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MFS MUNI INC TR (MFM) Institutional Ownership

MFS MUNI INC TR logo
$5.17 +0.04 (+0.78%)
As of 09:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for MFS MUNI INC TR (NYSE:MFM)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$20.75M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$8.95M
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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
8/18/2025 Nomura Holdings Inc.20,000$103K0.0%N/A0.041%
8/15/2025 Bank of America Corp DE1,822,939$9.43M0.0%-6.0%3.718%
8/14/2025 Jane Street Group LLC18,516$96K0.0%N/A0.038%
8/14/2025 Raymond James Financial Inc.197,612$1.02M0.0%+4.4%0.403%
8/13/2025 Thomas J. Herzfeld Advisors Inc.430,567$2.23M0.8%-26.8%0.878%
8/13/2025 Baird Financial Group Inc.23,676$122K0.0%+14.5%0.048%
8/13/2025 Guggenheim Capital LLC967,358$5.00M0.0%+10.9%1.973%
8/13/2025 Invesco Ltd.423,411$2.19M0.0%+32.4%0.864%
8/13/2025 Balanced Wealth Group LLC181,741$932K0.4%N/A0.371%
8/13/2025 Choreo LLC40,931$212K0.0%-62.2%0.083%
8/12/2025 Advisors Asset Management Inc.873,146$4.51M0.1%+14.0%1.781%
8/11/2025 Anderson Financial Strategies LLC732,363$3.79M2.4%-7.8%1.494%
8/8/2025 Rockefeller Capital Management L.P.136,422$705K0.0%+6.4%0.278%
8/8/2025 Cetera Investment Advisers20,283$105K0.0%-9.1%0.041%
8/8/2025 Creative Planning180,170$931K0.0%-1.5%0.367%
8/5/2025 Bridgewater Advisors Inc.104,640$532K0.0%N/A0.213%
8/5/2025 Aviance Capital Partners LLC50,838$263K0.0%+16.0%0.104%
8/4/2025 Wolverine Asset Management LLC58,588$303K0.0%+175.7%0.119%
8/1/2025 Envestnet Asset Management Inc.551,202$2.85M0.0%-13.8%1.124%
7/29/2025 Chicago Partners Investment Group LLC21,725$110K0.0%-17.6%0.044%
7/23/2025 Tyche Wealth Partners LLC81,176$420K0.1%-4.9%0.166%
7/21/2025 Catalina Capital Group LLC39,845$206K0.1%N/A0.081%
7/17/2025 Janney Montgomery Scott LLC603,667$3.12M0.0%-3.6%1.231%
7/15/2025 Riverbridge Partners LLC69,259$358K0.0%+4.0%0.141%
5/28/2025 Anderson Financial Strategies LLC794,684$4.21M2.6%-0.9%1.621%
5/16/2025 NewEdge Advisors LLC77,049$408K0.0%+35.3%0.157%
5/16/2025 Advisors Asset Management Inc.766,179$4.06M0.1%-12.5%1.563%
5/15/2025 Royal Bank of Canada55,989$297K0.0%+21.5%0.114%
5/15/2025 Landscape Capital Management L.L.C.15,993$85K0.0%+21.9%0.033%
5/14/2025 Thomas J. Herzfeld Advisors Inc.587,872$3.12M1.1%+11.8%1.199%
5/14/2025 Northwestern Mutual Wealth Management Co.92,187$489K0.0%-17.3%0.188%
5/13/2025 HighTower Advisors LLC36,760$195K0.0%-35.2%0.075%
5/12/2025 Invesco Ltd.319,810$1.70M0.0%+33.7%0.652%
5/12/2025 Wolverine Asset Management LLC21,250$113K0.0%+34.8%0.043%
5/9/2025 Chicago Partners Investment Group LLC26,378$137K0.0%+24.5%0.054%
5/9/2025 Ackerman Capital Advisors LLC20,332$108K0.0%N/A0.041%
5/6/2025 Readystate Asset Management LP19,860$105K0.0%N/A0.041%
5/6/2025 Choreo LLC108,228$574K0.0%+10.3%0.221%
5/5/2025 Private Advisor Group LLC245,808$1.30M0.0%-2.9%0.501%
4/29/2025 Envestnet Asset Management Inc.639,204$3.39M0.0%+19.3%1.304%
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4/29/2025 Aviance Capital Partners LLC43,809$232K0.0%+7.7%0.089%
4/23/2025 Tyche Wealth Partners LLC85,376$452K0.1%+52.3%0.000%
4/22/2025 Advisor Resource Council46,800$248K0.0%N/A0.000%
4/21/2025 Avior Wealth Management LLC29,593$157K0.0%+25.6%0.000%
4/21/2025 Riverbridge Partners LLC66,582$353K0.0%+10.5%0.000%
4/17/2025 Janney Montgomery Scott LLC626,431$3.32M0.0%+9.2%0.000%
4/14/2025 Farther Finance Advisors LLC8,400$45K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC118,482$628K0.0%-1.9%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.871,007$4.62M0.2%-0.8%0.000%
2/17/2025 Waverly Advisors LLC10,039$54K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.683,746$3.66M0.1%-25.5%0.000%
2/17/2025 Pathstone Holdings LLC1,827,038$9.79M0.0%+12.4%0.000%
2/17/2025 Nomura Holdings Inc.25,000$134K0.0%+57.8%0.000%
2/17/2025 Logan Stone Capital LLC402,423$2.15M0.7%+1.3%0.000%
2/17/2025 Cetera Investment Advisers22,341$120K0.0%+12.8%0.000%
2/17/2025 Citadel Advisors LLC19,843$106K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE1,895,354$10.14M0.0%+15.6%0.000%
2/17/2025 Ameriprise Financial Inc.65,114$348K0.0%+10.3%0.000%
2/17/2025 Anderson Financial Strategies LLC801,531$4.29M2.6%N/A0.000%
2/14/2025 Jane Street Group LLC14,810$79K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC17,346$93K0.0%-38.4%0.000%
2/13/2025 Guggenheim Capital LLC654,988$3.50M0.0%+23.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.127,236$681K0.0%+19.4%0.000%
2/13/2025 Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/13/2025 Invesco Ltd.239,267$1.28M0.0%+85.9%0.000%
2/13/2025 Envestnet Asset Management Inc.535,803$2.87M0.0%-13.0%0.000%
2/13/2025 Wells Fargo & Company MN90,243$483K0.0%-26.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.13,124$70K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.526,027$2.81M0.9%-3.9%0.000%
2/11/2025 LPL Financial LLC222,815$1.19M0.0%+9.5%0.000%
2/10/2025 Advisors Asset Management Inc.875,266$4.68M0.1%+21.2%0.000%
2/10/2025 Commonwealth Equity Services LLC18,819$101K0.0%-45.2%0.000%
2/10/2025 Balanced Wealth Group LLC12,620$69K0.0%-66.4%0.000%
2/10/2025 Avantax Advisory Services Inc.12,937$69K0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC56,750$304K0.0%+73.4%0.000%
2/7/2025 Aviance Capital Partners LLC40,664$218K0.0%+19.4%0.000%
2/7/2025 Novus Advisors LLC21,735$116K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC43,830$234K0.2%N/A0.000%
2/3/2025 Wolverine Asset Management LLC15,767$84K0.0%-80.2%0.000%
2/3/2025 Private Advisor Group LLC253,115$1.35M0.0%-30.8%0.000%
1/31/2025 Robinson Capital Management LLC192,508$1.03M0.4%-17.8%0.000%
1/30/2025 Amarillo National Bank11,502$62K0.0%N/A0.000%
1/29/2025 Van ECK Associates Corp346,432$1.85M0.0%+4.5%0.000%
1/27/2025 Tyche Wealth Partners LLC56,050$300K0.1%-34.3%0.000%
1/27/2025 Choreo LLC98,145$524K0.0%+9.0%0.000%
1/22/2025 Drive Wealth Management LLC14,600$78K0.0%-17.0%0.000%
1/17/2025 Janney Montgomery Scott LLC573,615$3.07M0.0%+6.9%0.000%
1/15/2025 Wealthcare Advisory Partners LLC27,230$146K0.0%+49.4%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.877,791$4.70M0.2%-0.7%0.000%
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1/14/2025 Park Avenue Securities LLC134,564$720K0.0%+7.2%0.000%
1/13/2025 Capital Investment Advisors LLC120,732$646K0.0%-8.0%0.000%
11/15/2024 MML Investors Services LLC39,303$225K0.0%+5.9%0.000%
11/15/2024 HighTower Advisors LLC32,726$183K0.0%+66.2%0.000%
11/14/2024 Rockefeller Capital Management L.P.106,584$610K0.0%+11.5%0.000%
11/8/2024 Advisors Asset Management Inc.722,003$4.13M0.1%-21.2%0.000%
11/8/2024 Avior Wealth Management LLC23,189$133K0.0%+16.5%0.000%
11/7/2024 Pathstone Holdings LLC1,625,347$9.30M0.0%+14.8%0.000%
11/7/2024 Aviance Capital Partners LLC34,069$195K0.0%+6.1%0.000%
11/4/2024 Wolverine Asset Management LLC79,658$456K0.0%+81.1%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, 76 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 68 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 3,885,189 shares in the last 24 months. This purchase volume represents approximately $20.75M in transactions.

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

Of the 26 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 1,671,904 shares in the last 24 months. This volume of shares sold represents approximately $8.95M in transactions.


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This page (NYSE:MFM) was last updated on 8/29/2025 by MarketBeat.com Staff
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