MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
93
institutional holders
+0 vs Q2 2023
54.3m
shares reported held*
$145.6mreported value*
9 new
23 added
17 reduced
11 sold out
net bought ≈ $1.3m (+472.3k 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 ($180.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $2.68.
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 85 |
| Q4 2022 | 91 |
| Q1 2023 | 96 |
| Q2 2023 | 93 |
| Q3 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 |
| Q3 2023 | 32 | 28 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +1.3m |
| Kingsview Wealth Management, LLC | New | +211.2k |
| Invesco Ltd. | Added | +130.3k |
| Shaker Financial Services, LLC | New | +63.0k |
| SHAYNE & JACOBS, LLC | New | +37.2k |
| Equitable Holdings, Inc. | Added | +34.5k |
| WELLS FARGO & COMPANY/MN | Added | +34.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +26.9k |
| Fisher Asset Management, LLC | New | +20.0k |
| GraniteShares Advisors LLC | Added | +19.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -678.2k |
| Transform Wealth, LLC | Reduced | -221.4k |
| Relative Value Partners Group, LLC | Reduced | -150.5k |
| Karpus Management, Inc. | Reduced | -144.2k |
| NewEdge Advisors, LLC | Reduced | -52.1k |
| CENTAURUS FINANCIAL, INC. | Sold out | -40.0k |
| UBS Group AG | Reduced | -33.7k |
| HRT FINANCIAL LP | Sold out | -29.3k |
| Dynamic Advisor Solutions LLC | Reduced | -29.0k |
| OSAIC HOLDINGS, INC. | Reduced | -19.0k |
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, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.54% of their portfolio | 21.0m $56.2m | Added +1.3m |
| 1607 Capital Partners, LLC 2.04% of their portfolio | 10.2m $27.2m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 8.2m $22.0m | Unchanged |
| Karpus Management, Inc. 0.46% of their portfolio | 5.1m $13.7m | Reduced -144.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $4.6m | Reduced -678.2k |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $3.1m | Added +130.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 959.4k $2.6m | Added +13.6k |
| UBS Group AG 0.00% of their portfolio | 829.1k $2.2m | Reduced -33.7k |
| GraniteShares Advisors LLC 1.30% of their portfolio | 519.6k $1.4m | Added +19.9k |
| EVOKE WEALTH, LLC 0.04% of their portfolio | 377.0k $1.0m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 365.6k $979.9k | Added +10.5k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 356.4k $955.2k | Added +34.5k |
| Relative Value Partners Group, LLC 0.05% of their portfolio | 299.8k $803.3k | Reduced -150.5k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 247.5k $663.3k | Reduced -52.1k |
| Transform Wealth, LLC 0.07% of their portfolio | 237.6k $636.8k | Reduced -221.4k |
| Fortitude Advisory Group L.L.C. 0.39% of their portfolio | 213.2k $571.3k | Added +9.3k |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 211.2k $565.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 188.8k $505.9k | Reduced -19.0k |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 148.2k $389.8k | Reduced -5.6k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 130.6k $349.9k | Reduced -1.0k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 114.6k $307.3k | Added +150 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 107.4k $287.8k | Added +34.2k |
| Private Advisor Group, LLC 0.00% of their portfolio | 103.9k $278.4k | Reduced -4.8k |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 99.0k $265.3k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 82.0k $220.0k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.4k $196.0k | Added +15.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 70.0k $188.0k | Reduced -759 |
| Penbrook Management LLC 0.13% of their portfolio | 66.1k $177.2k | Unchanged |
| Shaker Financial Services, LLC 0.08% of their portfolio | 63.0k $168.9k | New |
| LPL Financial LLC 0.00% of their portfolio | 62.3k $166.9k | Added +8.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 56.0k $150.0k | Reduced -13.0k |
| OPTIMUM INVESTMENT ADVISORS 0.07% of their portfolio | 54.0k $144.7k | Unchanged |
| SMITH, MOORE & CO. 0.02% of their portfolio | 52.5k $140.7k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.15% of their portfolio | 50.6k $135.7k | Unchanged |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 49.0k $131.2k | Added +80 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $123.8k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 45.5k $123.0k | Added +15.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 44.5k $119.1k | Added +26.9k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 40.5k $108.5k | Added +4.1k |
| Dakota Wealth Management 0.00% of their portfolio | 38.3k $102.6k | Unchanged |
| SHAYNE & JACOBS, LLC 0.03% of their portfolio | 37.2k $99.7k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 36.8k $98.6k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 34.8k $93.2k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 32.9k $88.3k | Reduced -9.1k |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 31.1k $83.4k | Added +4.4k |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 29.1k $78.1k | Unchanged |
| Portside Wealth Group, LLC 0.01% of their portfolio | 29.1k $78.0k | Unchanged |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $76.7k | Unchanged |
| Pekin Hardy Strauss, Inc. 0.01% of their portfolio | 25.0k $67.0k | Reduced -821 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.5k $65.7k | Reduced -2.1k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.4k $65.0k | Added +21 |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 20.3k $54.4k | Added +584 |
| Fisher Asset Management, LLC 0.00% of their portfolio | 20.0k $53.6k | New |
| NORTHEAST INVESTMENT MANAGEMENT 0.00% of their portfolio | 16.4k $44.1k | New |
| Smith Salley Wealth Management 0.00% of their portfolio | 16.3k $43.7k | Unchanged |
| PHILADELPHIA TRUST CO 0.00% of their portfolio | 16.1k $43.0k | Unchanged |
| RAYMOND JAMES TRUST N.A. 0.00% of their portfolio | 15.9k $42.5k | Reduced -2.8k |
| Dynamic Advisor Solutions LLC 0.00% of their portfolio | 15.7k $42.0k | Reduced -29.0k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.5k $41.5k | New |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 13.8k $36.9k | Added +114 |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 12.0k $32.2k | First filing |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $31.5k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 11.5k $30.8k | New |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 11.4k $30.5k | Added +561 |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.3k $30.4k | Unchanged |
| Cetera Advisors LLC 0.00% of their portfolio | 11.2k $29.9k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.3k $27.5k | Added +1 |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $27.5k | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio | 10.3k $28.0k | Added +10.1k |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $26.8k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $26.8k | Unchanged |
| Argent Trust Co 0.00% of their portfolio | 10.0k $26.8k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 5.2k $14.0k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.6k $12.3k | Added +358 |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $10.7k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $10.7k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 3.9k $10.3k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 3.5k $9.4k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 2.7k $7.0k | First filing |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 2.0k $5.5k | Unchanged |
| ST GERMAIN D J CO INC 0.00% of their portfolio | 1.7k $4.6k | Unchanged |
| 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 $1.3k | 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 $842 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 150 $402 | Unchanged |
| Retirement Group, LLC 0.00% of their portfolio | 83 $222 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| Plante Moran Financial Advisors, LLC 0.00% of their portfolio | 0 $0 | New |