MFS MULTIMARKET INCOME TR MMT
SH BEN INT · Closed-End Fund · CUSIP 552737108
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $4.69.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 78 |
| Q1 2023 | 79 |
| Q2 2023 | 70 |
| Q3 2023 | 76 |
| Q4 2023 | 76 |
| Q1 2024 | 80 |
| Q2 2024 | 79 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 22 | 32 |
| Q1 2023 | 33 | 29 |
| Q2 2023 | 18 | 37 |
| Q3 2023 | 28 | 23 |
| Q4 2023 | 20 | 32 |
| Q1 2024 | 28 | 23 |
| Q2 2024 | 21 | 32 |
Biggest buyers
| Allspring Global Investments Holdings, LLC | Added | +875.8k |
| COMMONWEALTH EQUITY SERVICES, LLC | Added | +32.4k |
| Focus Partners Wealth | New | +25.1k |
| Shaker Financial Services, LLC | Added | +22.3k |
| Tradewinds, LLC. | New | +21.0k |
| ROYAL BANK OF CANADA | Added | +11.7k |
| Cetera Investment Advisers | Added | +10.6k |
| INDEPENDENT FINANCIAL GROUP, LLC | New | +10.3k |
| Compound Planning, Inc. | Added | +9.1k |
| 1607 Capital Partners, LLC | Added | +7.7k |
Biggest sellers
| MORGAN STANLEY | Reduced | -6.0m |
| OSAIC HOLDINGS, INC. | Reduced | -97.4k |
| UBS Group AG | Reduced | -87.8k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -48.8k |
| Invesco Ltd. | Reduced | -42.8k |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Reduced | -35.8k |
| COHEN & STEERS, INC. | Reduced | -35.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -29.3k |
| Catalina Capital Group, LLC | Sold out | -23.9k |
| Relative Value Partners Group, LLC | Sold out | -20.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution new · filed 2026-08-13 | 7.3% |
| SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-07-06 | 6.2% |
Fell to 5% or below in the last year: Allspring Global Investments Holdings, LLC (4.9%, 2026-07-31)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 3.3m $15.2m | Added +875.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.9m $13.6m | Reduced -6.0m |
| Invesco Ltd. 0.00% of their portfolio | 666.2k $3.1m | Reduced -42.8k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 665.4k $3.1m | Reduced -5.6k |
| LPL Financial LLC 0.00% of their portfolio | 487.6k $2.3m | Reduced -3.0k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 486.4k $2.3m | Reduced -35.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 275.5k $1.3m | Reduced -7.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 257.8k $1.2m | Added +1.7k |
| Shaker Financial Services, LLC 0.48% of their portfolio | 252.9k $1.2m | Added +22.3k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 243.8k $1.1m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 234.1k $1.1m | Reduced -87.8k |
| 1607 Capital Partners, LLC 0.09% of their portfolio | 204.4k $956.7k | Added +7.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 195.7k $916.1k | Reduced -97.4k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 168.5k $788.0k | Added +32.4k |
| MOSAIC FAMILY WEALTH PARTNERS, LLC 0.12% of their portfolio | 159.1k $744.5k | Reduced -35.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 154.4k $722.8k | Added +10.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 152.2k $711.0k | Added +11.7k |
| Fortitude Advisory Group L.L.C. 0.25% of their portfolio | 88.9k $416.1k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio | 84.3k $394.5k | Reduced -8.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.4k $390.2k | Reduced -1.9k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 81.8k $382.8k | Reduced -4.2k |
| Compound Planning, Inc. 0.02% of their portfolio | 55.8k $261.2k | Added +9.1k |
| Sowell Financial Services LLC 0.01% of their portfolio | 52.7k $247.0k | Added +501 |
| PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio | 41.1k $193.0k | Reduced -9.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 41.0k $191.8k | Reduced -185 |
| Sheaff Brock Investment Advisors, LLC 0.02% of their portfolio | 37.5k $175.5k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 36.4k $171.0k | Added +3.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 35.5k $166.4k | Unchanged |
| SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio | 33.0k $154.0k | Unchanged |
| Bey-Douglas LLC 0.14% of their portfolio | 31.7k $152.4k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 31.6k $147.0k | Reduced -8.8k |
| Waverly Advisors, LLC 0.00% of their portfolio | 31.2k $145.8k | Unchanged |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 29.7k $138.8k | Reduced -2.0k |
| Cordgrass Capital Advisors, LLC 0.04% of their portfolio | 28.0k $131.3k | Added +605 |
| Commonwealth Financial Services, LLC 0.03% of their portfolio | 26.1k $122.8k | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 25.1k $120.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 24.5k $114.5k | Reduced -1.5k |
| Private Advisor Group, LLC 0.00% of their portfolio | 22.2k $104.0k | Reduced -3.3k |
| HOERTKORN RICHARD CHARLES 0.04% of their portfolio | 22.0k $103.0k | Unchanged |
| Tradewinds, LLC. 0.03% of their portfolio | 21.0k $98.3k | New |
| Mariner, LLC 0.00% of their portfolio | 20.7k $96.7k | Added +3.6k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 20.7k $96.7k | Unchanged |
| Snowden Capital Advisors LLC 0.00% of their portfolio | 15.8k $73.8k | Unchanged |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 15.6k $73.0k | Added +91 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 15.2k $71.3k | Added +3.8k |
| XML Financial, LLC 0.01% of their portfolio | 14.1k $66.1k | Unchanged |
| Buckingham Capital Management, Inc. 0.01% of their portfolio | 13.4k $62.8k | Unchanged |
| Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio | 12.8k $59.8k | Reduced -51 |
| Fox Hill Wealth Management 0.04% of their portfolio | 12.4k $57.9k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.1k $56.8k | Reduced -2.0k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 12.0k $56.0k | Reduced -2.0k |
| PARK AVENUE SECURITIES LLC 0.00% of their portfolio | 11.8k $55.0k | Reduced -502 |
| WealthTrust Axiom LLC 0.02% of their portfolio | 10.5k $49.1k | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio | 10.3k $48.2k | New |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 10.0k $46.9k | Reduced -10.3k |
| KCM INVESTMENT ADVISORS LLC 0.00% of their portfolio | 10.0k $46.8k | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 7.5k $35.1k | Unchanged |
| Founders Capital Management 0.02% of their portfolio | 6.3k $29.3k | Unchanged |
| TCTC Holdings, LLC 0.00% of their portfolio | 5.8k $27.4k | Unchanged |
| CRITERION CAPITAL ADVISORS, LLC 0.01% of their portfolio | 3.6k $16.7k | Unchanged |
| Family Firm, Inc. 0.00% of their portfolio | 3.0k $13.9k | New |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 2.0k $9.0k | Unchanged |
| ATTICUS WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 1.9k $8.7k | New |
| DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio | 1.2k $5.6k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 1.2k $5.4k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 1.0k $4.7k | Unchanged |
| West Branch Capital LLC 0.00% of their portfolio | 1.0k $4.7k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 1.0k $4.7k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 850 $4.0k | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 812 $3.8k | Reduced -35 |
| ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio | 700 $3.3k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 663 $3.1k | Reduced -100 |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 400 $1.9k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 200 $936 | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 140 $656 | New |
| Hilltop National Bank 0.00% of their portfolio | 50 $234 | Unchanged |
| SIGNATUREFD, LLC 0.00% of their portfolio | 42 $197 | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $5 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |