MFS GOVT MKTS INCOME TR
SH BEN INT · CUSIP 552939100
37
institutional holders
-1 vs Q3 2022
14.1m
shares reported held*
$46.7mreported value*
5 new
15 added
6 reduced
4 sold out
net bought ≈ $4.4m (+1.3m 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 ≈ $3.31.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 38 |
| Q4 2022 | 37 |
Biggest buyers
| 1607 Capital Partners, LLC | Added | +831.6k |
| SIT INVESTMENT ASSOCIATES INC | Added | +358.6k |
| LPL Financial LLC | Added | +117.9k |
| MORGAN STANLEY | Added | +117.0k |
| Ameritas Advisory Services, LLC | Added | +89.5k |
| Allspring Global Investments Holdings, LLC | Added | +50.2k |
| SILVERHAWK ASSET MANAGEMENT, LLC | New | +18.6k |
| Ellis Investment Partners, LLC | New | +15.6k |
| Karpus Management, Inc. | Added | +15.0k |
| Csenge Advisory Group | Added | +13.3k |
Biggest sellers
| Cambridge Investment Research Advisors, Inc. | Sold out | -179.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -117.6k |
| GOLDMAN SACHS GROUP INC | Sold out | -13.6k |
| NewEdge Advisors, LLC | Reduced | -6.0k |
| Cetera Advisor Networks LLC | Reduced | -1.6k |
| UBS Group AG | Reduced | -1.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -1.1k |
| MML INVESTORS SERVICES, LLC | Reduced | -668 |
| HighMark Wealth Management LLC | Sold out | -100 |
| Gradient Investments LLC | Sold out | -47 |
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 |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution +0.6 pts · filed 2026-10-01 | 37.3% |
| Karpus Management, Inc. 13G · institution filed 2025-08-14 | 5.6% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| 1607 Capital Partners, LLC 0.92% of their portfolio | 4.0m $13.3m | Added +831.6k |
| SIT INVESTMENT ASSOCIATES INC 0.36% of their portfolio | 3.9m $13.0m | Added +358.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 2.3m $7.5m | Added +50.2k |
| Karpus Management, Inc. 0.22% of their portfolio | 2.0m $6.5m | Added +15.0k |
| LPL Financial LLC 0.00% of their portfolio | 421.4k $1.4m | Added +117.9k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 278.0k $920.2k | Reduced -6.0k |
| Ameritas Advisory Services, LLC 0.04% of their portfolio | 244.4k $809.0k | Added +89.5k |
| MORGAN STANLEY 0.00% of their portfolio | 230.2k $761.9k | Added +117.0k |
| Carnegie Investment Counsel 0.02% of their portfolio | 136.0k $450.2k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 106.6k $353.0k | Reduced -668 |
| Fortitude Advisory Group L.L.C. 0.21% of their portfolio | 72.9k $241.4k | Added +1.7k |
| Csenge Advisory Group 0.02% of their portfolio | 62.5k $207.0k | Added +13.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 49.2k $162.7k | Reduced -117.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 42.2k $139.5k | Added +339 |
| UBS Group AG 0.00% of their portfolio | 29.9k $98.9k | Reduced -1.4k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 29.0k $95.8k | Added +170 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 28.6k $94.5k | Reduced -1.1k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 28.0k $92.6k | Reduced -1.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 26.7k $88.5k | Added +948 |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 20.4k $68.0k | Unchanged |
| SILVERHAWK ASSET MANAGEMENT, LLC 0.05% of their portfolio | 18.6k $61.6k | New |
| L.M. KOHN & COMPANY 0.03% of their portfolio | 16.5k $54.5k | Added +1 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 15.8k $52.4k | Added +7.6k |
| Ellis Investment Partners, LLC 0.01% of their portfolio | 15.6k $51.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.1k $43.0k | Unchanged |
| BOENNING & SCATTERGOOD, INC. 0.01% of their portfolio | 13.0k $49.0k | Unchanged |
| CHAPIN DAVIS, INC. 0.03% of their portfolio | 13.0k $43.2k | First filing |
| Advisory Services Network, LLC 0.00% of their portfolio | 3.0k $9.9k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.2k $3.9k | New |
| Spire Wealth Management 0.00% of their portfolio | 927 $3.0k | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 525 $2.0k | Unchanged |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 320 $1.0k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 154 $2.0k | Added +146 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 12 $40 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $3 | Unchanged |
| FMR LLC 0.00% of their portfolio | 1 $3 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |