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Mfs Muni Inc Tr (MFM) Institutional Ownership

Mfs Muni Inc Tr logo
$5.41 +0.06 (+1.20%)
Closing price 10/8/2025 03:58 PM Eastern
Extended Trading
$5.42 +0.00 (+0.02%)
As of 10/8/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for MFS MUNI INC TR (NYSE:MFM)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$20.74M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.92M
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Skip Chart & View Institutional Buying and Selling Data

MFM Institutional Buying and Selling by Quarter

Mfs Muni Inc Tr Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2025NWF Advisory Services Inc.10,000$52K0.0%N/A0.020%
9/4/2025Osaic Holdings Inc.32,580$168K0.0%+48.3%0.066%
8/18/2025Nomura Holdings Inc.20,000$103K0.0%N/A0.041%
8/15/2025Bank of America Corp DE1,822,939$9.43M0.0%-6.0%3.718%
8/14/2025Jane Street Group LLC18,516$96K0.0%N/A0.038%
8/14/2025Raymond James Financial Inc.197,612$1.02M0.0%+4.4%0.403%
8/13/2025Thomas J. Herzfeld Advisors Inc.430,567$2.23M0.8%-26.8%0.878%
8/13/2025Baird Financial Group Inc.23,676$122K0.0%+14.5%0.048%
8/13/2025Guggenheim Capital LLC967,358$5.00M0.0%+10.9%1.973%
8/13/2025Invesco Ltd.423,411$2.19M0.0%+32.4%0.864%
8/13/2025Balanced Wealth Group LLC181,741$932K0.4%N/A0.371%
8/13/2025Choreo LLC40,931$212K0.0%-62.2%0.083%
8/12/2025Advisors Asset Management Inc.873,146$4.51M0.1%+14.0%1.781%
8/11/2025Anderson Financial Strategies LLC732,363$3.79M2.4%-7.8%1.494%
8/8/2025Rockefeller Capital Management L.P.136,422$705K0.0%+6.4%0.278%
8/8/2025Cetera Investment Advisers20,283$105K0.0%-9.1%0.041%
8/8/2025Creative Planning180,170$931K0.0%-1.5%0.367%
8/5/2025Bridgewater Advisors Inc.104,640$532K0.0%N/A0.213%
8/5/2025Aviance Capital Partners LLC50,838$263K0.0%+16.0%0.104%
8/4/2025Wolverine Asset Management LLC58,588$303K0.0%+175.7%0.119%
8/1/2025Envestnet Asset Management Inc.551,202$2.85M0.0%-13.8%1.124%
7/29/2025Chicago Partners Investment Group LLC21,725$110K0.0%-17.6%0.044%
7/23/2025Tyche Wealth Partners LLC81,176$420K0.1%-4.9%0.166%
7/21/2025Catalina Capital Group LLC39,845$206K0.1%N/A0.081%
7/17/2025Janney Montgomery Scott LLC603,667$3.12M0.0%-3.6%1.231%
7/15/2025Riverbridge Partners LLC69,259$358K0.0%+4.0%0.141%
5/28/2025Anderson Financial Strategies LLC794,684$4.21M2.6%-0.9%1.621%
5/16/2025NewEdge Advisors LLC77,049$408K0.0%+35.3%0.157%
5/16/2025Advisors Asset Management Inc.766,179$4.06M0.1%-12.5%1.563%
5/15/2025Royal Bank of Canada55,989$297K0.0%+21.5%0.114%
5/15/2025Landscape Capital Management L.L.C.15,993$85K0.0%+21.9%0.033%
5/14/2025Thomas J. Herzfeld Advisors Inc.587,872$3.12M1.1%+11.8%1.199%
5/14/2025Northwestern Mutual Wealth Management Co.92,187$489K0.0%-17.3%0.188%
5/13/2025HighTower Advisors LLC36,760$195K0.0%-35.2%0.075%
5/12/2025Invesco Ltd.319,810$1.70M0.0%+33.7%0.652%
5/12/2025Wolverine Asset Management LLC21,250$113K0.0%+34.8%0.043%
5/9/2025Chicago Partners Investment Group LLC26,378$137K0.0%+24.5%0.054%
5/9/2025Ackerman Capital Advisors LLC20,332$108K0.0%N/A0.041%
5/6/2025Readystate Asset Management LP19,860$105K0.0%N/A0.041%
5/6/2025Choreo LLC108,228$574K0.0%+10.3%0.221%
5/5/2025Private Advisor Group LLC245,808$1.30M0.0%-2.9%0.501%
4/29/2025Envestnet Asset Management Inc.639,204$3.39M0.0%+19.3%1.304%
4/29/2025Aviance Capital Partners LLC43,809$232K0.0%+7.7%0.089%
4/23/2025Tyche Wealth Partners LLC85,376$452K0.1%+52.3%0.000%
4/22/2025Advisor Resource Council46,800$248K0.0%N/A0.000%
4/21/2025Avior Wealth Management LLC29,593$157K0.0%+25.6%0.000%
4/21/2025Riverbridge Partners LLC66,582$353K0.0%+10.5%0.000%
4/17/2025Janney Montgomery Scott LLC626,431$3.32M0.0%+9.2%0.000%
4/14/2025Farther Finance Advisors LLC8,400$45K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC118,482$628K0.0%-1.9%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.871,007$4.62M0.2%-0.8%0.000%
2/17/2025Waverly Advisors LLC10,039$54K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.683,746$3.66M0.1%-25.5%0.000%
2/17/2025Pathstone Holdings LLC1,827,038$9.79M0.0%+12.4%0.000%
2/17/2025Nomura Holdings Inc.25,000$134K0.0%+57.8%0.000%
2/17/2025Logan Stone Capital LLC402,423$2.15M0.7%+1.3%0.000%
2/17/2025Cetera Investment Advisers22,341$120K0.0%+12.8%0.000%
2/17/2025Citadel Advisors LLC19,843$106K0.0%N/A0.000%
2/17/2025Bank of America Corp DE1,895,354$10.14M0.0%+15.6%0.000%
2/17/2025Ameriprise Financial Inc.65,114$348K0.0%+10.3%0.000%
2/17/2025Anderson Financial Strategies LLC801,531$4.29M2.6%N/A0.000%
2/14/2025Jane Street Group LLC14,810$79K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC17,346$93K0.0%-38.4%0.000%
2/13/2025Guggenheim Capital LLC654,988$3.50M0.0%+23.4%0.000%
2/13/2025Rockefeller Capital Management L.P.127,236$681K0.0%+19.4%0.000%
2/13/2025Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/13/2025Invesco Ltd.239,267$1.28M0.0%+85.9%0.000%
2/13/2025Envestnet Asset Management Inc.535,803$2.87M0.0%-13.0%0.000%
2/13/2025Wells Fargo & Company MN90,243$483K0.0%-26.6%0.000%
2/12/2025Landscape Capital Management L.L.C.13,124$70K0.0%N/A0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.526,027$2.81M0.9%-3.9%0.000%
2/11/2025LPL Financial LLC222,815$1.19M0.0%+9.5%0.000%
2/10/2025Advisors Asset Management Inc.875,266$4.68M0.1%+21.2%0.000%
2/10/2025Commonwealth Equity Services LLC18,819$101K0.0%-45.2%0.000%
2/10/2025Balanced Wealth Group LLC12,620$69K0.0%-66.4%0.000%
2/10/2025Avantax Advisory Services Inc.12,937$69K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC56,750$304K0.0%+73.4%0.000%
2/7/2025Aviance Capital Partners LLC40,664$218K0.0%+19.4%0.000%
2/7/2025Novus Advisors LLC21,735$116K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC43,830$234K0.2%N/A0.000%
2/3/2025Wolverine Asset Management LLC15,767$84K0.0%-80.2%0.000%
2/3/2025Private Advisor Group LLC253,115$1.35M0.0%-30.8%0.000%
1/31/2025Robinson Capital Management LLC192,508$1.03M0.4%-17.8%0.000%
1/30/2025Amarillo National Bank11,502$62K0.0%N/A0.000%
1/29/2025Van ECK Associates Corp346,432$1.85M0.0%+4.5%0.000%
1/27/2025Tyche Wealth Partners LLC56,050$300K0.1%-34.3%0.000%
1/27/2025Choreo LLC98,145$524K0.0%+9.0%0.000%
1/22/2025Drive Wealth Management LLC14,600$78K0.0%-17.0%0.000%
1/17/2025Janney Montgomery Scott LLC573,615$3.07M0.0%+6.9%0.000%
1/15/2025Wealthcare Advisory Partners LLC27,230$146K0.0%+49.4%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.877,791$4.70M0.2%-0.7%0.000%
1/14/2025Park Avenue Securities LLC134,564$720K0.0%+7.2%0.000%
1/13/2025Capital Investment Advisors LLC120,732$646K0.0%-8.0%0.000%
11/15/2024MML Investors Services LLC39,303$225K0.0%+5.9%0.000%
11/15/2024HighTower Advisors LLC32,726$183K0.0%+66.2%0.000%
11/14/2024Rockefeller Capital Management L.P.106,584$610K0.0%+11.5%0.000%
11/8/2024Advisors Asset Management Inc.722,003$4.13M0.1%-21.2%0.000%
11/8/2024Avior Wealth Management LLC23,189$133K0.0%+16.5%0.000%
11/7/2024Pathstone Holdings LLC1,625,347$9.30M0.0%+14.8%0.000%
(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, 78 institutional investors and hedge funds held shares of MFS MUNI INC TR. The most heavily invested institutionals were Pathstone Holdings LLC ($9.79M), Bank of America Corp DE ($9.43M), Guggenheim Capital LLC ($5.00M), Hennion & Walsh Asset Management Inc. ($4.62M), Advisors Asset Management Inc. ($4.51M), Anderson Financial Strategies LLC ($3.79M), and Saba Capital Management L.P. ($3.66M).Learn more on MFS MUNI INC TR's institutional investors.

Which institutional investors have been buying MFS MUNI INC TR's stock?

Of the 70 institutional investors that purchased MFS MUNI INC TR's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Anderson Financial Strategies LLC ($801.53K), Hennion & Walsh Asset Management Inc. ($565.07K), Private Advisor Group LLC ($544.26K), Advisors Asset Management Inc. ($491.81K), Pathstone Holdings LLC ($411.13K), Raymond James Financial Inc. ($381.15K), and Advisor Partners II LLC ($354.85K).

How much institutional buying is happening at MFS MUNI INC TR?

Institutional investors have bought a total of 3,885,237 shares in the last 24 months. This purchase volume represents approximately $20.74M in transactions.

Which of MFS MUNI INC TR's major shareholders have been selling company stock?

Of the 25 institutional investors that sold MFS MUNI INC TR's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advisors Asset Management Inc. ($303.23K), Saba Capital Management L.P. ($234.57K), Thomas J. Herzfeld Advisors Inc. ($178.88K), Private Advisor Group LLC ($172.85K), Envestnet Asset Management Inc. ($168.14K), Bank of America Corp DE ($116.78K), and Anderson Financial Strategies LLC ($69.17K).

How much institutional selling is happening at MFS MUNI INC TR?

Institutional investors have sold a total of 1,666,462 shares in the last 24 months. This volume of shares sold represents approximately $8.92M in transactions.


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This page (NYSE:MFM) was last updated on 10/9/2025 by MarketBeat.com Staff
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