MFS INTERMEDIATE INC TRUST - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$0.15B	-	92	-
2024-09-30	$0.15B	+2.8%	97	+5.4%
2024-12-31	$0.15B	-0.7%	71	-26.8%

Institution	Value	Shares	% of Portfolio
1607 CAPITAL PARTNERS, LLC	$20.2M	7,575K	1.6%
SIT INVESTMENT ASSOCIATES INC	$64.5M	24,232K	1.5%
KARPUS MANAGEMENT, INC.	$21.9M	8,221K	0.7%
TOLLESON WEALTH MANAGEMENT, INC.	$0.3M	129K	0.1%
SHAKER FINANCIAL SERVICES, LLC	$0.1M	40K	0.0%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	$21.0M	7,888K	0.0%
EVOKE WEALTH, LLC	$0.9M	328K	0.0%
L.M. KOHN & COMPANY	$0.1M	25K	0.0%
EQUITABLE HOLDINGS, INC.	$1.2M	459K	0.0%
KINGSVIEW WEALTH MANAGEMENT, LLC	$0.7M	266K	0.0%
SMITH, MOORE & CO.	$0.1M	43K	0.0%
COMMONWEALTH FINANCIAL SERVICES, LLC	$0.0M	12K	0.0%
BTG PACTUAL ASSET MANAGEMENT US LLC	$0.1M	28K	0.0%
XTX TOPCO LTD	$0.1M	25K	0.0%
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC	$0.0M	12K	0.0%
ATRIA WEALTH SOLUTIONS, INC.	$0.1M	20K	0.0%
LPL FINANCIAL LLC	$1.1M	407K	0.0%
KEY FINANCIAL INC	$0.0M	0K	0.0%
NEWEDGE ADVISORS, LLC	$0.4M	132K	0.0%
SANCTUARY ADVISORS, LLC	$0.1M	23K	0.0%
CITADEL ADVISORS LLC	$0.1M	29K	0.0%
COPPELL ADVISORY SOLUTIONS LLC	$0.0M	0K	0.0%
COMERICA BANK	$0.0M	0K	0.0%
FOCUS PARTNERS WEALTH	$0.1M	39K	0.0%
BANK OF AMERICA CORP /DE/	$1.0M	394K	0.0%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
JHS	US	JOHN HANCOCK INCOME SEC TR	0.069	2	29
INSI	US	INSIGHT SELECT INCOME FUND	0.065	2	31
MGF	US	MFS GOVT MARKETS INC TRUST	0.056	2	36
TSI	US	TCW STRATEGIC INCOME FUND	0.038	2	52
KTF	US	DWS MUNICIPAL INCOME TRUST	0.033	2	60
PPT	US	PUTNAM PREMIER INCOME TRUST	0.029	2	70
BMEZ	US	BLACKROCK HLTH SCI TRM TR II	0.022	2	92