Purchases and Sales Made in Q4 2023 in Mfs Municipal Income Trust (MFM)
This table provides information about the institutional ownership of Mfs Municipal Income Trust (MFM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.42MNew |
$6.23M - $7.41M
|
1.42M
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
417KNew |
$1.84M - $2.18M
|
417K
$2.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
326K+ 141.39% |
$1.43M - $1.7M
|
556K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
297K+ 172.78% |
$1.3M - $1.55M
|
468K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
273K+ 38.68% |
$1.2M - $1.43M
|
980K
$5.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
265KNew |
$1.17M - $1.39M
|
265K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
173KNew |
$759K - $902K
|
173K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
141K+ 12.26% |
$618K - $735K
|
1.29M
$7.24M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
131K+ 53.05% |
$577K - $686K
|
379K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
128KNew |
$563K - $669K
|
128K
$720K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
107K+ 7.61% |
$473K - $562K
|
1.52M
$8.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
95.8KNew |
$421K - $501K
|
95.8K
$539K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
57K+ 311.9% |
$251K - $298K
|
75.3K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56.7KNew |
$249K - $296K
|
56.7K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
50KNew |
$220K - $262K
|
50K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
43.1K+ 5.71% |
$190K - $225K
|
798K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38KNew |
$167K - $199K
|
38K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
32.6K+ 11.88% |
$144K - $171K
|
307K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 115.09% |
$126K - $150K
|
53.6K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
20.4KNew |
$89.7K - $107K
|
20.4K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18KNew |
$79.3K - $94.2K
|
18K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5K+ 3.97% |
$68K - $80.9K
|
405K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
14.2KNew |
$62.7K - $74.5K
|
14.2K
$80.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 3.71% |
$60.6K - $72K
|
385K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$54.4K - $64.7K
|
12.4K
$69.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
11.9KNew |
$52.2K - $62.1K
|
11.9K
$66.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.98K+ 5.33% |
$26.3K - $31.3K
|
118K
$666K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.22K+ 26.05% |
$23K - $27.3K
|
25.2K
$142K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
3.9KNew |
$17.2K - $20.4K
|
3.9K
$21.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.45K+ 23.28% |
$15.2K - $18K
|
18.2K
$103K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.27K+ 1.56% |
$14.4K - $17.1K
|
213K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3K+ 16.13% |
$13.2K - $15.7K
|
21.6K
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.71KNew |
$11.9K - $14.2K
|
2.71K
$15.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.57K+ 9.16% |
$11.3K - $13.4K
|
30.7K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.41K+ 10.49% |
$6.22K - $7.4K
|
14.9K
$83.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.34KNew |
$5.9K - $7.01K
|
1.34K
$7.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.13KNew |
$4.97K - $5.9K
|
1.13K
$6.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
429+ 1.09% |
$1.89K - $2.24K
|
39.8K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
388+ 0.92% |
$1.71K - $2.03K
|
42.6K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
335New |
$1.47K - $1.75K
|
335
$1.89K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
300New |
$1.32K - $1.57K
|
300
$1.69K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
141New |
$620 - $737
|
141
$794
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1+ 0.5% |
$4.4 - $5.23
|
201
$1.13K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-249- 0.53% |
$1.1K - $1.3K
|
46.8K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-505- 3.84% |
$2.22K - $2.64K
|
12.7K
$71.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-812- 3.16% |
$3.57K - $4.25K
|
24.9K
$140K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.35K- 2.41% |
$14.7K - $17.5K
|
136K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.11K- 12.33% |
$18.1K - $21.5K
|
29.2K
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.87K- 14.73% |
$21.4K - $25.5K
|
28.2K
$159K
|