MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
96
institutional holders
+5 vs Q4 2022
54.0m
shares reported held*
$149.7mreported value*
15 new
24 added
17 reduced
10 sold out
net bought ≈ $5.8m (+2.1m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.77.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
| Q1 2023 | 96 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 38 | 24 |
| Q1 2023 | 39 | 27 |
Biggest buyers
| Relative Value Partners Group, LLC | Added | +1.0m |
| SIT INVESTMENT ASSOCIATES INC | Added | +964.8k |
| GraniteShares Advisors LLC | New | +505.0k |
| Transform Wealth, LLC | New | +459.0k |
| AMERIPRISE FINANCIAL INC | Added | +458.1k |
| Karpus Management, Inc. | Added | +372.6k |
| Equitable Holdings, Inc. | Added | +65.7k |
| CAPTRUST FINANCIAL ADVISORS | New | +60.1k |
| Walleye Capital LLC | Added | +41.6k |
| Shaker Financial Services, LLC | New | +32.0k |
Biggest sellers
| 1607 Capital Partners, LLC | Reduced | -789.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -371.6k |
| MORGAN STANLEY | Reduced | -321.9k |
| Ameritas Advisory Services, LLC | Reduced | -150.1k |
| Allspring Global Investments Holdings, LLC | Reduced | -104.1k |
| Invesco Ltd. | Reduced | -94.4k |
| MONEY CONCEPTS CAPITAL CORP | Sold out | -56.0k |
| CITADEL ADVISORS LLC | Sold out | -35.8k |
| Jackson Hole Capital Partners, LLC | Sold out | -32.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -22.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 | 31.1% |
Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.48% of their portfolio | 19.6m $54.4m | Added +964.8k |
| 1607 Capital Partners, LLC 2.01% of their portfolio | 10.3m $28.6m | Reduced -789.7k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.0m $22.3m | Reduced -104.1k |
| Karpus Management, Inc. 0.36% of their portfolio | 4.1m $11.4m | Added +372.6k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $6.9m | Reduced -321.9k |
| Relative Value Partners Group, LLC 0.18% of their portfolio | 2.0m $5.4m | Added +1.0m |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $3.7m | Reduced -94.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 930.7k $2.6m | Added +458.1k |
| GraniteShares Advisors LLC 1.24% of their portfolio | 505.0k $1.4m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 482.6k $1.3m | Reduced -22.2k |
| Transform Wealth, LLC 0.12% of their portfolio | 459.0k $1.3m | New |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 413.1k $1.1m | Unchanged |
| NewEdge Advisors, LLC 0.01% of their portfolio | 293.2k $809.2k | Reduced -18.0k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 227.5k $630.0k | Added +65.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 207.9k $576.0k | Added +4.1k |
| Fortitude Advisory Group L.L.C. 0.39% of their portfolio | 182.3k $505.1k | Added +2.9k |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 163.5k $453.0k | Reduced -150.1k |
| UBS Group AG 0.00% of their portfolio | 163.1k $451.7k | Added +4.0k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 130.3k $360.9k | Unchanged |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 119.0k $329.6k | Added +650 |
| Private Advisor Group, LLC 0.00% of their portfolio | 110.6k $306.4k | Added +4.5k |
| CENTAURUS FINANCIAL, INC. 0.02% of their portfolio | 105.2k $291.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 89.0k $246.0k | Added +1.9k |
| CWM, LLC 0.00% of their portfolio | 82.0k $227.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 77.3k $214.0k | Added +25.9k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 68.0k $188.0k | Reduced -19.1k |
| Penbrook Management LLC 0.14% of their portfolio | 66.9k $185.4k | Reduced -1.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 60.1k $166.6k | New |
| Walleye Capital LLC 0.00% of their portfolio | 59.4k $164.5k | Added +41.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 57.7k $160.0k | Reduced -1.4k |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 54.6k $151.1k | Reduced -3.8k |
| OPTIMUM INVESTMENT ADVISORS 0.08% of their portfolio | 54.0k $149.6k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 52.1k $144.4k | Added +6.2k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 51.3k $142.1k | Reduced -10.3k |
| SMITH, MOORE & CO. 0.02% of their portfolio | 50.5k $139.9k | Added +1.9k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $128.0k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 37.3k $103.0k | Added +1.5k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 36.8k $101.9k | Unchanged |
| Pekin Hardy Strauss, Inc. 0.02% of their portfolio | 36.6k $101.5k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 35.6k $98.6k | Added +137 |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $96.3k | Unchanged |
| Shaker Financial Services, LLC 0.04% of their portfolio | 32.0k $88.6k | New |
| Elequin Capital, LP 0.06% of their portfolio | 31.0k $85.9k | Reduced -4.6k |
| Dakota Wealth Management 0.01% of their portfolio | 30.5k $84.4k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 29.3k $81.1k | Reduced -7.3k |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 29.2k $80.9k | New |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $79.3k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.6k $76.3k | Reduced -371.6k |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 26.6k $73.8k | Added +97 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.5k $67.9k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 23.4k $65.0k | Added +1.5k |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 22.8k $63.2k | New |
| XTX Topco Ltd 0.01% of their portfolio | 22.8k $63.1k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 19.4k $53.8k | Added +281 |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 18.7k $52.0k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 16.5k $45.8k | Added +11 |
| Smith Salley Wealth Management 0.00% of their portfolio | 16.3k $45.2k | Unchanged |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $45.0k | Unchanged |
| NVWM, LLC 0.01% of their portfolio | 15.0k $41.5k | Unchanged |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.5k $38.0k | Added +107 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 12.9k $35.8k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $32.5k | Unchanged |
| SeaCrest Wealth Management, LLC 0.00% of their portfolio | 11.3k $31.2k | Reduced -781 |
| Cetera Advisors LLC 0.00% of their portfolio | 11.2k $30.9k | New |
| Mariner, LLC 0.00% of their portfolio | 10.9k $30.0k | New |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 10.8k $29.9k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.6k $29.4k | Added +240 |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $28.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.2k $28.0k | Added +9.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.1k $27.9k | New |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $27.7k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $27.7k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 10.0k $27.7k | New |
| Argent Trust Co 0.00% of their portfolio | 10.0k $27.7k | Unchanged |
| Quadrant Private Wealth Management, LLC 0.01% of their portfolio | 10.0k $27.7k | Unchanged |
| HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio | 6.0k $17.0k | Unchanged |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $11.1k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $11.1k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.7k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $9.7k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 2.0k $5.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.3k $4.0k | New |
| UMB Bank, n.a. 0.00% of their portfolio | 1.0k $2.8k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.0k $2.8k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 892 $2.5k | Unchanged |
| Centerpoint Advisors, LLC 0.00% of their portfolio | 872 $2.0k | Unchanged |
| ALBION FINANCIAL GROUP /UT 0.00% of their portfolio | 631 $1.7k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.4k | Unchanged |
| DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio | 400 $1.1k | Unchanged |
| Highlander Capital Management, LLC 0.00% of their portfolio | 400 $1.0k | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 314 $870 | Reduced -314 |
| Retirement Group, LLC 0.00% of their portfolio | 166 $0 | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 163 $452 | New |
| Key Financial Inc 0.00% of their portfolio | 150 $416 | Unchanged |
| SITTNER & NELSON, LLC 0.00% of their portfolio | 50 $139 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |