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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 (2016Q2)
Portfolio Summary: 78 Institutional holders with a total value of $165,333,255.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WFG Advisors, LP 10 0 0.00%
2 Highlander Capital Management, LLC 400 2,000 0.00%
3 WOLVERINE TRADING LP /BD 488 2,255 0.00%
4 Bartlett & Co. LLC 725 3,000 0.00%
5 NEXT Financial Group, Inc 800 3,000 0.00%
6 SEI INVESTMENTS CO 600 3,000 0.00%
7 IFP ADVISORS, INC 700 3,000 0.00%
8 BRONFMAN E.L. ROTHSCHILD, L.P. 975 5,000 0.00%
9 PENSERRA CAPITAL MANAGEMENT LLC 1,272 6,000 0.00%
10 MOSAIC FAMILY WEALTH, LLC 1,975 10,000 0.01%
11 GENEOS WEALTH MANAGEMENT INC. 2,302 10,000 0.01%
12 Iowa State Bank 2,500 12,000 0.01%
13 HUNTINGTON NATIONAL BANK 3,000 14,000 0.01% PRN
14 Advisory Services Network, LLC 3,500 16,000 0.01%
15 US BANCORP \DE\ 3,400 16,000 0.01%
16 DELTA ASSET MANAGEMENT LLC/TN 3,385 16,000 0.01%
17 FIFTH THIRD BANCORP 3,400 16,000 0.01%
18 BRUDERMAN ASSET MANAGEMENT, LLC 4,000 19,000 0.01%
19 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 15,438 21,000 0.01%
20 Carroll Financial Associates, Inc. 5,500 25,000 0.02%
21 CITIGROUP INC 6,367 30,000 0.02%
22 MSI Financial Services Inc 7,001 32,000 0.02%
23 FRANKLIN RESOURCES INC 10,000 46,000 0.03%
24 RAYMOND JAMES TRUST N.A. 10,300 48,000 0.03%
25 MONETARY MANAGEMENT GROUP INC 13,300 62,000 0.04%
26 OPTIMUM INVESTMENT ADVISORS 13,376 62,000 0.04%
27 SIGNET FINANCIAL MANAGEMENT, LLC 14,017 65,000 0.04%
28 Smith Salley Wealth Management 14,250 66,000 0.04%
29 ROYAL BANK OF CANADA 15,196 71,000 0.04%
30 PHILADELPHIA TRUST CO 16,100 75,000 0.05%
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,185 80,000 0.05%
32 OPPENHEIMER & CO INC 17,500 81,000 0.05%
33 SMITH, MOORE & CO. 18,240 85,000 0.05%
34 Janney Montgomery Scott LLC 18,741 86,000 0.05%
35 Concert Wealth Management Inc. 19,370 90,000 0.05%
36 STIFEL FINANCIAL CORP 19,565 91,000 0.06%
37 PAYDEN & RYGEL 20,000 93,000 0.06%
38 PNC FINANCIAL SERVICES GROUP, INC. 23,238 108,000 0.07%
39 Creative Planning 23,233 108,000 0.07%
40 UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,852 109,000 0.07%
41 BRAVE ASSET MANAGEMENT INC 24,300 113,000 0.07%
42 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,995 120,000 0.07%
43 Mariner, LLC 29,770 138,000 0.08%
44 WEDBUSH SECURITIES INC 30,494 141,000 0.09%
45 DEUTSCHE BANK AG\ 30,852 143,000 0.09%
46 AVALON CAPITAL MANAGEMENT 35,000 162,000 0.10%
47 GREATMARK INVESTMENT PARTNERS, INC. 35,569 165,000 0.10%
48 Cambridge Investment Research Advisors, Inc. 36,039 167,000 0.10%
49 ProVise Management Group, LLC 42,100 195,000 0.12%
50 B. Riley Wealth Advisors, Inc. 136,439 226,000 0.14%
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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.