MFS INTER INCOME TR
SH BEN INT · CUSIP 55273C107
99
institutional holders
-3 vs Q4 2023
56.8m
shares reported held*
$151.2mreported value*
12 new
25 added
19 reduced
14 sold out
net bought ≈ $563.2k (+211.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $2.66.
Trends to Q1 2024
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 |
| Q4 2023 | 102 |
| Q1 2024 | 99 |
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 |
| Q4 2023 | 36 | 30 |
| Q1 2024 | 37 | 33 |
Biggest buyers
| Karpus Management, Inc. | Added | +2.6m |
| MORGAN STANLEY | Added | +1.4m |
| WELLS FARGO & COMPANY/MN | Added | +1.0m |
| EVOKE WEALTH, LLC | Added | +347.0k |
| WOLVERINE ASSET MANAGEMENT LLC | Added | +170.2k |
| Ameritas Advisory Services, LLC | New | +169.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Added | +141.2k |
| SIT INVESTMENT ASSOCIATES INC | Added | +85.1k |
| Private Advisor Group, LLC | Added | +37.9k |
| SHAYNE & JACOBS, LLC | New | +37.2k |
Biggest sellers
| 1607 Capital Partners, LLC | Reduced | -4.3m |
| Significant Wealth Partners LLC | Sold out | -546.0k |
| Transform Wealth, LLC | Sold out | -240.7k |
| Invesco Ltd. | Reduced | -228.2k |
| JPMORGAN CHASE & CO | Sold out | -136.7k |
| Hara Capital LLC | Reduced | -127.5k |
| CWM, LLC | Reduced | -77.5k |
| CAPTRUST FINANCIAL ADVISORS | Reduced | -60.0k |
| Relative Value Partners Group, LLC | Reduced | -55.9k |
| ASSETMARK, INC | Sold out | -34.8k |
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 2024
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.34% of their portfolio | 22.0m $58.5m | Added +85.1k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 8.2m $21.9m | Unchanged |
| Karpus Management, Inc. 0.59% of their portfolio | 7.6m $20.3m | Added +2.6m |
| 1607 Capital Partners, LLC 1.25% of their portfolio | 5.8m $15.4m | Reduced -4.3m |
| MORGAN STANLEY 0.00% of their portfolio | 4.2m $11.2m | Added +1.4m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.4m $3.7m | Added +21.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1m $2.9m | Added +1.0m |
| Invesco Ltd. 0.00% of their portfolio | 1.1m $2.8m | Reduced -228.2k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 414.5k $1.1m | Added +1.6k |
| EVOKE WEALTH, LLC 0.03% of their portfolio | 377.0k $1.0m | Added +347.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 359.4k $956.1k | Added +9.3k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio | 307.8k $818.7k | Added +141.2k |
| Hara Capital LLC 0.41% of their portfolio | 256.7k $682.8k | Reduced -127.5k |
| Relative Value Partners Group, LLC 0.04% of their portfolio | 255.6k $720.8k | Reduced -55.9k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 236.8k $629.9k | Reduced -18.6k |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 226.4k $602.1k | Reduced -346 |
| Fortitude Advisory Group L.L.C. 0.34% of their portfolio | 225.2k $599.2k | Added +10.2k |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 218.2k $580.5k | Added +170.2k |
| UBS Group AG 0.00% of their portfolio | 169.3k $450.4k | Added +18.4k |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 169.1k $442.9k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 137.1k $364.8k | Reduced -23.0k |
| Private Advisor Group, LLC 0.00% of their portfolio | 136.3k $362.6k | Added +37.9k |
| Tolleson Wealth Management, Inc. 0.07% of their portfolio | 130.8k $348.0k | Unchanged |
| Shaker Financial Services, LLC 0.12% of their portfolio | 116.7k $310.5k | Added +32.8k |
| STEPHENS INC /AR/ 0.00% of their portfolio | 114.1k $303.4k | Reduced -14.0k |
| LPL Financial LLC 0.00% of their portfolio | 102.4k $272.3k | Reduced -3.1k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 99.0k $263.3k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 73.3k $195.0k | Added +7.8k |
| Penbrook Management LLC 0.10% of their portfolio | 62.9k $167.4k | Reduced -2.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 62.6k $167.0k | Reduced -13.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 60.6k $161.0k | Reduced -2.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 54.6k $145.4k | Reduced -60.0k |
| OPTIMUM INVESTMENT ADVISORS 0.07% of their portfolio | 54.0k $143.6k | Unchanged |
| SMITH, MOORE & CO. 0.01% of their portfolio | 50.6k $134.6k | Unchanged |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 47.2k $125.5k | Reduced -1.8k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 46.9k $124.8k | Added +130 |
| Cresset Asset Management, LLC 0.00% of their portfolio | 46.2k $122.9k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 42.8k $114.0k | Added +21.0k |
| Dakota Wealth Management 0.00% of their portfolio | 41.6k $110.6k | Added +3.3k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 37.8k $100.5k | Unchanged |
| SHAYNE & JACOBS, LLC 0.03% of their portfolio | 37.2k $98.9k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 35.8k $95.2k | Reduced -1.0k |
| MELFA WEALTH MANAGEMENT, INC. 0.07% of their portfolio | 34.1k $90.8k | Unchanged |
| L.M. KOHN & COMPANY 0.02% of their portfolio | 31.3k $83.2k | Added +54 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 30.7k $81.7k | Added +8.4k |
| HRT FINANCIAL LP 0.00% of their portfolio | 30.3k $80.0k | New |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 29.2k $77.5k | Reduced -27 |
| Cetera Investment Advisers 0.00% of their portfolio | 28.9k $76.9k | New |
| Greytown Advisors Inc. 0.04% of their portfolio | 28.6k $76.1k | Unchanged |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.00% of their portfolio | 25.2k $67.0k | New |
| Argent Trust Co 0.00% of their portfolio | 25.0k $66.5k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 24.5k $65.2k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.0k $64.0k | Added +2.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 21.3k $57.0k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 19.7k $52.0k | Reduced -4.8k |
| 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 $42.2k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.7k $41.6k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 15.5k $41.2k | Unchanged |
| SignalPoint Asset Management, LLC 0.01% of their portfolio | 14.0k $37.3k | Added +156 |
| Register Financial Advisors LLC 0.02% of their portfolio | 13.7k $36.6k | Added +304 |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 12.0k $32.2k | Unchanged |
| Quadrant Private Wealth Management, LLC 0.01% of their portfolio | 12.0k $31.9k | Unchanged |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 11.8k $31.3k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 11.5k $30.6k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.00% of their portfolio | 11.4k $30.5k | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 10.4k $27.5k | Added +78 |
| Rossmore Private Capital 0.00% of their portfolio | 10.3k $27.3k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 10.0k $26.6k | New |
| BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio | 10.0k $26.6k | Unchanged |
| WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio | 10.0k $26.6k | Unchanged |
| WealthShield Partners, LLC 0.00% of their portfolio | 10.0k $26.6k | New |
| SUMMIT SECURITIES GROUP LLC 0.01% of their portfolio | 6.0k $16.0k | New |
| CWM, LLC 0.00% of their portfolio | 4.5k $12.0k | Reduced -77.5k |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 4.0k $10.6k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 4.0k $10.6k | 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 $9.3k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 2.7k $7.0k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 1.9k $5.1k | 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 |
| Sachetta, LLC 0.00% of their portfolio | 567 $1.5k | Unchanged |
| PFS Partners, LLC 0.00% of their portfolio | 511 $1.4k | Added +11 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 500 $1.3k | New |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 500 $1.3k | Unchanged |
| Highlander Capital Management, LLC 0.00% of their portfolio | 400 $1.1k | Unchanged |
| REAP Financial Group, LLC 0.00% of their portfolio | 350 $931 | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 333 $886 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 314 $835 | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 150 $399 | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 111 $295 | Reduced -5.0k |
| Elequin Capital, LP 0.00% of their portfolio | 100 $266 | Unchanged |
| Retirement Group, LLC 0.00% of their portfolio | 83 $221 | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 13 $35 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| Goodman Advisory Group, LLC 0.00% of their portfolio | 0 $0 | New |