MFS Intermediate High IncomeCIF

13F holders, Q3 2024 (September 30)
20holders
3new positions
4sold out
$1.78avg. 13F price*

At the end of Q3 2024, 20 institutions reported holding MFS Intermediate High Income (CIF) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Sit Investment Associates Inc. ($1.1M), Mosaic Family Wealth Partners, LLC ($286K) and NewEdge Advisors, LLC ($191K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$83K
Exits4$56K

All 13F filers, Q2 2024 → Q3 2024: 125,802 shares bought and 81,324 shares sold, net +44,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Sit Investment Associates Inc. 0.02% No change 593,721 $1.1M
Mosaic Family Wealth Partners, LLC 0.04% Add +0.7% 160,881 $286K
NewEdge Advisors, LLC 0.00% Reduce -12.5% 107,300 $191K
Pin Oak Investment Advisors Inc. 0.16% Add +79.5% 101,600 $180K
Osaic Holdings, Inc. 0.00% Add +0.8% 88,123 $157K
Wolverine Asset Management LLC 0.01% Add +146.0% 47,898 $85K
LPL Financial LLC 0.00% Reduce -18.2% 46,680 $83K
Collaborative Wealth Managment Inc. 0.03% Reduce -2.8% 32,433 $58K
Jane Street Group, LLC 0.00% New 20,490 $36K
Landscape Capital Management, L.L.C. 0.00% Reduce -55.2% 17,693 $31K
PNC Financial Services Group, Inc. 0.00% Add +14.3% 16,000 $28K
L.M. Kohn & Company 0.01% New 16,000 $28K
Mindset Wealth Management, LLC 0.01% — 14,145 $25K
Stifel Financial Corp. 0.00% No change 13,542 $24K
Commonwealth Equity Services, LLC 0.00% Add +0.7% 11,099 $20K
Cantor Fitzgerald, L. P. 0.00% New 10,000 $18K
Wells Fargo & Company 0.00% Add +99950.0% 2,001 $4K
SOA Wealth Advisors, LLC. 0.00% No change 386 $687
Citigroup Inc. 0.00% No change 6 $11
Morgan Stanley 0.00% Add +100.0% 2 $4

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