Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

47 institutional holders +6 vs Q4 2023
18,512,69118.5m shares reported held*
$59.2mreported value*
10 new 17 added 9 reduced 5 sold out net bought ≈ $2.0m (+631.5k 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 ≈ $3.20.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 37Q1 23: 40Q2 23: 39Q3 23: 40Q4 23: 41Q1 24: 4747Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202238
Q4 202237
Q1 202340
Q2 202339
Q3 202340
Q4 202341
Q1 202447

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 20 bought or addedQ4 22: 10 cut or sold outQ4 22Q1 23: 16 bought or addedQ1 23: 13 cut or sold outQ1 23Q2 23: 14 bought or addedQ2 23: 18 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 12 cut or sold outQ3 23Q4 23: 22 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 14 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222010
Q1 20231613
Q2 20231418
Q3 20231712
Q4 20232213
Q1 20242714

Biggest buyers

Karpus Management, Inc. Added +854,941+854.9k
SIT INVESTMENT ASSOCIATES INC Added +850,499+850.5k
ENVESTNET ASSET MANAGEMENT INC New +434,117+434.1k
PFG Investments, LLC New +326,976+327.0k
MORGAN STANLEY Added +230,325+230.3k
Kraft, Davis & Associates, LLC New +184,515+184.5k
Ameritas Advisory Services, LLC New +125,320+125.3k
Cambridge Investment Research Advisors, Inc. Added +85,783+85.8k
Raymond James Financial Services Advisors, Inc. Added +35,059+35.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Added +27,581+27.6k

Biggest sellers

1607 Capital Partners, LLC Reduced -2,502,144-2.5m
Significant Wealth Partners LLC Sold out -82,573-82.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -31,121-31.1k
Concurrent Investment Advisors, LLC Sold out -22,960-23.0k
BANK OF AMERICA CORP /DE/ Reduced -12,939-12.9k
NewEdge Advisors, LLC Reduced -10,800-10.8k
LPL Financial LLC Reduced -5,274-5.3k
Advisory Services Network, LLC Sold out -3,000-3.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,999-3.0k
WELLS FARGO & COMPANY/MN Reduced -1,500-1.5k

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.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution +0.6 pts · filed 2026-10-01 37.3% +0.6 pts 12.1m≈ $34.9m 2026-10-01
Karpus Management, Inc. 13G · institution filed 2025-08-14 5.6% 1.8m≈ $5.3m 2025-08-14

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.55% of their portfolio Minneapolis, MN 7,476,1977.5m $23.9m $23.9m 0.55% Added +850.5k +850,499
2 Karpus Management, Inc. 0.25% of their portfolio Pittsford, NY 2,655,4752.7m $8.5m $8.5m 0.25% Added +854.9k +854,941
3 1607 Capital Partners, LLC 0.64% of their portfolio Richmond, VA 2,468,8182.5m $7.9m $7.9m 0.64% Reduced -2.5m -2,502,144
4 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 1,822,9111.8m $5.8m $5.8m 0.01% Added +15.6k +15,576
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 739,053739.1k $2.4m $2.4m 0.00% Added +230.3k +230,325
6 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 434,117434.1k $1.4m $1.4m 0.00% New
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 362,843362.8k $1.2m $1.2m 0.00% Reduced -5.3k -5,274
8 Consolidated Portfolio Review Corp 0.28% of their portfolio WOODBURY, NY 327,919327.9k $1.0m $1.0m 0.28% Added +12.0k +12,041
9 PFG Investments, LLC 0.06% of their portfolio WOODBURY, NY 326,976327.0k $1.0m $1.0m 0.06% New
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 310,698310.7k $994.0k $994.0k 0.00% Added +85.8k +85,783
11 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 229,700229.7k $735.0k $735.0k 0.01% Reduced -10.8k -10,800
12 Kraft, Davis & Associates, LLC 0.17% of their portfolio St. Louis, MO 184,515184.5k $566.5k $566.5k 0.17% New
13 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 136,000136.0k $435.2k $435.2k 0.01% Unchanged
14 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 125,320125.3k $393.5k $393.5k 0.02% New
15 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 103,625103.6k $332.0k $332.0k 0.00% Added +2.9k +2,909
16 Fortitude Advisory Group L.L.C. 0.15% of their portfolio GIG HARBOR, WA 82,40582.4k $263.7k $263.7k 0.15% Unchanged
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 72,40472.4k $232.0k $232.0k 0.00% Added +10.1k +10,084
18 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 71,54671.5k $228.9k $228.9k 0.00% Added +35.1k +35,059
19 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 65,19165.2k $208.6k $208.6k 0.00% Reduced -588 -588
20 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 54,73654.7k $175.2k $175.2k 0.02% Added +27.6k +27,581
21 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 50,94850.9k $163.0k $163.0k 0.01% Added +3.3k +3,300
22 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 48,32548.3k $155.0k $155.0k 0.00% Added +22.8k +22,838
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,44935.4k $113.4k $113.4k 0.00% Reduced -12.9k -12,939
24 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 34,25534.3k $109.6k $109.6k 0.00% Reduced -72 -72
25 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 29,50829.5k $94.4k $94.4k 0.01% Added +942 +942
26 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 29,12929.1k $93.2k $93.2k 0.00% Unchanged
27 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 28,85428.9k $92.3k $92.3k 0.00% Added +437 +437
28 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 26,55226.6k $84.0k $84.0k 0.00% New
29 L.M. KOHN & COMPANY 0.02% of their portfolio CINCINNATI, OH 23,46723.5k $75.1k $75.1k 0.02% Added +9.0k +9,000
30 Perissos Private Wealth Management, LLC 0.06% of their portfolio BETHANY, OK 22,30022.3k $71.4k $71.4k 0.06% First filing
31 Coastal Bridge Advisors, LLC 0.01% of their portfolio WESTPORT, CT 18,00018.0k $57.6k $57.6k 0.01% Added +3.0k +3,000
32 MELFA WEALTH MANAGEMENT, INC. 0.04% of their portfolio WESTBOROUGH, MA 17,46717.5k $55.9k $55.9k 0.04% New
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,64615.6k $50.1k $50.1k 0.00% Reduced -200 -200
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 15,00415.0k $48.0k $48.0k 0.00% Added +1.7k +1,676
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,50514.5k $46.0k $46.0k 0.00% Reduced -3.0k -2,999
36 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,90413.9k $44.5k $44.5k 0.00% New
37 CHAPIN DAVIS, INC. 0.02% of their portfolio BALTIMORE, MD 13,04913.0k $41.8k $41.8k 0.02% Unchanged
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,10210.1k $32.3k $32.3k 0.00% New
39 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,8007.8k $25.0k $25.0k 0.00% Unchanged
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,9032.9k $9.3k $9.3k 0.00% Reduced -1.5k -1,500
41 Venturi Wealth Management, LLC 0.00% of their portfolio AUSTIN, TX 2,7032.7k $8.7k $8.7k 0.00% New
42 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 927927 $3.0k $3.0k 0.00% Unchanged
43 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 600600 $1.9k $1.9k 0.00% New
44 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $1.7k $1.7k 0.00% Unchanged
45 CAMBRIDGE TRUST CO 0.00% of their portfolio BOSTON, MA 320320 $1.0k $1.0k 0.00% Unchanged
46 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $3 $3 0.00% Unchanged
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged