Purchases and Sales Made in Q1 2024 in Mfs Municipal Income Trust (MFM)
This table provides information about the institutional ownership of Mfs Municipal Income Trust (MFM) during Q1 2024. The information is specifically focused on institutions that hold shares of MFS MUNICIPAL INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
372K+ 215.5% |
$1.9M - $2M
|
544K
$3.06M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
206K+ 37.04% |
$1.05M - $1.11M
|
762K
$4.29M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
142K+ 17.76% |
$724K - $761K
|
940K
$5.29M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 8.93% |
$587K - $617K
|
1.4M
$7.89M
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
98.2K+ 23.54% |
$502K - $527K
|
515K
$2.9M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
87.3K+ 8.91% |
$446K - $469K
|
1.07M
$6.01M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
81.4KNew |
$416K - $437K
|
81.4K
$458K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
69.4K+ 129.47% |
$354K - $372K
|
123K
$692K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.2K+ 9.87% |
$236K - $248K
|
514K
$2.9M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.6K+ 10.02% |
$207K - $218K
|
446K
$2.51M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
32.5KNew |
$166K - $175K
|
32.5K
$183K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.4K+ 46.59% |
$135K - $142K
|
83.1K
$468K
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
24.7KNew |
$126K - $133K
|
24.7K
$139K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.8KNew |
$101K - $106K
|
19.8K
$111K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
19.4K+ 6.3% |
$98.9K - $104K
|
327K
$1.84M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.2KNew |
$82.6K - $86.9K
|
16.2K
$91.1K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.2K+ 1.07% |
$77.8K - $81.7K
|
1.43M
$8.06M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$65.9K - $69.3K
|
12.9K
$72.6K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 33.13% |
$64.3K - $67.6K
|
50.6K
$285K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.18K+ 15.33% |
$36.7K - $38.5K
|
54K
$304K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.42K+ 2.19% |
$27.7K - $29.1K
|
253K
$1.42M
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 2.29% |
$25K - $26.2K
|
218K
$1.23M
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
2.68K+ 1900.0% |
$13.7K - $14.4K
|
2.82K
$15.9K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 7.28% |
$12.8K - $13.4K
|
36.8K
$207K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.49K+ 1.05% |
$7.59K - $7.97K
|
143K
$806K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.01K+ 3.3% |
$5.17K - $5.43K
|
31.7K
$178K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1K+ 0.64% |
$5.13K - $5.39K
|
158K
$892K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
792+ 0.52% |
$4.05K - $4.25K
|
153K
$860K
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
612+ 4.11% |
$3.13K - $3.29K
|
15.5K
$87.3K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
506+ 1.73% |
$2.59K - $2.72K
|
29.7K
$167K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
289+ 0.73% |
$1.48K - $1.55K
|
40.1K
$226K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
206+ 0.76% |
$1.05K - $1.11K
|
27.3K
$154K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
186+ 0.16% |
$950 - $999
|
118K
$667K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
182+ 0.65% |
$930 - $977
|
28.4K
$160K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
68+ 0.06% |
$347 - $365
|
115K
$650K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31New |
$158 - $166
|
31
$175
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
29+ 0.13% |
$148 - $156
|
22.6K
$127K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.75% |
$51.1 - $53.7
|
1.35K
$7.61K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35- 0.08% |
$179 - $188
|
41.2K
$232K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 33.33% |
$634 - $666
|
248
$1.4K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-131- 65.17% |
$669 - $703
|
70
$394
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-186- 0.58% |
$950 - $999
|
31.9K
$179K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-267- 0.68% |
$1.36K - $1.43K
|
38.7K
$218K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-269- 0.2% |
$1.37K - $1.44K
|
135K
$762K
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-538- 2.16% |
$2.75K - $2.89K
|
24.3K
$137K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 6.57% |
$6.05K - $6.35K
|
16.8K
$94.8K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.38K- 3.24% |
$7.04K - $7.4K
|
41.2K
$232K
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.65K- 1.28% |
$13.5K - $14.2K
|
205K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.67K- 2.4% |
$13.7K - $14.3K
|
109K
$612K
|