MFS INTER INCOME TR shareholder history

Current and past MFS INTER INCOME TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.05%1.03%1.83%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.00%0.02%0.10%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.02%0.04%0.08%Q3 2013Q4 202341
RAYMOND JAMES TRUST N.A. 22190.00%0.00%0.02%Q2 2013Q3 202341
BRAVE ASSET MANAGEMENT INC 40400.01%0.05%0.13%Q4 2013Q3 202340
PHILADELPHIA TRUST CO 3620.00%0.01%0.06%Q2 2013Q3 202340
PNC FINANCIAL SERVICES GROUP, INC. 3720.00%0.00%0.00%Q3 2013Q3 202339
DELTA ASSET MANAGEMENT LLC/TN 3540.00%0.00%0.01%Q2 2013Q3 202339
Karpus Management, Inc. 1940.00%0.60%1.70%Q2 2013Q3 202337
SMITH, MOORE & CO. 37370.02%0.03%0.05%Q3 2014Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Penbrook Management LLC 24120.13%0.49%0.88%Q4 2013Q3 202336
Janney Montgomery Scott LLC 1730.00%0.00%0.01%Q3 2013Q3 202336
ProVise Management Group, LLC 35350.01%0.03%0.17%Q2 2013Q4 202135
DIXON HUBARD FEINOUR & BROWN INC/VA 34340.01%0.10%0.21%Q1 2014Q2 202234
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
Raymond James Financial Services Advisors, Inc. 3310.00%0.00%0.01%Q2 2013Q3 202334
FIFTH THIRD BANCORP 33330.00%0.00%0.00%Q2 2013Q2 202133
1607 Capital Partners, LLC 32320.19%1.37%2.56%Q4 2015Q3 202332
Ancora Advisors LLC 31310.00%0.16%0.49%Q2 2013Q4 202031
Relative Value Partners Group, LLC 2470.04%1.39%3.20%Q2 2015Q3 202331
SHUFRO ROSE & CO LLC 3010.04%0.07%0.15%Q3 2012Q3 202031
Bartlett & Co. LLC 2650.00%0.00%0.00%Q2 2013Q1 202131
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20100.00%0.00%0.01%Q4 2013Q1 202230
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2550.01%0.09%0.45%Q4 2013Q1 202330
Carroll Financial Associates, Inc. 29290.00%0.00%0.02%Q4 2014Q4 202129
OPPENHEIMER & CO INC 1990.00%0.01%0.02%Q1 2016Q3 202328
Smith, Salley & Associates 2710.00%0.01%0.02%Q2 2016Q3 202328
Anchor Investment Management, LLC 28280.00%0.00%0.01%Q1 2017Q4 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
HighTower Advisors, LLC 2010.00%0.00%0.01%Q3 2013Q3 202327
HUNTINGTON NATIONAL BANK 1210.00%0.00%0.00%Q1 2010Q1 202125
Shaker Financial Services, LLC 810.02%0.24%0.83%Q2 2013Q3 202325
SignalPoint Asset Management, LLC 2320.01%0.02%0.02%Q1 2016Q3 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
GREATMARK INVESTMENT PARTNERS, INC. 24240.03%0.41%1.38%Q2 2013Q1 201924
AMERIPRISE FINANCIAL INC 1910.00%0.00%0.00%Q2 2013Q3 202323
Benchmark Capital Advisors 23230.17%0.26%0.45%Q2 2013Q4 201823
Dynamic Advisor Solutions LLC 23230.00%0.04%0.10%Q1 2018Q3 202323
THRIVENT FINANCIAL FOR LUTHERANS 23230.00%0.01%0.01%Q2 2014Q4 201923
US BANCORP \DE\ 1510.00%0.00%0.00%Q2 2013Q4 202223
STEPHENS INC /AR/ 22220.00%0.00%0.01%Q2 2018Q3 202322
WOODMONT INVESTMENT COUNSEL LLC 2010.00%0.01%0.01%Q4 2017Q3 202322
B. Riley Wealth Advisors, Inc. 22220.01%0.17%0.58%Q2 2013Q3 201822
SeaCrest Wealth Management, LLC 22220.00%0.01%0.01%Q4 2017Q1 202322
STIFEL FINANCIAL CORP 1710.00%0.00%0.00%Q1 2014Q3 202321
NVWM, LLC 1920.01%0.03%0.05%Q4 2017Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
First Allied Advisory Services, Inc. 1460.00%0.03%0.30%Q2 2013Q1 202020
Creative Planning 810.00%0.00%0.00%Q2 2013Q2 202220
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
CWM, LLC 1010.00%0.01%0.01%Q3 2016Q3 202319
Commonwealth Equity Services, Inc 18180.00%0.00%0.00%Q2 2013Q3 201718
Mariner, LLC 1610.00%0.03%0.13%Q2 2013Q1 202318
WFG Advisors, LP 17170.00%0.02%0.07%Q2 2013Q2 201717
Pineno Levin & Ford Asset Management, Inc. 16160.10%0.15%0.22%Q4 2013Q3 201716
PAYDEN & RYGEL 16160.01%0.02%0.04%Q2 2013Q1 201716
TRUIST FINANCIAL CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
Concert Wealth Management Inc. 16160.00%0.01%0.02%Q2 2013Q1 201716
SIGNET FINANCIAL MANAGEMENT, LLC 1110.00%0.01%0.04%Q4 2014Q4 202115
Advisor Group, Inc. 15150.00%0.00%0.02%Q2 2016Q4 201915
DOLIVER ADVISORS, LP 830.03%0.27%1.11%Q1 2013Q2 201815
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Retirement Group, LLC 1410.00%0.00%0.00%Q4 2019Q3 202315
Private Advisor Group, LLC 620.00%0.00%0.01%Q3 2017Q3 202315
Tower Research Capital LLC (TRC) 510.00%0.00%0.02%Q2 2013Q2 202314
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q1 2017Q3 202314
Rockefeller Capital Management L.P. 14140.00%0.00%0.00%Q3 2019Q4 202214
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1310.00%0.00%0.00%Q1 2014Q3 201714
CENTAURUS FINANCIAL, INC. 1310.00%1.49%3.36%Q2 2018Q2 202314
Mosaic Family Wealth, LLC 14140.00%0.00%0.01%Q4 2015Q1 201914
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.04%Q2 2013Q1 202314
Royal Fund Management, LLC 14140.00%0.00%0.00%Q4 2016Q1 202014
Yellowstone Partners, LLC 1220.10%0.14%0.17%Q4 2013Q4 201714
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 950.14%0.50%1.61%Q4 2014Q4 201814
Citadel Advisors 410.00%0.00%0.00%Q4 2013Q2 202314
Cetera Advisor Networks LLC 710.00%0.00%0.02%Q2 2013Q3 202314
SEI INVESTMENTS CO 14140.00%0.00%0.00%Q1 2015Q2 201814
EVOKE WEALTH, LLC 14140.03%0.07%0.15%Q2 2020Q3 202314
MSI Financial Services Inc 1040.00%0.00%0.01%Q2 2013Q4 201614
Greytown Advisors Inc. 14140.04%0.09%0.20%Q2 2020Q3 202314
Meristem Family Wealth, LLC 14140.01%0.04%0.06%Q4 2018Q1 202214
Investors Capital Advisory Services 13130.06%0.11%0.14%Q2 2013Q2 201613
Parallel Advisors, LLC 13130.00%0.00%0.01%Q3 2018Q3 202113
Texan Capital Management 13130.10%0.14%0.21%Q2 2013Q2 201613
Key FInancial Inc 1210.00%0.00%0.00%Q1 2020Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 710.00%0.00%0.00%Q2 2016Q3 202313
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.01%0.04%0.06%Q4 2018Q3 202112
Pekin Hardy Strauss, Inc. 12120.01%0.02%0.03%Q4 2020Q3 202312
AVANTAX ADVISORY SERVICES, INC. 1110.00%0.00%0.00%Q3 2020Q3 202312
WEALTHSOURCE PARTNERS, LLC 12120.06%0.27%0.40%Q1 2016Q4 201812
Rossmore Private Capital 12120.00%0.01%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Dakota Wealth Management 620.01%0.03%0.06%Q3 2018Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Advisory Services Network, LLC 710.00%0.00%0.01%Q1 2015Q1 202312
Bruderman Asset Management, LLC 810.00%0.01%0.01%Q1 2015Q1 201912
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
IFP Advisors, Inc 520.00%0.00%0.00%Q2 2016Q4 202211
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
Kovitz Investment Group Partners, LLC 830.09%0.18%0.28%Q1 2016Q4 201811
Jackson Hole Capital Partners, LLC 11110.02%0.04%0.06%Q2 2020Q4 202211
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
Virtu KCG Holdings LLC 710.00%0.00%0.01%Q3 2013Q2 201711
AVALON CAPITAL MANAGEMENT 11110.12%0.14%0.15%Q1 2014Q3 201611
BB&T SECURITIES, LLC 10100.00%0.00%0.00%Q2 2017Q3 201910
Wealthspire Advisors, L.P. 10100.00%0.00%0.00%Q4 2015Q1 201810
Geneos Wealth Management Inc. 10100.00%0.00%0.00%Q1 2016Q2 201810
SITTNER & NELSON, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Ameritas Investment Company, LLC 710.03%0.09%0.16%Q4 2018Q3 202110
DAVENPORT & Co LLC 10100.00%0.00%0.00%Q4 2019Q1 202210
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q4 2014Q2 20239
BOENNING & SCATTERGOOD, INC. 990.01%0.05%0.07%Q4 2019Q4 20219
Global Retirement Partners, LLC 720.00%0.00%0.00%Q3 2020Q3 20239
Holloway Wealth Management, LLC 990.02%0.02%0.03%Q4 2016Q4 20189
ASSETMARK, INC 990.00%0.00%0.00%Q3 2021Q3 20239
Independence Trust CO 880.05%0.27%0.48%Q4 2013Q3 20158
Penserra Capital Management LLC 880.00%0.00%0.01%Q4 2015Q3 20178
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2013Q2 20178
Advisors Asset Management, Inc. 880.00%0.01%0.01%Q2 2020Q1 20228
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
WESTPORT RESOURCES MANAGEMENT INC 880.00%0.00%0.00%Q2 2013Q1 20158
Fortitude Advisory Group L.L.C. 880.28%0.39%0.48%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
Relative Value Partners, LLC 880.40%2.01%2.74%Q2 2013Q1 20158
ARGENT TRUST COMPANY, N.A. 880.03%0.03%0.04%Q2 2013Q1 20158
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Strategic Wealth Partners, Ltd. 770.00%0.01%0.02%Q1 2018Q3 20197
TWO SIGMA SECURITIES, LLC 520.00%0.00%0.00%Q1 2018Q3 20217
Atria Wealth Solutions, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
SHAPIRO ROBERT N 770.01%0.01%0.01%Q2 2013Q4 20147
MGO ONE SEVEN LLC 410.00%0.00%0.01%Q4 2017Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.00%0.00%Q2 2013Q4 20147
L.M. KOHN & COMPANY 770.02%0.03%0.04%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 770.00%0.00%0.00%Q4 2018Q2 20207
Assured Investment Management LLC 660.02%0.08%0.17%Q2 2013Q3 20146
Pinnacle Wealth Planning Services, Inc. 510.00%0.01%0.01%Q4 2020Q3 20226
WEDBUSH SECURITIES INC 660.01%0.02%0.02%Q3 2015Q4 20166
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
PARK AVENUE SECURITIES LLC 510.00%0.00%0.00%Q1 2020Q3 20226
HAZLETT, BURT & WATSON, INC. 660.01%0.01%0.02%Q1 2022Q2 20236
Cresset Asset Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ASHFORD CAPITAL MANAGEMENT INC 660.33%0.54%0.76%Q2 2014Q3 20156
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
PANAGORA ASSET MANAGEMENT INC 510.00%0.00%0.00%Q4 2019Q2 20216
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 660.01%0.01%0.01%Q2 2022Q3 20236
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 550.04%0.06%0.07%Q4 2013Q4 20145
Alexandria Capital, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Argent Trust Co 550.00%0.00%0.00%Q3 2022Q3 20235
MARINER INVESTMENT GROUP LLC 210.10%0.22%0.30%Q4 2013Q4 20205
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.01%0.01%0.01%Q1 2020Q1 20215
FMR LLC 110.00%0.00%0.00%Q3 2018Q3 20215
KMS FINANCIAL SERVICES, INC 550.01%0.01%0.01%Q3 2013Q3 20145
NEXT Financial Group, Inc 320.00%0.00%0.01%Q2 2016Q4 20195
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q1 2018Q3 20235
BNP PARIBAS FINANCIAL MARKETS 550.00%0.00%0.00%Q4 2013Q4 20145
Equitable Holdings, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
NORTHERN TRUST CORP 310.00%0.00%0.00%Q2 2013Q4 20195
Laurion Capital Management LP 210.00%0.01%0.03%Q3 2015Q2 20185
D.A. DAVIDSON & CO. 410.00%0.00%0.00%Q4 2013Q3 20165
NATIONAL PLANNING CORP 410.00%0.01%0.01%Q3 2013Q4 20145
WealthTrust Fairport, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
TRUST CO OF VERMONT 310.00%0.00%0.00%Q4 2017Q3 20224
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2017Q3 20194
LEVEL FOUR ADVISORY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Index Management Solutions, LLC 440.21%0.33%0.46%Q1 2014Q4 20144
Centerpoint Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q4 2012Q4 20134
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Cetera Advisors LLC 310.00%0.00%0.00%Q3 2014Q3 20234
GILL CAPITAL PARTNERS, LLC 210.03%0.03%0.03%Q4 2018Q4 20204
Virtu Financial LLC 440.00%0.01%0.01%Q3 2017Q2 20184
Newbridge Financial Services Group, Inc. 440.05%0.08%0.12%Q3 2020Q2 20214
Sterneck Capital Management, LLC 440.03%0.03%0.04%Q3 2013Q2 20144
Addison Advisors LLC 310.01%0.01%0.01%Q4 2020Q4 20214
Gary Goldberg Planning Services Inc 440.01%0.01%0.01%Q1 2014Q4 20144
Saba Capital Management, L.P. 310.01%0.05%0.16%Q3 2013Q2 20154
Arkadios Wealth Advisors 440.00%0.00%0.00%Q4 2020Q3 20214
BLAIR WILLIAM & CO/IL 210.00%0.00%0.00%Q3 2016Q3 20184
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
TOWNSQUARE CAPITAL LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q3 2014Q1 20153
CORNERSTONE ADVISORS INC 330.19%0.23%0.26%Q3 2013Q1 20143
Realta Investment Advisors 330.00%0.00%0.00%Q2 2019Q4 20193
CITY HOLDING CO 330.00%0.00%0.00%Q4 2016Q2 20173
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Walleye Capital LLC 210.00%0.00%0.00%Q1 2022Q1 20233
Torch Wealth Management LLC 330.04%0.04%0.04%Q4 2013Q2 20143
Transform Wealth, LLC 330.07%0.10%0.12%Q1 2023Q3 20233
Advisors Preferred, LLC 330.05%0.08%0.09%Q4 2013Q2 20143
Advocacy Wealth Management Services, LLC 330.00%0.01%0.03%Q1 2016Q3 20163
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
Quadrant Private Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Thomas J. Herzfeld Advisors, Inc. 210.37%0.95%1.30%Q4 2019Q4 20203
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Full Value Advisors, LLC 330.05%0.76%1.37%Q4 2007Q2 20083
M&T BANK CORP 330.00%0.00%0.00%Q4 2013Q2 20143
GraniteShares Advisors LLC 331.24%1.26%1.30%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Visium Asset Management, LP 330.01%0.02%0.03%Q2 2013Q4 20133
WHITTIER TRUST CO 330.00%0.00%0.00%Q1 2017Q3 20173
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q4 2016Q4 20203
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2014Q4 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Elequin Capital, LP 220.03%0.04%0.06%Q4 2022Q1 20232
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q1 20192
Institute for Wealth Management, LLC. 110.02%0.02%0.02%Q2 2017Q4 20172
FNY Investment Advisers, LLC 110.00%0.01%0.01%Q3 2019Q4 20202
Gradient Investments LLC 220.00%0.00%0.00%Q3 2022Q4 20222
First Allied Asset Management, Inc. 220.69%0.72%0.76%Q2 2013Q3 20132
Hedeker Wealth, LLC 110.11%0.21%0.31%Q1 2016Q3 20162
Ionic Capital Management LLC 220.06%0.07%0.09%Q1 2019Q2 20192
Capstone Financial Advisors, Inc. 220.01%0.01%0.01%Q4 2018Q1 20192
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q2 2013Q4 20132
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Portside Wealth Group, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2020Q2 20232
Trilogy Capital Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Ground Swell Capital, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q3 20212
American Financial Network Advisory Services LLC 220.03%0.03%0.03%Q3 2017Q4 20172
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2011Q2 20122
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.00%Q2 2013Q3 20132
Crosspoint Capital Strategies, LLC 220.01%0.01%0.01%Q4 2013Q1 20142
Financial Architects, Inc 110.00%0.01%0.01%Q2 2013Q1 20152
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q4 2014Q3 20192
Allen Investment Management, LLC 220.02%0.02%0.03%Q4 2014Q1 20152
MELFA WEALTH MANAGEMENT, INC. 220.14%0.14%0.15%Q2 2023Q3 20232
Claraphi Advisory Network, LLC 220.28%0.33%0.38%Q1 2020Q2 20202
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q2 2018Q3 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.01%0.01%0.01%Q2 2013Q3 20132
Prospera Financial Services Inc 110.00%0.00%0.01%Q3 2020Q1 20222
Placemark Investments, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Paloma Partners Management Co 110.00%0.01%0.01%Q2 2013Q1 20142
Kovack Advisors, Inc. 110.02%0.02%0.02%Q1 2020Q3 20202
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Capital Analysts, LLC 220.00%0.00%0.00%Q3 2020Q4 20202
Jane Street Holding, LLC 110.00%0.01%0.01%Q2 2013Q4 20132
Diversified Portfolios, Inc. 220.02%0.02%0.02%Q4 2021Q1 20222
Estabrook Capital Management 220.00%0.00%0.00%Q1 2017Q2 20172
Vivaldi Capital Management LP 110.02%0.02%0.02%Q4 2019Q4 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
XTX Topco Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q2 2016Q2 20161
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Winfield Associates, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2020Q3 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
WHITE PINE CAPITAL LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
Allworth Financial LP 110.00%0.00%0.00%Q1 2017Q1 20171
Chicago Partners Investment Group LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2013Q2 20131
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q4 2013Q4 20131
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2018Q2 20181
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q4 2014Q4 20141
SHAYNE & JACOBS, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Argent Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Chapwood Capital Investment Management, LLC 111.46%1.46%1.46%Q4 2019Q4 20191
NBT BANK N A /NY 110.01%0.01%0.01%Q3 2020Q3 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
LVW Advisors, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Anfield Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CARRET ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2013Q1 20131
NIXON PEABODY TRUST CO 110.03%0.03%0.03%Q1 2020Q1 20201
Commonwealth Financial Services, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Castle Financial & Retirement Planning Associates, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Gemmer Asset Management LLC 110.00%0.00%0.00%Q2 2017Q2 20171
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
RBA Wealth Management, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2016Q4 20161
HighMark Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
CTC Alternative Strategies, Ltd. 110.05%0.05%0.05%Q4 2013Q4 20131
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Advantage, Inc. 110.02%0.02%0.02%Q2 2013Q2 20131
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
SIGNATUREFD, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Neuberger Berman Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
SeaBridge Investment Advisors LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Perella Weinberg Partners Capital Management LP 110.01%0.01%0.01%Q2 2013Q2 20131
ASSET ADVISORS CORP 110.01%0.01%0.01%Q3 2013Q3 20131
Weiss Asset Management LP 110.01%0.01%0.01%Q1 2019Q1 20191
Carnick & Kubik, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Apriem Advisors 110.00%0.00%0.00%Q2 2015Q2 20151
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Kovitz Investment Group, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Community Bank, N.A. 110.00%0.00%0.00%Q4 2020Q4 20201
Private Capital Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Aristides Capital LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Fisher Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
StoneX Group Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Rafferty Asset Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q1 2019Q1 20191
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q4 2017Q4 20171
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2015Q4 20151
Farther Finance Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MCF Advisors LLC 110.00%0.00%0.00%Q2 2013Q2 20131
PECAUT & CO. 110.07%0.07%0.07%Q4 2013Q4 20131
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
NORTHEAST INVESTMENT MANAGEMENT 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own MFS INTER INCOME TR or have owned MFS INTER INCOME TR in the past.