Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di MFS Intermediate Income Trust meliputi M Holdings Securities, Inc., Wealthspire Advisors, LLC, Wealth Quarterback LLC, dan GAMMA Investing LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 544,048 | 0.64 | 1,474 | 1.38 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 571 | 2.15 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 507,027 | 5.72 | 1,374 | 6.51 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 246,860 | 0.48 | 669 | 1.21 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 15,358 | 2.20 | 42 | 2.50 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 712,130 | 6.54 | 1,930 | 7.29 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 26,000 | 4.00 | 70 | 4.48 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 7,651,184 | 3.81 | 20,735 | 4.58 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 43,025 | 117 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 26,308,365 | 7.74 | 71 | 9.23 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 10,324 | 28 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,661 | 0.66 | 40 | 0.00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 231,571 | 628 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 30,318 | 1.64 | 82 | 2.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 204,095 | 553 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,122,280 | 2.02 | 3,041 | 2.77 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 25,710 | 0.44 | 70 | 1.47 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 28 | 0 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 25,050 | 22.97 | 68 | 24.07 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,283 | 10.24 | 30 | 11.11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 290,700 | 1.57 | 788 | 2.34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,080,926 | 1,566.77 | 5,639 | 1,583.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 132,779 | 10.85 | 360 | 11.49 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14,965 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,000 | 5 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,026,256 | 2.70 | 8,191 | 3.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 326,965 | 31.04 | 886 | 33.63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 61,401 | 7.85 | 166 | 8.50 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 260,817 | 1 |
