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MFS INTERMEDIATE INCOME TRUST SH BEN INT
MFS INTERMEDIATE INCOME TRUST SH BEN INT. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 73 Institutional holders with a total value of $161,814,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 8,376,877 38,282,000 23.66%
2 Karpus Management, Inc. 7,234,034 33,060,000 20.43%
3 SIT INVESTMENT ASSOCIATES INC 5,954,732 27,213,000 16.82%
4 RELATIVE VALUE PARTNERS GROUP, LLC 5,678,228 25,950,000 16.04%
5 MORGAN STANLEY 1,273,668 5,821,000 3.60%
6 Invesco Ltd. 992,042 4,534,000 2.80%
7 PARAMETRIC PORTFOLIO ASSOCIATES LLC 669,040 3,058,000 1.89%
8 1607 Capital Partners, LLC 638,214 2,917,000 1.80%
9 BANK OF AMERICA CORP /DE/ 513,578 2,348,000 1.45%
10 Ancora Advisors LLC 404,975 1,851,000 1.14%
11 UBS Group AG 386,585 1,767,000 1.09%
12 THRIVENT FINANCIAL FOR LUTHERANS 369,134 1,687,000 1.04%
13 Laurion Capital Management LP 362,684 1,657,000 1.02%
14 LPL Financial LLC 240,675 1,114,000 0.69%
15 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 216,671 990,000 0.61%
16 B. Riley Wealth Advisors, Inc. 177,817 813,000 0.50%
17 Penbrook Management LLC 169,853 776,000 0.48%
18 SHUFRO ROSE & CO LLC 143,810 657,000 0.41%
19 DIXON HUBARD FEINOUR & BROWN INC/VA 125,940 576,000 0.36%
20 Investors Capital Advisory Services 110,802 506,000 0.31%
21 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 107,268 490,000 0.30%
22 AMERICAN INTERNATIONAL GROUP, INC. 94,548 432,000 0.27%
23 HighTower Advisors, LLC 91,261 418,000 0.26%
24 Benchmark Capital Advisors 72,900 333,000 0.21%
25 Raymond James Financial Services Advisors, Inc. 63,944 292,000 0.18%
26 Yellowstone Partners, LLC 62,172 284,000 0.18%
27 RAYMOND JAMES & ASSOCIATES 59,539 272,000 0.17%
28 Texan Capital Management 55,575 253,000 0.16%
29 Pineno Levin & Ford Asset Management, Inc. 53,000 242,000 0.15%
30 GREATMARK INVESTMENT PARTNERS, INC. 47,418 217,000 0.13%
31 Commonwealth Equity Services, Inc 45,225 207,000 0.13%
32 ProVise Management Group, LLC 44,500 203,000 0.13%
33 Cambridge Investment Research Advisors, Inc. 35,727 163,000 0.10%
34 AVALON CAPITAL MANAGEMENT 35,000 160,000 0.10%
35 Virtu KCG Holdings LLC 33,090 151,000 0.09%
36 BRAVE ASSET MANAGEMENT INC 32,300 148,000 0.09%
37 Mariner, LLC 29,771 136,000 0.08%
38 WEDBUSH SECURITIES INC 29,096 133,000 0.08%
39 DEUTSCHE BANK AG\ 27,172 124,000 0.08%
40 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,986 119,000 0.07%
41 Creative Planning 25,233 115,000 0.07%
42 US BANCORP \DE\ 20,400 94,000 0.06%
43 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,052 92,000 0.06%
44 PAYDEN & RYGEL 20,000 91,000 0.06%
45 STIFEL FINANCIAL CORP 19,565 89,000 0.06%
46 Concert Wealth Management Inc. 19,370 88,000 0.05%
47 Janney Montgomery Scott LLC 18,741 86,000 0.05%
48 SMITH, MOORE & CO. 18,240 83,000 0.05%
49 PHILADELPHIA TRUST CO 16,100 73,000 0.05%
50 PNC FINANCIAL SERVICES GROUP, INC. 14,400 66,000 0.04%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.