Institutional Ownership Mfs Municipal Income Trust (MFM)
This table provides information about the institutional ownership of Mfs Municipal Income Trust (MFM). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $88.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,895,354
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
1,827,038
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,183,383
shares
|
$6.57 Million
0.0% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
877,791
shares
|
$4.87 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
875,266
shares
|
$4.86 Million
0.09% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
801,531
shares
|
$4.45 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
683,746
shares
|
$3.79 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.54%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
654,988
shares
|
$3.64 Million
0.03% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
573,615
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
535,803
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
526,027
shares
|
$2.92 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
402,423
shares
|
$2.23 Million
1.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
354,851
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
346,432
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Mackay Shields LLC
|
Feb 03, 2025 Q4 2024 |
333,155
shares
|
$1.85 Million
0.36% of portfolio
|
Q1 2020
Reduced 46.03%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
253,115
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 30.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
239,267
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 85.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
222,815
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
222,693
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
222,064
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
216,801
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
192,508
shares
|
$1.07 Million
0.43% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
186,416
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
134,564
shares
|
$746,830
0.01% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
127,236
shares
|
$706,159
0.0% of portfolio
|
Q4 2024
Added 19.38%
|