Mfs Muni Inc Tr (MFM) Institutional Ownership

$5.50 +0.02 (+0.27%)

Closing price 06/12/2026 03:58 PM Eastern

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$5.50 0.00 (-0.09%)

As of 06/12/2026 04:10 PM Eastern

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	157,811	$851K	0.0%	+12.2%	0.383%
5/19/2026	NewEdge Advisors LLC	157,811	$851K	0.0%	+12.2%	0.383%
5/19/2026	Bank of America Corp DE	1,605,668	$8.66M	0.0%	+1.1%	3.898%
5/18/2026	Rivernorth Capital Management LLC	908,050	$4.89M	0.2%	+12.0%	2.205%
5/18/2026	Royal Bank of Canada	128,209	$691K	0.0%	+23.3%	0.311%
5/13/2026	Cetera Investment Advisers	34,303	$185K	0.0%	+22.4%	0.083%
4/23/2026	Balanced Wealth Group LLC	195,055	$1.05M	0.4%	+2.6%	0.474%
4/18/2026	Riverbridge Partners LLC	181,261	$977K	0.0%	+10.7%	0.440%
3/17/2026	Rockefeller Capital Management L.P.	154,492	$839K	0.0%	+5.7%	0.315%
2/19/2026	Compound Planning Inc.	19,595	$106K	0.0%	N/A	0.040%
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2/19/2026	Invesco Ltd.	477,800	$2.59M	0.0%	+7.5%	0.975%
2/18/2026	NewEdge Advisors LLC	140,658	$764K	0.0%	+45.1%	0.287%
2/18/2026	Garton & Associates Financial Advisors LLC	6,871	$37K	0.0%	N/A	0.014%
2/18/2026	Saba Capital Management L.P.	265,800	$1.44M	0.0%	-71.1%	0.542%
2/18/2026	Rivernorth Capital Management LLC	810,998	$4.40M	0.2%	+104.0%	1.654%
2/18/2026	Balyasny Asset Management L.P.	11,300	$61K	0.0%	N/A	0.023%
2/17/2026	Guggenheim Capital LLC	918,774	$4.99M	0.0%	-2.6%	1.874%
2/17/2026	Almitas Capital LLC	134,361	$730K	0.2%	N/A	0.274%
2/17/2026	Cetera Investment Advisers	28,035	$152K	0.0%	-15.6%	0.057%
2/17/2026	Osaic Holdings Inc.	46,599	$253K	0.0%	+42.8%	0.095%
2/17/2026	&PARTNERS	27,779	$151K	0.0%	N/A	0.057%
2/17/2026	Royal Bank of Canada	103,966	$565K	0.0%	+20.0%	0.212%
2/13/2026	Thomas J. Herzfeld Advisors Inc.	137,475	$746K	0.3%	+1.5%	0.280%
2/13/2026	Van ECK Associates Corp	346,471	$1.88M	0.0%	+13.3%	0.707%
2/13/2026	Wells Fargo & Company MN	100,222	$544K	0.0%	+6.9%	0.204%
2/13/2026	Cohen & Steers Inc.	170,000	$923K	0.0%	+6.3%	0.347%
2/12/2026	Advisors Asset Management Inc.	1,131,102	$6.14M	0.1%	+27.7%	2.307%
2/12/2026	Jane Street Group LLC	38,866	$211K	0.0%	+274.5%	0.079%
2/12/2026	Colonial Trust Advisors	5,414	$29K	0.0%	-52.6%	0.011%
2/11/2026	Janney Montgomery Scott LLC	712,453	$3.87M	0.0%	+7.2%	1.453%
2/11/2026	Ackerman Capital Advisors LLC	34,993	$190K	0.0%	+48.0%	0.071%
2/11/2026	Closed End Fund Advisors Inc.	265,652	$1.44M	0.9%	N/A	0.542%
2/10/2026	Northwestern Mutual Wealth Management Co.	43,863	$238K	0.0%	-26.6%	0.089%
2/6/2026	HighTower Advisors LLC	32,427	$176K	0.0%	+17.2%	0.066%
2/5/2026	Center for Financial Planning Inc.	15,000	$81K	0.0%	-50.0%	0.031%
1/29/2026	UBS Group AG	1,165,389	$6.33M	0.0%	+2.2%	2.377%
1/29/2026	Mackay Shields LLC	339,657	$1.84M	0.1%	-21.6%	0.693%
1/23/2026	Bridgewater Advisors Inc.	127,250	$696K	0.0%	+21.6%	0.260%
1/16/2026	Melfa Wealth Management Inc.	151,674	$824K	0.5%	+19.2%	0.309%
1/16/2026	Beaumont Financial Advisors LLC	11,253	$61K	0.0%	N/A	0.023%
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1/14/2026	Hennion & Walsh Asset Management Inc.	675,044	$3.67M	0.1%	+29.9%	1.377%
1/13/2026	Capital Investment Advisors LLC	107,298	$583K	0.0%	-6.7%	0.219%
1/13/2026	Riverbridge Partners LLC	163,727	$889K	0.0%	+46.6%	0.334%
1/13/2026	Balanced Wealth Group LLC	190,172	$1.02M	0.4%	N/A	0.388%
1/8/2026	Gridiron Partners LLC	11,873	$64K	0.0%	-96.1%	0.024%
11/17/2025	NewEdge Advisors LLC	96,929	$522K	0.0%	+25.6%	0.198%
11/17/2025	Nomura Holdings Inc.	10,000	$54K	0.0%	-50.0%	0.020%
11/17/2025	Northwestern Mutual Wealth Management Co.	59,787	$322K	0.0%	-34.4%	0.122%
11/17/2025	Integrated Wealth Concepts LLC	15,964	$86K	0.0%	-14.8%	0.033%
11/17/2025	Bank of America Corp DE	1,669,433	$9.00M	0.0%	-8.4%	3.405%
11/17/2025	Ameriprise Financial Inc.	88,859	$479K	0.0%	+34.6%	0.181%
11/14/2025	Creative Planning	159,540	$860K	0.0%	-11.5%	0.325%
11/13/2025	Pathstone Holdings LLC	3,944,944	$21.26M	0.1%	+46.1%	8.046%
11/13/2025	UBS Group AG	1,140,452	$6.15M	0.0%	+3.9%	2.326%
11/13/2025	Van ECK Associates Corp	305,743	$1.65M	0.0%	+7.2%	0.624%
11/13/2025	Private Advisor Group LLC	206,411	$1.11M	0.0%	-9.4%	0.421%
11/10/2025	Colonial Trust Advisors	11,414	$62K	0.0%	N/A	0.023%
11/6/2025	Advisors Asset Management Inc.	885,553	$4.77M	0.1%	+1.4%	1.806%
11/6/2025	Center for Financial Planning Inc.	30,000	$162K	0.0%	N/A	0.061%
11/5/2025	Envestnet Asset Management Inc.	243,790	$1.31M	0.0%	-55.8%	0.497%
11/3/2025	Activest Wealth Management	14,816	$80K	0.0%	N/A	0.030%
10/31/2025	PFG Investments LLC	27,121	$146K	0.0%	N/A	0.055%
10/29/2025	Matisse Capital	52,241	$282K	0.1%	N/A	0.107%
10/29/2025	Aviance Capital Partners LLC	46,270	$249K	0.0%	-9.0%	0.094%
10/28/2025	Melfa Wealth Management Inc.	127,224	$686K	0.4%	+12.4%	0.259%
10/27/2025	Mackay Shields LLC	433,155	$2.34M	0.1%	+30.0%	0.884%
10/24/2025	Catalina Capital Group LLC	70,125	$378K	0.2%	+76.0%	0.143%
10/23/2025	Capital Investment Advisors LLC	115,032	$620K	0.0%	-2.8%	0.235%
10/22/2025	Ackerman Capital Advisors LLC	23,641	$127K	0.0%	N/A	0.048%
10/22/2025	Hennion & Walsh Asset Management Inc.	519,468	$2.80M	0.1%	-36.0%	1.059%
10/15/2025	World Investment Advisors	14,212	$77K	0.0%	N/A	0.029%
10/14/2025	Gridiron Partners LLC	308,165	$1.66M	0.1%	+2,495.5%	0.629%
10/14/2025	Riverbridge Partners LLC	111,684	$602K	0.0%	+61.3%	0.228%
9/9/2025	NWF Advisory Services Inc.	10,000	$52K	0.0%	N/A	0.020%
9/4/2025	Osaic Holdings Inc.	32,580	$168K	0.0%	+48.3%	0.066%
8/18/2025	Nomura Holdings Inc.	20,000	$103K	0.0%	N/A	0.041%
8/15/2025	Bank of America Corp DE	1,822,939	$9.43M	0.0%	-6.0%	3.718%
8/14/2025	Jane Street Group LLC	18,516	$96K	0.0%	N/A	0.038%
8/14/2025	Raymond James Financial Inc.	197,612	$1.02M	0.0%	+4.4%	0.403%
8/13/2025	Thomas J. Herzfeld Advisors Inc.	430,567	$2.23M	0.8%	-26.8%	0.878%
8/13/2025	Baird Financial Group Inc.	23,676	$122K	0.0%	+14.5%	0.048%
8/13/2025	Guggenheim Capital LLC	967,358	$5.00M	0.0%	+10.9%	1.973%
8/13/2025	Invesco Ltd.	423,411	$2.19M	0.0%	+32.4%	0.864%
8/13/2025	Balanced Wealth Group LLC	181,741	$932K	0.4%	N/A	0.371%
8/13/2025	Choreo LLC	40,931	$212K	0.0%	-62.2%	0.083%
8/12/2025	Advisors Asset Management Inc.	873,146	$4.51M	0.1%	+14.0%	1.781%
8/11/2025	Anderson Financial Strategies LLC	732,363	$3.79M	2.4%	-7.8%	1.494%
8/8/2025	Rockefeller Capital Management L.P.	136,422	$705K	0.0%	+6.4%	0.278%
8/8/2025	Cetera Investment Advisers	20,283	$105K	0.0%	-9.1%	0.041%
8/8/2025	Creative Planning	180,170	$931K	0.0%	-1.5%	0.367%
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now
8/5/2025	Bridgewater Advisors Inc.	104,640	$532K	0.0%	N/A	0.213%
8/5/2025	Aviance Capital Partners LLC	50,838	$263K	0.0%	+16.0%	0.104%
8/4/2025	Wolverine Asset Management LLC	58,588	$303K	0.0%	+175.7%	0.119%
8/1/2025	Envestnet Asset Management Inc.	551,202	$2.85M	0.0%	-13.8%	1.124%
7/29/2025	Chicago Partners Investment Group LLC	21,725	$110K	0.0%	-17.6%	0.044%
7/23/2025	Tyche Wealth Partners LLC	81,176	$420K	0.1%	-4.9%	0.166%
7/21/2025	Catalina Capital Group LLC	39,845	$206K	0.1%	N/A	0.081%
7/17/2025	Janney Montgomery Scott LLC	603,667	$3.12M	0.0%	-3.6%	1.231%
7/15/2025	Riverbridge Partners LLC	69,259	$358K	0.0%	+4.0%	0.141%
5/28/2025	Anderson Financial Strategies LLC	794,684	$4.21M	2.6%	-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 6/14/2026 by MarketBeat.com Staff.

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Mfs Muni Inc Tr (MFM) Institutional Ownership

MFM Institutional Buying and Selling by Quarter

Mfs Muni Inc Tr Major Shareholders & Ownership History

MFM Institutional Ownership - Frequently Asked Questions

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Mfs Muni Inc Tr (MFM) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Mfs Muni Inc Tr (NYSE:MFM)

MFM Institutional Buying and Selling by Quarter

Mfs Muni Inc Tr Major Shareholders & Ownership History

MFM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFM shares?

Which institutional investors have been buying Mfs Muni Inc Tr's stock?

How much institutional buying is happening at Mfs Muni Inc Tr?

Which of Mfs Muni Inc Tr's major shareholders have been selling company stock?

How much institutional selling is happening at Mfs Muni Inc Tr?

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