Mfs Intermediate Income Trust

Insider Trading (Form 4)

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Laurie J Thomsen, a Director of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.
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Darrell A Williams, a Director of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.
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Paula Elisabeth Smith, a Director of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.
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Maryanne L Roepke, a Director of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.
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Michael W Roberge, ADVISOR OFFICER of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.
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Clarence Otis Jr, a Director of Mfs Intermediate Income Trust, reported multiple transactions in common stock on July 2, 2026.

Proxy Statements (Def-14A)

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MFS Intermediate Income Trust shareholders are asked to approve a new investment advisory agreement with abrdn Inc. and elect a new Board of Trustees.
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Nine MFS Trusts will hold their 2025 Annual Meeting of Shareholders on October 2, 2025, primarily to elect Trustees and address corporate governance matters.
Delay expected
NYSE
MFS Charter Income Trust and other related trusts will hold their 2024 Annual Meeting of Shareholders on October 3, 2024, to elect trustees.

Schedule 13D - Activist Investments

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SIT Investment Associates Inc. and SIT Fixed Income Advisors II LLC have amended their Schedule 13D filing, reporting increased beneficial ownership of Aberdeen Intermediate Income Fund common stock.
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SIT Investment Associates Inc. and SIT Fixed Income Advisors II LLC have filed an amendment to their Schedule 13D, reporting their beneficial ownership of MFS Intermediate Income Trust shares.
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Sit Investment Associates and Sit Fixed Income Advisors II LLC report transactions in MFS Intermediate Income Trust shares over the past 60 days, showing a net increase in beneficial ownership.
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Sit Investment Associates and Sit Fixed Income Advisors II have filed an amendment to their Schedule 13D, detailing recent trading activity and maintaining a 26.3% beneficial ownership in MFS Intermediate Income Trust.
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Sit Investment Associates and Sit Fixed Income Advisors II, holding 25.2% of MFS Intermediate Income Trust, formally oppose its proposed merger into MFS Multimarket Income Trust due to increased risk.
Worse than expected

Schedule 13G - Passive Investments

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NYSE
1607 Capital Partners, LLC has updated its Schedule 13G filing to report beneficial ownership of 4,448,916 shares, representing 3.91% of the outstanding class of Closed End Mutual Fund securities of Aberdeen Intermediate Income Fund.
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1607 Capital Partners, LLC has filed an amended Schedule 13G, reporting a 5.46% beneficial ownership stake in MFS Intermediate Income Trust.
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Allspring Global Investments Holdings, LLC has reported a 3.7% beneficial ownership stake in MFS Intermediate Income Trust as of September 30, 2025.
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Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC reported a combined beneficial ownership of 25.4% in MFS Intermediate Income Trust.
NYSE
Karpus Management, Inc. has filed an amended Schedule 13G, disclosing its beneficial ownership in MFS Intermediate Income Trust has fallen to 4.58%, below the 5% threshold.
Worse than expected
NYSE
1607 Capital Partners, LLC has filed a Schedule 13G, reporting a 6.66% beneficial ownership stake in MFS Intermediate Income Trust's Closed End Mutual Fund shares.