Creative Planning Mfs Multimarket Income Trust Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$4.11 - $4.59 $46,932 - $52,413	11,419 New	11,419 $51,000
Q2 2022 Aug 15, 2022	BUY	$4.39 - $5.45 $1,374 - $1,705	313 Added 3.09%	10,452 $48,000
Q4 2021 Feb 11, 2022	BUY	$6.35 - $6.6 $64,382 - $66,917	10,139 New	10,139 $65,000
Q1 2021 Apr 30, 2021	SELL	$6.11 - $6.48 $217,528 - $230,700	-35,602 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$5.66 - $6.22 $37,508 - $41,219	6,627 Added 22.87%	35,602 $218,000
Q3 2020 Nov 05, 2020	BUY	$5.57 - $6.1 $161,390 - $176,747	28,975 New	28,975 $163,000
Q1 2020 May 05, 2020	SELL	$4.03 - $6.37 $44,051 - $69,630	-10,931 Closed	0 $0
Q4 2019 Jan 30, 2020	SELL	$5.88 - $6.16 $3,704 - $3,880	-630 Reduced 5.45%	10,931 $67,000
Q3 2019 Nov 01, 2019	BUY	$5.77 - $5.95 $5,291 - $5,456	917 Added 8.62%	11,561 $68,000
Q2 2019 Jul 26, 2019	BUY	$5.58 - $5.83 $59,393 - $62,054	10,644 New	10,644 $62,000

Others Institutions Holding MMT

# of Institutions

80

Shares Held

12.1M

Call Options Held

0

Put Options Held

0

Allspring Global Investments Holdings, LLC

3.25M
Shares

$15.2 Million
0.03% of portfolio
Morgan Stanley New York, NY

2.83M
Shares

$13.2 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

757K
Shares

$3.54 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

675K
Shares

$3.16 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

462K
Shares

$2.16 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.