Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam MFS Intermediate Income Trust termasuk M Holdings Securities, Inc., Wealthspire Advisors, LLC, Wealth Quarterback LLC, dan GAMMA Investing LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
