Vault-13

MFS MULTIMARKET INCOME TR MMT

SH BEN INT · Closed-End Fund · CUSIP 552737108

79 institutional holders -1 vs Q1 2024
11,958,06912.0m shares reported held*
$56.1mreported value*
7 new 14 added 25 reduced 7 sold out net sold ≈ $25.7m (-5.5m shares)

* 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

050100Q3 22: 78Q4 22: 78Q1 23: 79Q2 23: 70Q3 23: 76Q4 23: 76Q1 24: 80Q2 24: 7979Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202278
Q4 202278
Q1 202379
Q2 202370
Q3 202376
Q4 202376
Q1 202480
Q2 202479

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 22 bought or addedQ4 22: 32 cut or sold outQ4 22Q1 23: 33 bought or addedQ1 23: 29 cut or sold outQ2 23: 18 bought or addedQ2 23: 37 cut or sold outQ2 23Q3 23: 28 bought or addedQ3 23: 23 cut or sold outQ4 23: 20 bought or addedQ4 23: 32 cut or sold outQ4 23Q1 24: 28 bought or addedQ1 24: 23 cut or sold outQ2 24: 21 bought or addedQ2 24: 32 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222232
Q1 20233329
Q2 20231837
Q3 20232823
Q4 20232032
Q1 20242823
Q2 20242132

Biggest buyers

Allspring Global Investments Holdings, LLC Added +875,755+875.8k
COMMONWEALTH EQUITY SERVICES, LLC Added +32,358+32.4k
Focus Partners Wealth New +25,095+25.1k
Shaker Financial Services, LLC Added +22,331+22.3k
Tradewinds, LLC. New +21,012+21.0k
ROYAL BANK OF CANADA Added +11,657+11.7k
Cetera Investment Advisers Added +10,595+10.6k
INDEPENDENT FINANCIAL GROUP, LLC New +10,300+10.3k
Compound Planning, Inc. Added +9,110+9.1k
1607 Capital Partners, LLC Added +7,652+7.7k

Biggest sellers

MORGAN STANLEY Reduced -6,023,584-6.0m
OSAIC HOLDINGS, INC. Reduced -97,354-97.4k
UBS Group AG Reduced -87,792-87.8k
WOLVERINE ASSET MANAGEMENT LLC Sold out -48,825-48.8k
Invesco Ltd. Reduced -42,777-42.8k
MOSAIC FAMILY WEALTH PARTNERS, LLC Reduced -35,778-35.8k
COHEN & STEERS, INC. Reduced -35,000-35.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -29,312-29.3k
Catalina Capital Group, LLC Sold out -23,877-23.9k
Relative Value Partners Group, LLC Sold out -19,955-20.0k

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.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution new · filed 2026-08-13 7.3% new 8.5m≈ $37.3m 2026-08-13
SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2026-07-06 6.2% new 7.2m≈ $31.6m 2026-07-06

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 3,251,3353.3m $15.2m $15.2m 0.02% Added +875.8k +875,755
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,913,0412.9m $13.6m $13.6m 0.00% Reduced -6.0m -6,023,584
3 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 666,189666.2k $3.1m $3.1m 0.00% Reduced -42.8k -42,777
4 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 665,398665.4k $3.1m $3.1m 0.00% Reduced -5.6k -5,559
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 487,636487.6k $2.3m $2.3m 0.00% Reduced -3.0k -2,969
6 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 486,440486.4k $2.3m $2.3m 0.00% Reduced -35.0k -35,000
7 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 275,451275.5k $1.3m $1.3m 0.00% Reduced -7.9k -7,886
8 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 257,804257.8k $1.2m $1.2m 0.00% Added +1.7k +1,712
9 Shaker Financial Services, LLC 0.48% of their portfolio Arlington, VA 252,857252.9k $1.2m $1.2m 0.48% Added +22.3k +22,331
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 243,818243.8k $1.1m $1.1m 0.00% Unchanged
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 234,098234.1k $1.1m $1.1m 0.00% Reduced -87.8k -87,792
12 1607 Capital Partners, LLC 0.09% of their portfolio Richmond, VA 204,427204.4k $956.7k $956.7k 0.09% Added +7.7k +7,652
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 195,744195.7k $916.1k $916.1k 0.00% Reduced -97.4k -97,354
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 168,469168.5k $788.0k $788.0k 0.00% Added +32.4k +32,358
15 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.12% of their portfolio ST. LOUIS, MO 159,090159.1k $744.5k $744.5k 0.12% Reduced -35.8k -35,778
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 154,443154.4k $722.8k $722.8k 0.00% Added +10.6k +10,595
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 152,188152.2k $711.0k $711.0k 0.00% Added +11.7k +11,657
18 Fortitude Advisory Group L.L.C. 0.25% of their portfolio GIG HARBOR, WA 88,91388.9k $416.1k $416.1k 0.25% Unchanged
19 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 84,29884.3k $394.5k $394.5k 0.03% Reduced -8.5k -8,475
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 83,37883.4k $390.2k $390.2k 0.00% Reduced -1.9k -1,873
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 81,78681.8k $382.8k $382.8k 0.00% Reduced -4.2k -4,173
22 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 55,80955.8k $261.2k $261.2k 0.02% Added +9.1k +9,110
23 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 52,73652.7k $247.0k $247.0k 0.01% Added +501 +501
24 PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio BEDMINSTER, NJ 41,12341.1k $193.0k $193.0k 0.00% Reduced -9.9k -9,913
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 40,98541.0k $191.8k $191.8k 0.00% Reduced -185 -185
26 Sheaff Brock Investment Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 37,50037.5k $175.5k $175.5k 0.02% Unchanged
27 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 36,44136.4k $171.0k $171.0k 0.00% Added +3.9k +3,856
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 35,54735.5k $166.4k $166.4k 0.00% Unchanged
29 SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio Minneapolis, MN 32,99033.0k $154.0k $154.0k 0.00% Unchanged
30 Bey-Douglas LLC 0.14% of their portfolio Marietta, GA 31,74931.7k $152.4k $152.4k 0.14% Unchanged
31 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 31,62031.6k $147.0k $147.0k 0.00% Reduced -8.8k -8,750
32 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 31,16331.2k $145.8k $145.8k 0.00% Unchanged
33 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 29,65829.7k $138.8k $138.8k 0.01% Reduced -2.0k -1,959
34 Cordgrass Capital Advisors, LLC 0.04% of their portfolio RALEIGH, NC 28,04728.0k $131.3k $131.3k 0.04% Added +605 +605
35 Commonwealth Financial Services, LLC 0.03% of their portfolio VIENNA, WV 26,10026.1k $122.8k $122.8k 0.03% Unchanged
36 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 25,09525.1k $120.0k $120.0k 0.00% New
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 24,46724.5k $114.5k $114.5k 0.00% Reduced -1.5k -1,500
38 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,21522.2k $104.0k $104.0k 0.00% Reduced -3.3k -3,279
39 HOERTKORN RICHARD CHARLES 0.04% of their portfolio KENTFIELD, CA 22,00022.0k $103.0k $103.0k 0.04% Unchanged
40 Tradewinds, LLC. 0.03% of their portfolio RALEIGH, NC 21,01221.0k $98.3k $98.3k 0.03% New
41 Mariner, LLC 0.00% of their portfolio Overland Park, KS 20,65420.7k $96.7k $96.7k 0.00% Added +3.6k +3,604
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 20,65220.7k $96.7k $96.7k 0.00% Unchanged
43 Snowden Capital Advisors LLC 0.00% of their portfolio New York, NY 15,77615.8k $73.8k $73.8k 0.00% Unchanged
44 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 15,62115.6k $73.0k $73.0k 0.00% Added +91 +91
45 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,24515.2k $71.3k $71.3k 0.00% Added +3.8k +3,796
46 XML Financial, LLC 0.01% of their portfolio BETHESDA, MD 14,12014.1k $66.1k $66.1k 0.01% Unchanged
47 Buckingham Capital Management, Inc. 0.01% of their portfolio DAYTON, OH 13,42013.4k $62.8k $62.8k 0.01% Unchanged
48 Pinnacle Wealth Planning Services, Inc. 0.01% of their portfolio MANSFIELD, OH 12,77812.8k $59.8k $59.8k 0.01% Reduced -51 -51
49 Fox Hill Wealth Management 0.04% of their portfolio DEDHAM, MA 12,37112.4k $57.9k $57.9k 0.04% Unchanged
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,13812.1k $56.8k $56.8k 0.00% Reduced -2.0k -2,032
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,00112.0k $56.0k $56.0k 0.00% Reduced -2.0k -2,000
52 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 11,82011.8k $55.0k $55.0k 0.00% Reduced -502 -502
53 WealthTrust Axiom LLC 0.02% of their portfolio WAYNE, PA 10,50010.5k $49.1k $49.1k 0.02% Unchanged
54 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 10,30010.3k $48.2k $48.2k 0.00% New
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,01110.0k $46.9k $46.9k 0.00% Reduced -10.3k -10,317
56 KCM INVESTMENT ADVISORS LLC 0.00% of their portfolio GREENBRAE, CA 10,00010.0k $46.8k $46.8k 0.00% Unchanged
57 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 7,5007.5k $35.1k $35.1k 0.00% Unchanged
58 Founders Capital Management 0.02% of their portfolio HOUSTON, TX 6,2706.3k $29.3k $29.3k 0.02% Unchanged
59 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 5,8505.8k $27.4k $27.4k 0.00% Unchanged
60 CRITERION CAPITAL ADVISORS, LLC 0.01% of their portfolio NASHVILLE, TN 3,5753.6k $16.7k $16.7k 0.01% Unchanged
61 Family Firm, Inc. 0.00% of their portfolio BETHESDA, MD 2,9613.0k $13.9k $13.9k 0.00% New
62 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0002.0k $9.0k $9.0k 0.00% Unchanged
63 ATTICUS WEALTH MANAGEMENT, LLC 0.00% of their portfolio Palm Beach Gardens, FL 1,8541.9k $8.7k $8.7k 0.00% New
64 DELTA ASSET MANAGEMENT LLC/TN 0.00% of their portfolio MEMPHIS, TN 1,2001.2k $5.6k $5.6k 0.00% Unchanged
65 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,1541.2k $5.4k $5.4k 0.00% Unchanged
66 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0001.0k $4.7k $4.7k 0.00% Unchanged
67 West Branch Capital LLC 0.00% of their portfolio AMHERST, MA 1,0001.0k $4.7k $4.7k 0.00% Unchanged
68 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0001.0k $4.7k $4.7k 0.00% Unchanged
69 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 850850 $4.0k $4.0k 0.00% Unchanged
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 812812 $3.8k $3.8k 0.00% Reduced -35 -35
71 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 700700 $3.3k $3.3k 0.00% Unchanged
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 663663 $3.1k $3.1k 0.00% Reduced -100 -100
73 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 400400 $1.9k $1.9k 0.00% Unchanged
74 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 200200 $936 $936 0.00% New
75 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 140140 $656 $656 0.00% New
76 Hilltop National Bank 0.00% of their portfolio CASPER, WY 5050 $234 $234 0.00% Unchanged
77 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4242 $197 $197 0.00% Unchanged
78 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $5 $5 0.00% Unchanged
79 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged