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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 (2016Q4)
Portfolio Summary: 74 Institutional holders with a total value of $165,427,418.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 10,200,697 45,291,000 27.38%
2 SIT INVESTMENT ASSOCIATES INC 8,238,335 36,578,000 22.11%
3 Karpus Management, Inc. 5,941,205 26,379,000 15.95%
4 RELATIVE VALUE PARTNERS GROUP, LLC 3,242,984 14,399,000 8.70%
5 1607 Capital Partners, LLC 2,411,057 10,705,000 6.47%
6 MORGAN STANLEY 1,311,817 5,825,000 3.52%
7 Invesco Ltd. 1,169,162 5,191,000 3.14%
8 BANK OF AMERICA CORP /DE/ 1,065,223 4,730,000 2.86%
9 UBS Group AG 481,223 2,136,000 1.29%
10 Ancora Advisors LLC 441,154 1,958,000 1.18%
11 THRIVENT FINANCIAL FOR LUTHERANS 369,134 1,639,000 0.99%
12 LPL Financial LLC 264,819 1,165,000 0.70%
13 WEALTHSOURCE PARTNERS, LLC 214,854 954,000 0.58%
14 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 163,125 724,000 0.44%
15 ADVISOR GROUP, INC. 142,215 631,000 0.38%
16 SHUFRO ROSE & CO LLC 131,110 582,000 0.35%
17 DIXON HUBARD FEINOUR & BROWN INC/VA 125,440 557,000 0.34%
18 B. Riley Wealth Advisors, Inc. 121,581 540,000 0.33%
19 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 92,084 409,000 0.25%
20 RAYMOND JAMES & ASSOCIATES 87,149 387,000 0.23%
21 Shaker Financial Services, LLC 76,916 342,000 0.21%
22 DOLIVER ADVISORS, LP 76,649 340,000 0.21%
23 Raymond James Financial Services Advisors, Inc. 71,556 318,000 0.19%
24 Benchmark Capital Advisors 68,300 303,000 0.18%
25 Pineno Levin & Ford Asset Management, Inc. 56,900 253,000 0.15%
26 Virtu KCG Holdings LLC 51,695 230,000 0.14%
27 OPPENHEIMER & CO INC 51,500 228,000 0.14%
28 STIFEL FINANCIAL CORP 45,755 204,000 0.12%
29 ProVise Management Group, LLC 38,100 169,000 0.10%
30 Cambridge Investment Research Advisors, Inc. 34,479 153,000 0.09%
31 GREATMARK INVESTMENT PARTNERS, INC. 31,769 141,000 0.09%
32 Mariner, LLC 29,770 132,000 0.08%
33 Commonwealth Equity Services, Inc 27,240 121,000 0.07%
34 LADENBURG THALMANN FINANCIAL SERVICES INC. 26,004 115,000 0.07%
35 Creative Planning 25,233 112,000 0.07%
36 BRAVE ASSET MANAGEMENT INC 24,300 108,000 0.07%
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,019 89,000 0.05%
38 PAYDEN & RYGEL 20,000 89,000 0.05%
39 Concert Wealth Management Inc. 19,370 86,000 0.05%
40 Squarepoint Ops LLC 18,900 84,000 0.05%
41 UNITED CAPITAL FINANCIAL ADVISORS, LLC 18,472 82,000 0.05%
42 SMITH, MOORE & CO. 18,240 81,000 0.05%
43 PHILADELPHIA TRUST CO 16,100 71,000 0.04%
44 First Allied Advisory Services, Inc. 15,000 67,000 0.04%
45 OPTIMUM INVESTMENT ADVISORS 14,004 62,000 0.04%
46 SIGNET FINANCIAL MANAGEMENT, LLC 14,017 62,000 0.04%
47 Janney Montgomery Scott LLC 13,769 61,000 0.04%
48 MONETARY MANAGEMENT GROUP INC 12,300 55,000 0.03%
49 PNC FINANCIAL SERVICES GROUP, INC. 11,738 53,000 0.03%
50 JANE STREET GROUP, LLC 11,261 50,000 0.03%
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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.