Vault-13

MFS MASSACHUSETTS INVESTORS TR A MITTX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 575736103

2 institutional holders +0 vs Q2 2023
3,3773.4k shares reported held*
$113.6kreported value*
0 new 2 added 0 reduced 0 sold out net bought ≈ $1.1k (+33 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 ≈ $33.63.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 3Q1 23: 2Q2 23: 2Q3 23: 22Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20232
Q2 20232
Q3 20232

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 22: 3 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 0 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 0 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 0 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 202230
Q1 202300
Q2 202300
Q3 202320

Biggest buyers

Fairfield Financial Advisors, LTD Added +27+27
Coston, McIsaac & Partners Added +6+6

Biggest sellers

None

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.04% of their portfolio WELLESLEY, MA 2,7662.8k $93.6k $93.6k 0.04% Added +27 +27
2 Coston, McIsaac & Partners 0.01% of their portfolio BAR HARBOR, ME 611611 $20.0k $20.0k 0.01% Added +6 +6