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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 (2016Q3)
Portfolio Summary: 75 Institutional holders with a total value of $163,247,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 8,067,742 36,548,000 22.39%
2 SIT INVESTMENT ASSOCIATES INC 8,010,035 36,285,000 22.23%
3 Karpus Management, Inc. 6,492,374 29,410,000 18.02%
4 RELATIVE VALUE PARTNERS GROUP, LLC 3,355,175 15,199,000 9.31%
5 Hedeker Wealth, LLC 27 6,050,000 3.71%
6 MORGAN STANLEY 1,282,760 5,811,000 3.56%
7 Invesco Ltd. 1,204,264 5,455,000 3.34%
8 BANK OF AMERICA CORP /DE/ 985,413 4,465,000 2.74%
9 1607 Capital Partners, LLC 847,466 3,839,000 2.35%
10 Laurion Capital Management LP 798,871 3,619,000 2.22%
11 UBS Group AG 466,315 2,112,000 1.29%
12 Ancora Advisors LLC 447,975 2,029,000 1.24%
13 THRIVENT FINANCIAL FOR LUTHERANS 369,134 1,672,000 1.02%
14 LPL Financial LLC 349,612 1,587,000 0.97%
15 WEALTHSOURCE PARTNERS, LLC 210,821 955,000 0.59%
16 Penbrook Management LLC 164,853 747,000 0.46%
17 DIXON HUBARD FEINOUR & BROWN INC/VA 151,940 688,000 0.42%
18 SHUFRO ROSE & CO LLC 144,110 653,000 0.40% PRN
19 ADVISOR GROUP, INC. 138,205 626,000 0.38%
20 RAYMOND JAMES & ASSOCIATES 97,489 442,000 0.27%
21 Raymond James Financial Services Advisors, Inc. 75,915 344,000 0.21%
22 Benchmark Capital Advisors 68,300 309,000 0.19%
23 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 62,145 282,000 0.17%
24 Yellowstone Partners, LLC 59,816 271,000 0.17%
25 DOLIVER ADVISORS, LP 59,630 270,000 0.17%
26 Pineno Levin & Ford Asset Management, Inc. 57,000 258,000 0.16%
27 OPPENHEIMER & CO INC 49,500 225,000 0.14%
28 B. Riley Wealth Advisors, Inc. 131,725 221,000 0.14%
29 Commonwealth Equity Services, Inc 46,042 209,000 0.13%
30 STIFEL FINANCIAL CORP 45,065 203,000 0.12%
31 ProVise Management Group, LLC 40,100 181,000 0.11%
32 Cambridge Investment Research Advisors, Inc. 35,784 162,000 0.10%
33 AVALON CAPITAL MANAGEMENT 35,000 159,000 0.10%
34 GREATMARK INVESTMENT PARTNERS, INC. 31,769 144,000 0.09%
35 Mariner, LLC 29,770 135,000 0.08%
36 WEDBUSH SECURITIES INC 28,234 128,000 0.08%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 26,000 118,000 0.07%
38 Creative Planning 25,233 114,000 0.07%
39 BRAVE ASSET MANAGEMENT INC 24,300 110,000 0.07%
40 ROYAL BANK OF CANADA 22,386 102,000 0.06%
41 PNC FINANCIAL SERVICES GROUP, INC. 21,738 99,000 0.06%
42 PAYDEN & RYGEL 20,000 91,000 0.06%
43 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,052 91,000 0.06%
44 Concert Wealth Management Inc. 19,370 88,000 0.05%
45 SMITH, MOORE & CO. 18,240 83,000 0.05%
46 PHILADELPHIA TRUST CO 16,100 73,000 0.04%
47 SIGNET FINANCIAL MANAGEMENT, LLC 14,017 63,000 0.04%
48 OPTIMUM INVESTMENT ADVISORS 13,683 62,000 0.04%
49 MONETARY MANAGEMENT GROUP INC 13,300 60,000 0.04%
50 Janney Montgomery Scott LLC 12,814 58,000 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.