Free Trial

MFS Municipal Income Trust (MFM) Institutional Ownership

MFS Municipal Income Trust logo
$5.37 0.00 (0.00%)
Closing price 01/17/2025 03:45 PM Eastern
Extended Trading
$5.37 0.00 (0.00%)
As of 08:40 AM 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$12.87M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.85M
Get MFM Insider Trade Alerts

Want to know when executives and insiders are buying or selling MFS Municipal Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
11/15/2024MML Investors Services LLC39,303$225K0.0%+5.9%0.000%
11/15/2024HighTower Advisors LLC32,726$183K0.0%+66.2%0.000%
11/14/2024Rockefeller Capital Management L.P.106,584$610K0.0%+11.5%0.000%
11/8/2024Advisors 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%
11/7/2024Pathstone Holdings LLC1,625,347$9.30M0.0%+14.8%0.000%
11/7/2024Aviance Capital Partners LLC34,069$195K0.0%+6.1%0.000%
11/4/2024Wolverine Asset Management LLC79,658$456K0.0%+81.1%0.000%
10/29/2024Van 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%
10/28/2024Balanced Wealth Group LLC37,564$215K0.1%-17.0%0.000%
10/25/2024Tyche 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%
10/22/2024Private 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%
9/5/2024Sanctuary Advisors LLC20,560$104K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.101,618$555K0.0%-6.4%0.000%
8/15/2024Logan Stone Capital LLC295,992$1.62M0.4%+68.7%0.000%
8/13/2024Balanced Wealth Group LLC45,267$241K0.1%-32.7%0.000%
8/8/2024Envestnet Asset Management Inc.560,506$3.06M0.0%+9.0%0.000%
8/7/2024Choreo LLC85,486$456K0.0%+5.0%0.000%
8/5/2024Private Advisor Group LLC418,654$2.29M0.0%-23.1%0.000%
8/5/2024Blue Bell Private Wealth Management LLC15,401$84K0.0%+19.4%0.000%
8/2/2024Wolverine Asset Management LLC43,996$240K0.0%+78.0%0.000%
8/1/2024Drive Wealth Management LLC17,600$96K0.0%-18.5%0.000%
7/31/2024Van ECK Associates Corp338,536$1.85M0.0%+3.6%0.000%
7/31/2024Rothschild Investment LLC58,000$317K0.0%N/A0.000%
7/26/2024Bank 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%
5/14/2024Advisors Asset Management Inc.939,810$5.05M0.1%+17.8%0.000%
5/2/2024Choreo LLC81,408$437K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC445,619$2.39M0.0%+10.0%0.000%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
4/30/2024Private Advisor Group LLC544,257$2.92M0.0%+215.5%0.000%
4/24/2024Blue 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%
3/27/2024Nomura Holdings Inc.20,389$105K0.0%N/A0.000%
2/23/2024Chicago Partners Investment Group LLC25,237$130K0.0%+26.1%0.000%
2/12/2024 Gridiron Partners LLC11,873$61K0.0%N/A0.000%
2/12/2024Weiss Asset Management LP14,241$74K0.0%N/A0.000%
2/8/2024Robinson 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%
2/6/2024Balanced Wealth Group LLC127,871$661K0.3%N/A0.000%
2/6/2024Aviance Capital Partners LLC29,226$151K0.0%-12.3%0.000%
2/6/2024Private Advisor Group LLC172,504$892K0.0%N/A0.000%
2/5/2024Van ECK Associates Corp307,338$1.59M0.0%+11.9%0.000%
2/2/2024Truist Financial Corp151,899$785K0.0%-11.5%0.000%
2/2/2024Atria Wealth Solutions Inc.12,371$64K0.0%N/A0.000%
1/30/2024Tyche Wealth Partners LLC95,776$495K0.1%N/A0.000%
1/22/2024Drive 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%
1/10/2024 Foresight Capital Management Advisors Inc.20,137$104K0.1%N/A0.000%
1/5/2024 Capital Investment Advisors LLC141,645$732K0.0%-3.7%0.000%
11/21/2023Almitas Capital LLC56,434$257K0.1%N/A0.000%
11/15/2023Advisors Asset Management Inc.844,822$3.84M0.1%+11.9%0.000%
11/14/2023AQR Arbitrage LLC159,041$724K0.0%-7.4%0.000%
11/14/2023Saba Capital Management L.P.1,410,729$6.42M0.2%+3.2%0.000%
11/9/2023UBS Group AG706,740$3.22M0.0%+8.1%0.000%
11/8/2023Fort Point Capital Partners LLC24,908$113K0.0%+109.8%0.000%
11/8/2023Van ECK Associates Corp274,705$1.25M0.0%-10.9%0.000%
11/8/2023 Janney Montgomery Scott LLC389,584$1.77M0.0%+10.6%0.000%
11/8/2023Landscape Capital Management L.L.C.18,278$83K0.0%+44.2%0.000%
11/7/2023Aviance Capital Partners LLC33,336$152K0.0%+22.0%0.000%
10/30/2023 Melfa Wealth Management LLC115,362$525K0.5%+14.7%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.230,286$1.05M0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC138,902$632K0.0%-1.7%0.000%
10/26/2023Advisor Partners II LLC354,851$1.62M0.1%N/A0.000%
10/24/2023Raymond James Financial Services Advisors Inc.28,081$128K0.0%+31.0%0.000%
10/16/2023 Capital Investment Advisors LLC147,145$670K0.0%+2.8%0.000%
10/11/2023Adviser Investments LLC39,395$179K0.0%N/A0.000%
8/15/2023Ironsides Asset Advisors LLC13,771$70K0.0%+17.6%0.000%
8/14/2023Fort Point Capital Partners LLC11,871$61K0.0%N/A0.000%
8/11/2023Karpus Management Inc.145,901$744K0.0%-4.8%0.000%
8/11/2023Guggenheim Capital LLC220,055$1.12M0.0%-3.3%0.000%
8/8/2023Chicago Partners Investment Group LLC19,875$105K0.0%-55.4%0.000%
8/4/2023Aviance Capital Partners LLC27,327$139K0.0%N/A0.000%
8/1/2023Kistler Tiffany Companies LLC14,800$75K0.0%N/A0.000%
8/1/2023Truist Financial Corp175,959$897K0.0%+1,657.1%0.000%
7/31/2023LPL Financial LLC246,539$1.26M0.0%+16.0%0.000%
“Fed Proof” Your Bank Account with THESE 4 Simple Steps (Ad)

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.
7/31/2023 Integrated Capital Management Inc.26,108$133K0.1%+72.4%0.000%
7/26/2023 Janney Montgomery Scott LLC352,234$1.80M0.0%+2.5%0.000%
7/17/2023 Wealthcare Advisory Partners LLC18,230$93K0.0%N/A0.000%
7/14/2023 Park Avenue Securities LLC141,273$720K0.0%-8.8%0.000%
7/11/2023 Capital Investment Advisors LLC143,145$730K0.0%+7.5%0.000%
7/6/2023Edmonds Duncan Registered Investment Advisors LLC209,407$1.07M0.3%-1.9%0.000%
5/11/2023Karpus Management Inc.153,265$818K0.0%-7.3%0.000%
5/11/2023Guggenheim Capital LLC227,457$1.22M0.0%-38.2%0.000%
5/10/2023Landscape Capital Management L.L.C.14,082$75K0.0%-40.0%0.000%
5/10/2023Robinson Capital Management LLC603,971$3.11M1.5%-11.0%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, 59 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were Pathstone Holdings LLC ($9.30M), Saba Capital Management L.P. ($6.42M), Hennion & Walsh Asset Management Inc. ($4.70M), Advisors Asset Management Inc. ($4.13M), UBS Group AG ($3.22M), Janney Montgomery Scott LLC ($3.07M), and Envestnet Asset Management Inc. ($3.06M).Learn more on MFM's institutional investors.

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

Of the 50 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: Hennion & Walsh Asset Management Inc. ($565.07K), Private Advisor Group LLC ($544.26K), Advisor Partners II LLC ($354.85K), Robinson Capital Management LLC ($265.18K), Advisors Asset Management Inc. ($231.58K), Pathstone Holdings LLC ($209.44K), and Janney Montgomery Scott LLC ($191.90K).

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

Institutional investors have bought a total of 4,216,080 shares in the last 24 months. This purchase volume represents approximately $21.68M in transactions.

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

Of the 27 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: Advisors Asset Management Inc. ($194.14K), Private Advisor Group LLC ($178.54K), Guggenheim Capital LLC ($148.08K), Integrated Wealth Concepts LLC ($109.13K), Robinson Capital Management LLC ($74.85K), Van ECK Associates Corp ($40.72K), and Park Avenue Securities LLC ($37.03K).

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

Institutional investors have sold a total of 1,074,744 shares in the last 24 months. This volume of shares sold represents approximately $5.79M in transactions.



This page (NYSE:MFM) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners