MFS Intermediate High IncomeCIF

13F holders, Q2 2024 (June 30)
20holders −2
3new positions
5sold out
$1.70avg. 13F price*

At the end of Q2 2024, 20 institutions reported holding MFS Intermediate High Income (CIF) in their 13F filings, down 2 from Q1 2024. 3 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($1.0M), Mosaic Family Wealth Partners, LLC ($271K) and NewEdge Advisors, LLC ($208K).

Company
MFS Intermediate High Income
CUSIP
59318T109
Latest filing quarter
Q1 2026

History

Number of 13F holders

0102030 Q1 2024: 22Q1 2024Q2 2024: 20Q2 2024Q3 2024: 20Q3 2024Q4 2024: 17Q4 2024Q1 2025: 19Q1 2025Q2 2025: 21Q2 2025Q3 2025: 20Q3 2025Q4 2025: 28Q4 2025Q1 2026: 28Q1 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$293K
Exits5$143K

All 13F filers, Q1 2024 → Q2 2024: 251,862 shares bought and 136,626 shares sold, net +115,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Sit Investment Associates Inc. 0.02% Reduce -5.0% 593,721 $1.0M
Mosaic Family Wealth Partners, LLC 0.04% New 159,790 $271K
NewEdge Advisors, LLC 0.00% Reduce -12.1% 122,600 $208K
Osaic Holdings, Inc. 0.00% Add +70.7% 87,414 $148K
LPL Financial LLC 0.00% Reduce -9.0% 57,050 $97K
Pin Oak Investment Advisors Inc. 0.09% Add +5.6% 56,600 $96K
Landscape Capital Management, L.L.C. 0.01% Add +6.5% 39,479 $67K
Collaborative Wealth Managment Inc. 0.03% No change 33,350 $57K
UBS Group AG 0.00% Add +1080.5% 19,879 $34K
Wolverine Asset Management LLC 0.00% Add +6389.3% 19,468 $33K
PNC Financial Services Group, Inc. 0.00% No change 14,000 $24K
Stifel Financial Corp. 0.00% No change 13,542 $23K
Arete Wealth Advisors, LLC 0.00% New 13,006 $22K
Commonwealth Equity Services, LLC 0.00% Add +0.8% 11,017 $19K
SOA Wealth Advisors, LLC. 0.00% No change 386 $654
Bank of America Corp. 0.00% No change 49 $83
Farther Finance Advisors, LLC 0.00% New 17 $29
Citigroup Inc. 0.00% No change 6 $10
Wells Fargo & Company 0.00% Add +100.0% 2 $3
Morgan Stanley 0.00% No change 1 $3

"% of holder's portfolio" is CIF's weight in each manager's 13F, not the share of MFS Intermediate High Income the manager owns.