MFS GOVT MKTS INCOME TR
SH BEN INT · CUSIP 552939100
40
institutional holders
+3 vs Q4 2022
15.1m
shares reported held*
$49.7mreported value*
5 new
11 added
11 reduced
2 sold out
net bought ≈ $3.0m (+914.3k 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 ≈ $3.30.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 38 |
| Q4 2022 | 37 |
| Q1 2023 | 40 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 20 | 10 |
| Q1 2023 | 16 | 13 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +879.9k |
| 1607 Capital Partners, LLC | Added | +503.4k |
| Invesco Ltd. | New | +53.9k |
| TOWNSQUARE CAPITAL LLC | New | +32.9k |
| COMMONWEALTH EQUITY SERVICES, LLC | New | +27.4k |
| Cetera Advisor Networks LLC | Added | +22.0k |
| AMERIPRISE FINANCIAL INC | New | +14.0k |
| OSAIC HOLDINGS, INC. | Added | +9.2k |
| JPMORGAN CHASE & CO | New | +8.7k |
| ROYAL BANK OF CANADA | Added | +4.1k |
Biggest sellers
| Allspring Global Investments Holdings, LLC | Reduced | -433.8k |
| Ameritas Advisory Services, LLC | Reduced | -103.2k |
| MORGAN STANLEY | Reduced | -51.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -17.8k |
| NewEdge Advisors, LLC | Reduced | -13.8k |
| WELLS FARGO & COMPANY/MN | Reduced | -7.7k |
| Ellis Investment Partners, LLC | Reduced | -5.3k |
| UBS Group AG | Reduced | -5.3k |
| Csenge Advisory Group | Reduced | -5.1k |
| Karpus Management, Inc. | Reduced | -4.1k |
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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 0.43% of their portfolio | 4.8m $15.8m | Added +879.9k |
| 1607 Capital Partners, LLC 1.05% of their portfolio | 4.5m $15.0m | Added +503.4k |
| Karpus Management, Inc. 0.20% of their portfolio | 2.0m $6.5m | Reduced -4.1k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 1.8m $6.0m | Reduced -433.8k |
| LPL Financial LLC 0.00% of their portfolio | 425.0k $1.4m | Added +3.6k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 264.2k $874.5k | Reduced -13.8k |
| MORGAN STANLEY 0.00% of their portfolio | 178.3k $588.5k | Reduced -51.8k |
| Ameritas Advisory Services, LLC 0.02% of their portfolio | 141.3k $466.2k | Reduced -103.2k |
| Carnegie Investment Counsel 0.02% of their portfolio | 136.0k $448.8k | Unchanged |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 106.1k $350.0k | Reduced -572 |
| Fortitude Advisory Group L.L.C. 0.19% of their portfolio | 73.0k $241.0k | Added +108 |
| Consolidated Portfolio Review Corp 0.05% of their portfolio | 57.9k $191.1k | First filing |
| Csenge Advisory Group 0.01% of their portfolio | 57.4k $189.4k | Reduced -5.1k |
| Invesco Ltd. 0.00% of their portfolio | 53.9k $177.8k | New |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 50.0k $164.8k | Added +22.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 42.5k $140.3k | Added +343 |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 32.9k $108.6k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 31.3k $103.4k | Reduced -17.8k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 29.1k $96.1k | Added +173 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 27.4k $90.0k | New |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 27.1k $89.6k | Added +396 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 25.0k $82.5k | Added +9.2k |
| UBS Group AG 0.00% of their portfolio | 24.6k $81.1k | Reduced -5.3k |
| WEDBUSH SECURITIES INC 0.00% of their portfolio | 23.3k $77.0k | Added +2.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 20.9k $69.0k | Reduced -7.7k |
| SILVERHAWK ASSET MANAGEMENT, LLC 0.05% of their portfolio | 18.6k $61.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.3k $57.0k | Added +4.1k |
| L.M. KOHN & COMPANY 0.02% of their portfolio | 16.5k $54.3k | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.0k $46.2k | New |
| CHAPIN DAVIS, INC. 0.02% of their portfolio | 13.0k $43.1k | Unchanged |
| Ellis Investment Partners, LLC 0.01% of their portfolio | 10.2k $33.8k | Reduced -5.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.7k $29.0k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 3.0k $9.9k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 1.2k $3.9k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 927 $3.1k | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 525 $1.7k | Unchanged |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 320 $1.1k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 12 $40 | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $3 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |