MFS MUNICIPAL INCOME TRUST - MFM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pathstone Holdings, LLC | History | Added to | 4,825,845 | 26,011 | 0.1% | 0.1% | 1 | +179,776 | 3.87% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,605,668 | 8,654 | 0.0% | 0.0% | 2 | +18,174 | 1.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,274,724 | 6,870 | 0.0% | 0.0% | 3 | +109,335 | 9.38% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,272,897 | 6,860 | 0.11% | 0.1% | 4 | +141,795 | 12.54% | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 908,050 | 4,894 | 0.24% | 0.21% | 5 | +97,052 | 11.97% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 832,399 | 4,486 | 0.03% | 0.04% | 6 | -86,375 | -9.4% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 799,759 | 4,310 | 0.15% | 0.13% | 7 | +124,715 | 18.48% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 454,328 | 2,448 | 0.0% | 0.0% | 8 | -23,472 | -4.91% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 391,640 | 2,111 | 0.0% | 0.0% | 9 | +45,169 | 13.04% | Q1 2026 | May 15, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 333,155 | 1,795 | 0.07% | 0.06% | 10 | -6,502 | -1.91% | Q1 2026 | Apr 24, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 330,893 | 1,783 | 0.5% | 0.59% | 11 | -108,553 | -24.7% | Q1 2026 | May 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 275,256 | 1,483 | 1.51% | 0.85% | 12 | +9,604 | 3.62% | Q1 2026 | May 11, 2026 |
| Saba Capital Management, L.P. | History | No change | 265,800 | 1,432 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 261,016 | 1,406 | 0.0% | 0.0% | 14 | +20,150 | 8.37% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 209,292 | 1,128 | 0.0% | 0.0% | 15 | -383 | -0.18% | Q1 2026 | May 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 195,055 | 1,051 | 0.38% | 0.37% | 16 | +4,883 | 2.57% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 194,883 | 1,050 | 0.0% | 0.0% | 17 | +17,203 | 9.68% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 181,261 | 976 | 0.02% | 0.02% | 18 | +17,534 | 10.71% | Q1 2026 | Apr 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 179,173 | 963 | 0.4% | 0.36% | 19 | +17,685 | 10.95% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 172,460 | 929 | 0.0% | 0.0% | 20 | +125,861 | 270.09% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 170,000 | 916 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 163,986 | 883 | 0.0% | 0.0% | 22 | +662 | 0.41% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 151,588 | 817 | 0.0% | 0.0% | 23 | -1,039 | -0.68% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 151,674 | 817 | 0.47% | 0.47% | 24 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 130,236 | 701 | 0.0% | 0.0% | 25 | -24,256 | -15.7% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 127,250 | 696 | 0.04% | 0.05% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 128,209 | 691 | 0.0% | 0.0% | 27 | +24,243 | 23.32% | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 125,000 | 673 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 116,072 | 625 | 0.0% | 0.0% | 29 | -8,388 | -6.74% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 110,580 | 596 | 0.0% | 0.0% | 30 | -144,157 | -56.59% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 106,751 | 575 | 0.01% | 0.01% | 31 | -547 | -0.51% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 106,335 | 573 | 0.0% | 0.0% | 32 | -11,190 | -9.52% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 100,887 | 543 | 0.0% | 0.0% | 33 | +9,260 | 10.11% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,346 | 540 | 0.0% | 0.0% | 34 | +124 | 0.12% | Q1 2026 | May 11, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 77,263 | 416 | 0.06% | 0.07% | 35 | -2,742 | -3.43% | Q1 2026 | May 06, 2026 |
| Catalina Capital Group, LLC | History | No change | 70,125 | 377 | 0.22% | 0.23% | 36 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 61,837 | 333 | 0.11% | 0.25% | 37 | -75,638 | -55.02% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 56,137 | 302 | 0.0% | 0.0% | 38 | +32 | 0.06% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 53,000 | 285 | 0.01% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 50,855 | 274 | 0.0% | 0.0% | 40 | -4,980 | -8.92% | Q1 2026 | May 08, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 47,466 | 255 | 0.03% | 0.03% | 41 | +1,044 | 2.25% | Q1 2026 | May 06, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 45,156 | 243 | 0.05% | 0.04% | 42 | +10,163 | 29.04% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 43,863 | 236 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,812 | 221 | 0.0% | 0.0% | 44 | +463 | 1.15% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,519 | 218 | 0.0% | 0.0% | 45 | -6,301 | -13.46% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 38,571 | 207 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 34,303 | 184 | 0.0% | 0.0% | 47 | +6,268 | 22.36% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 33,806 | 182 | 0.0% | 0.0% | 48 | +6,027 | 21.7% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 157,811 | 157 | 0.01% | 0.0% | 49 | +17,153 | 12.19% | Q1 2026 | May 15, 2026 |
| Matisse Capital | History | Reduced | 27,412 | 147 | 0.06% | 0.13% | 50 | -24,829 | -47.53% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 27,230 | 146 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 24,519 | 132 | 0.0% | 0.0% | 52 | +843 | 3.56% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 22,224 | 120 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,518 | 115 | 0.0% | 0.0% | 54 | -6,109 | -22.11% | Q1 2026 | May 15, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 21,432 | 115 | 0.08% | 0.09% | 55 | -2,716 | -11.25% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,318 | 114 | 0.0% | 0.0% | 56 | +26 | 0.12% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | No change | 20,513 | 110 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,017 | 107 | 0.0% | 0.0% | 58 | -12,410 | -38.27% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | No change | 19,595 | 105 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,389 | 88 | 0.0% | 0.0% | 60 | +600 | 3.8% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | No change | 14,816 | 79 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 14,462 | 77 | 0.0% | 0.0% | 62 | +250 | 1.76% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 11,965 | 64 | 0.0% | 0.0% | 63 | -161 | -1.33% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,578 | 62 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 11,502 | 61 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 10,812 | 58 | 0.0% | — | 66 | +10,812 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 10,731 | 57 | 0.0% | — | 67 | +10,731 | New | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 10,347 | 55 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,000 | 53 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,000 | 53 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 8,010 | 43 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Advisors | History | No change | 5,414 | 29 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 4,403 | 23 | 0.0% | — | 73 | +4,403 | New | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | New | 2,763 | 14 | 0.0% | — | 74 | +2,763 | New | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | No change | 2,080 | 11 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,308 | 7 | 0.0% | — | 76 | +1,308 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 727 | 3 | 0.0% | — | 78 | +727 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 700 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 650 | 3 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 445 | 2 | 0.0% | — | 81 | +445 | New | Q1 2026 | May 19, 2026 |
| EASTERN BANK | History | No change | 500 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bank of New Hampshire | History | No change | 500 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 335 | 1 | 0.0% | — | 83 | +335 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -712,453 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -134,361 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,866 | -100.0% | Q1 2026 | May 12, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.08% | — | -30,530 | -100.0% | Q1 2026 | Apr 02, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,176 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,062 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Gridiron Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,873 | -100.0% | Q1 2026 | Apr 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,253 | -100.0% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,076 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,871 | -100.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,618 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -2,820 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,426 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 83 | 0 | — | — | — | +56 | 207.41% | Q1 2026 | May 13, 2026 |