MFS Income Fund-IMFIIX

13F holders, Q4 2024 (December 31)
2holders +1
1new positions
0sold out
$5.85avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding MFS Income Fund-I (MFIIX) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Redwood Wealth Management Group, LLC ($291K) and Financial Gravity Companies, Inc. ($4K).

Company
MFS Income Fund-I
CUSIP
552989709
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$4K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 1,129 shares bought, net +1,129 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Redwood Wealth Management Group, LLC 0.14% Add +0.9% 49,785 $291K
Financial Gravity Companies, Inc. 0.00% New 693 $4K

"% of holder's portfolio" is MFIIX's weight in each manager's 13F, not the share of MFS Income Fund-I the manager owns.