Vault-13

MFS GOVT MKTS INCOME TR

SH BEN INT · CUSIP 552939100

45 institutional holders +0 vs Q4 2024
18,687,52018.7m shares reported held*
$59.2mreported value*
2 new 15 added 11 reduced 2 sold out net bought ≈ $1.3m (+402.9k 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 ≈ $3.17.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 37Q1 23: 40Q2 23: 39Q3 23: 40Q4 23: 41Q1 24: 47Q2 24: 46Q3 24: 44Q4 24: 45Q1 25: 4545Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202238
Q4 202237
Q1 202340
Q2 202339
Q3 202340
Q4 202341
Q1 202447
Q2 202446
Q3 202444
Q4 202445
Q1 202545

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 14 bought or addedQ2 23: 18 cut or sold outQ3 23: 17 bought or addedQ3 23: 12 cut or sold outQ3 23Q4 23: 22 bought or addedQ4 23: 13 cut or sold outQ1 24: 27 bought or addedQ1 24: 14 cut or sold outQ1 24Q2 24: 18 bought or addedQ2 24: 21 cut or sold outQ3 24: 22 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 15 bought or addedQ4 24: 17 cut or sold outQ1 25: 17 bought or addedQ1 25: 13 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231418
Q3 20231712
Q4 20232213
Q1 20242714
Q2 20241821
Q3 20242218
Q4 20241517
Q1 20251713

Biggest buyers

Private Advisor Group, LLC Added +211,293+211.3k
Cambridge Investment Research Advisors, Inc. Added +136,344+136.3k
SIT INVESTMENT ASSOCIATES INC Added +124,002+124.0k
CITADEL ADVISORS LLC New +38,004+38.0k
Consolidated Portfolio Review Corp Added +29,505+29.5k
RAYMOND JAMES FINANCIAL INC Added +17,761+17.8k
Dynamic Advisor Solutions LLC Added +16,815+16.8k
LPL Financial LLC Added +15,065+15.1k
UBS Group AG Added +7,660+7.7k
Csenge Advisory Group Added +4,838+4.8k

Biggest sellers

Shaker Financial Services, LLC Reduced -53,374-53.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -53,095-53.1k
Karpus Management, Inc. Reduced -22,444-22.4k
HRT FINANCIAL LP Sold out -16,635-16.6k
NewEdge Advisors, LLC Reduced -16,050-16.1k
WMG Financial Advisors, LLC Sold out -12,700-12.7k
ROYAL BANK OF CANADA Reduced -12,458-12.5k
OSAIC HOLDINGS, INC. Reduced -7,415-7.4k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -6,149-6.1k
Allspring Global Investments Holdings, LLC Reduced -5,000-5.0k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.62% of their portfolio Minneapolis, MN 8,401,4988.4m $26.6m $26.6m 0.62% Added +124.0k +124,002
2 1607 Capital Partners, LLC 0.59% of their portfolio Richmond, VA 2,298,1082.3m $7.3m $7.3m 0.59% Added +1.2k +1,200
3 Karpus Management, Inc. 0.20% of their portfolio Pittsford, NY 1,936,8791.9m $6.1m $6.1m 0.20% Reduced -22.4k -22,444
4 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 1,642,1281.6m $5.2m $5.2m 0.01% Reduced -5.0k -5,000
5 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 1,114,5281.1m $3.5m $3.5m 0.01% Added +136.3k +136,344
6 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 839,285839.3k $2.7m $2.7m 0.02% Added +211.3k +211,293
7 Consolidated Portfolio Review Corp 0.19% of their portfolio WOODBURY, NY 376,053376.1k $1.2m $1.2m 0.19% Added +29.5k +29,505
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 286,614286.6k $908.6k $908.6k 0.00% Added +17.8k +17,761
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 281,019281.0k $890.8k $890.8k 0.00% Added +142 +142
10 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 179,750179.8k $569.8k $569.8k 0.00% Reduced -16.1k -16,050
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 169,204169.2k $536.4k $536.4k 0.00% Added +15.1k +15,065
12 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 144,890144.9k $444.8k $444.8k 0.02% Unchanged
13 Carnegie Investment Counsel 0.01% of their portfolio PEPPER PIKE, OH 136,000136.0k $416.2k $416.2k 0.01% Unchanged
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 122,799122.8k $389.0k $389.0k 0.00% Added +648 +648
15 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 100,810100.8k $319.6k $319.6k 0.00% Unchanged
16 Fortitude Advisory Group L.L.C. 0.19% of their portfolio GIG HARBOR, WA 83,92983.9k $258.1k $258.1k 0.19% Unchanged
17 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 64,05664.1k $203.1k $203.1k 0.01% Added +16.8k +16,815
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 55,73655.7k $176.7k $176.7k 0.00% Added +7.7k +7,660
19 Transform Wealth, LLC 0.01% of their portfolio GREENWOOD VILLAGE, CO 53,03653.0k $168.1k $168.1k 0.01% Unchanged
20 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 47,20347.2k $150.0k $150.0k 0.01% Unchanged
21 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 38,00438.0k $120.5k $120.5k 0.00% New
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,61831.6k $100.0k $100.0k 0.00% Reduced -12.5k -12,458
23 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 31,13131.1k $98.7k $98.7k 0.00% Added +2.0k +2,002
24 Csenge Advisory Group 0.01% of their portfolio CLEARWATER, FL 30,34630.3k $92.9k $92.9k 0.01% Added +4.8k +4,838
25 Shaker Financial Services, LLC 0.03% of their portfolio Arlington, VA 24,28624.3k $77.0k $77.0k 0.03% Reduced -53.4k -53,374
26 L.M. KOHN & COMPANY 0.02% of their portfolio CINCINNATI, OH 23,46723.5k $74.4k $74.4k 0.02% Unchanged
27 Perissos Private Wealth Management, LLC 0.06% of their portfolio BETHANY, OK 22,40022.4k $71.0k $71.0k 0.06% Unchanged
28 TOWNSQUARE CAPITAL LLC 0.00% of their portfolio Lehi, UT 20,69320.7k $65.6k $65.6k 0.00% Reduced -169 -169
29 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 19,10819.1k $60.6k $60.6k 0.01% Reduced -6.1k -6,149
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 19,01719.0k $60.3k $60.3k 0.00% Reduced -53.1k -53,095
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 17,96118.0k $56.9k $56.9k 0.00% Added +1.6k +1,570
32 MELFA WEALTH MANAGEMENT, INC. 0.04% of their portfolio WESTBOROUGH, MA 17,46717.5k $55.4k $55.4k 0.04% Unchanged
33 CHAPIN DAVIS, INC. 0.01% of their portfolio BALTIMORE, MD 13,04913.0k $41.4k $41.4k 0.01% Unchanged
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,71012.7k $40.0k $40.0k 0.00% Added +42 +42
35 Gilman Hill Asset Management, LLC 0.01% of their portfolio NEW CANAAN, CT 10,00010.0k $31.7k $31.7k 0.01% Unchanged
36 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,3318.3k $26.4k $26.4k 0.00% Reduced -7.4k -7,415
37 Park Square Financial Group, LLC 0.01% of their portfolio ROSWELL, GA 4,1614.2k $13.2k $13.2k 0.01% Reduced -719 -719
38 MOTCO 0.00% of their portfolio SAN ANTONIO, TX 4,0004.0k $12.7k $12.7k 0.00% Unchanged
39 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,4883.5k $11.1k $11.1k 0.00% New
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,5131.5k $4.8k $4.8k 0.00% Reduced -1.3k -1,274
41 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 525525 $1.7k $1.7k 0.00% Unchanged
42 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 400400 $1.3k $1.3k 0.00% Unchanged
43 EASTERN BANK 0.00% of their portfolio BOSTON, MA 320320 $1.0k $1.0k 0.00% Unchanged
44 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $3 $3 0.00% Unchanged
45 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged