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MFS MUNI INC TR (MFM) Institutional Ownership

MFS MUNI INC TR logo
$5.05 -0.01 (-0.20%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS MUNI INC TR (NYSE:MFM)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$19.08M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$7.23M
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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
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%
5/28/2025Anderson 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%
4/21/2025 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%
4/10/2025Hennion & 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%
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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%
1/30/2025 Amarillo 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%
1/17/2025 Janney 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%
1/14/2025 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%
11/15/2024MML 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%
11/8/2024 Avior Wealth Management LLC23,189$133K0.0%+16.5%0.000%
11/7/2024Pathstone Holdings LLC1,625,347$9.30M0.0%+14.8%0.000%
11/7/2024Aviance Capital Partners LLC34,069$195K0.0%+6.1%0.000%
11/4/2024Wolverine Asset Management LLC79,658$456K0.0%+81.1%0.000%
10/29/2024Van ECK Associates Corp331,374$1.84M0.0%-2.1%0.000%
10/29/2024 Janney Montgomery Scott LLC536,830$3.07M0.0%+3.9%0.000%
10/28/2024Balanced Wealth Group LLC37,564$215K0.1%-17.0%0.000%
10/25/2024Tyche Wealth Partners LLC85,376$488K0.1%-10.9%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.884,144$5.06M0.2%-0.7%0.000%
10/22/2024Private Advisor Group LLC365,720$2.09M0.0%-12.6%0.000%
10/3/2024 Park Avenue Securities LLC125,571$718K0.0%-4.2%0.000%
9/5/2024Sanctuary Advisors LLC20,560$104K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.101,618$555K0.0%-6.4%0.000%
8/15/2024Logan Stone Capital LLC295,992$1.62M0.4%+68.7%0.000%
8/13/2024Balanced Wealth Group LLC45,267$241K0.1%-32.7%0.000%
8/8/2024Envestnet Asset Management Inc.560,506$3.06M0.0%+9.0%0.000%
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8/7/2024Choreo LLC85,486$456K0.0%+5.0%0.000%
8/5/2024Private Advisor Group LLC418,654$2.29M0.0%-23.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC15,401$84K0.0%+19.4%0.000%
8/2/2024Wolverine Asset Management LLC43,996$240K0.0%+78.0%0.000%
8/1/2024Drive Wealth Management LLC17,600$96K0.0%-18.5%0.000%
7/31/2024Van ECK Associates Corp338,536$1.85M0.0%+3.6%0.000%
7/31/2024Rothschild Investment LLC58,000$317K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp93,724$512K0.0%-4.7%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.890,663$4.86M0.2%+16.9%0.000%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC213,163$1.16M0.3%-2.3%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 Bank of America Corp DE ($10.14M), Pathstone Holdings LLC ($9.79M), Hennion & Walsh Asset Management Inc. ($4.62M), Anderson Financial Strategies LLC ($4.21M), Advisors Asset Management Inc. ($4.06M), Saba Capital Management L.P. ($3.66M), and Guggenheim Capital LLC ($3.50M).Learn more on MFS MUNI INC TR's institutional investors.

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

Of the 69 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), Pathstone Holdings LLC ($411.13K), Advisors Asset Management Inc. ($384.84K), Raymond James Financial Inc. ($372.83K), 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 3,541,964 shares in the last 24 months. This purchase volume represents approximately $19.08M in transactions.

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

Of the 22 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), Private Advisor Group LLC ($298.45K), Saba Capital Management L.P. ($234.57K), Envestnet Asset Management Inc. ($80.14K), Wolverine Asset Management LLC ($63.89K), Balanced Wealth Group LLC ($54.69K), and Robinson Capital Management LLC ($41.80K).

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

Institutional investors have sold a total of 1,329,784 shares in the last 24 months. This volume of shares sold represents approximately $7.23M in transactions.


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This page (NYSE:MFM) was last updated on 7/18/2025 by MarketBeat.com Staff
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