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MFS Municipal Income Trust (MFM) Institutional Ownership

MFS Municipal Income Trust logo
$5.54 +0.01 (+0.18%)
(As of 11/22/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$13.00M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.79M
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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
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%
9/5/2024Sanctuary 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%
7/31/2024Rothschild 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%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC213,163$1.16M0.3%-2.3%0.000%
7/12/2024Capital 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%
4/18/2024 Edmonds 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%
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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%
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%
1/12/2024 Advisor Resource Council50,000$259K0.0%N/A0.000%
1/11/2024 Edmonds 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%
1/5/2024Capital Investment Advisors LLC141,645$732K0.0%-3.7%0.000%
11/21/2023 Almitas Capital LLC56,434$257K0.1%N/A0.000%
11/15/2023 Advisors Asset Management Inc.844,822$3.84M0.1%+11.9%0.000%
11/14/2023 AQR Arbitrage LLC159,041$724K0.0%-7.4%0.000%
11/14/2023 Saba Capital Management L.P.1,410,729$6.42M0.2%+3.2%0.000%
11/9/2023 UBS Group AG706,740$3.22M0.0%+8.1%0.000%
11/8/2023 Fort Point Capital Partners LLC24,908$113K0.0%+109.8%0.000%
11/8/2023 Van 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%
11/8/2023 Landscape Capital Management L.L.C.18,278$83K0.0%+44.2%0.000%
11/7/2023 Aviance 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%
10/16/2023Capital Investment Advisors LLC147,145$670K0.0%+2.8%0.000%
10/11/2023 Adviser Investments LLC39,395$179K0.0%N/A0.000%
8/15/2023 Ironsides Asset Advisors LLC13,771$70K0.0%+17.6%0.000%
8/14/2023 Fort Point Capital Partners LLC11,871$61K0.0%N/A0.000%
8/11/2023 Karpus Management Inc.145,901$744K0.0%-4.8%0.000%
8/11/2023 Guggenheim Capital LLC220,055$1.12M0.0%-3.3%0.000%
8/8/2023 Chicago Partners Investment Group LLC19,875$105K0.0%-55.4%0.000%
8/4/2023 Aviance Capital Partners LLC27,327$139K0.0%N/A0.000%
8/1/2023Kistler Tiffany Companies LLC14,800$75K0.0%N/A0.000%
8/1/2023 Truist Financial Corp175,959$897K0.0%+1,657.1%0.000%
7/31/2023 LPL Financial LLC246,539$1.26M0.0%+16.0%0.000%
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%
7/11/2023Capital Investment Advisors LLC143,145$730K0.0%+7.5%0.000%
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7/6/2023 Edmonds Duncan Registered Investment Advisors LLC209,407$1.07M0.3%-1.9%0.000%
5/11/2023 Karpus Management Inc.153,265$818K0.0%-7.3%0.000%
5/11/2023 Guggenheim Capital LLC227,457$1.22M0.0%-38.2%0.000%
5/10/2023 Landscape Capital Management L.L.C.14,082$75K0.0%-40.0%0.000%
5/10/2023 Robinson Capital Management LLC603,971$3.11M1.5%-11.0%0.000%
5/5/2023 Moors & Cabot Inc.97,531$521K0.0%-26.4%0.000%
5/3/2023 Van ECK Associates Corp307,530$1.64M0.0%+19.6%0.000%
4/28/2023 Janney Montgomery Scott LLC343,520$1.83M0.0%+5.3%0.000%
4/26/2023 Chicago Partners Investment Group LLC44,522$231K0.0%+78.7%0.000%
4/26/2023 Integrated Capital Management Inc.15,144$166K0.2%-40.2%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, 61 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. ($5.06M), 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 51 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 Truist Financial Corp ($165.95K).

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

Institutional investors have bought a total of 4,175,622 shares in the last 24 months. This purchase volume represents approximately $21.46M in transactions.

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

Of the 28 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 1,088,391 shares in the last 24 months. This volume of shares sold represents approximately $5.86M in transactions.



This page (NYSE:MFM) was last updated on 11/24/2024 by MarketBeat.com Staff
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