,400820,904,0000.01  Hist 06/30/2023
ADVISOR GROUP HOLDINGS, INC. 207,7163,885569,140,000   Hist 06/30/2023
Ameritas Advisory Services, LLC 163,529-150,091452,976,0000.02  Hist 03/31/2023
STEPHENS INC /AR/ 131,5551,250360,461,0000.01  Hist 06/30/2023
OPPENHEIMER & CO INC 118,979650329,572,0000.01  Hist 03/31/2023
Private Advisor Group, LLC 110,6299,453306,442,0000.00  Hist 03/31/2023
WELLS FARGO & COMPANY/MN 73,187-4,070200,533,0000.00  Hist 06/30/2023
Penbrook Management LLC 66,1290177,226,0000.13  Hist 09/30/2023
CAPTRUST FINANCIAL ADVISORS 60,15060,150166,616,0000.00  Hist 03/31/2023
ROYAL BANK OF CANADA 57,742-1,335158,000,0000.00  Hist 06/30/2023
OPTIMUM INVESTMENT ADVISORS 53,9910147,937,0000.07  Hist 06/30/2023
SMITH, MOORE & CO. 52,5062,000143,866,0000.02  Hist 06/30/2023
Atria Wealth Solutions, Inc. 48,870-2,422133,903,0000.00  Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 45,9776,761126,897,0000.00  Hist 12/31/2022
Cresset Asset Management, LLC 46,2000126,588,0000.00  Hist 06/30/2023
Dynamic Advisor Solutions LLC 44,687-13,656122,443,0000.01  Hist 06/30/2023
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 36,8000100,832,0000.01  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 35,470-7,10397,897,0000.00  Hist 12/31/2022
ASSETMARK, INC 34,760095,242,0000.00  Hist 06/30/2023
Shaker Financial Services, LLC 32,00032,00088,640,0000.04  Hist 03/31/2023
Dakota Wealth Management 30,47530,47584,111,0000.01  Hist 12/31/2022
HighTower Advisors, LLC 30,036-5,72283,000,0000.00  Hist 06/30/2023
TOWNSQUARE CAPITAL LLC 29,20229,20280,890,0000.00  Hist 03/31/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy