OPTIMUM INVESTMENT ADVISORS - MFS INTER INCOME TR ownership

MFS INTER INCOME TR's ticker is MIN and the CUSIP is 55273C107. A total of 82 filers reported holding MFS INTER INCOME TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of MFS INTER INCOME TR
ValueSharesWeighting
Q4 2023$144,6970.0%53,9910.0%0.07%
-1.4%
Q3 2023$144,697
-2.2%
53,9910.0%0.07%
+2.8%
Q2 2023$147,937
-1.1%
53,9910.0%0.07%
-7.7%
Q1 2023$149,556
+0.4%
53,9910.0%0.08%
-3.7%
Q4 2022$149,016
-2.0%
53,9910.0%0.08%
-1.2%
Q3 2022$152,000
-5.0%
53,9910.0%0.08%
+2.5%
Q2 2022$160,000
-5.9%
53,9910.0%0.08%
+11.1%
Q1 2022$170,000
-12.4%
53,9910.0%0.07%
-5.3%
Q4 2021$194,000
-0.5%
53,9910.0%0.08%
-7.3%
Q3 2021$195,000
-3.5%
53,9910.0%0.08%
+30.2%
Q2 2021$202,000
+0.5%
53,9910.0%0.06%
+6.8%
Q1 2021$201,000
-2.4%
53,9910.0%0.06%
-6.3%
Q4 2020$206,000
+2.5%
53,9910.0%0.06%
-6.0%
Q3 2020$201,000
+0.5%
53,9910.0%0.07%
-4.3%
Q2 2020$200,000
+3.1%
53,9910.0%0.07%
-12.5%
Q1 2020$194,000
-5.4%
53,9910.0%0.08%
+31.1%
Q4 2019$205,000
+197.1%
53,991
+200.1%
0.06%
+177.3%
Q3 2019$69,000
+1.5%
17,991
+2.3%
0.02%0.0%
Q2 2019$68,000
+4.6%
17,590
+2.3%
0.02%
+4.8%
Q1 2019$65,000
+4.8%
17,199
+2.3%
0.02%0.0%
Q4 2018$62,0000.0%16,814
+2.4%
0.02%
+23.5%
Q3 2018$62,0000.0%16,426
+2.3%
0.02%
-5.6%
Q2 2018$62,0000.0%16,050
+2.3%
0.02%0.0%
Q1 2018$62,000
-3.1%
15,686
+2.4%
0.02%
-10.0%
Q4 2017$64,0000.0%15,325
+2.3%
0.02%
-4.8%
Q3 2017$64,000
+1.6%
14,982
+2.3%
0.02%
-4.5%
Q2 2017$63,000
+1.6%
14,650
+2.3%
0.02%0.0%
Q1 2017$62,0000.0%14,324
+2.3%
0.02%
-4.3%
Q4 2016$62,0000.0%14,004
+2.3%
0.02%0.0%
Q3 2016$62,0000.0%13,683
+2.3%
0.02%
-4.2%
Q2 2016$62,000
+3.3%
13,376
+2.3%
0.02%0.0%
Q1 2016$60,000
+3.4%
13,077
+2.3%
0.02%
+9.1%
Q4 2015$58,000
+1.8%
12,782
+2.4%
0.02%
-4.3%
Q3 2015$57,000
-1.7%
12,485
+4.8%
0.02%
+27.8%
Q1 2015$58,000
+3.6%
11,908
+2.3%
0.02%0.0%
Q4 2014$56,000
-1.8%
11,635
+2.3%
0.02%
-5.3%
Q3 2014$57,000
-3.4%
11,368
+2.3%
0.02%0.0%
Q2 2014$59,000
+5.4%
11,111
+2.3%
0.02%
-9.5%
Q1 2014$56,000
+1.8%
10,866
+2.3%
0.02%0.0%
Q4 2013$55,0000.0%10,621
+2.4%
0.02%
-8.7%
Q3 2013$55,00010,3760.02%
Other shareholders
MFS INTER INCOME TR shareholders Q3 2021
NameSharesValueWeighting ↓
Relative Value Partners Group, LLC 3,826,725$16,531,0001.94%
SIT INVESTMENT ASSOCIATES INC 11,717,395$50,619,0001.25%
Karpus Management, Inc. 5,673,577$24,510,0001.24%
1607 Capital Partners, LLC 2,399,921$10,368,0000.62%
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 310,818$1,343,0000.49%
WEALTHSOURCE PARTNERS, LLC 243,604$1,052,0000.36%
DOLIVER ADVISORS, LP 122,223$528,0000.26%
Benchmark Capital Advisors 72,300$312,0000.25%
Kovitz Investment Group Partners, LLC 858,447$3,708,0000.20%
DIXON HUBARD FEINOUR & BROWN INC/VA 125,300$541,0000.16%
View complete list of MFS INTER INCOME TR shareholders