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 | No change | 5,415,646 | 30,435 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,173,502 | 12,215 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,821,270 | 10,235 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 1,509,877 | 8,485 | 0.4% | 0.4% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,212,792 | 6,815 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 1,076,957 | 6,052 | 2.67% | 2.67% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 1,024,569 | 5,758 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Saba Capital Management, L.P. | History | No change | 1,023,943 | 5,754 | 0.15% | 0.15% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 878,531 | 4,937 | 1.18% | 1.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 845,307 | 4,750 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 728,998 | 4,096 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 716,516 | 4,027 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 575,062 | 3,231 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 566,526 | 3,183 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 466,837 | 2,623 | 2.56% | 2.56% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 460,275 | 2,586 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | No change | 455,662 | 2,560 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 449,141 | 2,524 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 431,579 | 2,425 | 1.31% | 1.31% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 398,602 | 2,240 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 362,000 | 2,034 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 350,691 | 1,970 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 345,429 | 1,941 | 0.6% | 0.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKAY SHIELDS LLC | History | No change | 333,822 | 1,876 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 324,887 | 1,825 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 320,314 | 1,800 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 303,923 | 1,708 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logan Stone Capital, LLC | History | No change | 256,998 | 1,444 | 0.31% | 0.31% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 247,902 | 1,393 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 235,722 | 1,324 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulldog Investors, LLP | History | No change | 230,382 | 1,294 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 200,972 | 1,129 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 197,774 | 1,111 | 0.35% | 0.35% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 192,571 | 1,082 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | Added to | 202,469 | 981 | 0.44% | 0.09% | 35 | +165,709 | 450.79% | Q3 2026 | Oct 01, 2026 |
| COHEN & STEERS, INC. | History | No change | 158,000 | 888 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 152,647 | 857 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 149,453 | 840 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 143,472 | 806 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 131,437 | 739 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bridgewater Advisors Inc. | History | No change | 127,250 | 683 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 114,290 | 642 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 110,699 | 622 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 108,566 | 610 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 99,726 | 560 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 92,341 | 518 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 86,372 | 485 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 72,105 | 405 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tyche Wealth Partners LLC | History | No change | 70,307 | 395 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 64,185 | 360 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 62,728 | 352 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Matisse Capital | History | No change | 57,056 | 320 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 51,447 | 289 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 45,630 | 256 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 45,238 | 254 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 44,955 | 252 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | No change | 44,535 | 250 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 44,335 | 249 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 43,758 | 245 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 42,467 | 238 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,345 | 232 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | No change | 40,583 | 228 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 39,535 | 222 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 32,308 | 181 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 31,676 | 178 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 30,606 | 172 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Belpointe Asset Management LLC | History | No change | 29,244 | 164 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 29,244 | 164 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | No change | 28,657 | 161 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Investments, LLC | History | No change | 27,678 | 155 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 26,305 | 147 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 25,749 | 144 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 25,564 | 143 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 24,183 | 135 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 22,900 | 128 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 22,519 | 126 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 22,511 | 126 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,399 | 125 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 22,224 | 121 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOMURA HOLDINGS INC | History | No change | 20,000 | 112 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | No change | 20,068 | 112 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 19,981 | 112 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 19,705 | 110 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,689 | 99 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 17,412 | 97 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethos Financial Group, LLC | History | No change | 18,111 | 97 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 16,219 | 91 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 16,239 | 91 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canal Capital Management, LLC | History | No change | 15,886 | 89 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVIS R M INC | History | No change | 15,773 | 88 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,447 | 81 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 14,464 | 81 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 13,751 | 77 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 14,462 | 77 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 13,627 | 76 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,697 | 65 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,692 | 65 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 11,502 | 64 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,554 | 64 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 11,107 | 62 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 10,473 | 58 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 10,240 | 57 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 10,000 | 56 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 10,005 | 56 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,083 | 56 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,000 | 56 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 9,602 | 53 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 8,010 | 45 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Park Place Capital Corp | History | No change | 7,005 | 39 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,644 | 31 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | No change | 5,414 | 30 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Financial Services Group, LLC | History | No change | 3,986 | 22 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 3,618 | 20 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,487 | 19 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,361 | 13 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,241 | 12 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 2,080 | 11 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,294 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,256 | 7 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | Added to | 1,000 | 4 | 0.0% | 0.0% | 120 | +500 | 100.0% | Q3 2026 | Oct 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 650 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 682 | 3 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EASTERN BANK | History | No change | 500 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Larson Financial Group LLC | History | No change | 511 | 2 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |