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MFS Municipal Income Trust (MFM) Institutional Ownership

MFS Municipal Income Trust logo
$5.50 +0.00 (+0.09%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$21.20M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.31M
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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
2/17/2025 Waverly Advisors LLC10,039$54K0.0%N/A0.000%
2/17/2025 Saba Capital Management L.P.683,746$3.66M0.1%-25.5%0.000%
2/17/2025 Pathstone Holdings LLC1,827,038$9.79M0.0%+12.4%0.000%
2/17/2025 Nomura Holdings Inc.25,000$134K0.0%+57.8%0.000%
2/17/2025 Logan Stone Capital LLC402,423$2.15M0.7%+1.3%0.000%
2/17/2025 Cetera Investment Advisers22,341$120K0.0%+12.8%0.000%
2/17/2025 Citadel Advisors LLC19,843$106K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE1,895,354$10.14M0.0%+15.6%0.000%
2/17/2025 Ameriprise Financial Inc.65,114$348K0.0%+10.3%0.000%
2/17/2025 Anderson Financial Strategies LLC801,531$4.29M2.6%N/A0.000%
2/14/2025 Jane Street Group LLC14,810$79K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC17,346$93K0.0%-38.4%0.000%
2/13/2025 Guggenheim Capital LLC654,988$3.50M0.0%+23.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.127,236$681K0.0%+19.4%0.000%
2/13/2025 Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/13/2025 Invesco Ltd.239,267$1.28M0.0%+85.9%0.000%
2/13/2025 Envestnet Asset Management Inc.535,803$2.87M0.0%-13.0%0.000%
2/13/2025 Wells Fargo & Company MN90,243$483K0.0%-26.6%0.000%
2/12/2025 Landscape Capital Management L.L.C.13,124$70K0.0%N/A0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.526,027$2.81M0.9%-3.9%0.000%
2/11/2025 LPL Financial LLC222,815$1.19M0.0%+9.5%0.000%
2/10/2025 Advisors Asset Management Inc.875,266$4.68M0.1%+21.2%0.000%
2/10/2025 Commonwealth Equity Services LLC18,819$101K0.0%-45.2%0.000%
2/10/2025 Balanced Wealth Group LLC12,620$69K0.0%-66.4%0.000%
2/10/2025 Avantax Advisory Services Inc.12,937$69K0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC56,750$304K0.0%+73.4%0.000%
2/7/2025 Aviance Capital Partners LLC40,664$218K0.0%+19.4%0.000%
2/7/2025 Novus Advisors LLC21,735$116K0.1%N/A0.000%
2/6/2025 Raymond James Financial Inc.186,416$997K0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC43,830$234K0.2%N/A0.000%
2/3/2025 Wolverine Asset Management LLC15,767$84K0.0%-80.2%0.000%
2/3/2025 Private Advisor Group LLC253,115$1.35M0.0%-30.8%0.000%
1/31/2025 Robinson Capital Management LLC192,508$1.03M0.4%-17.8%0.000%
1/30/2025 Amarillo National Bank11,502$62K0.0%N/A0.000%
1/29/2025 Van ECK Associates Corp346,432$1.85M0.0%+4.5%0.000%
1/27/2025 Tyche Wealth Partners LLC56,050$300K0.1%-34.3%0.000%
1/27/2025 Choreo LLC98,145$524K0.0%+9.0%0.000%
1/22/2025 Drive Wealth Management LLC14,600$78K0.0%-17.0%0.000%
1/17/2025 Janney Montgomery Scott LLC573,615$3.07M0.0%+6.9%0.000%
1/15/2025 Wealthcare Advisory Partners LLC27,230$146K0.0%+49.4%0.000%
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1/15/2025 Hennion & Walsh Asset Management Inc.877,791$4.70M0.2%-0.7%0.000%
1/14/2025 Park Avenue Securities LLC134,564$720K0.0%+7.2%0.000%
1/13/2025 Capital Investment Advisors LLC120,732$646K0.0%-8.0%0.000%
11/15/2024 MML Investors Services LLC39,303$225K0.0%+5.9%0.000%
11/15/2024 HighTower Advisors LLC32,726$183K0.0%+66.2%0.000%
11/14/2024 Rockefeller Capital Management L.P.106,584$610K0.0%+11.5%0.000%
11/8/2024 Advisors Asset Management Inc.722,003$4.13M0.1%-21.2%0.000%
11/8/2024 Avior Wealth Management LLC23,189$133K0.0%+16.5%0.000%
11/7/2024 Pathstone Holdings LLC1,625,347$9.30M0.0%+14.8%0.000%
11/7/2024 Aviance Capital Partners LLC34,069$195K0.0%+6.1%0.000%
11/4/2024 Wolverine Asset Management LLC79,658$456K0.0%+81.1%0.000%
10/29/2024 Van ECK Associates Corp331,374$1.84M0.0%-2.1%0.000%
10/29/2024 Janney Montgomery Scott LLC536,830$3.07M0.0%+3.9%0.000%
10/28/2024 Balanced Wealth Group LLC37,564$215K0.1%-17.0%0.000%
10/25/2024 Tyche Wealth Partners LLC85,376$488K0.1%-10.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.884,144$5.06M0.2%-0.7%0.000%
10/22/2024 Private Advisor Group LLC365,720$2.09M0.0%-12.6%0.000%
10/3/2024 Park Avenue Securities LLC125,571$718K0.0%-4.2%0.000%
9/5/2024 Sanctuary Advisors LLC20,560$104K0.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.101,618$555K0.0%-6.4%0.000%
8/15/2024 Logan Stone Capital LLC295,992$1.62M0.4%+68.7%0.000%
8/13/2024 Balanced Wealth Group LLC45,267$241K0.1%-32.7%0.000%
8/8/2024 Envestnet Asset Management Inc.560,506$3.06M0.0%+9.0%0.000%
8/7/2024 Choreo LLC85,486$456K0.0%+5.0%0.000%
8/5/2024 Private Advisor Group LLC418,654$2.29M0.0%-23.1%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC15,401$84K0.0%+19.4%0.000%
8/2/2024 Wolverine Asset Management LLC43,996$240K0.0%+78.0%0.000%
8/1/2024 Drive Wealth Management LLC17,600$96K0.0%-18.5%0.000%
7/31/2024 Van ECK Associates Corp338,536$1.85M0.0%+3.6%0.000%
7/31/2024 Rothschild Investment LLC58,000$317K0.0%N/A0.000%
7/26/2024 Bank of New York Mellon Corp93,724$512K0.0%-4.7%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.890,663$4.86M0.2%+16.9%0.000%
7/16/2024Edmonds Duncan Registered Investment Advisors LLC213,163$1.16M0.3%-2.3%0.000%
7/12/2024 Capital Investment Advisors LLC131,230$717K0.0%-8.3%0.000%
7/9/2024 Park Avenue Securities LLC131,013$715K0.0%-3.2%0.000%
5/14/2024 Advisors Asset Management Inc.939,810$5.05M0.1%+17.8%0.000%
5/2/2024 Choreo LLC81,408$437K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC445,619$2.39M0.0%+10.0%0.000%
4/30/2024 Private Advisor Group LLC544,257$2.92M0.0%+215.5%0.000%
4/24/2024 Blue Bell Private Wealth Management LLC12,900$69K0.0%N/A0.000%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC218,234$1.17M0.3%+2.3%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.761,784$4.09M0.2%+37.0%0.000%
3/27/2024 Nomura Holdings Inc.20,389$105K0.0%N/A0.000%
2/23/2024 Chicago Partners Investment Group LLC25,237$130K0.0%+26.1%0.000%
2/12/2024 Gridiron Partners LLC11,873$61K0.0%N/A0.000%
2/12/2024 Weiss Asset Management LP14,241$74K0.0%N/A0.000%
2/8/2024 Robinson Capital Management LLC265,180$1.37M0.5%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC405,046$2.09M0.0%+4.0%0.000%
2/6/2024 Balanced Wealth Group LLC127,871$661K0.3%N/A0.000%
2/6/2024 Aviance Capital Partners LLC29,226$151K0.0%-12.3%0.000%
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2/6/2024 Private Advisor Group LLC172,504$892K0.0%N/A0.000%
2/5/2024 Van ECK Associates Corp307,338$1.59M0.0%+11.9%0.000%
2/2/2024 Truist Financial Corp151,899$785K0.0%-11.5%0.000%
2/2/2024 Atria Wealth Solutions Inc.12,371$64K0.0%N/A0.000%
1/30/2024 Tyche Wealth Partners LLC95,776$495K0.1%N/A0.000%
1/22/2024 Drive 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%
(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, 72 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were Bank of America Corp DE ($10.14M), Pathstone Holdings LLC ($9.79M), Hennion & Walsh Asset Management Inc. ($4.70M), Advisors Asset Management Inc. ($4.68M), Anderson Financial Strategies LLC ($4.29M), Saba Capital Management L.P. ($3.66M), and Guggenheim Capital LLC ($3.50M).Learn more on MFM's institutional investors.

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

Of the 63 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: Anderson Financial Strategies LLC ($801.53K), Hennion & Walsh Asset Management Inc. ($565.07K), Private Advisor Group LLC ($544.26K), Pathstone Holdings LLC ($411.13K), Advisors Asset Management Inc. ($384.84K), Raymond James Financial Inc. ($372.83K), 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 6,150,090 shares in the last 24 months. This purchase volume represents approximately $32.09M in transactions.

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

Of the 30 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: Private Advisor Group LLC ($291.14K), Saba Capital Management L.P. ($234.57K), Advisors Asset Management Inc. ($194.14K), Guggenheim Capital LLC ($148.08K), Robinson Capital Management LLC ($116.65K), Envestnet Asset Management Inc. ($80.14K), and Wolverine Asset Management LLC ($63.89K).

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

Institutional investors have sold a total of 1,589,050 shares in the last 24 months. This volume of shares sold represents approximately $8.57M in transactions.



This page (NYSE:MFM) was last updated on 2/22/2025 by MarketBeat.com Staff
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