Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

46 institutional holders -1 vs Q1 2024
17,644,06117.6m shares reported held*
$54.2mreported value*
6 new 12 added 14 reduced 7 sold out net sold ≈ $4.1m (-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 ≈ $3.07.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 37Q1 23: 40Q2 23: 39Q3 23: 40Q4 23: 41Q1 24: 47Q2 24: 4646Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202238
Q4 202237
Q1 202340
Q2 202339
Q3 202340
Q4 202341
Q1 202447
Q2 202446

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 outQ2 23: 14 bought or addedQ2 23: 18 cut or sold outQ2 23Q3 23: 17 bought or addedQ3 23: 12 cut or sold outQ4 23: 22 bought or addedQ4 23: 13 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 14 cut or sold outQ2 24: 18 bought or addedQ2 24: 21 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222010
Q1 20231613
Q2 20231418
Q3 20231712
Q4 20232213
Q1 20242714
Q2 20241821

Biggest buyers

Shaker Financial Services, LLC New +224,188+224.2k
Cambridge Investment Research Advisors, Inc. Added +114,634+114.6k
WELLS FARGO & COMPANY/MN Added +101,407+101.4k
WOLVERINE ASSET MANAGEMENT LLC New +98,300+98.3k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Added +74,372+74.4k
Allspring Global Investments Holdings, LLC Added +24,717+24.7k
JANE STREET GROUP, LLC New +16,768+16.8k
Raymond James Financial Services Advisors, Inc. Added +15,144+15.1k
Janney Montgomery Scott LLC New +11,000+11.0k
WMG Financial Advisors, LLC New +10,100+10.1k

Biggest sellers

MORGAN STANLEY Reduced -474,548-474.5k
PFG Investments, LLC Sold out -326,976-327.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -257,601-257.6k
Karpus Management, Inc. Reduced -236,645-236.6k
Kraft, Davis & Associates, LLC Sold out -184,515-184.5k
SIT INVESTMENT ASSOCIATES INC Reduced -149,068-149.1k
1607 Capital Partners, LLC Reduced -119,197-119.2k
LPL Financial LLC Reduced -65,935-65.9k
Invesco Ltd. Sold out -65,191-65.2k
Consolidated Portfolio Review Corp Reduced -28,142-28.1k

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.

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.52% of their portfolio Minneapolis, MN 7,327,1297.3m $22.5m $22.5m 0.52% Reduced -149.1k -149,068
2 Karpus Management, Inc. 0.21% of their portfolio Pittsford, NY 2,418,8302.4m $7.4m $7.4m 0.21% Reduced -236.6k -236,645
3 1607 Capital Partners, LLC 0.65% of their portfolio Richmond, VA 2,349,6212.3m $7.2m $7.2m 0.65% Reduced -119.2k -119,197
4 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 1,847,6281.8m $5.7m $5.7m 0.01% Added +24.7k +24,717
5 PVG ASSET MANAGEMENT CORP 5.70% of their portfolio GOLDEN, CO 468,920468.9k $1.4m $1.4m 5.70% First filing
6 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 425,332425.3k $1.3m $1.3m 0.00% Added +114.6k +114,634
7 Consolidated Portfolio Review Corp 0.21% of their portfolio WOODBURY, NY 299,777299.8k $920.3k $920.3k 0.21% Reduced -28.1k -28,142
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 296,908296.9k $911.5k $911.5k 0.00% Reduced -65.9k -65,935
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 264,505264.5k $812.0k $812.0k 0.00% Reduced -474.5k -474,548
10 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 225,700225.7k $692.9k $692.9k 0.01% Reduced -4.0k -4,000
11 Shaker Financial Services, LLC 0.28% of their portfolio Arlington, VA 224,188224.2k $688.3k $688.3k 0.28% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 176,516176.5k $541.9k $541.9k 0.00% Reduced -257.6k -257,601
13 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 136,000136.0k $417.5k $417.5k 0.01% Unchanged
14 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 129,108129.1k $396.4k $396.4k 0.03% Added +74.4k +74,372
15 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 122,470122.5k $376.0k $376.0k 0.01% Reduced -2.9k -2,850
16 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 105,869105.9k $325.0k $325.0k 0.00% Added +2.2k +2,244
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,310104.3k $320.2k $320.2k 0.00% Added +101.4k +101,407
18 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 98,30098.3k $301.8k $301.8k 0.01% New
19 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 86,69086.7k $266.1k $266.1k 0.00% Added +15.1k +15,144
20 Fortitude Advisory Group L.L.C. 0.15% of their portfolio GIG HARBOR, WA 82,40582.4k $253.0k $253.0k 0.15% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 66,33766.3k $204.0k $204.0k 0.00% Reduced -6.1k -6,067
22 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 52,92252.9k $162.0k $162.0k 0.01% Added +2.0k +1,974
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,82435.8k $110.0k $110.0k 0.00% Added +375 +375
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,30531.3k $96.0k $96.0k 0.00% Reduced -17.0k -17,020
25 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 29,62829.6k $91.0k $91.0k 0.01% Added +120 +120
26 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 29,29429.3k $89.9k $89.9k 0.00% Added +440 +440
27 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 29,12929.1k $89.4k $89.4k 0.00% Unchanged
28 Perissos Private Wealth Management, LLC 0.06% of their portfolio BETHANY, OK 22,30022.3k $68.5k $68.5k 0.06% Unchanged
29 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 19,88819.9k $61.1k $61.1k 0.00% Reduced -14.4k -14,367
30 MELFA WEALTH MANAGEMENT, INC. 0.04% of their portfolio WESTBOROUGH, MA 17,46717.5k $53.6k $53.6k 0.04% Unchanged
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 16,78316.8k $51.5k $51.5k 0.00% Added +1.1k +1,137
32 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,76816.8k $51.5k $51.5k 0.00% New
33 CHAPIN DAVIS, INC. 0.01% of their portfolio BALTIMORE, MD 13,04913.0k $40.1k $40.1k 0.01% Unchanged
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,70812.7k $39.0k $39.0k 0.00% Reduced -1.8k -1,797
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,60712.6k $38.7k $38.7k 0.00% Added +2.5k +2,505
36 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 11,00011.0k $34.0k $34.0k 0.00% New
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,71110.7k $32.9k $32.9k 0.00% Reduced -4.3k -4,293
38 WMG Financial Advisors, LLC 0.02% of their portfolio Knoxville, TN 10,10010.1k $31.0k $31.0k 0.02% New
39 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,8007.8k $23.9k $23.9k 0.00% Unchanged
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,4803.5k $10.7k $10.7k 0.00% New
41 Venturi Wealth Management, LLC 0.00% of their portfolio AUSTIN, TX 2,7032.7k $8.3k $8.3k 0.00% Unchanged
42 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 927927 $2.8k $2.8k 0.00% Unchanged
43 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 600600 $1.8k $1.8k 0.00% Unchanged
44 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $1.6k $1.6k 0.00% Unchanged
45 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $3 $3 0.00% Unchanged
46 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged