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2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
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3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Stock market today: Wall Street falls sharply to close out its worst week since October
5 Semiconductor Giants: Navigating the Recent Pullback
2 Stocks to Buy on The Dip: One a Value, the Other High-Yielding
Breakout Alert: Coinbase's Consolidation Is About To End
Closing prices for crude oil, gold and other commodities
3 Key Stocks Helping to Drive the EV Race
You Can Follow BlackRock’s Market View for Your Money

MFS Municipal Income Trust (MFM) Institutional Ownership

$5.18
+0.02 (+0.39%)
(As of 04/12/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$27.73M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$4.90M
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Skip Chart & View Institutional Buying and Selling Data

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
3/27/2024Nomura Holdings Inc.20,389$105K0.0%N/A0.000%
2/23/2024Chicago Partners Investment Group LLC25,237$130K0.0%+26.1%0.000%
2/14/2024Pathstone Holdings LLC1,415,915$7.32M0.0%N/A0.000%
2/14/2024Creative Planning18,246$94K0.0%+23.3%0.000%
2/14/2024Nomura Holdings Inc.20,389$105K0.0%N/A0.000%
2/13/2024Envestnet Asset Management Inc.468,198$2.42M0.0%+172.8%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%
2/9/2024UBS Group AG980,101$5.07M0.0%+38.7%0.000%
2/8/2024Robinson Capital Management LLC265,180$1.37M0.5%N/A0.000%
2/8/2024Janney Montgomery Scott LLC405,046$2.09M0.0%+4.0%0.000%
2/6/2024Balanced Wealth Group LLC127,871$661K0.3%N/A0.000%
2/6/2024Aviance Capital Partners LLC29,226$151K0.0%-12.3%0.000%
2/6/2024Private Advisor Group LLC172,504$892K0.0%N/A0.000%
2/5/2024Van 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%
1/30/2024Tyche Wealth Partners LLC95,776$495K0.1%N/A0.000%
1/22/2024Drive Wealth Management LLC21,600$112K0.0%+16.1%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.30,652$158K0.0%+9.2%0.000%
1/16/2024Raymond James & Associates118,275$611K0.0%+5.3%0.000%
1/12/2024Advisor Resource Council50,000$259K0.0%N/A0.000%
1/11/2024Edmonds Duncan Registered Investment Advisors LLC213,349$1.10M0.3%+1.6%0.000%
1/10/2024Foresight Capital Management Advisors Inc.20,137$104K0.1%N/A0.000%
1/5/2024Capital Investment Advisors LLC141,645$732K0.0%-3.7%0.000%
11/21/2023Almitas Capital LLC56,434$257K0.1%N/A0.000%
11/16/2023Creative Planning14,800$67K0.0%N/A0.000%
11/15/2023Ameriprise Financial Inc.47,054$214K0.0%+7.7%0.000%
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%
11/13/2023Invesco Ltd.35,274$160K0.0%-63.1%0.000%
11/13/2023Envestnet Asset Management Inc.171,638$781K0.0%+10.5%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%
11/8/2023Van ECK Associates Corp274,705$1.25M0.0%-10.9%0.000%
11/8/2023Janney 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%
11/7/2023Aviance Capital Partners LLC33,336$152K0.0%+22.0%0.000%
10/30/2023Melfa Wealth Management LLC115,362$525K0.5%+14.7%0.000%
Analysts Predict Price Tag for Gold to TRIPLE (Ad)

Due to both domestic and global issues, the trajectory of this precious metal could skyrocket in the coming months… Which is why billionaires and Central Banks alike are scooping up gold at record rates!

Read Colonial Metals' new Precious Metals Investment Guide.
10/27/2023Hennion & 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%
10/24/2023Raymond James Financial Services Advisors Inc.28,081$128K0.0%+31.0%0.000%
10/16/2023Capital Investment Advisors LLC147,145$670K0.0%+2.8%0.000%
10/11/2023Adviser Investments LLC39,395$179K0.0%N/A0.000%
8/21/2023Osaic Holdings Inc.79,249$404K0.0%-17.4%0.000%
8/15/2023Wells Fargo & Company MN224,970$1.15M0.0%-14.7%0.000%
8/15/2023Integrated Wealth Concepts LLC45,292$231K0.0%-31.0%0.000%
8/15/2023Woodline Partners LP348,464$1.78M0.0%-43.4%0.000%
8/15/2023Rivernorth Capital Management LLC216,395$1.11M0.1%N/A0.000%
8/15/2023Royal Bank of Canada47,051$240K0.0%+8.5%0.000%
8/15/2023Ironsides Asset Advisors LLC13,771$70K0.0%+17.6%0.000%
8/15/2023Citadel Advisors LLC223,939$1.14M0.0%N/A0.000%
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%
8/11/2023JPMorgan Chase & Co.13,879$71K0.0%-43.0%0.000%
8/10/2023Osaic Holdings Inc.79,249$404K0.0%-17.4%0.000%
8/10/2023Cetera Advisor Networks LLC13,164$67K0.0%-38.7%0.000%
8/8/2023Chicago Partners Investment Group LLC19,875$105K0.0%-55.4%0.000%
8/4/2023Envestnet Asset Management Inc.155,269$792K0.0%-5.9%0.000%
8/4/2023Aviance Capital Partners LLC27,327$139K0.0%N/A0.000%
8/3/2023Bank of New York Mellon Corp216,395$1.10M0.0%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%
7/31/2023Integrated Capital Management Inc.26,108$133K0.1%+72.4%0.000%
7/26/2023Janney Montgomery Scott LLC352,234$1.80M0.0%+2.5%0.000%
7/17/2023Wealthcare Advisory Partners LLC18,230$93K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC141,273$720K0.0%-8.8%0.000%
7/11/2023Capital Investment Advisors LLC143,145$730K0.0%+7.5%0.000%
7/6/2023Edmonds Duncan Registered Investment Advisors LLC209,407$1.07M0.3%-1.9%0.000%
5/22/2023Ameriprise Financial Inc.41,456$221K0.0%-4.8%0.000%
5/18/2023JPMorgan Chase & Co.24,349$130K0.0%+4,240.3%0.000%
5/16/2023Graves Light Lenhart Wealth Inc.6,106$33K0.0%N/A0.015%
5/15/2023Equitable Holdings Inc.33,551$179K0.0%+99.5%0.081%
5/12/2023Advisors Asset Management Inc.561,552$3.00M0.1%+27.7%0.000%
5/12/2023MML Investors Services LLC49,686$265K0.0%-13.0%0.000%
5/12/2023Bank of America Corp DE1,056,431$5.64M0.0%+2.1%0.000%
5/12/2023UBS Group AG461,980$2.47M0.0%+284.3%0.000%
5/12/2023HighTower Advisors LLC27,236$126K0.0%-47.4%0.000%
5/11/2023Karpus Management Inc.153,265$818K0.0%-7.3%0.000%
5/11/2023Envestnet Asset Management Inc.164,965$881K0.0%-8.8%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%
5/10/2023LPL Financial LLC212,512$1.14M0.0%-9.0%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%
5/3/2023Van ECK Associates Corp307,530$1.64M0.0%+19.6%0.000%
Analysts Predict Price Tag for Gold to TRIPLE (Ad)

Due to both domestic and global issues, the trajectory of this precious metal could skyrocket in the coming months… Which is why billionaires and Central Banks alike are scooping up gold at record rates!

Read Colonial Metals' new Precious Metals Investment Guide.
4/28/2023Janney Montgomery Scott LLC343,520$1.83M0.0%+5.3%0.000%
4/26/2023Chicago Partners Investment Group LLC44,522$231K0.0%+78.7%0.000%
4/26/2023Integrated 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%
4/14/2023Transform Wealth LLC14,098$75K0.0%N/A0.034%
4/14/2023Raymond James Financial Services Advisors Inc.21,409$114K0.0%-14.6%0.052%
4/14/2023Raymond James & Associates113,967$609K0.0%+4.0%0.277%
4/13/2023Drive Wealth Management LLC18,600$99K0.0%+27.4%0.000%
4/12/2023Edmonds Duncan Registered Investment Advisors LLC213,477$1.14M0.4%+2.1%0.000%
4/10/2023Capital Investment Advisors LLC133,145$711K0.0%+10.7%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, 94 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were Morgan Stanley ($9.65M), Pathstone Holdings LLC ($7.32M), Saba Capital Management L.P. ($6.42M), Bank of America Corp DE ($5.64M), UBS Group AG ($5.07M), Advisors Asset Management Inc. ($3.84M), and Envestnet Asset Management Inc. ($2.42M).Learn more on MFM's institutional investors.

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

Of the 84 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: Pathstone Holdings LLC ($1.42M), Robinson Capital Management LLC ($783.99K), UBS Group AG ($720.10K), Morgan Stanley ($464.83K), Bank of America Corp DE ($430.15K), Advisors Asset Management Inc. ($364.40K), and Advisor Partners II LLC ($354.85K).

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

Institutional investors have bought a total of 9,193,869 shares in the last 24 months. This purchase volume represents approximately $48.31M in transactions.

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

Of the 45 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: Woodline Partners LP ($266.93K), Guggenheim Capital LLC ($213.63K), Northwestern Mutual Wealth Management Co. ($198.33K), Advisors Asset Management Inc. ($167.83K), Robinson Capital Management LLC ($152.55K), Wells Fargo & Company MN ($138.95K), and Integrated Wealth Concepts LLC ($129.44K).

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

Institutional investors have sold a total of 2,212,358 shares in the last 24 months. This volume of shares sold represents approximately $11.75M in transactions.


This page (NYSE:MFM) was last updated on 4/12/2024 by MarketBeat.com Staff

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