MIN — MFS INTER INCOME TR

Ownership history in AlphaCore Capital LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which AlphaCore Capital LLC reported a position in MFS INTER INCOME TR (MIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 41,200 — 0% 0.00% $110K $2.56
2025 Q2 REDUCED 41,200 -1,000 -2.4% 0.00% $112K $2.54
2025 Q1 INITIATED 42,200 — — 0.01% $114K $2.46
% of Fund (quarterly)    MIN price (monthly, adj. close)

Other funds also holding MIN

As of 2025 Q4 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.52% 1607 Capital Partners, LLC 3Y 7Y 1.11% Fortitude Advisory Group L.L.C. 3Y 0.25% Shaker Financial Services, LLC 3Y 7Y 0.11% MELFA WEALTH MANAGEMENT, INC. 3Y 0.05% Tolleson Wealth Management, Inc. 3Y 0.05% Penbrook Management LLC 3Y 7Y 0.03% Ameritas Advisory Services, LLC 3Y 0.03% Allspring Global Investments Holdings, LLC 3Y 0.02% Register Financial Advisors LLC 3Y 0.02%
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