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Mfs Muni Inc Tr (MFM) Institutional Ownership

Mfs Muni Inc Tr logo
$5.43 -0.05 (-0.91%)
As of 03:58 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)
44
Total
Institutional Inflows
(last 12 months)
$23.56M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.59M
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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
7/10/2026 Wealthcare Advisory Partners LLC30,606$172K0.0%+12.4%0.074%
7/9/2026 Hennion & Walsh Asset Management Inc.1,024,569$5.76M0.2%+28.1%2.487%
6/3/2026 NewEdge Advisors LLC157,811$851K0.0%+12.2%0.383%
5/19/2026 NewEdge Advisors LLC157,811$851K0.0%+12.2%0.383%
5/19/2026 Bank of America Corp DE1,605,668$8.66M0.0%+1.1%3.898%
5/18/2026 Rivernorth Capital Management LLC908,050$4.89M0.2%+12.0%2.205%
5/18/2026 Royal Bank of Canada128,209$691K0.0%+23.3%0.311%
5/13/2026 Cetera Investment Advisers34,303$185K0.0%+22.4%0.083%
4/23/2026 Balanced Wealth Group LLC195,055$1.05M0.4%+2.6%0.474%
4/18/2026 Riverbridge Partners LLC181,261$977K0.0%+10.7%0.440%
3/17/2026 Rockefeller Capital Management L.P.154,492$839K0.0%+5.7%0.315%
2/19/2026 Compound Planning Inc.19,595$106K0.0%N/A0.040%
2/19/2026 Invesco Ltd.477,800$2.59M0.0%+7.5%0.975%
2/18/2026 NewEdge Advisors LLC140,658$764K0.0%+45.1%0.287%
2/18/2026 Garton & Associates Financial Advisors LLC6,871$37K0.0%N/A0.014%
2/18/2026 Saba Capital Management L.P.265,800$1.44M0.0%-71.1%0.542%
2/18/2026 Rivernorth Capital Management LLC810,998$4.40M0.2%+104.0%1.654%
2/18/2026 Balyasny Asset Management L.P.11,300$61K0.0%N/A0.023%
2/17/2026 Guggenheim Capital LLC918,774$4.99M0.0%-2.6%1.874%
2/17/2026Almitas Capital LLC134,361$730K0.2%N/A0.274%
2/17/2026 Cetera Investment Advisers28,035$152K0.0%-15.6%0.057%
2/17/2026 Osaic Holdings Inc.46,599$253K0.0%+42.8%0.095%
2/17/2026 &PARTNERS27,779$151K0.0%N/A0.057%
2/17/2026 Royal Bank of Canada103,966$565K0.0%+20.0%0.212%
2/13/2026 Thomas J. Herzfeld Advisors Inc.137,475$746K0.3%+1.5%0.280%
2/13/2026 Van ECK Associates Corp346,471$1.88M0.0%+13.3%0.707%
2/13/2026 Wells Fargo & Company MN100,222$544K0.0%+6.9%0.204%
2/13/2026 Cohen & Steers Inc.170,000$923K0.0%+6.3%0.347%
2/12/2026 Advisors Asset Management Inc.1,131,102$6.14M0.1%+27.7%2.307%
2/12/2026 Jane Street Group LLC38,866$211K0.0%+274.5%0.079%
2/12/2026 Colonial Trust Advisors5,414$29K0.0%-52.6%0.011%
2/11/2026 Janney Montgomery Scott LLC712,453$3.87M0.0%+7.2%1.453%
2/11/2026 Ackerman Capital Advisors LLC34,993$190K0.0%+48.0%0.071%
2/11/2026 Closed End Fund Advisors Inc.265,652$1.44M0.9%N/A0.542%
2/10/2026 Northwestern Mutual Wealth Management Co.43,863$238K0.0%-26.6%0.089%
2/6/2026 HighTower Advisors LLC32,427$176K0.0%+17.2%0.066%
2/5/2026 Center for Financial Planning Inc.15,000$81K0.0%-50.0%0.031%
1/29/2026 UBS Group AG1,165,389$6.33M0.0%+2.2%2.377%
1/29/2026 Mackay Shields LLC339,657$1.84M0.1%-21.6%0.693%
1/23/2026 Bridgewater Advisors Inc.127,250$696K0.0%+21.6%0.260%
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1/16/2026 Melfa Wealth Management Inc.151,674$824K0.5%+19.2%0.309%
1/16/2026 Beaumont Financial Advisors LLC11,253$61K0.0%N/A0.023%
1/14/2026 Hennion & Walsh Asset Management Inc.675,044$3.67M0.1%+29.9%1.377%
1/13/2026 Capital Investment Advisors LLC107,298$583K0.0%-6.7%0.219%
1/13/2026 Riverbridge Partners LLC163,727$889K0.0%+46.6%0.334%
1/13/2026 Balanced Wealth Group LLC190,172$1.02M0.4%N/A0.388%
1/8/2026 Gridiron Partners LLC11,873$64K0.0%-96.1%0.024%
11/17/2025 NewEdge Advisors LLC96,929$522K0.0%+25.6%0.198%
11/17/2025 Nomura Holdings Inc.10,000$54K0.0%-50.0%0.020%
11/17/2025 Northwestern Mutual Wealth Management Co.59,787$322K0.0%-34.4%0.122%
11/17/2025 Integrated Wealth Concepts LLC15,964$86K0.0%-14.8%0.033%
11/17/2025 Bank of America Corp DE1,669,433$9.00M0.0%-8.4%3.405%
11/17/2025 Ameriprise Financial Inc.88,859$479K0.0%+34.6%0.181%
11/14/2025 Creative Planning159,540$860K0.0%-11.5%0.325%
11/13/2025 Pathstone Holdings LLC3,944,944$21.26M0.1%+46.1%8.046%
11/13/2025 UBS Group AG1,140,452$6.15M0.0%+3.9%2.326%
11/13/2025 Van ECK Associates Corp305,743$1.65M0.0%+7.2%0.624%
11/13/2025 Private Advisor Group LLC206,411$1.11M0.0%-9.4%0.421%
11/10/2025 Colonial Trust Advisors11,414$62K0.0%N/A0.023%
11/6/2025 Advisors Asset Management Inc.885,553$4.77M0.1%+1.4%1.806%
11/6/2025 Center for Financial Planning Inc.30,000$162K0.0%N/A0.061%
11/5/2025 Envestnet Asset Management Inc.243,790$1.31M0.0%-55.8%0.497%
11/3/2025 Activest Wealth Management14,816$80K0.0%N/A0.030%
10/31/2025 PFG Investments LLC27,121$146K0.0%N/A0.055%
10/29/2025 Matisse Capital52,241$282K0.1%N/A0.107%
10/29/2025 Aviance Capital Partners LLC46,270$249K0.0%-9.0%0.094%
10/28/2025 Melfa Wealth Management Inc.127,224$686K0.4%+12.4%0.259%
10/27/2025 Mackay Shields LLC433,155$2.34M0.1%+30.0%0.884%
10/24/2025Catalina Capital Group LLC70,125$378K0.2%+76.0%0.143%
10/23/2025 Capital Investment Advisors LLC115,032$620K0.0%-2.8%0.235%
10/22/2025 Ackerman Capital Advisors LLC23,641$127K0.0%N/A0.048%
10/22/2025 Hennion & Walsh Asset Management Inc.519,468$2.80M0.1%-36.0%1.059%
10/15/2025 World Investment Advisors14,212$77K0.0%N/A0.029%
10/14/2025 Gridiron Partners LLC308,165$1.66M0.1%+2,495.5%0.629%
10/14/2025 Riverbridge Partners LLC111,684$602K0.0%+61.3%0.228%
9/9/2025 NWF Advisory Services Inc.10,000$52K0.0%N/A0.020%
9/4/2025 Osaic Holdings Inc.32,580$168K0.0%+48.3%0.066%
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%
8/11/2025Anderson 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%
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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%
7/21/2025Catalina Capital Group LLC39,845$206K0.1%N/A0.081%
7/17/2025 Janney Montgomery Scott LLC603,667$3.12M0.0%-3.6%1.231%


MFM Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of Mfs Muni Inc Tr. The most heavily invested institutionals were Pathstone Holdings LLC ($21.26M), Bank of America Corp DE ($8.66M), UBS Group AG ($6.33M), Advisors Asset Management Inc. ($6.14M), Hennion & Walsh Asset Management Inc. ($5.76M), Guggenheim Capital LLC ($4.99M), and Rivernorth Capital Management LLC ($4.89M).Learn more on Mfs Muni Inc Tr's institutional investors.

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: Pathstone Holdings LLC ($1.66M), Anderson Financial Strategies LLC ($801.53K), Advisors Asset Management Inc. ($518.19K), Rivernorth Capital Management LLC ($510.50K), Raymond James Financial Inc. ($381.15K), Hennion & Walsh Asset Management Inc. ($380.39K), and Balanced Wealth Group LLC ($376.80K).

Institutional investors have bought a total of 4,365,014 shares in the last 24 months. This purchase volume represents approximately $23.56M in transactions.

Of the 17 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: Saba Capital Management L.P. ($653.11K), Envestnet Asset Management Inc. ($307.41K), Gridiron Partners LLC ($296.29K), Hennion & Walsh Asset Management Inc. ($291.69K), Bank of America Corp DE ($153.51K), Mackay Shields LLC ($93.50K), and Northwestern Mutual Wealth Management Co. ($47.22K).

Institutional investors have sold a total of 1,964,325 shares in the last 24 months. This volume of shares sold represents approximately $10.59M in transactions.


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Institutional ownership data for NYSE:MFM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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