MIN
MFS INTERMEDIATE INCOME TRUSTMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $2.35 | $2.45 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MFS INTERMEDIATE INCOME TRUST. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 1, 2026 — the most recent Form 4 on file — not from today.
- Form 40001244199-26-000003Apr 1, 2026
- Form 40001253367-25-000009Dec 11, 2025
- Form 40001287963-25-000010Oct 6, 2025
- Form 40002050280-25-000006Jun 27, 2025
- Form 40001700264-25-000046Jan 23, 2025
- Form 40001700264-24-000014Sep 18, 2024
- Form 40001700264-22-000088Oct 25, 2022
- Form 40001700264-22-000076Sep 6, 2022
- Form 40001700264-22-000064Aug 31, 2022
- Form 40001700264-22-000050Apr 19, 2022
- Form 40001700264-22-000019Feb 15, 2022
- Form 40001700264-22-000005Jan 4, 2022
- Form 40001700264-21-000033Dec 23, 2021
- Form 40001700264-21-000021Oct 22, 2021
- Form 4/Aamend0001700264-20-000070Aug 26, 2020
Fundamentals
XBRL · MFS INTERMEDIATE INCOME TRUSTNot enough XBRL history to plot. MFS INTERMEDIATE INCOME TRUSThasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MFS INTERMEDIATE INCOME TRUST — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementMay 12, 2026
- DEF 14AProxy statementAug 22, 2025
- SC 13G/A5%+ ownership (amended)Nov 14, 2024
- SC 13GKARPUS INVESTMENT MGT / MFS INTERMEDIATE INCOME TRUST - SCHEDULE 13GNov 13, 2024
- SC 13G5%+ ownership (passive)Oct 7, 2024
- DEF 14AProxy statementAug 23, 2024
- SC 13G/A5%+ ownership (amended)Feb 8, 2024
- SC 13G/A5%+ ownership (amended)Feb 8, 2024
- SC 13G/AAMENDED SCHEDULE 13GJan 31, 2024
- DEF 14AMFS MULTI CLOSED END FUND DEF 14AAug 30, 2023
- SC 13G/A5%+ ownership (amended)Feb 14, 2023
- SC 13G/A5%+ ownership (amended)Feb 9, 2023
- SC 13G/AAMENDED SCHEDULE 13GJan 10, 2023
- DEF 14AMFS MULTI CLOSED END FUND DEF 14AAug 26, 2022
- SC 13G/A5%+ ownership (amended)Feb 14, 2022
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | open | $2.53 | $2.45 | -3% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $2.35 | $2.54 | +8% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.