Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sonora Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Aviance Capital Partners, LLC | 10 | 10 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Advocacy Wealth Management Services, LLC | 4 | 2 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2018 | 9 |
GRACE & WHITE INC /NY | 9 | 9 | 0.24% | 0.29% | 0.31% | Q2 2013 | Q2 2015 | 9 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Karpus Management, Inc. | 9 | 9 | 0.07% | 0.62% | 1.02% | Q2 2013 | Q2 2015 | 9 |
SII INVESTMENTS INC/WI | 9 | 9 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
MORGAN STANLEY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
LPL Financial LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Relative Value Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
First Horizon Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
1607 Capital Partners, LLC | 8 | 8 | 0.08% | 0.35% | 0.49% | Q2 2013 | Q1 2015 | 8 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 8 | 8 | 0.05% | 0.39% | 0.98% | Q2 2013 | Q1 2015 | 8 |
Point View Wealth Management, Inc. | 7 | 7 | 0.79% | 0.93% | 1.03% | Q4 2013 | Q2 2015 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.02% | 0.92% | 1.90% | Q1 2014 | Q3 2015 | 7 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 6 |
Yellowstone Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2016 | 5 |
DOLIVER ADVISORS, LP | 3 | 2 | 0.11% | 0.27% | 0.46% | Q3 2013 | Q2 2015 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.11% | 0.13% | Q3 2014 | Q2 2015 | 4 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 4 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.07% | 0.14% | 0.17% | Q4 2013 | Q2 2014 | 3 |
UBS Group AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.04% | 0.12% | 0.21% | Q1 2015 | Q2 2015 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Full Value Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2007 | Q3 2007 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Shaker Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NWAM LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
External links
This page lists all the filers that currently own MFS INTERMARKET INCOME TRUST or have owned MFS INTERMARKET INCOME TRUST in the past.