Vault-13

MFS MULTIMARKET INCOME TR MMT

SH BEN INT · Closed-End Fund · CUSIP 552737108

84 institutional holders +6 vs Q1 2025
13,478,23613.5m shares reported held*
$63.5mreported value*
9 new 14 added 23 reduced 4 sold out net bought ≈ $3.1m (+654.5k 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 ≈ $4.71.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 78Q1 23: 79Q2 23: 70Q3 23: 76Q4 23: 76Q1 24: 80Q2 24: 79Q3 24: 79Q4 24: 89Q1 25: 78Q2 25: 8484Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202278
Q4 202278
Q1 202379
Q2 202370
Q3 202376
Q4 202376
Q1 202480
Q2 202479
Q3 202479
Q4 202489
Q1 202578
Q2 202584

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 24Q3 24: 26 bought or addedQ3 24: 30 cut or sold outQ4 24: 34 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 29 bought or addedQ1 25: 31 cut or sold outQ2 25: 23 bought or addedQ2 25: 27 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232823
Q4 20232032
Q1 20242823
Q2 20242132
Q3 20242630
Q4 20243429
Q1 20252931
Q2 20252327

Biggest buyers

Pathstone Holdings, LLC Added +289,783+289.8k
1607 Capital Partners, LLC Added +251,083+251.1k
ROYAL BANK OF CANADA Added +156,890+156.9k
RAYMOND JAMES FINANCIAL INC Added +56,346+56.3k
LPL Financial LLC Added +47,278+47.3k
Allworth Financial LP New +37,500+37.5k
HRT FINANCIAL LP New +21,862+21.9k
FRANKLIN RESOURCES INC New +20,610+20.6k
JANE STREET GROUP, LLC New +17,845+17.8k
Bey-Douglas LLC Added +14,706+14.7k

Biggest sellers

Shaker Financial Services, LLC Reduced -83,674-83.7k
HighTower Advisors, LLC Sold out -41,935-41.9k
READYSTATE ASSET MANAGEMENT LP Reduced -32,361-32.4k
MORGAN STANLEY Reduced -28,230-28.2k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -21,869-21.9k
Cetera Investment Advisers Reduced -17,296-17.3k
WELLS FARGO & COMPANY/MN Reduced -12,884-12.9k
OSAIC HOLDINGS, INC. Reduced -11,929-11.9k
Geneos Wealth Management Inc. Reduced -10,607-10.6k
PARK AVENUE SECURITIES LLC Sold out -10,423-10.4k

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 2025

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 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 3,270,0863.3m $15.4m $15.4m 0.03% Unchanged
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,852,5082.9m $13.4m $13.4m 0.00% Reduced -28.2k -28,230
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 913,667913.7k $4.3m $4.3m 0.00% Added +56.3k +56,346
4 1607 Capital Partners, LLC 0.33% of their portfolio Richmond, VA 860,538860.5k $4.0m $4.0m 0.33% Added +251.1k +251,083
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 763,018763.0k $3.6m $3.6m 0.00% Added +11.8k +11,782
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 512,411512.4k $2.4m $2.4m 0.00% Added +47.3k +47,278
7 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 504,514504.5k $2.4m $2.4m 0.01% Added +289.8k +289,783
8 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 370,592370.6k $1.7m $1.7m 0.00% Reduced -859 -859
9 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 329,603329.6k $1.5m $1.5m 0.00% Unchanged
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 294,318294.3k $1.4m $1.4m 0.00% Added +156.9k +156,890
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 235,831235.8k $1.1m $1.1m 0.00% Unchanged
12 Shaker Financial Services, LLC 0.38% of their portfolio Arlington, VA 225,381225.4k $1.1m $1.1m 0.38% Reduced -83.7k -83,674
13 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 216,318216.3k $1.0m $1.0m 0.00% Reduced -9.2k -9,179
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 206,570206.6k $971.0k $971.0k 0.00% Added +2.2k +2,175
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 183,859183.9k $864.1k $864.1k 0.00% Reduced -4.3k -4,339
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 170,244170.2k $800.1k $800.1k 0.00% Reduced -17.3k -17,296
17 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.09% of their portfolio ST. LOUIS, MO 157,160157.2k $738.7k $738.7k 0.09% Reduced -3.6k -3,566
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 104,726104.7k $492.2k $492.2k 0.00% Reduced -11.9k -11,929
19 Fortitude Advisory Group L.L.C. 0.24% of their portfolio GIG HARBOR, WA 88,91388.9k $417.9k $417.9k 0.24% Unchanged
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 87,14187.1k $410.0k $410.0k 0.00% Added +1.5k +1,500
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 65,70065.7k $308.8k $308.8k 0.00% Reduced -1.5k -1,467
22 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 60,74660.7k $285.5k $285.5k 0.01% Unchanged
23 Northstar Financial Companies, Inc. 0.27% of their portfolio CONSHOHOCKEN, PA 54,45854.5k $256.0k $256.0k 0.27% Added +232 +232
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 49,75649.8k $233.9k $233.9k 0.00% Reduced -12.9k -12,884
25 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 48,60848.6k $228.5k $228.5k 0.01% Reduced -217 -217
26 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 45,23745.2k $212.6k $212.6k 0.01% Reduced -32.4k -32,361
27 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 44,76744.8k $210.4k $210.4k 0.01% Reduced -5.1k -5,115
28 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 43,67043.7k $205.2k $205.2k 0.02% Reduced -21.9k -21,869
29 Bey-Douglas LLC 0.12% of their portfolio Marietta, GA 41,49141.5k $195.0k $195.0k 0.12% Added +14.7k +14,706
30 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 37,50037.5k $176.2k $176.2k 0.00% New
31 SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio Minneapolis, MN 32,99033.0k $155.0k $155.0k 0.00% Unchanged
32 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 31,62031.6k $148.0k $148.0k 0.00% Unchanged
33 Cordgrass Capital Advisors, LLC 0.04% of their portfolio RALEIGH, NC 29,06229.1k $136.6k $136.6k 0.04% Unchanged
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 28,86828.9k $135.7k $135.7k 0.00% Reduced -3.5k -3,474
35 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 28,64528.6k $134.6k $134.6k 0.00% Unchanged
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 27,51327.5k $129.3k $129.3k 0.00% Added +5.2k +5,161
37 ASHTON THOMAS SECURITIES, LLC 0.03% of their portfolio ROCHESTER, NY 27,50027.5k $129.2k $129.2k 0.03% Reduced -7.0k -7,000
38 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 27,21227.2k $127.9k $127.9k 0.01% Reduced -689 -689
39 Commonwealth Financial Services, LLC 0.02% of their portfolio VIENNA, WV 26,10026.1k $122.7k $122.7k 0.02% Unchanged
40 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 24,55024.6k $115.4k $115.4k 0.00% Unchanged
41 Fearless Solutions, LLC dba Best Invest 0.08% of their portfolio SAN ANTONIO, TX 24,09924.1k $113.3k $113.3k 0.08% Added +61 +61
42 HOERTKORN RICHARD CHARLES 0.04% of their portfolio KENTFIELD, CA 22,00022.0k $103.4k $103.4k 0.04% Unchanged
43 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 21,86221.9k $102.0k $102.0k 0.00% New
44 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 21,02021.0k $98.8k $98.8k 0.00% Unchanged
45 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 20,61020.6k $96.9k $96.9k 0.00% New
46 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.04% of their portfolio FLINT, MI 19,84419.8k $92.3k $92.3k 0.04% First filing
47 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 19,27219.3k $90.6k $90.6k 0.00% Unchanged
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,84517.8k $83.9k $83.9k 0.00% New
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 17,08517.1k $80.3k $80.3k 0.00% Reduced -1.7k -1,660
50 Founders Financial Alliance, LLC 0.02% of their portfolio RALEIGH, NC 15,12915.1k $71.1k $71.1k 0.02% Unchanged
51 Broadway Wealth Solutions, Inc. 0.04% of their portfolio San Antonio, TX 14,90014.9k $70.0k $70.0k 0.04% Unchanged
52 WEDBUSH SECURITIES INC 0.00% of their portfolio PASADENA, CA 14,65514.7k $69.0k $69.0k 0.00% Added +96 +96
53 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 14,52414.5k $68.3k $68.3k 0.00% New
54 PEAPACK GLADSTONE FINANCIAL CORP 0.00% of their portfolio BEDMINSTER, NJ 14,21914.2k $67.0k $67.0k 0.00% Reduced -1.6k -1,615
55 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 12,93212.9k $60.8k $60.8k 0.00% New
56 Fox Hill Wealth Management 0.03% of their portfolio DEDHAM, MA 12,37112.4k $58.1k $58.1k 0.03% Unchanged
57 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 12,20812.2k $57.4k $57.4k 0.00% New
58 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 10,85710.9k $51.0k $51.0k 0.00% Reduced -10.6k -10,607
59 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 10,78810.8k $50.7k $50.7k 0.00% Reduced -5.2k -5,227
60 XML Financial, LLC 0.00% of their portfolio BETHESDA, MD 10,69010.7k $50.2k $50.2k 0.00% Reduced -940 -940
61 KCM INVESTMENT ADVISORS LLC 0.00% of their portfolio GREENBRAE, CA 10,00010.0k $47.0k $47.0k 0.00% Unchanged
62 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 7,9107.9k $37.2k $37.2k 0.00% Unchanged
63 Founders Capital Management 0.02% of their portfolio HOUSTON, TX 6,2706.3k $29.5k $29.5k 0.02% Unchanged
64 TCTC Holdings, LLC 0.00% of their portfolio DALLAS, TX 5,8505.8k $27.5k $27.5k 0.00% Unchanged
65 Rossby Financial, LCC 0.01% of their portfolio MELBOURNE, FL 4,4934.5k $21.1k $21.1k 0.01% Unchanged
66 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 0.02% of their portfolio NEW YORK, NY 3,8603.9k $18.1k $18.1k 0.02% Unchanged
67 WPG Advisers, LLC 0.01% of their portfolio BALTIMORE, MD 3,6333.6k $17.1k $17.1k 0.01% Reduced -698 -698
68 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 3,0003.0k $14.1k $14.1k 0.00% Unchanged
69 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0002.0k $9.0k $9.0k 0.00% Unchanged
70 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0002.0k $9.4k $9.4k 0.00% First filing
71 ATTICUS WEALTH MANAGEMENT, LLC 0.00% of their portfolio Palm Beach Gardens, FL 1,8541.9k $8.7k $8.7k 0.00% Unchanged
72 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,5691.6k $7.0k $7.0k 0.00% Unchanged
73 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,2821.3k $6.0k $6.0k 0.00% Unchanged
74 West Branch Capital LLC 0.00% of their portfolio AMHERST, MA 1,0001.0k $4.7k $4.7k 0.00% Unchanged
75 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,0001.0k $4.7k $4.7k 0.00% Unchanged
76 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 900900 $4.2k $4.2k 0.00% Unchanged
77 COMERICA BANK 0.00% of their portfolio DALLAS, TX 897897 $4.2k $4.2k 0.00% Added +120 +120
78 ARMSTRONG ADVISORY GROUP, INC 0.00% of their portfolio NEEDHAM, MA 700700 $3.3k $3.3k 0.00% Unchanged
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 663663 $3.1k $3.1k 0.00% Unchanged
80 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 400400 $1.9k $1.9k 0.00% Unchanged
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 142142 $667 $667 0.00% New
82 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 9090 $423 $423 0.00% New
83 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4242 $197 $197 0.00% Unchanged
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged