MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
93
institutional holders
-3 vs Q1 2023
53.8m
shares reported held*
$147.5mreported value*
4 new
25 added
26 reduced
9 sold out
net sold ≈ $501.5k (-183.0k 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 ($184.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.74.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
| Q1 2023 | 96 |
| Q2 2023 | 93 |
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 |
| Q2 2023 | 29 | 35 |
Biggest buyers
| Karpus Management, Inc. | Added | +1.1m |
| UBS Group AG | Added | +699.7k |
| Allspring Global Investments Holdings, LLC | Added | +173.6k |
| Equitable Holdings, Inc. | Added | +94.4k |
| SIT INVESTMENT ASSOCIATES INC | Added | +64.9k |
| CAPTRUST FINANCIAL ADVISORS | Added | +54.3k |
| MELFA WEALTH MANAGEMENT, INC. | New | +50.6k |
| LPL Financial LLC | Added | +37.7k |
| HRT FINANCIAL LP | New | +29.3k |
| Fortitude Advisory Group L.L.C. | Added | +21.6k |
Biggest sellers
| Relative Value Partners Group, LLC | Reduced | -1.5m |
| Invesco Ltd. | Reduced | -296.9k |
| 1607 Capital Partners, LLC | Reduced | -169.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -127.5k |
| MORGAN STANLEY | Reduced | -71.1k |
| CENTAURUS FINANCIAL, INC. | Reduced | -65.2k |
| Walleye Capital LLC | Sold out | -59.4k |
| EVOKE WEALTH, LLC | Reduced | -36.1k |
| Shaker Financial Services, LLC | Sold out | -32.0k |
| Elequin Capital, LP | Sold out | -31.0k |
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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.41% of their portfolio | 19.7m $54.0m | Added +64.9k |
| 1607 Capital Partners, LLC 1.99% of their portfolio | 10.2m $27.8m | Reduced -169.9k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.2m $22.5m | Added +173.6k |
| Karpus Management, Inc. 0.45% of their portfolio | 5.3m $14.4m | Added +1.1m |
| MORGAN STANLEY 0.00% of their portfolio | 2.4m $6.6m | Reduced -71.1k |
| Invesco Ltd. 0.00% of their portfolio | 1.0m $2.8m | Reduced -296.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 945.8k $2.6m | Added +15.1k |
| UBS Group AG 0.00% of their portfolio | 862.8k $2.4m | Added +699.7k |
| GraniteShares Advisors LLC 1.23% of their portfolio | 499.7k $1.4m | Reduced -5.3k |
| Transform Wealth, LLC 0.11% of their portfolio | 459.0k $1.3m | Unchanged |
| Relative Value Partners Group, LLC 0.08% of their portfolio | 450.3k $1.2m | Reduced -1.5m |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 377.0k $1.0m | Reduced -36.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 355.1k $972.9k | Reduced -127.5k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 321.9k $882.0k | Added +94.4k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 299.6k $820.9k | Added +6.4k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 207.7k $569.1k | Reduced -219 |
| Fortitude Advisory Group L.L.C. 0.41% of their portfolio | 203.9k $558.7k | Added +21.6k |
| Ameritas Advisory Services, LLC 0.06% of their portfolio | 153.8k $429.1k | Reduced -9.7k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 131.6k $360.5k | Added +1.2k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 114.5k $313.7k | Added +54.3k |
| Private Advisor Group, LLC 0.00% of their portfolio | 108.7k $303.2k | Reduced -1.9k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 99.0k $271.2k | Reduced -20.0k |
| CWM, LLC 0.00% of their portfolio | 82.0k $225.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 73.2k $200.5k | Reduced -4.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 70.7k $194.0k | Reduced -18.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 69.0k $189.0k | Added +960 |
| Penbrook Management LLC 0.13% of their portfolio | 66.1k $181.2k | Reduced -800 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 57.7k $158.0k | Added +17 |
| LPL Financial LLC 0.00% of their portfolio | 54.2k $148.6k | Added +37.7k |
| OPTIMUM INVESTMENT ADVISORS 0.07% of their portfolio | 54.0k $147.9k | Unchanged |
| SMITH, MOORE & CO. 0.02% of their portfolio | 52.5k $143.9k | Added +2.0k |
| MELFA WEALTH MANAGEMENT, INC. 0.14% of their portfolio | 50.6k $138.7k | New |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 48.9k $133.9k | Reduced -2.4k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $126.6k | Unchanged |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 44.7k $122.4k | Reduced -9.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 42.0k $115.2k | Reduced -10.1k |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 40.0k $110.0k | Reduced -65.2k |
| Dakota Wealth Management 0.00% of their portfolio | 38.3k $104.9k | Added +7.8k |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 36.8k $100.8k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 36.4k $99.7k | Added +789 |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $95.2k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 30.0k $83.0k | Reduced -7.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 29.3k $80.0k | New |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 29.1k $79.8k | Reduced -64 |
| Portside Wealth Group, LLC 0.01% of their portfolio | 29.1k $79.8k | First filing |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $78.4k | Unchanged |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 26.7k $73.2k | Added +99 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 26.6k $72.9k | Added +2.1k |
| Pekin Hardy Strauss, Inc. 0.01% of their portfolio | 25.8k $70.8k | Reduced -10.8k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.4k $67.0k | Added +989 |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 19.7k $54.0k | Added +284 |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 18.7k $51.0k | Unchanged |
| StoneX Group Inc. 0.01% of their portfolio | 18.3k $50.3k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 17.5k $48.0k | Reduced -10.0k |
| Smith Salley Wealth Management 0.00% of their portfolio | 16.3k $44.7k | Unchanged |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $44.0k | Unchanged |
| NVWM, LLC 0.01% of their portfolio | 15.0k $41.1k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.0k $38.3k | New |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.7k $37.4k | Added +112 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.6k $37.4k | Added +715 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $32.2k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.3k $31.1k | Added +550 |
| Cetera Advisors LLC 0.00% of their portfolio | 11.2k $30.6k | Unchanged |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 10.8k $29.6k | Added +216 |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $28.2k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.3k $28.2k | Added +209 |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $27.4k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $27.4k | Unchanged |
| Argent Trust Co 0.00% of their portfolio | 10.0k $27.4k | Unchanged |
| Quadrant Private Wealth Management, LLC 0.01% of their portfolio | 10.0k $27.4k | Unchanged |
| HAZLETT, BURT & WATSON, INC. 0.01% of their portfolio | 6.0k $16.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.2k $11.6k | Reduced -6.0k |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $11.0k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $11.0k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.6k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $9.6k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 2.0k $5.6k | Unchanged |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 1.7k $4.7k | First filing |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.1k $3.0k | Reduced -184 |
| UMB Bank, n.a. 0.00% of their portfolio | 1.0k $2.7k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.0k $2.7k | 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 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 392 $1.1k | Reduced -500 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 314 $860 | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 163 $455 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 150 $411 | Unchanged |
| Retirement Group, LLC 0.00% of their portfolio | 83 $227 | Reduced -83 |
| SITTNER & NELSON, LLC 0.00% of their portfolio | 50 $137 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |