MFS Intermediate Income Trust
US ˙ NYSE ˙ US55273C1071

SecurityMIN / MFS Intermediate Income Trust
InstitutionKarpus Management, Inc.
ManagerGeorge Karpus
Latest Disclosed Ownership5,209,971 shares
Ownership 4.58%
Karpus Management, Inc. ownership in MIN / MFS Intermediate Income Trust

2025-05-07 - Karpus Management, Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 5,209,971 shares of MFS Intermediate Income Trust (US:MIN). This represents 4.58 percent ownership of the company. In their previous filing dated 2024-11-13 , Karpus Management, Inc. had reported owning 8,830,123 shares, indicating a decrease of -41.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-05-07 2025-05-07 13G/A 8,830,123 5,209,971 -41.00 4.58 -40.98
2024-11-13 2024-11-13 13G 2,098,806 8,830,123 320.72 7.76 -13.78
2018-02-14 2018-02-14 13G/A 5,941,205 2,098,806 -64.67 9.00 0.00
2017-02-14 2017-02-14 13G/A 7,234,034 5,941,205 -17.87 9.00 0.00
2016-02-12 2016-02-12 13G 7,234,034 9.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 5,275,910 890,186 20.30 13,243 15.69 0.4131
2026-02-17 2025-12-31 13F/A-1 MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 4,385,724 -253,950 -5.47 11,447 -7.95 0.3515
2025-11-14 2025-09-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 4,639,674 -469,192 -9.18 12,434 -10.19 0.3938
2025-08-14 2025-06-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 5,108,866 -1,941,111 -27.53 13,845 -26.99 0.4464
2025-05-14 2025-03-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 7,049,977 -1,171,084 -14.24 18,964 -13.28 0.6146
2025-02-14 2024-12-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 8,221,061 -609,062 -6.90 21,868 -8.95 0.6467
2024-11-13 2024-09-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 8,830,123 -468,018 -5.03 24,018 -2.89 0.6673
2024-08-13 2024-06-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 9,298,141 1,657,470 21.69 24,733 21.69 0.6964
2024-05-13 2024-03-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 7,640,671 2,568,806 50.65 20,324 49.53 0.5863
2024-02-13 2023-12-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 5,071,865 -47,519 -0.93 13,593 -0.93 0.4136
2023-11-09 2023-09-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 5,119,384 -144,154 -2.74 13,720 -4.87 0.4611
2023-08-11 2023-06-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 5,263,538 1,133,988 27.46 14,422 26.09 0.4532
2023-05-11 2023-03-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 4,129,550 372,616 9.92 11,439 10.31 0.3588
2023-02-15 2022-12-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 3,756,934 1,975,263 110.87 10,369 107.13 0.3505
2022-11-14 2022-09-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 1,781,671 1,093,385 158.86 5,006 144.91 0.1755
2022-08-12 2022-06-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 688,286 651,830 1,787.99 2,044 1,677.39 0.0687
2022-05-10 2022-03-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 36,456 36,456 115 0.0035
2022-02-14 2021-12-31 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 0 -133,951 -100.00 0 -100.00
2022-02-11 2021-09-30 13F/A-1 MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 133,951 -2,594,049 -95.09 485 -95.25 0.0144
2021-11-12 2021-09-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 133,951 -2,594,049 485 0.0153
2021-08-13 2021-06-30 13F MFS INTER INCOME TR SH BEN INT SH BEN INT 55273C107 2,728,000 -863,706 -24.05 10,203 -23.64 0.3025
2021-05-17 2021-03-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 3,591,706 -456,850 -11.28 13,361 -13.38 0.4037
2021-02-16 2020-12-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 4,048,556 -393,300 -8.85 15,425 -6.90 0.4847
2020-11-12 2020-09-30 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 4,441,856 -45,380 -1.01 16,568 -0.21 0.5990
2020-08-20 2020-06-30 13F/A-1 MFS INTER INCOME TR COM 55273C107 4,487,236 -91,241 -1.99 16,603 0.73 0.6293
2020-08-14 2020-06-30 13F MFS INTER INCOME TR COM 55273C107 4,487,238 -91,239 16,603 651,030.8937
2020-05-18 2020-03-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 4,578,477 4,578,477 16,483 0.6321
2019-10-16 2019-09-30 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 0 -418,175 -100.00 0 -100.00
2019-08-14 2019-06-30 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 418,175 0 0.00 1,614 2.67 0.0587
2019-05-15 2019-03-31 13F MFS INTER INCOME TR COM 55273C107 418,175 -3,579,485 -89.54 1,572 -89.28 0.0573
2019-02-15 2018-12-31 13F/A-1 MFS INTER INCOME TR SH BEN INT COM 55273C107 3,997,660 -8,050 -0.20 14,671 -2.59 0.6065
2018-11-14 2018-09-30 13F MFS INTER INCOME TR COM 55273C107 4,005,710 1,943,594 94.25 15,061 90.69 0.6081
2018-08-14 2018-06-30 13F MFS INTER INCOME TR COM 55273C107 2,062,116 311,244 17.78 7,898 14.78 0.3455
2018-05-14 2018-03-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 1,750,872 -347,934 -16.58 6,881 -21.00 0.3088
2018-02-14 2017-12-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 2,098,806 -1,644,324 -43.93 8,710 -45.63 0.4021
2017-12-01 2017-09-30 13F/A-1 MFS INTER INCOME TR COM 55273C107 3,743,130 -1,930,447 -34.03 16,021 -34.63 0.8130
2017-11-14 2017-09-30 13F MFS INTER INCOME TR COM 55273C107 3,743,130 -1,930,447 16,021
2017-08-14 2017-06-30 13F MFS INTER INCOME TR COM 55273C107 5,673,577 -128,924 -2.22 24,510 -2.00 1.2393
2017-05-15 2017-03-31 13F MFS INTER INCOME TR COM 55273C107 5,802,501 -138,704 -2.33 25,009 -5.19 1.2925
2017-02-14 2016-12-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 5,941,205 -551,169 -8.49 26,379 -10.31 1.5159
2016-11-14 2016-09-30 13F MFS INTER INCOME TR COM 55273C107 6,492,374 -671,143 -9.37 29,410 -11.52 1.5542
2016-08-15 2016-06-30 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 7,163,517 -210,625 -2.86 33,239 -2.22 1.7050
2016-05-13 2016-03-31 13F MFS INTER INCOME TR COM 55273C107 7,374,142 140,108 1.94 33,995 2.83 1.5454
2016-02-12 2015-12-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 7,234,034 1,982,857 37.76 33,060 38.37 1.4849
2015-11-13 2015-09-30 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 5,251,177 1,944,190 58.79 23,893 56.39 1.1095
2015-08-14 2015-06-30 13F MFS INTER INCOME TR COM 55273C107 3,306,987 1,197,775 56.79 15,278 48.73 0.7165
2015-05-15 2015-03-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 2,109,212 480,007 29.46 10,272 31.90 0.4783
2015-02-13 2014-12-31 13F MFS INTER INCOME TR COM 55273C107 1,629,205 80,620 5.21 7,788 -2.92 0.3690
2014-05-15 2014-03-31 13F MFS INTER INCOME TR SH BEN INT COM 55273C107 1,548,585 -133,782 -7.95 8,022 -7.95 0.4164
2014-02-14 2013-12-31 13F MFS INTER INCOME TR COM 55273C107 1,682,367 1,206,355 253.43 8,715 244.74 0.4846
2013-11-14 2013-09-30 13F MFS INTER INCOME TR COM 55273C107 476,012 456,137 2,295.03 2,528 2,117.54 0.1613
2013-08-14 2013-06-30 13F MFS INTERMEDIATE INC TRUST COM 55273C107 19,875 19,875 114 0.0080
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.