MFS MUN INCOME TR MFM
SH BEN INT · Closed-End Fund · CUSIP 552738106
* 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 ≈ $5.10.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 73 |
| Q4 2022 | 78 |
| Q1 2023 | 71 |
| Q2 2023 | 70 |
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 | 40 | 28 |
| Q1 2023 | 25 | 38 |
| Q2 2023 | 36 | 29 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +223.9k |
| Bank of New York Mellon Corp | New | +216.4k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | New | +216.4k |
| Advisors Asset Management, Inc. | Added | +193.4k |
| UBS Group AG | Added | +191.6k |
| TRUIST FINANCIAL CORP | Added | +165.9k |
| Saba Capital Management, L.P. | Added | +109.5k |
| BANK OF AMERICA CORP /DE/ | Added | +89.6k |
| Logan Stone Capital, LLC | Added | +45.3k |
| AQR Arbitrage LLC | Added | +37.1k |
Biggest sellers
| ROBINSON CAPITAL MANAGEMENT, LLC | Sold out | -604.0k |
| Woodline Partners LP | Reduced | -266.9k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -165.2k |
| MORGAN STANLEY | Reduced | -66.3k |
| Invesco Ltd. | Reduced | -40.8k |
| RWA WEALTH PARTNERS, LLC | Sold out | -39.2k |
| WELLS FARGO & COMPANY/MN | Reduced | -38.7k |
| Chicago Partners Investment Group LLC | Reduced | -24.6k |
| Integrated Wealth Concepts LLC | Reduced | -20.3k |
| OSAIC HOLDINGS, INC. | Reduced | -16.7k |
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.
| Holder | Stake |
|---|---|
| JPMorgan Chase Bank, N.A. 13G · institution filed 2026-07-01 | 100.0% |
Insider purchases and sales in Q2 2023
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 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $9.6m | Reduced -66.3k |
| Saba Capital Management, L.P. 0.23% of their portfolio | 1.4m $7.0m | Added +109.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.1m $5.8m | Added +89.6k |
| Advisors Asset Management, Inc. 0.08% of their portfolio | 755.0k $3.9m | Added +193.4k |
| UBS Group AG 0.00% of their portfolio | 653.6k $3.3m | Added +191.6k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 352.2k $1.8m | Added +8.7k |
| Woodline Partners LP 0.02% of their portfolio | 348.5k $1.8m | Reduced -266.9k |
| MacKay Shields LLC 0.05% of their portfolio | 333.2k $1.7m | Unchanged |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 308.3k $1.6m | Added +731 |
| Logan Stone Capital, LLC 0.53% of their portfolio | 305.4k $1.6m | Added +45.3k |
| LPL Financial LLC 0.00% of their portfolio | 246.5k $1.3m | Added +34.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 225.0k $1.1m | Reduced -38.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 223.9k $1.1m | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 220.1k $1.1m | Reduced -7.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 216.4k $1.1m | New |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 216.4k $1.1m | New |
| Edmonds Duncan Registered Investment Advisors, LLC 0.32% of their portfolio | 209.4k $1.1m | Reduced -4.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 176.0k $897.4k | Added +165.9k |
| AQR Arbitrage LLC 0.04% of their portfolio | 171.8k $876.3k | Added +37.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 155.3k $791.9k | Reduced -9.7k |
| Karpus Management, Inc. 0.02% of their portfolio | 145.9k $744.1k | Reduced -7.4k |
| Capital Investment Advisors, LLC 0.02% of their portfolio | 143.1k $730.0k | Added +10.0k |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 141.3k $720.0k | Reduced -13.6k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 133.8k $682.5k | Reduced -165.2k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 113.1k $577.0k | Reduced -824 |
| MELFA WEALTH MANAGEMENT, INC. 0.52% of their portfolio | 100.6k $512.9k | Unchanged |
| Moors & Cabot, Inc. 0.03% of their portfolio | 97.6k $497.5k | Added +27 |
| Invesco Ltd. 0.00% of their portfolio | 95.6k $487.3k | Reduced -40.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 79.2k $404.2k | Reduced -16.7k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 74.1k $378.0k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 50.7k $258.0k | Added +975 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.1k $240.0k | Added +3.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 47.0k $240.0k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 45.3k $231.0k | Reduced -20.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 43.7k $222.8k | Added +2.2k |
| Equitable Holdings, Inc. 0.00% of their portfolio | 33.6k $171.2k | Added +8 |
| HighTower Advisors, LLC 0.00% of their portfolio | 28.0k $124.0k | Added +763 |
| Aviance Capital Partners, LLC 0.03% of their portfolio | 27.3k $139.4k | New |
| Ashton Thomas Private Wealth, LLC 0.01% of their portfolio | 27.1k $138.1k | Unchanged |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.12% of their portfolio | 26.1k $133.2k | Added +11.0k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 22.3k $113.5k | Unchanged |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 21.4k $109.3k | Added +31 |
| Chicago Partners Investment Group LLC 0.01% of their portfolio | 19.9k $104.7k | Reduced -24.6k |
| DRIVE WEALTH MANAGEMENT, LLC 0.04% of their portfolio | 18.6k $94.9k | Unchanged |
| Wealthcare Advisory Partners LLC 0.00% of their portfolio | 18.2k $93.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 16.0k $94.4k | Added +8.0k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 15.8k $81.0k | Reduced -3.5k |
| Kistler-Tiffany Companies, LLC 0.01% of their portfolio | 14.8k $75.5k | New |
| Transform Wealth, LLC 0.01% of their portfolio | 14.2k $72.7k | Added +148 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13.9k $70.8k | Reduced -10.5k |
| Ironsides Asset Advisors, LLC 0.03% of their portfolio | 13.8k $70.4k | Added +2.1k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 13.2k $67.1k | Reduced -8.3k |
| WealthBridge Capital Management, LLC 0.03% of their portfolio | 13.0k $66.3k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 12.7k $64.7k | Reduced -1.4k |
| Fort Point Capital Partners LLC 0.01% of their portfolio | 11.9k $60.5k | New |
| SILVERLAKE WEALTH MANAGEMENT LLC 0.03% of their portfolio | 11.5k $58.5k | Unchanged |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 11.1k $56.8k | Added +106 |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 11.0k $55.9k | Unchanged |
| SYNOVUS FINANCIAL CORP 0.00% of their portfolio | 10.4k $53.1k | Added +109 |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 4.4k $22.7k | Unchanged |
| Sound Income Strategies, LLC 0.00% of their portfolio | 2.5k $12.8k | Unchanged |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 2.3k $12.0k | Unchanged |
| Anchor Investment Management, LLC 0.00% of their portfolio | 2.0k $10.1k | Added +7 |
| Blue Trust, Inc. 0.00% of their portfolio | 1.3k $7.0k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.0k $5.2k | Unchanged |
| BESSEMER GROUP INC 0.00% of their portfolio | 568 $3.0k | Added +36 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 480 $2.4k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 321 $1.6k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 94 $0 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |