Vault-13

MFS MASSACHUSETTS INVESTORS TR A MITTX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 575736103

2 institutional holders +1 vs Q1 2024
3,5463.5k shares reported held*
$138.5kreported value*
0 new 0 added 0 reduced 0 sold out net bought ≈ $0

* 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 ≈ $39.06.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 3Q1 23: 2Q2 23: 2Q3 23: 2Q4 23: 3Q1 24: 1Q2 24: 22Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20232
Q2 20232
Q3 20232
Q4 20233
Q1 20241
Q2 20242

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 outQ2 23: 0 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 0 cut or sold outQ4 23: 2 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 0 bought or addedQ1 24: 2 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202230
Q1 202300
Q2 202300
Q3 202320
Q4 202320
Q1 202402
Q2 202400

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.04% of their portfolio WELLESLEY, MA 3,0423.0k $119.5k $119.5k 0.04% First filing
2 Coston, McIsaac & Partners 0.01% of their portfolio BAR HARBOR, ME 504504 $19.0k $19.0k 0.01% Unchanged