Vault-13

MFS INTER INCOME TR

SH BEN INT · CUSIP 55273C107

91 institutional holders +2 vs Q4 2024
58,011,28458.0m shares reported held*
$156.0mreported value*
12 new 17 added 26 reduced 8 sold out net bought ≈ $1.5m (+564.0k 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. Holder counts are more reliable. Implied quarter-end price ≈ $2.69.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 85Q4 22: 91Q1 23: 96Q2 23: 93Q3 23: 93Q4 23: 102Q1 24: 99Q2 24: 93Q3 24: 99Q4 24: 89Q1 25: 9191Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202285
Q4 202291
Q1 202396
Q2 202393
Q3 202393
Q4 2023102
Q1 202499
Q2 202493
Q3 202499
Q4 202489
Q1 202591

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 23: 29 bought or addedQ2 23: 35 cut or sold outQ3 23: 32 bought or addedQ3 23: 28 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 30 cut or sold outQ1 24: 37 bought or addedQ1 24: 33 cut or sold outQ1 24Q2 24: 34 bought or addedQ2 24: 35 cut or sold outQ3 24: 39 bought or addedQ3 24: 30 cut or sold outQ3 24Q4 24: 30 bought or addedQ4 24: 36 cut or sold outQ1 25: 29 bought or addedQ1 25: 34 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232935
Q3 20233228
Q4 20233630
Q1 20243733
Q2 20243435
Q3 20243930
Q4 20243036
Q1 20252934

Biggest buyers

AMERIPRISE FINANCIAL INC Added +1,187,688+1.2m
WELLS FARGO & COMPANY/MN Added +440,606+440.6k
LPL Financial LLC Added +433,432+433.4k
BANK OF AMERICA CORP /DE/ Added +274,283+274.3k
SIT INVESTMENT ASSOCIATES INC Added +186,567+186.6k
Moors & Cabot, Inc. New +73,629+73.6k
INTEGRITY ALLIANCE, LLC. New +73,067+73.1k
Ethos Financial Group, LLC New +51,171+51.2k
AlphaCore Capital LLC New +42,200+42.2k
OSAIC HOLDINGS, INC. Added +26,725+26.7k

Biggest sellers

Karpus Management, Inc. Reduced -1,171,084-1.2m
Allspring Global Investments Holdings, LLC Reduced -369,807-369.8k
NorthCoast Asset Management LLC Sold out -214,737-214.7k
1607 Capital Partners, LLC Reduced -205,000-205.0k
Focus Partners Wealth Reduced -39,100-39.1k
NewEdge Advisors, LLC Reduced -38,700-38.7k
MORGAN STANLEY Reduced -37,838-37.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -32,418-32.4k
OPPENHEIMER & CO INC Reduced -28,979-29.0k
Kingsview Wealth Management, LLC Reduced -20,718-20.7k

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.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution +1.2 pts · filed 2026-10-01 31.1% +1.2 pts 35.4m≈ $87.4m 2026-10-01

Fell to 5% or below in the last year: 1607 Capital Partners, LLC (3.9%, 2026-08-14)

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 1.54% of their portfolio Minneapolis, MN 24,419,46224.4m $65.7m $65.7m 1.54% Added +186.6k +186,567
2 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 7,518,7277.5m $20.2m $20.2m 0.04% Reduced -369.8k -369,807
3 1607 Capital Partners, LLC 1.60% of their portfolio Richmond, VA 7,370,5557.4m $19.8m $19.8m 1.60% Reduced -205.0k -205,000
4 Karpus Management, Inc. 0.61% of their portfolio Pittsford, NY 7,049,9777.0m $19.0m $19.0m 0.61% Reduced -1.2m -1,171,084
5 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,946,7862.9m $7.9m $7.9m 0.00% Added +1.2m +1,187,688
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,386,8331.4m $3.7m $3.7m 0.00% Reduced -37.8k -37,838
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,100,0321.1m $3.0m $3.0m 0.00% Reduced -13.8k -13,815
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 840,907840.9k $2.3m $2.3m 0.00% Added +433.4k +433,432
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 668,444668.4k $1.8m $1.8m 0.00% Added +274.3k +274,283
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 540,598540.6k $1.5m $1.5m 0.00% Added +440.6k +440,606
11 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 479,574479.6k $1.3m $1.3m 0.01% Added +20.2k +20,192
12 EVOKE WEALTH, LLC 0.02% of their portfolio Los Angeles, CA 328,000328.0k $882.3k $882.3k 0.02% Unchanged
13 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 286,200286.2k $769.9k $769.9k 0.00% Added +12.0k +12,000
14 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 249,508249.5k $663.7k $663.7k 0.03% Unchanged
15 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 245,680245.7k $660.9k $660.9k 0.01% Reduced -20.7k -20,718
16 Fortitude Advisory Group L.L.C. 0.43% of their portfolio GIG HARBOR, WA 227,811227.8k $603.7k $603.7k 0.43% Added +746 +746
17 Transform Wealth, LLC 0.03% of their portfolio GREENWOOD VILLAGE, CO 201,094201.1k $540.9k $540.9k 0.03% Unchanged
18 Tolleson Wealth Management, Inc. 0.07% of their portfolio DALLAS, TX 129,626129.6k $348.7k $348.7k 0.07% Unchanged
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 124,848124.8k $335.8k $335.8k 0.00% Added +26.7k +26,725
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 119,781119.8k $322.2k $322.2k 0.00% Added +8.2k +8,212
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 118,274118.3k $318.0k $318.0k 0.00% Reduced -12.7k -12,716
22 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 115,755115.8k $311.4k $311.4k 0.00% Reduced -3.8k -3,800
23 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 93,90093.9k $252.6k $252.6k 0.00% Reduced -38.7k -38,700
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 74,34474.3k $200.0k $200.0k 0.00% Reduced -32.4k -32,418
25 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 73,62973.6k $198.1k $198.1k 0.01% New
26 INTEGRITY ALLIANCE, LLC. 0.01% of their portfolio Urbandale, IA 73,06773.1k $196.6k $196.6k 0.01% New
27 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 70,00070.0k $188.3k $188.3k 0.00% Reduced -29.0k -28,979
28 Dakota Wealth Management 0.00% of their portfolio PALM BEACH GARDENS, FL 65,55365.6k $176.3k $176.3k 0.00% Reduced -6.1k -6,147
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 59,57759.6k $160.3k $160.3k 0.00% Reduced -11.4k -11,402
30 SMITH, MOORE & CO. 0.01% of their portfolio CLAYTON, MO 58,11958.1k $156.3k $156.3k 0.01% Added +15.0k +15,000
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 56,93256.9k $153.1k $153.1k 0.00% Reduced -101 -101
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 54,74954.7k $147.0k $147.0k 0.00% Reduced -4.5k -4,536
33 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 54,64754.6k $147.0k $147.0k 0.00% Unchanged
34 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 51,17151.2k $137.7k $137.7k 0.01% New
35 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 46,20046.2k $124.3k $124.3k 0.00% Unchanged
36 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 42,20042.2k $113.5k $113.5k 0.01% New
37 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 39,10039.1k $105.2k $105.2k 0.00% Reduced -39.1k -39,100
38 Penbrook Management LLC 0.07% of their portfolio NEW YORK, NY 35,89335.9k $96.6k $96.6k 0.07% Reduced -1.6k -1,600
39 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 35,80035.8k $96.3k $96.3k 0.00% Unchanged
40 MELFA WEALTH MANAGEMENT, INC. 0.06% of their portfolio WESTBOROUGH, MA 34,13334.1k $91.8k $91.8k 0.06% Unchanged
41 MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio Santa Barbara, CA 29,83029.8k $80.2k $80.2k 0.00% Added +477 +477
42 BTG Pactual Asset Management US LLC 0.01% of their portfolio NEW YORK, NY 28,61528.6k $77.0k $77.0k 0.01% Unchanged
43 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 28,14328.1k $75.7k $75.7k 0.00% Reduced -345 -345
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 27,63127.6k $74.0k $74.0k 0.00% Reduced -18.0k -18,001
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,45627.5k $74.0k $74.0k 0.00% Added +4.6k +4,579
46 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 27,39027.4k $73.7k $73.7k 0.00% Unchanged
47 L.M. KOHN & COMPANY 0.02% of their portfolio CINCINNATI, OH 25,59725.6k $68.9k $68.9k 0.02% Added +488 +488
48 Argent Trust Co 0.00% of their portfolio NASHVILLE, TN 25,00025.0k $67.2k $67.2k 0.00% Unchanged
49 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 23,80023.8k $64.0k $64.0k 0.00% Unchanged
50 Shaker Financial Services, LLC 0.02% of their portfolio Arlington, VA 20,37020.4k $54.8k $54.8k 0.02% Reduced -20.6k -20,600
51 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 19,50019.5k $52.5k $52.5k 0.00% Reduced -1.0k -1,000
52 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 17,00017.0k $45.7k $45.7k 0.00% Unchanged
53 PHILADELPHIA TRUST CO 0.00% of their portfolio PHILADELPHIA, PA 16,10016.1k $43.0k $43.0k 0.00% Unchanged
54 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 15,75015.8k $42.4k $42.4k 0.00% New
55 Register Financial Advisors LLC 0.02% of their portfolio ATLANTA, GA 15,02715.0k $40.4k $40.4k 0.02% Added +324 +324
56 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,56514.6k $39.5k $39.5k 0.00% New
57 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,30013.3k $35.8k $35.8k 0.00% Unchanged
58 PFG Investments, LLC 0.00% of their portfolio WOODBURY, NY 12,77712.8k $34.4k $34.4k 0.00% Unchanged
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,37412.4k $33.3k $33.3k 0.00% Reduced -17.3k -17,290
60 Commonwealth Financial Services, LLC 0.01% of their portfolio VIENNA, WV 12,00012.0k $32.3k $32.3k 0.01% Unchanged
61 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 11,75011.8k $31.6k $31.6k 0.00% Unchanged
62 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 11,64811.6k $31.3k $31.3k 0.00% Reduced -13.5k -13,527
63 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 11,16711.2k $30.0k $30.0k 0.00% New
64 Rossmore Private Capital 0.00% of their portfolio GLASTONBURY, CT 10,27510.3k $27.6k $27.6k 0.00% Unchanged
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,23510.2k $27.5k $27.5k 0.00% Reduced -7.0k -7,040
66 BRAVE ASSET MANAGEMENT INC 0.01% of their portfolio Summit, NJ 10,00010.0k $26.9k $26.9k 0.01% Unchanged
67 WOODMONT INVESTMENT COUNSEL LLC 0.00% of their portfolio NASHVILLE, TN 10,00010.0k $26.9k $26.9k 0.00% Unchanged
68 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,0008.0k $21.5k $21.5k 0.00% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 4,8294.8k $13.0k $13.0k 0.00% Unchanged
70 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 4,0004.0k $10.8k $10.8k 0.00% Unchanged
71 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 3,8573.9k $10.4k $10.4k 0.00% Unchanged
72 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,9082.9k $7.8k $7.8k 0.00% New
73 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,6822.7k $7.0k $7.0k 0.00% Added +2.7k +2,680
74 Marshall & Sterling Wealth Advisors Inc. 0.00% of their portfolio POUGHKEEPSIE, NY 1,7711.8k $4.8k $4.8k 0.00% Unchanged
75 EASTERN BANK 0.00% of their portfolio BOSTON, MA 1,6001.6k $4.3k $4.3k 0.00% New
76 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,0001.0k $2.7k $2.7k 0.00% Unchanged
77 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 900900 $2.4k $2.4k 0.00% Unchanged
78 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 695695 $1.9k $1.9k 0.00% Reduced -16 -16
79 ALBION FINANCIAL GROUP /UT 0.00% of their portfolio SALT LAKE CITY, UT 631631 $1.7k $1.7k 0.00% Unchanged
80 Transce3nd, LLC 0.00% of their portfolio BUDA, TX 596596 $1.6k $1.6k 0.00% New
81 Sachetta, LLC 0.00% of their portfolio LYNNFIELD, MA 567567 $1.5k $1.5k 0.00% Unchanged
82 BlackRock, Inc. 0.00% of their portfolio New York, NY 566566 $1.5k $1.5k 0.00% New
83 PFS Partners, LLC 0.00% of their portfolio MINE HILL, NJ 559559 $1.5k $1.5k 0.00% Added +12 +12
84 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 500500 $1.3k $1.3k 0.00% Unchanged
85 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 333333 $896 $896 0.00% Unchanged
86 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 163163 $438 $438 0.00% Unchanged
87 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 150150 $404 $404 0.00% New
88 COMERICA BANK 0.00% of their portfolio DALLAS, TX 103103 $277 $277 0.00% Reduced -93 -93
89 Key Financial Inc 0.00% of their portfolio WEST CHESTER, PA 7575 $202 $202 0.00% Unchanged
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1313 $35 $35 0.00% Unchanged
91 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged