MFS Municipal Income Trust (MFM) Institutional Ownership

$5.14
+0.04 (+0.78%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for MFS Municipal Income Trust (NYSE:MFM)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$14.19M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.12M
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MFM Institutional Buying and Selling by Quarter

MFS Municipal Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Choreo LLC81,408$437K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC445,619$2.39M0.0%+10.0%0.000%
4/30/2024 Private Advisor Group LLC544,257$2.92M0.0%+215.5%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC12,900$69K0.0%N/A0.000%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC218,234$1.17M0.3%+2.3%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.761,784$4.09M0.2%+37.0%0.000%
3/27/2024Nomura Holdings Inc.20,389$105K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC25,237$130K0.0%+26.1%0.000%
2/12/2024Gridiron Partners LLC11,873$61K0.0%N/A0.000%
2/12/2024Weiss Asset Management LP14,241$74K0.0%N/A0.000%
2/8/2024Robinson Capital Management LLC265,180$1.37M0.5%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC405,046$2.09M0.0%+4.0%0.000%
2/6/2024Balanced Wealth Group LLC127,871$661K0.3%N/A0.000%
2/6/2024 Aviance Capital Partners LLC29,226$151K0.0%-12.3%0.000%
2/6/2024 Private Advisor Group LLC172,504$892K0.0%N/A0.000%
2/5/2024 Van ECK Associates Corp307,338$1.59M0.0%+11.9%0.000%
2/2/2024Truist Financial Corp151,899$785K0.0%-11.5%0.000%
2/2/2024Atria Wealth Solutions Inc.12,371$64K0.0%N/A0.000%
1/30/2024 Tyche Wealth Partners LLC95,776$495K0.1%N/A0.000%
1/22/2024 Drive Wealth Management LLC21,600$112K0.0%+16.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.30,652$158K0.0%+9.2%0.000%
1/16/2024 Raymond James & Associates118,275$611K0.0%+5.3%0.000%
1/12/2024 Advisor Resource Council50,000$259K0.0%N/A0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC213,349$1.10M0.3%+1.6%0.000%
1/10/2024 Foresight Capital Management Advisors Inc.20,137$104K0.1%N/A0.000%
1/5/2024 Capital Investment Advisors LLC141,645$732K0.0%-3.7%0.000%
11/21/2023Almitas Capital LLC56,434$257K0.1%N/A0.000%
11/15/2023Advisors Asset Management Inc.844,822$3.84M0.1%+11.9%0.000%
11/14/2023AQR Arbitrage LLC159,041$724K0.0%-7.4%0.000%
11/14/2023Saba Capital Management L.P.1,410,729$6.42M0.2%+3.2%0.000%
11/9/2023UBS Group AG706,740$3.22M0.0%+8.1%0.000%
11/8/2023Fort Point Capital Partners LLC24,908$113K0.0%+109.8%0.000%
11/8/2023 Van ECK Associates Corp274,705$1.25M0.0%-10.9%0.000%
11/8/2023 Janney Montgomery Scott LLC389,584$1.77M0.0%+10.6%0.000%
11/8/2023Landscape Capital Management L.L.C.18,278$83K0.0%+44.2%0.000%
11/7/2023 Aviance Capital Partners LLC33,336$152K0.0%+22.0%0.000%
10/30/2023 Melfa Wealth Management LLC115,362$525K0.5%+14.7%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.230,286$1.05M0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC138,902$632K0.0%-1.7%0.000%
10/26/2023Advisor Partners II LLC354,851$1.62M0.1%N/A0.000%
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10/24/2023 Raymond James Financial Services Advisors Inc.28,081$128K0.0%+31.0%0.000%
10/16/2023 Capital Investment Advisors LLC147,145$670K0.0%+2.8%0.000%
10/11/2023 Adviser Investments LLC39,395$179K0.0%N/A0.000%
8/15/2023Ironsides Asset Advisors LLC13,771$70K0.0%+17.6%0.000%
8/14/2023Fort Point Capital Partners LLC11,871$61K0.0%N/A0.000%
8/11/2023Karpus Management Inc.145,901$744K0.0%-4.8%0.000%
8/11/2023Guggenheim Capital LLC220,055$1.12M0.0%-3.3%0.000%
8/8/2023 Chicago Partners Investment Group LLC19,875$105K0.0%-55.4%0.000%
8/4/2023 Aviance Capital Partners LLC27,327$139K0.0%N/A0.000%
8/1/2023Kistler Tiffany Companies LLC14,800$75K0.0%N/A0.000%
8/1/2023Truist Financial Corp175,959$897K0.0%+1,657.1%0.000%
7/31/2023LPL Financial LLC246,539$1.26M0.0%+16.0%0.000%
7/31/2023 Integrated Capital Management Inc.26,108$133K0.1%+72.4%0.000%
7/26/2023 Janney Montgomery Scott LLC352,234$1.80M0.0%+2.5%0.000%
7/17/2023 Wealthcare Advisory Partners LLC18,230$93K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC141,273$720K0.0%-8.8%0.000%
7/11/2023 Capital Investment Advisors LLC143,145$730K0.0%+7.5%0.000%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC209,407$1.07M0.3%-1.9%0.000%
5/11/2023Karpus Management Inc.153,265$818K0.0%-7.3%0.000%
5/11/2023Guggenheim Capital LLC227,457$1.22M0.0%-38.2%0.000%
5/10/2023Landscape Capital Management L.L.C.14,082$75K0.0%-40.0%0.000%
5/10/2023Robinson Capital Management LLC603,971$3.11M1.5%-11.0%0.000%
5/5/2023Moors & Cabot Inc.97,531$521K0.0%-26.4%0.000%
5/3/2023 Van ECK Associates Corp307,530$1.64M0.0%+19.6%0.000%
4/28/2023 Janney Montgomery Scott LLC343,520$1.83M0.0%+5.3%0.000%
4/26/2023 Chicago Partners Investment Group LLC44,522$231K0.0%+78.7%0.000%
4/26/2023 Integrated Capital Management Inc.15,144$166K0.2%-40.2%0.000%
4/18/2023 Park Avenue Securities LLC154,844$827K0.0%-6.8%0.000%
4/14/2023 Transform Wealth LLC14,098$75K0.0%N/A0.034%
4/14/2023 Raymond James Financial Services Advisors Inc.21,409$114K0.0%-14.6%0.052%
4/14/2023 Raymond James & Associates113,967$609K0.0%+4.0%0.277%
4/13/2023 Drive Wealth Management LLC18,600$99K0.0%+27.4%0.000%
4/12/2023 Edmonds Duncan Registered Investment Advisors LLC213,477$1.14M0.4%+2.1%0.000%
4/10/2023 Capital Investment Advisors LLC133,145$711K0.0%+10.7%0.000%
2/13/2023Integrated Wealth Concepts LLC66,877$346K0.0%-62.0%0.000%
2/10/2023Moors & Cabot Inc.132,505$686K0.0%+1,054.6%0.000%
2/9/2023Landscape Capital Management L.L.C.23,475$122K0.0%+23.5%0.057%
2/9/2023HighTower Advisors LLC51,813$262K0.0%N/A0.000%
2/8/2023 Van ECK Associates Corp257,085$1.33M0.0%+18.2%0.000%
2/7/2023Commonwealth Equity Services LLC47,771$247K0.0%-13.7%0.000%
2/7/2023IFP Advisors Inc8,914$61K0.0%-54.2%0.000%
2/7/2023Envestnet Asset Management Inc.180,841$937K0.0%+1.8%0.000%
2/3/2023Ironsides Asset Advisors LLC10,421$54K0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC326,182$1.69M0.0%+5.0%0.000%
1/31/2023 WealthBridge Capital Management LLC13,000$67K0.0%-69.3%0.000%
1/31/2023 Melfa Wealth Management LLC100,562$521K0.5%N/A0.000%
1/24/2023 Park Avenue Securities LLC166,221$861K0.0%+1.9%0.404%
1/20/2023 Edmonds Duncan Registered Investment Advisors LLC209,154$1.08M0.4%-6.5%0.508%
1/20/2023 Naples Global Advisors LLC11,500$60K0.0%-40.1%0.028%
1/19/2023 Procyon Advisors LLC14,320$74K0.0%N/A0.035%
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1/5/2023 Capital Investment Advisors LLC120,295$623K0.0%-6.5%0.292%
11/16/2022 Drive Wealth Management LLC14,000$68K0.1%N/A0.034%
11/15/2022Karpus Management Inc.179,778$870K0.0%-26.6%0.436%
11/15/2022Logan Stone Capital LLC120,448$583K0.4%+138.3%0.292%
11/15/2022Bulldog Investors LLP19,977$97K0.0%-10.1%0.048%
11/15/2022Cohen & Steers Inc.59,125$286K0.0%+20.4%0.144%
11/14/2022Guggenheim Capital LLC324,947$1.57M0.0%+84.9%0.789%
11/14/2022MML Investors Services LLC60,692$294K0.0%-11.7%0.147%
11/8/2022Advisors Asset Management Inc.449,332$2.18M0.0%-2.0%1.091%
11/8/2022Robinson Capital Management LLC441,116$2.17M1.7%-15.0%1.071%
(Data available from 1/1/2016 forward)

MFM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFM shares?

During the previous two years, 74 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($8.69M), Saba Capital Management L.P. ($6.42M), Hennion & Walsh Asset Management Inc. ($4.09M), Advisors Asset Management Inc. ($3.84M), UBS Group AG ($3.22M), Private Advisor Group LLC ($2.92M), and Janney Montgomery Scott LLC ($2.39M).Learn more on MFM's institutional investors.

Which institutional investors have been buying MFS Municipal Income Trust stock?

Of the 65 institutional investors that purchased MFS Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Robinson Capital Management LLC ($569.04K), Private Advisor Group LLC ($557.20K), Hennion & Walsh Asset Management Inc. ($436.19K), Advisor Partners II LLC ($354.85K), Northwestern Mutual Wealth Management Co. ($246.33K), Karpus Management Inc. ($179.30K), and Truist Financial Corp ($165.95K).

How much institutional buying is happening at MFS Municipal Income Trust?

Institutional investors have bought a total of 4,834,266 shares in the last 24 months. This purchase volume represents approximately $24.99M in transactions.

Which MFS Municipal Income Trust major shareholders have been selling company stock?

Of the 32 institutional investors that sold MFS Municipal Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($168.48K), Advisors Asset Management Inc. ($158.21K), Robinson Capital Management LLC ($152.55K), Guggenheim Capital LLC ($148.08K), Integrated Wealth Concepts LLC ($109.13K), Karpus Management Inc. ($84.63K), and Van ECK Associates Corp ($70.03K).

How much institutional selling is happening at MFS Municipal Income Trust?

Institutional investors have sold a total of 1,337,999 shares in the last 24 months. This volume of shares sold represents approximately $7.14M in transactions.


This page (NYSE:MFM) was last updated on 5/4/2024 by MarketBeat.com Staff

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