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Mfs Muni Inc Tr (MFM) Institutional Ownership

Mfs Muni Inc Tr logo
$5.60 -0.01 (-0.09%)
Closing price 07/2/2026 03:55 PM Eastern
Extended Trading
$5.60 0.00 (0.00%)
As of 07/2/2026 04:10 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 Massive. 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)
$25.99M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.33M
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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
6/3/2026NewEdge Advisors LLC157,811$851K0.0%+12.2%0.383%
5/19/2026NewEdge Advisors LLC157,811$851K0.0%+12.2%0.383%
5/19/2026Bank of America Corp DE1,605,668$8.66M0.0%+1.1%3.898%
5/18/2026Rivernorth Capital Management LLC908,050$4.89M0.2%+12.0%2.205%
5/18/2026Royal Bank of Canada128,209$691K0.0%+23.3%0.311%
5/13/2026Cetera Investment Advisers34,303$185K0.0%+22.4%0.083%
4/23/2026Balanced Wealth Group LLC195,055$1.05M0.4%+2.6%0.474%
4/18/2026Riverbridge Partners LLC181,261$977K0.0%+10.7%0.440%
3/17/2026Rockefeller Capital Management L.P.154,492$839K0.0%+5.7%0.315%
2/19/2026Compound Planning Inc.19,595$106K0.0%N/A0.040%
2/19/2026Invesco Ltd.477,800$2.59M0.0%+7.5%0.975%
2/18/2026NewEdge Advisors LLC140,658$764K0.0%+45.1%0.287%
2/18/2026Garton & Associates Financial Advisors LLC6,871$37K0.0%N/A0.014%
2/18/2026Saba Capital Management L.P.265,800$1.44M0.0%-71.1%0.542%
2/18/2026Rivernorth Capital Management LLC810,998$4.40M0.2%+104.0%1.654%
2/18/2026Balyasny Asset Management L.P.11,300$61K0.0%N/A0.023%
2/17/2026Guggenheim Capital LLC918,774$4.99M0.0%-2.6%1.874%
2/17/2026Almitas Capital LLC134,361$730K0.2%N/A0.274%
2/17/2026Cetera Investment Advisers28,035$152K0.0%-15.6%0.057%
2/17/2026Osaic Holdings Inc.46,599$253K0.0%+42.8%0.095%
2/17/2026&PARTNERS27,779$151K0.0%N/A0.057%
2/17/2026Royal Bank of Canada103,966$565K0.0%+20.0%0.212%
2/13/2026Thomas J. Herzfeld Advisors Inc.137,475$746K0.3%+1.5%0.280%
2/13/2026Van ECK Associates Corp346,471$1.88M0.0%+13.3%0.707%
2/13/2026Wells Fargo & Company MN100,222$544K0.0%+6.9%0.204%
2/13/2026Cohen & Steers Inc.170,000$923K0.0%+6.3%0.347%
2/12/2026Advisors Asset Management Inc.1,131,102$6.14M0.1%+27.7%2.307%
2/12/2026Jane Street Group LLC38,866$211K0.0%+274.5%0.079%
2/12/2026Colonial Trust Advisors5,414$29K0.0%-52.6%0.011%
2/11/2026Janney Montgomery Scott LLC712,453$3.87M0.0%+7.2%1.453%
2/11/2026Ackerman Capital Advisors LLC34,993$190K0.0%+48.0%0.071%
2/11/2026Closed End Fund Advisors Inc.265,652$1.44M0.9%N/A0.542%
2/10/2026Northwestern Mutual Wealth Management Co.43,863$238K0.0%-26.6%0.089%
2/6/2026HighTower Advisors LLC32,427$176K0.0%+17.2%0.066%
2/5/2026Center for Financial Planning Inc.15,000$81K0.0%-50.0%0.031%
1/29/2026UBS Group AG1,165,389$6.33M0.0%+2.2%2.377%
1/29/2026Mackay Shields LLC339,657$1.84M0.1%-21.6%0.693%
1/23/2026Bridgewater Advisors Inc.127,250$696K0.0%+21.6%0.260%
1/16/2026Melfa Wealth Management Inc.151,674$824K0.5%+19.2%0.309%
1/16/2026Beaumont Financial Advisors LLC11,253$61K0.0%N/A0.023%
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1/14/2026Hennion & Walsh Asset Management Inc.675,044$3.67M0.1%+29.9%1.377%
1/13/2026Capital Investment Advisors LLC107,298$583K0.0%-6.7%0.219%
1/13/2026Riverbridge Partners LLC163,727$889K0.0%+46.6%0.334%
1/13/2026Balanced Wealth Group LLC190,172$1.02M0.4%N/A0.388%
1/8/2026Gridiron Partners LLC11,873$64K0.0%-96.1%0.024%
11/17/2025NewEdge Advisors LLC96,929$522K0.0%+25.6%0.198%
11/17/2025Nomura Holdings Inc.10,000$54K0.0%-50.0%0.020%
11/17/2025Northwestern Mutual Wealth Management Co.59,787$322K0.0%-34.4%0.122%
11/17/2025Integrated Wealth Concepts LLC15,964$86K0.0%-14.8%0.033%
11/17/2025Bank of America Corp DE1,669,433$9.00M0.0%-8.4%3.405%
11/17/2025Ameriprise Financial Inc.88,859$479K0.0%+34.6%0.181%
11/14/2025Creative Planning159,540$860K0.0%-11.5%0.325%
11/13/2025Pathstone Holdings LLC3,944,944$21.26M0.1%+46.1%8.046%
11/13/2025UBS Group AG1,140,452$6.15M0.0%+3.9%2.326%
11/13/2025Van ECK Associates Corp305,743$1.65M0.0%+7.2%0.624%
11/13/2025Private Advisor Group LLC206,411$1.11M0.0%-9.4%0.421%
11/10/2025Colonial Trust Advisors11,414$62K0.0%N/A0.023%
11/6/2025Advisors Asset Management Inc.885,553$4.77M0.1%+1.4%1.806%
11/6/2025Center for Financial Planning Inc.30,000$162K0.0%N/A0.061%
11/5/2025Envestnet Asset Management Inc.243,790$1.31M0.0%-55.8%0.497%
11/3/2025Activest Wealth Management14,816$80K0.0%N/A0.030%
10/31/2025PFG Investments LLC27,121$146K0.0%N/A0.055%
10/29/2025Matisse Capital52,241$282K0.1%N/A0.107%
10/29/2025Aviance Capital Partners LLC46,270$249K0.0%-9.0%0.094%
10/28/2025Melfa Wealth Management Inc.127,224$686K0.4%+12.4%0.259%
10/27/2025Mackay Shields LLC433,155$2.34M0.1%+30.0%0.884%
10/24/2025Catalina Capital Group LLC70,125$378K0.2%+76.0%0.143%
10/23/2025Capital Investment Advisors LLC115,032$620K0.0%-2.8%0.235%
10/22/2025Ackerman Capital Advisors LLC23,641$127K0.0%N/A0.048%
10/22/2025Hennion & Walsh Asset Management Inc.519,468$2.80M0.1%-36.0%1.059%
10/15/2025World Investment Advisors14,212$77K0.0%N/A0.029%
10/14/2025Gridiron Partners LLC308,165$1.66M0.1%+2,495.5%0.629%
10/14/2025Riverbridge Partners LLC111,684$602K0.0%+61.3%0.228%
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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

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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%


MFM Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 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), Guggenheim Capital LLC ($4.99M), Rivernorth Capital Management LLC ($4.89M), and Janney Montgomery Scott LLC ($3.87M).Learn more on Mfs Muni Inc Tr's institutional investors.

Of the 72 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), Balanced Wealth Group LLC ($376.80K), and Invesco Ltd. ($328.05K).

Institutional investors have bought a total of 4,853,901 shares in the last 24 months. This purchase volume represents approximately $25.99M in transactions.

Of the 23 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. ($395.41K), Gridiron Partners LLC ($296.29K), Hennion & Walsh Asset Management Inc. ($291.69K), Bank of America Corp DE ($270.29K), Thomas J. Herzfeld Advisors Inc. ($157.31K), and Mackay Shields LLC ($93.50K).

Institutional investors have sold a total of 2,492,497 shares in the last 24 months. This volume of shares sold represents approximately $13.33M in transactions.


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This page (NYSE:MFM) was last updated on 7/4/2026 by MarketBeat.com Staff.
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