Vault-13

MFS MUN INCOME TR MFM

SH BEN INT · Closed-End Fund · CUSIP 552738106

70 institutional holders -1 vs Q1 2023
11,316,28211.3m shares reported held*
$57.7mreported value*
10 new 26 added 18 reduced 11 sold out net bought ≈ $1.3m (+259.8k 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 ≈ $5.10.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 73Q4 22: 78Q1 23: 71Q2 23: 7070Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202273
Q4 202278
Q1 202371
Q2 202370

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 40 bought or addedQ4 22: 28 cut or sold outQ4 22Q1 23: 25 bought or addedQ1 23: 38 cut or sold outQ1 23Q2 23: 36 bought or addedQ2 23: 29 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224028
Q1 20232538
Q2 20233629

Biggest buyers

CITADEL ADVISORS LLC New +223,939+223.9k
Bank of New York Mellon Corp New +216,395+216.4k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +216,395+216.4k
Advisors Asset Management, Inc. Added +193,432+193.4k
UBS Group AG Added +191,622+191.6k
TRUIST FINANCIAL CORP Added +165,945+165.9k
Saba Capital Management, L.P. Added +109,481+109.5k
BANK OF AMERICA CORP /DE/ Added +89,573+89.6k
Logan Stone Capital, LLC Added +45,270+45.3k
AQR Arbitrage LLC Added +37,101+37.1k

Biggest sellers

ROBINSON CAPITAL MANAGEMENT, LLC Sold out -603,971-604.0k
Woodline Partners LP Reduced -266,929-266.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -165,233-165.2k
MORGAN STANLEY Reduced -66,301-66.3k
Invesco Ltd. Reduced -40,773-40.8k
RWA WEALTH PARTNERS, LLC Sold out -39,246-39.2k
WELLS FARGO & COMPANY/MN Reduced -38,697-38.7k
Chicago Partners Investment Group LLC Reduced -24,647-24.6k
Integrated Wealth Concepts LLC Reduced -20,312-20.3k
OSAIC HOLDINGS, INC. Reduced -16,696-16.7k

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.

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 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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,887,1521.9m $9.6m $9.6m 0.00% Reduced -66.3k -66,301
2 Saba Capital Management, L.P. 0.23% of their portfolio NEW YORK, NY 1,367,4581.4m $7.0m $7.0m 0.23% Added +109.5k +109,481
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,146,0041.1m $5.8m $5.8m 0.00% Added +89.6k +89,573
4 Advisors Asset Management, Inc. 0.08% of their portfolio Monument, CO 754,984755.0k $3.9m $3.9m 0.08% Added +193.4k +193,432
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 653,602653.6k $3.3m $3.3m 0.00% Added +191.6k +191,622
6 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 352,234352.2k $1.8m $1.8m 0.01% Added +8.7k +8,714
7 Woodline Partners LP 0.02% of their portfolio San Francisco, CA 348,464348.5k $1.8m $1.8m 0.02% Reduced -266.9k -266,929
8 MacKay Shields LLC 0.05% of their portfolio New York, NY 333,155333.2k $1.7m $1.7m 0.05% Unchanged
9 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 308,261308.3k $1.6m $1.6m 0.00% Added +731 +731
10 Logan Stone Capital, LLC 0.53% of their portfolio CHICAGO, IL 305,404305.4k $1.6m $1.6m 0.53% Added +45.3k +45,270
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 246,539246.5k $1.3m $1.3m 0.00% Added +34.0k +34,027
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 224,970225.0k $1.1m $1.1m 0.00% Reduced -38.7k -38,697
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 223,939223.9k $1.1m $1.1m 0.00% New
14 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 220,055220.1k $1.1m $1.1m 0.01% Reduced -7.4k -7,402
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 216,395216.4k $1.1m $1.1m 0.00% New
16 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.06% of their portfolio WEST PALM BEACH, FL 216,395216.4k $1.1m $1.1m 0.06% New
17 Edmonds Duncan Registered Investment Advisors, LLC 0.32% of their portfolio LAWRENCE, KS 209,407209.4k $1.1m $1.1m 0.32% Reduced -4.1k -4,070
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 175,959176.0k $897.4k $897.4k 0.00% Added +165.9k +165,945
19 AQR Arbitrage LLC 0.04% of their portfolio Greenwich, CT 171,832171.8k $876.3k $876.3k 0.04% Added +37.1k +37,101
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 155,269155.3k $791.9k $791.9k 0.00% Reduced -9.7k -9,696
21 Karpus Management, Inc. 0.02% of their portfolio Pittsford, NY 145,901145.9k $744.1k $744.1k 0.02% Reduced -7.4k -7,364
22 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 143,145143.1k $730.0k $730.0k 0.02% Added +10.0k +10,000
23 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 141,273141.3k $720.0k $720.0k 0.01% Reduced -13.6k -13,571
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 133,815133.8k $682.5k $682.5k 0.00% Reduced -165.2k -165,233
25 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 113,143113.1k $577.0k $577.0k 0.00% Reduced -824 -824
26 MELFA WEALTH MANAGEMENT, INC. 0.52% of their portfolio WESTBOROUGH, MA 100,562100.6k $512.9k $512.9k 0.52% Unchanged
27 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 97,55897.6k $497.5k $497.5k 0.03% Added +27 +27
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 95,55295.6k $487.3k $487.3k 0.00% Reduced -40.8k -40,773
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 79,24979.2k $404.2k $404.2k 0.00% Reduced -16.7k -16,696
30 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 74,12574.1k $378.0k $378.0k 0.00% Unchanged
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 50,66150.7k $258.0k $258.0k 0.00% Added +975 +975
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,05147.1k $240.0k $240.0k 0.00% Added +3.7k +3,702
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 47,04147.0k $240.0k $240.0k 0.00% Unchanged
34 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 45,29245.3k $231.0k $231.0k 0.00% Reduced -20.3k -20,312
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 43,68643.7k $222.8k $222.8k 0.00% Added +2.2k +2,230
36 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 33,55933.6k $171.2k $171.2k 0.00% Added +8 +8
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 27,99928.0k $124.0k $124.0k 0.00% Added +763 +763
38 Aviance Capital Partners, LLC 0.03% of their portfolio NAPLES, FL 27,32727.3k $139.4k $139.4k 0.03% New
39 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 27,08127.1k $138.1k $138.1k 0.01% Unchanged
40 INTEGRATED CAPITAL MANAGEMENT, INC. 0.12% of their portfolio JESSUP, PA 26,10826.1k $133.2k $133.2k 0.12% Added +11.0k +10,964
41 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 22,25422.3k $113.5k $113.5k 0.00% Unchanged
42 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 21,44021.4k $109.3k $109.3k 0.00% Added +31 +31
43 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 19,87519.9k $104.7k $104.7k 0.01% Reduced -24.6k -24,647
44 DRIVE WEALTH MANAGEMENT, LLC 0.04% of their portfolio LEHI, UT 18,60018.6k $94.9k $94.9k 0.04% Unchanged
45 Wealthcare Advisory Partners LLC 0.00% of their portfolio WEST CHESTER, PA 18,23018.2k $93.0k $93.0k 0.00% New
46 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 16,02016.0k $94.4k $94.4k 0.00% Added +8.0k +8,010
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,84015.8k $81.0k $81.0k 0.00% Reduced -3.5k -3,455
48 Kistler-Tiffany Companies, LLC 0.01% of their portfolio BERWYN, PA 14,80014.8k $75.5k $75.5k 0.01% New
49 Transform Wealth, LLC 0.01% of their portfolio GREENWOOD VILLAGE, CO 14,24614.2k $72.7k $72.7k 0.01% Added +148 +148
50 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,87913.9k $70.8k $70.8k 0.00% Reduced -10.5k -10,470
51 Ironsides Asset Advisors, LLC 0.03% of their portfolio ROCKY MOUNT, NC 13,77113.8k $70.4k $70.4k 0.03% Added +2.1k +2,056
52 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 13,16413.2k $67.1k $67.1k 0.00% Reduced -8.3k -8,322
53 WealthBridge Capital Management, LLC 0.03% of their portfolio WESTERVILLE, OH 13,00013.0k $66.3k $66.3k 0.03% Unchanged
54 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 12,67912.7k $64.7k $64.7k 0.01% Reduced -1.4k -1,403
55 Fort Point Capital Partners LLC 0.01% of their portfolio San Francisco, CA 11,87111.9k $60.5k $60.5k 0.01% New
56 SILVERLAKE WEALTH MANAGEMENT LLC 0.03% of their portfolio WILLISTON, VT 11,47011.5k $58.5k $58.5k 0.03% Unchanged
57 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,14311.1k $56.8k $56.8k 0.00% Added +106 +106
58 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 10,96011.0k $55.9k $55.9k 0.01% Unchanged
59 SYNOVUS FINANCIAL CORP 0.00% of their portfolio Columbus, GA 10,41110.4k $53.1k $53.1k 0.00% Added +109 +109
60 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.00% of their portfolio Fort Collins, CO 4,4494.4k $22.7k $22.7k 0.00% Unchanged
61 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 2,5002.5k $12.8k $12.8k 0.00% Unchanged
62 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 2,3002.3k $12.0k $12.0k 0.00% Unchanged
63 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,9762.0k $10.1k $10.1k 0.00% Added +7 +7
64 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 1,3101.3k $7.0k $7.0k 0.00% New
65 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0251.0k $5.2k $5.2k 0.00% Unchanged
66 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 568568 $3.0k $3.0k 0.00% Added +36 +36
67 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 480480 $2.4k $2.4k 0.00% New
68 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 321321 $1.6k $1.6k 0.00% Unchanged
69 CWM, LLC 0.00% of their portfolio OMAHA, NE 9494 $0 $0 0.00% New
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged