MFS Intermediate High IncomeCIF
13F holders, Q4 2024 (December 31)17holders −3
3new positions
5sold out
$1.73avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding MFS Intermediate High Income (CIF) in their 13F filings, down 3 from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($1.9M), Mosaic Family Wealth Partners, LLC ($208K) and Pin Oak Investment Advisors Inc. ($181K).
- Company
- MFS Intermediate High Income
- CUSIP
- 59318T109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $117K |
| Exits | 5 | $199K |
All 13F filers, Q3 2024 → Q4 2024: 556,080 shares bought and 182,465 shares sold, net +373,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Sit Investment Associates Inc. | 0.04% | Add +82.3% | 1,082,086 | $1.9M |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -25.4% | 120,032 | $208K |
| Pin Oak Investment Advisors Inc. | 0.16% | No change | 101,600 | $181K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.5% | 90,700 | $157K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.7% | 80,479 | $139K |
| LPL Financial LLC | 0.00% | Reduce -5.1% | 44,305 | $77K |
| Apollon Wealth Management, LLC | 0.00% | New | 38,280 | $66K |
| Collaborative Wealth Managment Inc. | 0.03% | No change | 32,433 | $56K |
| Susquehanna International Group, LLP | 0.00% | New | 28,790 | $50K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 16,000 | $28K |
| Mindset Wealth Management, LLC | 0.01% | No change | 14,145 | $24K |
| Stifel Financial Corp. | 0.00% | No change | 13,542 | $23K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 10,185 | $18K |
| Royal Bank of Canada | 0.00% | New | 645 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 386 | $668 |
| Citigroup Inc. | 0.00% | No change | 6 | $10 |
| Morgan Stanley | 0.00% | Reduce -50.0% | 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.