Vault-13

MFS MUN INCOME TR MFM

SH BEN INT · Closed-End Fund · CUSIP 552738106

125 institutional holders +42 vs Q1 2026
29,525,48029.5m shares reported held*
$165.9mreported value*
52 new 48 added 13 reduced 9 sold out net bought ≈ $65.1m (+11.6m 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 ≈ $5.62.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 73Q4 22: 78Q1 23: 71Q2 23: 70Q3 23: 75Q4 23: 83Q1 24: 80Q2 24: 81Q3 24: 78Q4 24: 85Q1 25: 86Q2 25: 88Q3 25: 87Q4 25: 92Q1 26: 83Q2 26: 125125Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202273
Q4 202278
Q1 202371
Q2 202370
Q3 202375
Q4 202383
Q1 202480
Q2 202481
Q3 202478
Q4 202485
Q1 202586
Q2 202588
Q3 202587
Q4 202592
Q1 202683
Q2 2026125

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 34 bought or addedQ3 24: 30 cut or sold outQ4 24: 42 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 28 cut or sold outQ2 25: 40 bought or addedQ2 25: 34 cut or sold outQ2 25Q3 25: 46 bought or addedQ3 25: 33 cut or sold outQ4 25: 47 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 37 cut or sold outQ2 26: 100 bought or addedQ2 26: 22 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243430
Q4 20244224
Q1 20254228
Q2 20254034
Q3 20254633
Q4 20254729
Q1 20263737
Q2 202610022

Biggest buyers

ROBINSON CAPITAL MANAGEMENT, LLC Added +897,784+897.8k
Almitas Capital LLC New +878,531+878.5k
Saba Capital Management, L.P. Added +758,143+758.1k
Janney Montgomery Scott LLC New +716,516+716.5k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +601,827+601.8k
Pathstone Holdings, LLC Added +589,801+589.8k
BANK OF AMERICA CORP /DE/ Added +567,834+567.8k
UBS Group AG Added +546,546+546.5k
COMMONWEALTH EQUITY SERVICES, LLC New +460,275+460.3k
WHITEBOX ADVISORS LLC Added +450,062+450.1k

Biggest sellers

Private Advisor Group, LLC Sold out -151,588-151.6k
Logan Stone Capital, LLC Reduced -73,895-73.9k
Advisors Asset Management, Inc. Reduced -60,105-60.1k
Bank of New York Mellon Corp Reduced -49,696-49.7k
Steward Partners Investment Advisory, LLC Reduced -48,494-48.5k
Corient Private Wealth LP Sold out -20,513-20.5k
Activest Wealth Management Sold out -14,816-14.8k
COHEN & STEERS, INC. Reduced -12,000-12.0k
HRT FINANCIAL LP Sold out -10,812-10.8k
XTX Topco Ltd Sold out -10,731-10.7k

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
JPMorgan Chase Bank, N.A. 13G · institution filed 2026-07-01 100.0% 2.2k 2026-07-01

Insider purchases and sales since 1 Apr 2026

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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Pathstone Holdings, LLC 0.09% of their portfolio ENGLEWOOD, NJ 5,415,6465.4m $30.4m $30.4m 0.09% Added +589.8k +589,801
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,173,5022.2m $12.2m $12.2m 0.00% Added +567.8k +567,834
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,821,2701.8m $10.2m $10.2m 0.00% Added +546.5k +546,546
4 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.40% of their portfolio WEST PALM BEACH, FL 1,509,8771.5m $8.5m $8.5m 0.40% Added +601.8k +601,827
5 Advisors Asset Management, Inc. 0.10% of their portfolio Monument, CO 1,212,7921.2m $6.8m $6.8m 0.10% Reduced -60.1k -60,105
6 ROBINSON CAPITAL MANAGEMENT, LLC 2.67% of their portfolio GROSSE POINTE FARMS, MI 1,076,9571.1m $6.1m $6.1m 2.67% Added +897.8k +897,784
7 Hennion & Walsh Asset Management, Inc. 0.16% of their portfolio Parsippany, NJ 1,024,5691.0m $5.8m $5.8m 0.16% Added +224.8k +224,810
8 Saba Capital Management, L.P. 0.18% of their portfolio NEW YORK, NY 1,023,9431.0m $5.8m $5.8m 0.18% Added +758.1k +758,143
9 Almitas Capital LLC 1.18% of their portfolio SANTA MONICA, CA 878,531878.5k $4.9m $4.9m 1.18% New
10 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 845,307845.3k $4.8m $4.8m 0.03% Added +12.9k +12,908
11 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 728,998729.0k $4.1m $4.1m 0.00% Added +337.4k +337,358
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 716,516716.5k $4.0m $4.0m 0.01% New
13 WHITEBOX ADVISORS LLC 0.05% of their portfolio MINNEAPOLIS, MN 575,062575.1k $3.2m $3.2m 0.05% Added +450.1k +450,062
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 566,526566.5k $3.2m $3.2m 0.00% Added +371.6k +371,643
15 Closed-End Fund Advisors, Inc. 2.56% of their portfolio RICHMOND, VA 466,837466.8k $2.6m $2.6m 2.56% Added +191.6k +191,581
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 460,275460.3k $2.6m $2.6m 0.00% New
17 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 455,662455.7k $2.6m $2.6m 0.00% Added +1.3k +1,334
18 Summit Financial, LLC 0.03% of their portfolio PARSIPPANY, NJ 449,141449.1k $2.5m $2.5m 0.03% Added +393.0k +393,004
19 MELFA WEALTH MANAGEMENT, INC. 1.31% of their portfolio WESTBOROUGH, MA 431,579431.6k $2.4m $2.4m 1.31% Added +279.9k +279,905
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 401,944401.9k $2.3m $2.3m 0.00% Added +295.6k +295,609
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 398,602398.6k $2.2m $2.2m 0.00% Added +226.1k +226,142
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 362,000362.0k $2.0m $2.0m 0.00% Added +101.0k +100,984
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 350,691350.7k $2.0m $2.0m 0.00% Added +141.4k +141,399
24 Thomas J. Herzfeld Advisors, Inc. 0.60% of their portfolio MIAMI BEACH, FL 345,429345.4k $1.9m $1.9m 0.60% Added +283.6k +283,592
25 MacKay Shields LLC 0.06% of their portfolio New York, NY 333,822333.8k $1.9m $1.9m 0.06% Added +667 +667
26 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.11% of their portfolio London, X0 324,887324.9k $1.8m $1.8m 0.11% New
27 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 320,314320.3k $1.8m $1.8m 0.01% Added +162.5k +162,503
28 SIT INVESTMENT ASSOCIATES INC 0.03% of their portfolio Minneapolis, MN 303,923303.9k $1.7m $1.7m 0.03% New
29 Logan Stone Capital, LLC 0.31% of their portfolio CHICAGO, IL 256,998257.0k $1.4m $1.4m 0.31% Reduced -73.9k -73,895
30 RIVERBRIDGE PARTNERS LLC 0.04% of their portfolio MINNEAPOLIS, MN 247,902247.9k $1.4m $1.4m 0.04% Added +66.6k +66,641
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 235,722235.7k $1.3m $1.3m 0.00% Added +135.4k +135,376
32 Bulldog Investors, LLP 0.28% of their portfolio SADDLE BROOK, NJ 230,382230.4k $1.3m $1.3m 0.28% New
33 BALANCED WEALTH GROUP LLC 0.35% of their portfolio WESTLAKE, OH 197,774197.8k $1.1m $1.1m 0.35% Added +2.7k +2,719
34 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 192,571192.6k $1.1m $1.1m 0.01% Added +85.8k +85,820
35 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 158,000158.0k $888.0k $888.0k 0.00% Reduced -12.0k -12,000
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 152,647152.6k $857.9k $857.9k 0.00% Added +22.4k +22,411
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 149,453149.5k $840.0k $840.0k 0.00% Added +21.2k +21,244
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 143,472143.5k $806.3k $806.3k 0.00% Added +32.9k +32,892
39 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 131,437131.4k $739.0k $739.0k 0.00% New
40 Bridgewater Advisors Inc. 0.04% of their portfolio NEW YORK, NY 127,250127.2k $683.3k $683.3k 0.04% Unchanged
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 114,290114.3k $642.3k $642.3k 0.00% Reduced -49.7k -49,696
42 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 110,699110.7k $622.1k $622.1k 0.00% Reduced -5.4k -5,373
43 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.08% of their portfolio BLUE BELL, PA 108,566108.6k $610.1k $610.1k 0.08% Added +70.0k +69,995
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 99,72699.7k $560.5k $560.5k 0.00% Reduced -1.2k -1,161
45 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 92,34192.3k $519.0k $519.0k 0.00% New
46 ROTHSCHILD INVESTMENT LLC 0.02% of their portfolio CHICAGO, IL 86,37286.4k $485.4k $485.4k 0.02% Added +33.4k +33,372
47 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 72,10572.1k $405.2k $405.2k 0.00% New
48 Tyche Wealth Partners LLC 0.06% of their portfolio PLANO, TX 70,30770.3k $395.1k $395.1k 0.06% Reduced -7.0k -6,956
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 64,18564.2k $360.7k $360.7k 0.00% Added +29.9k +29,882
50 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 62,72862.7k $352.5k $352.5k 0.00% Added +21.9k +21,916
51 Matisse Capital 0.13% of their portfolio PORTLAND, OR 57,05657.1k $320.7k $320.7k 0.13% Added +29.6k +29,644
52 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 51,44751.4k $289.1k $289.1k 0.00% New
53 Novak & Powell Financial Services, Inc. 0.12% of their portfolio ST. PETERSBURG, FL 45,63045.6k $256.4k $256.4k 0.12% New
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 45,23845.2k $254.2k $254.2k 0.00% Added +4.7k +4,719
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 44,95545.0k $252.6k $252.6k 0.00% Added +1.1k +1,092
56 Aviance Capital Partners, LLC 0.03% of their portfolio NAPLES, FL 44,53544.5k $250.3k $250.3k 0.03% Reduced -2.9k -2,931
57 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 44,33544.3k $249.2k $249.2k 0.00% New
58 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 43,75843.8k $245.9k $245.9k 0.00% New
59 Mutual Advisors, LLC 0.00% of their portfolio OMAHA, NE 42,46742.5k $238.7k $238.7k 0.00% New
60 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,34541.3k $232.4k $232.4k 0.00% New
61 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 40,58340.6k $228.1k $228.1k 0.00% Added +6.8k +6,777
62 Ackerman Capital Advisors, LLC 0.04% of their portfolio DALLAS, TX 39,53539.5k $222.2k $222.2k 0.04% Reduced -5.6k -5,621
63 Noble Wealth Management PBC 0.09% of their portfolio GREENWOOD VILLAGE, CO 36,76036.8k $206.6k $206.6k 0.09% New
64 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,30832.3k $181.6k $181.6k 0.00% Added +12.3k +12,291
65 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 31,67631.7k $178.0k $178.0k 0.01% New
66 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 30,60630.6k $172.0k $172.0k 0.00% Added +3.4k +3,376
67 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 29,24429.2k $164.4k $164.4k 0.01% New
68 Fortis Capital Advisors, LLC 0.02% of their portfolio PRAIRIE VILLAGE, KS 29,24429.2k $164.4k $164.4k 0.02% New
69 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 28,65728.7k $161.1k $161.1k 0.00% New
70 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 27,67827.7k $155.6k $155.6k 0.01% New
71 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 26,30526.3k $147.8k $147.8k 0.00% New
72 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,74925.7k $144.7k $144.7k 0.00% New
73 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,56425.6k $143.7k $143.7k 0.00% Added +1.0k +1,045
74 Compound Planning, Inc. 0.00% of their portfolio NEW YORK, NY 24,18324.2k $135.9k $135.9k 0.00% Added +4.6k +4,588
75 Beverly Hills Private Wealth, LLC 0.02% of their portfolio BEVERLY HILLS, CA 22,90022.9k $128.7k $128.7k 0.02% New
76 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 22,51922.5k $126.6k $126.6k 0.00% Added +1.2k +1,201
77 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 22,51122.5k $126.5k $126.5k 0.01% New
78 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,39922.4k $125.9k $125.9k 0.00% Added +881 +881
79 Chicago Partners Investment Group LLC 0.00% of their portfolio CHICAGO, IL 22,22422.2k $121.1k $121.1k 0.00% Unchanged
80 INTEGRATED CAPITAL MANAGEMENT, INC. 0.08% of their portfolio JESSUP, PA 20,06820.1k $112.8k $112.8k 0.08% Reduced -1.4k -1,364
81 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 20,00020.0k $112.4k $112.4k 0.00% New
82 LANGLEY WEALTH MANAGEMENT, LLC 0.11% of their portfolio CORINTH, MS 19,98120.0k $112.3k $112.3k 0.11% First filing
83 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 19,70519.7k $110.7k $110.7k 0.00% New
84 Ethos Financial Group, LLC 0.01% of their portfolio KING OF PRUSSIA, PA 18,11118.1k $97.6k $97.6k 0.01% New
85 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 17,68917.7k $99.4k $99.4k 0.00% Added +1.3k +1,300
86 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 17,41217.4k $97.9k $97.9k 0.00% New
87 SILVERLAKE WEALTH MANAGEMENT LLC 0.02% of their portfolio WILLISTON, VT 16,23916.2k $91.3k $91.3k 0.02% Added +5.9k +5,892
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 16,21916.2k $91.2k $91.2k 0.00% Added +4.3k +4,254
89 Canal Capital Management, LLC 0.01% of their portfolio Richmond, VA 15,88615.9k $89.3k $89.3k 0.01% New
90 DAVIS R M INC 0.00% of their portfolio PORTLAND, ME 15,77315.8k $88.6k $88.6k 0.00% New
91 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,46414.5k $81.3k $81.3k 0.00% New
92 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 14,46214.5k $78.0k $78.0k 0.00% Unchanged
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,44714.4k $81.2k $81.2k 0.00% New
94 BOKF, NA 0.00% of their portfolio TULSA, OK 13,75113.8k $77.3k $77.3k 0.00% New
95 1607 Capital Partners, LLC 0.01% of their portfolio Richmond, VA 13,62713.6k $76.6k $76.6k 0.01% New
96 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 11,69711.7k $65.7k $65.7k 0.00% New
97 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,69211.7k $65.7k $65.7k 0.00% Added +114 +114
98 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,55411.6k $64.9k $64.9k 0.00% New
99 AMARILLO NATIONAL BANK 0.01% of their portfolio AMARILLO, TX 11,50211.5k $64.6k $64.6k 0.01% Unchanged
100 ADAPT WEALTH ADVISORS, LLC 0.02% of their portfolio ATLANTA, GA 11,10711.1k $62.4k $62.4k 0.02% New