MFS Intermarket Income Trust I: Ownership

Ownership Information
Shares Outstanding 11.00 Mil
Institutional Ownership (%)11.20
Top 10 Institutions (%)10.70
Mutual Fund Ownership (%).00
5%/Insider Ownership (%).00
Float (%).00
Ownership Activity
Description# of HoldersShares
Total Positions 201,232,235
New Positions20
Soldout Positions80
Net Position Change-3-344,492
Buyers10110,114
Sellers13-454,606
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Institution Name Shs Held Shs Chg %Chg $Chg* %Out %Port Rpt Date
Tattersall Advisory Group, Inc. 433,162 1,600 0.4 184,337 4.0 1.0 06-30-09
Evergreen Investment Management Company, LLC 287,414 19,167 7.1 247,601 2.6 0.0 06-30-09
Morgan Stanley & Co. Inc. 114,988 4,883 4.4 79,785 1.1 0.0 06-30-09
Grace & White, Inc. 73,400 0 0.0 46,976 0.7 0.1 09-30-09
UBS Securities LLC 71,175 2,691 3.9 65,250 0.7 0.0 09-30-09
1607 Capital Partners, LLC 68,878 -29,467 -30.0 -176,360 0.6 0.1 06-30-09
YieldQuest Advisors, LLC 58,025 42,586 275.8 348,866 0.5 0.5 09-30-09
Advisory Research, Inc. 29,986 29,986 100.0 219,498 0.3 0.0 06-30-09
BNY Mellon Asset Management 17,700 -18,100 -50.6 -121,164 0.2 0.0 09-30-09
BNY Mellon Wealth Management 17,700 -18,100 -50.6 -121,164 0.2 0.0 09-30-09
Financial & Investment Management Group, Ltd. 17,266 4,500 35.3 43,990 0.2 0.1 09-30-09
Karpus Investment Management 15,425 0 0.0 6,170 0.1 0.0 06-30-09
Banc of America Securities Merrill Lynch 14,650 3,300 29.1 33,532 0.1 0.0 09-30-09
Metropolitan Life Insurance Co. (US) 5,400 -800 -12.9 -2,400 0.1 0.0 09-30-09
RBC Capital Markets Wealth Management 2,550 1,100 75.9 8,632 0.0 0.0 06-30-09
*Category Headings:
Shs Held - shares held at report date
Shs Chg - position change within reporting period
%Chg - % change
$Chg - market value of the position change
%Out - % of shares outstanding
%Port - % Portfolio
Rpt Date - report date
Page generated 11/24/2009 11:37 PM Eastern Time