Connecticut Wealth Management, LLC Mfs Multimarket Income Trust Transaction History

Connecticut Wealth Management, LLC

$1.93 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$6.19 - $6.59 $340,282 - $362,272	-54,973 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$6.11 - $6.48 $292,088 - $309,776	47,805 Added 666.92%	54,973 $356,000
Q1 2021 Apr 29, 2021	SELL	$6.11 - $6.48 $291,838 - $309,510	-47,764 Reduced 86.95%	7,168 $1.08 Million
Q4 2020 Jan 29, 2021	BUY	$5.66 - $6.22 $63,629 - $69,925	11,242 Added 25.73%	54,932 $336,000
Q3 2020 Oct 13, 2020	BUY	$5.57 - $6.1 $243,353 - $266,509	43,690 New	43,690 $246,000

Others Institutions Holding MMT

# of Institutions

79

Shares Held

12M

Call Options Held

0

Put Options Held

0

Allspring Global Investments Holdings, LLC

3.25M
Shares

$15.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

2.91M
Shares

$14.2 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

666K
Shares

$3.24 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

665K
Shares

$3.24 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

488K
Shares

$2.37 Million
0.0% of portfolio

About MFS MULTIMARKET INCOME TRUST

Ticker MMT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Multimarket Income Trust is a closed ended fixed income mutual fund launched and managed by MFS Investment Management, Inc. The fund invests in the fixed income markets across the globe with greater emphasis on United States. It seeks to invest in fixed income securities issued by U.S. Government, foreign government, mortgage backed, and oth...

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