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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 (2017Q2)
Portfolio Summary: 75 Institutional holders with a total value of $176,695,320.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 155 0 0.00%
2 WFG Advisors, LP 11 0 0.00%
3 WHITTIER TRUST CO 149 1,000 0.00%
4 Highlander Capital Management, LLC 400 2,000 0.00%
5 Bartlett & Co. LLC 725 3,000 0.00%
6 Gemmer Asset Management LLC 1,000 4,000 0.00%
7 CITY HOLDING CO 862 4,000 0.00%
8 Estabrook Capital Management 1,250 5,400 0.00%
9 ROYAL FUND MANAGEMENT, LLC 1,500 6,000 0.00%
10 BRONFMAN E.L. ROTHSCHILD, L.P. 1,616 7,000 0.00%
11 FIFTH THIRD BANCORP 1,869 8,000 0.00%
12 SEI INVESTMENTS CO 2,108 9,000 0.01%
13 MOSAIC FAMILY WEALTH, LLC 1,975 9,000 0.01%
14 GENEOS WEALTH MANAGEMENT INC. 2,302 9,000 0.01%
15 PNC FINANCIAL SERVICES GROUP, INC. 2,000 9,000 0.01%
16 HUNTINGTON NATIONAL BANK 3,000 13,000 0.01% PRN
17 PENSERRA CAPITAL MANAGEMENT LLC 3,066 13,000 0.01%
18 IFP ADVISORS, INC 3,125 14,000 0.01%
19 Advisory Services Network, LLC 3,500 15,000 0.01%
20 DELTA ASSET MANAGEMENT LLC/TN 3,385 15,000 0.01%
21 BRUDERMAN ASSET MANAGEMENT, LLC 4,000 17,000 0.01%
22 Creative Planning 5,200 22,000 0.01%
23 Carroll Financial Associates, Inc. 5,500 23,000 0.01%
24 ANCHOR INVESTMENT MANAGEMENT, LLC 6,000 25,920 0.01%
25 CITIGROUP INC 6,160 27,000 0.02%
26 HOLLOWAY WEALTH MANAGEMENT, LLC 8,000 35,000 0.02% PRN
27 SIGNET FINANCIAL MANAGEMENT, LLC 10,000 43,000 0.02%
28 RAYMOND JAMES TRUST N.A. 10,300 44,000 0.02%
29 GOLDMAN SACHS GROUP INC 10,238 44,000 0.02%
30 BB&T SECURITIES, LLC 10,750 46,000 0.03%
31 MONETARY MANAGEMENT GROUP INC 12,300 53,000 0.03%
32 Janney Montgomery Scott LLC 14,288 62,000 0.04%
33 OPTIMUM INVESTMENT ADVISORS 14,650 63,000 0.04%
34 First Allied Advisory Services, Inc. 15,000 65,000 0.04%
35 PHILADELPHIA TRUST CO 16,100 70,000 0.04%
36 UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,672 72,000 0.04%
37 MILLENNIUM MANAGEMENT LLC 17,118 74,000 0.04%
38 Smith Salley Wealth Management 18,325 79,000 0.04%
39 BRAVE ASSET MANAGEMENT INC 18,500 80,000 0.05%
40 Institute for Wealth Management, LLC. 19,370 83,000 0.05%
41 LADENBURG THALMANN FINANCIAL SERVICES INC. 21,814 94,000 0.05%
42 ADVISOR GROUP, INC. 22,495 97,000 0.05%
43 SMITH, MOORE & CO. 22,539 97,000 0.05%
44 LPL Financial LLC 24,318 105,000 0.06%
45 GREATMARK INVESTMENT PARTNERS, INC. 31,769 137,000 0.08%
46 ProVise Management Group, LLC 35,940 155,000 0.09%
47 Commonwealth Equity Services, Inc 40,036 173,000 0.10%
48 STIFEL FINANCIAL CORP 46,055 198,000 0.11%
49 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 51,264 221,000 0.13%
50 Pineno Levin & Ford Asset Management, Inc. 51,600 223,000 0.13%
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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.