MFS GOVT MKTS INCOME TR
SH BEN INT · CUSIP 552939100
39
institutional holders
-1 vs Q1 2023
16.0m
shares reported held*
$51.4mreported value*
3 new
11 added
13 reduced
5 sold out
net bought ≈ $3.1m (+956.2k 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 ($105.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.21.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 38 |
| Q4 2022 | 37 |
| Q1 2023 | 40 |
| Q2 2023 | 39 |
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 |
| Q2 2023 | 14 | 18 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +442.1k |
| 1607 Capital Partners, LLC | Added | +433.5k |
| Consolidated Portfolio Review Corp | Added | +158.4k |
| Cambridge Investment Research Advisors, Inc. | New | +68.8k |
| WEDBUSH SECURITIES INC | Added | +22.1k |
| Financial Architects, Inc | New | +14.8k |
| LPL Financial LLC | Added | +14.2k |
| HighTower Advisors, LLC | New | +10.7k |
| Invesco Ltd. | Added | +9.1k |
| NewEdge Advisors, LLC | Added | +5.5k |
Biggest sellers
| Karpus Management, Inc. | Reduced | -65.8k |
| Cetera Advisor Networks LLC | Sold out | -50.0k |
| Allspring Global Investments Holdings, LLC | Reduced | -16.6k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -15.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -14.7k |
| AMERIPRISE FINANCIAL INC | Sold out | -14.0k |
| Ellis Investment Partners, LLC | Sold out | -10.2k |
| Ameritas Advisory Services, LLC | Reduced | -8.8k |
| JPMORGAN CHASE & CO | Sold out | -8.7k |
| SILVERHAWK ASSET MANAGEMENT, LLC | Reduced | -5.5k |
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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 0.44% of their portfolio | 5.2m $16.8m | Added +442.1k |
| 1607 Capital Partners, LLC 1.14% of their portfolio | 5.0m $16.0m | Added +433.5k |
| Karpus Management, Inc. 0.19% of their portfolio | 1.9m $6.1m | Reduced -65.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 1.8m $5.8m | Reduced -16.6k |
| LPL Financial LLC 0.00% of their portfolio | 439.2k $1.4m | Added +14.2k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 269.7k $865.7k | Added +5.5k |
| Consolidated Portfolio Review Corp 0.17% of their portfolio | 216.3k $694.4k | Added +158.4k |
| MORGAN STANLEY 0.00% of their portfolio | 177.6k $569.9k | Reduced -788 |
| Carnegie Investment Counsel 0.02% of their portfolio | 136.0k $436.6k | Unchanged |
| Ameritas Advisory Services, LLC 0.05% of their portfolio | 132.4k $426.4k | Reduced -8.8k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 105.5k $339.0k | Reduced -566 |
| Fortitude Advisory Group L.L.C. 0.17% of their portfolio | 73.1k $234.8k | Added +112 |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 68.8k $221.0k | New |
| Invesco Ltd. 0.00% of their portfolio | 62.9k $202.1k | Added +9.1k |
| Csenge Advisory Group 0.01% of their portfolio | 52.6k $168.7k | Reduced -4.8k |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 45.3k $145.0k | Added +22.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.2k $138.5k | Added +654 |
| TOWNSQUARE CAPITAL LLC 0.00% of their portfolio | 32.8k $105.1k | Reduced -146 |
| Portside Wealth Group, LLC 0.02% of their portfolio | 32.8k $105.1k | First filing |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 29.1k $93.5k | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 27.6k $88.5k | Added +420 |
| UBS Group AG 0.00% of their portfolio | 26.5k $85.2k | Added +2.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 23.4k $75.1k | Reduced -1.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 19.9k $63.9k | Reduced -1.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.6k $53.4k | Reduced -14.7k |
| L.M. KOHN & COMPANY 0.02% of their portfolio | 16.5k $52.9k | Unchanged |
| Financial Architects, Inc 0.01% of their portfolio | 14.8k $47.5k | New |
| SILVERHAWK ASSET MANAGEMENT, LLC 0.03% of their portfolio | 13.1k $42.0k | Reduced -5.5k |
| CHAPIN DAVIS, INC. 0.02% of their portfolio | 13.0k $41.9k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.5k $40.0k | Reduced -4.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 12.4k $40.0k | Reduced -15.0k |
| HighTower Advisors, LLC 0.00% of their portfolio | 10.7k $35.0k | New |
| Allworth Financial LP 0.00% of their portfolio | 1.2k $3.8k | Unchanged |
| Spire Wealth Management 0.00% of their portfolio | 927 $3.0k | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 525 $1.7k | Unchanged |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 320 $1.0k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 12 $39 | 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 |