Free Trial
→ Today's free pick (on me) (From Behind the Markets) (Ad)tc pixel Free MFM Stock Alerts

Mfs Muni Inc Tr (MFM) Institutional Ownership

Mfs Muni Inc Tr logo
$5.20 +0.04 (+0.68%)
Closing price 03:59 PM Eastern
Extended Trading
$5.20 0.00 (0.00%)
As of 07:55 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$39.61M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.52M
Get MFM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Mfs Muni Inc Tr stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MFM Institutional Buying and Selling by Quarter

Mfs Muni Inc Tr Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/11/2026 Advisors Asset Management Inc.1,065,635$5.17M0.0%N/A2.587%
11/11/2026 Balanced Wealth Group LLC202,385$1.05M0.3%+2.3%0.491%
11/11/2026 Berger Financial Group Inc24,085$117K0.0%N/A0.058%
11/11/2026 Private Advisor Group LLC10,152$49K0.0%N/A0.025%
11/10/2026 HighTower Advisors LLC46,819$227K0.0%+44.9%0.114%
11/9/2026 Traub Capital Management LLC12,979$63K0.1%N/A0.032%
11/6/2026 Collaborative Wealth Managment Inc.38,776$188K0.1%N/A0.094%
11/6/2026 Fifth Third Bancorp12,507$61K0.0%+121.6%0.030%
11/5/2026 Riverbridge Partners LLC551,587$2.68M0.1%+122.5%1.339%
11/4/2026 Allspring Global Investments Holdings LLC768,672$3.73M0.0%+3,800.9%1.866%
11/3/2026 Ashton Thomas Private Wealth LLC26,230$127K0.0%N/A0.064%
11/2/2026 Kestra Advisory Services LLC79,255$384K0.0%+54.1%0.192%
11/2/2026 Commonwealth Equity Services LLC447,240$2.17M0.0%-2.8%1.086%
10/31/2026 Chicago Partners Investment Group LLC47,138$237K0.0%+112.1%0.114%
10/30/2026 City of London Investment Management Co. Ltd.572,426$2.78M0.2%+76.2%1.390%
10/30/2026 Ackerman Capital Advisors LLC13,068$63K0.0%-66.9%0.032%
10/29/2026 Aviance Capital Partners LLC47,695$231K0.0%+7.1%0.116%
10/26/2026 Park Avenue Securities LLC133,587$648K0.0%+1.6%0.324%
10/24/2026 Apollon Wealth Management LLC93,762$455K0.0%+227.2%0.228%
10/23/2026 Capital Investment Advisors LLC272,428$1.32M0.0%+41.5%0.661%
10/22/2026 River Street Advisors LLC31,946$155K0.0%N/A0.078%
10/15/2026 Fortitude Advisory Group L.L.C.26,243$127K0.1%+150.6%0.064%
10/13/2026 Avior Wealth Management LLC12,405$60K0.0%N/A0.030%
9/9/2026Robinson Capital Management LLC1,076,957$6.05M2.7%+501.1%2.615%
9/9/2026NewEdge Advisors LLC320,314$1.80M0.0%+103.0%0.778%
9/8/2026 Allworth Financial LP9,602$54K0.0%+1,220.8%0.023%
9/2/20261607 Capital Partners LLC13,627$154K0.0%N/A0.033%
8/23/2026Readystate Asset Management LP31,676$178K0.0%N/A0.077%
8/23/2026 Fortitude Advisory Group L.L.C.10,473$59K0.0%N/A0.025%
8/22/2026 Concurrent Investment Advisors LLC14,464$81K0.0%N/A0.035%
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%
6/3/2026NewEdge 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%
4/23/2026 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%
Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratings' latest research says 2026 could be very rough for some well-known stocks. A major shift now taking shape in the market could hit some of America's most-loved names hard. Weiss analysts have pinpointed five stocks they believe investors should steer clear of while it plays out.tc pixel

See the five stocks Weiss Ratings analysts are watching closely now.
3/17/2026Rockefeller 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%
2/19/2026Invesco Ltd.477,800$2.59M0.0%+7.5%0.975%
2/18/2026NewEdge Advisors LLC140,658$764K0.0%+45.1%0.287%
2/18/2026 Garton & 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%
2/13/2026 Thomas 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%
2/12/2026 Advisors 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%
2/12/2026 Colonial Trust Advisors5,414$29K0.0%-52.6%0.011%
2/11/2026Janney Montgomery Scott LLC712,453$3.87M0.0%+7.2%1.453%
2/11/2026 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%
2/10/2026Northwestern 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%
1/23/2026Bridgewater Advisors Inc.127,250$696K0.0%+21.6%0.260%
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%
11/17/2025NewEdge 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%
11/14/2025 Creative Planning159,540$860K0.0%-11.5%0.325%
11/13/2025Pathstone 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%
11/13/2025Van 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%
Why I'm selling my Snapback Indicator for just $7 (Ad)

For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indicator for a single $7 payment. Others previously paid $500. The indicator flashes a Crash Alert as a cue to exit or go short, and a Bull Run Alert as a cue to buy or go long. No strings attached, and Wood says there is an unusual reason behind the steep discount.tc pixel

Get lifetime access to the Snapback Indicator for a one-time $7 payment today.
11/6/2025 Center 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%
11/3/2025 Activest Wealth Management14,816$80K0.0%N/A0.030%
10/31/2025PFG 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%


MFM Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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), Robinson Capital Management LLC ($6.05M), Hennion & Walsh Asset Management Inc. ($5.76M), Advisors Asset Management Inc. ($5.17M), and Guggenheim Capital LLC ($4.99M).Learn more on Mfs Muni Inc Tr's institutional investors.

Of the 86 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: Advisors Asset Management Inc. ($1.58M), Pathstone Holdings LLC ($1.45M), Robinson Capital Management LLC ($897.78K), Anderson Financial Strategies LLC ($801.53K), Allspring Global Investments Holdings LLC ($748.97K), Rivernorth Capital Management LLC ($510.50K), and Riverbridge Partners LLC ($424.69K).

Institutional investors have bought a total of 7,562,107 shares in the last 24 months. This purchase volume represents approximately $39.61M in transactions.

Of the 16 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), Gridiron Partners LLC ($296.29K), Bank of America Corp DE ($153.51K), Mackay Shields LLC ($93.50K), Northwestern Mutual Wealth Management Co. ($47.22K), Ackerman Capital Advisors LLC ($26.47K), and Guggenheim Capital LLC ($24.99K).

Institutional investors have sold a total of 1,396,788 shares in the last 24 months. This volume of shares sold represents approximately $7.52M in transactions.


Related Companies

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 11/11/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
Don't lose access to this
Ian Cooper is giving away his guide, The Simple Path To Success With Options, before it moves behind a paywall...
TradeWins | Sponsoredtc pixel