MFS MULTIMARKET INCOME TRUST - MMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | History | Added to | 3,450,887 | 15,943 | 0.03% | 0.03% | 1 | +106,882 | 3.2% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 2,592,174 | 11,975 | 0.0% | 0.0% | 2 | -253,557 | -8.91% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,127,720 | 5,210 | 0.0% | 0.0% | 3 | +198,519 | 21.36% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 884,367 | 4,085 | 0.07% | 0.03% | 4 | +490,266 | 124.4% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 815,330 | 3,767 | 0.08% | 0.06% | 5 | +173,171 | 26.97% | Q1 2026 | May 13, 2026 |
| 1607 Capital Partners, LLC | History | No change | 730,280 | 3,373 | 0.24% | 0.23% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 647,711 | 2,992 | 0.0% | 0.0% | 7 | -13,248 | -2.0% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 513,494 | 2,372 | 0.0% | 0.0% | 8 | -10,231 | -1.95% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 437,581 | 2,021 | 0.01% | 0.01% | 9 | -154,711 | -26.12% | Q1 2026 | May 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 337,192 | 1,557 | 0.08% | — | 10 | +337,192 | New | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | No change | 329,603 | 1,523 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 235,831 | 1,089 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 183,046 | 845 | 0.0% | 0.0% | 13 | -2,475 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 178,117 | 822 | 0.0% | 0.0% | 14 | +76,756 | 75.73% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 160,312 | 740 | 0.0% | 0.0% | 15 | -19,080 | -10.64% | Q1 2026 | May 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 158,945 | 734 | 0.08% | 0.08% | 16 | +613 | 0.39% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 149,775 | 691 | 0.0% | 0.0% | 17 | -56,449 | -27.37% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 119,009 | 550 | 0.0% | 0.0% | 18 | -7,415 | -5.87% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 112,825 | 521 | 0.0% | — | 19 | +112,825 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 90,665 | 418 | 0.0% | 0.0% | 20 | -8,868 | -8.91% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 88,913 | 410 | 0.18% | 0.18% | 21 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | No change | 60,746 | 280 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 58,883 | 272 | 0.02% | 0.02% | 23 | -8,351 | -12.42% | Q1 2026 | May 14, 2026 |
| Yakira Capital Management, Inc. | History | New | 53,749 | 248 | 0.07% | — | 25 | +53,749 | New | Q1 2026 | May 14, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 53,880 | 248 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 52,643 | 243 | 0.19% | 0.2% | 26 | -1,761 | -3.24% | Q1 2026 | May 05, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 50,500 | 233 | 0.03% | 0.04% | 27 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,453 | 214 | 0.01% | 0.01% | 28 | +578 | 1.26% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 44,409 | 205 | 0.0% | 0.0% | 29 | -1,595 | -3.47% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 42,817 | 197 | 0.0% | 0.0% | 30 | +13,633 | 46.71% | Q1 2026 | May 15, 2026 |
| Bey-Douglas LLC | History | No change | 41,491 | 191 | 0.17% | 0.15% | 31 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | No change | 37,500 | 173 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,896 | 157 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,341 | 154 | 0.0% | 0.0% | 34 | -18,000 | -35.06% | Q1 2026 | Apr 30, 2026 |
| Closed-End Fund Advisors, Inc. | History | Reduced | 33,385 | 154 | 0.16% | 0.09% | 35 | -1,203 | -3.48% | Q1 2026 | May 11, 2026 |
| DECISION INVESTMENTS, INC | History | Added to | 32,500 | 150 | 0.17% | 0.15% | 36 | +2,900 | 9.8% | Q1 2026 | Apr 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 32,405 | 149 | 0.03% | 0.03% | 37 | +1,481 | 4.79% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,620 | 146 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 29,062 | 134 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | No change | 28,645 | 132 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Resurgent Financial Advisors LLC | History | New | 27,443 | 126 | 0.05% | — | 41 | +27,443 | New | Q1 2026 | May 12, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 26,100 | 120 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 24,983 | 115 | 0.0% | 0.0% | 43 | -1,191 | -4.55% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 24,550 | 114 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 24,308 | 112 | 0.07% | 0.07% | 45 | +72 | 0.3% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | No change | 23,772 | 110 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,614 | 109 | 0.0% | 0.0% | 47 | -7,130 | -23.19% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,103 | 102 | 0.0% | 0.0% | 48 | +1,083 | 5.15% | Q1 2026 | May 08, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 22,000 | 101 | 0.08% | 0.04% | 49 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,610 | 95 | 0.0% | 0.0% | 50 | +3,610 | 21.24% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,092 | 92 | 0.0% | 0.0% | 51 | +92 | 0.46% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,256 | 88 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 18,387 | 84 | 0.0% | 0.0% | 53 | +395 | 2.2% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,115 | 83 | 0.0% | 0.0% | 54 | -6,467 | -26.31% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | No change | 17,772 | 82 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 15,500 | 71 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,291 | 70 | 0.0% | 0.0% | 57 | -3,004 | -16.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,957 | 69 | 0.0% | 0.0% | 58 | -14,965 | -50.01% | Q1 2026 | May 15, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 14,900 | 68 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | No change | 14,637 | 67 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 14,094 | 63 | 0.0% | 0.0% | 61 | -993 | -6.58% | Q1 2026 | May 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 13,562 | 62 | 0.03% | — | 62 | +13,562 | New | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,180 | 56 | 0.0% | 0.0% | 63 | -427 | -3.39% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,573 | 53 | 0.0% | 0.0% | 64 | +32 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 10,844 | 50 | 0.0% | 0.0% | 65 | -9,000 | -45.35% | Q1 2026 | May 04, 2026 |
| Founders Capital Management | History | No change | 6,270 | 28 | 0.01% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,959 | 27 | 0.0% | 0.0% | 67 | -1,966 | -24.81% | Q1 2026 | May 11, 2026 |
| West Branch Capital LLC | History | No change | 5,000 | 23 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rossby Financial, LCC | History | No change | 4,493 | 20 | 0.0% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 3,982 | 18 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Added to | 3,726 | 17 | 0.01% | 0.01% | 71 | +135 | 3.76% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | No change | 3,000 | 13 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,226 | 10 | 0.0% | 0.0% | 74 | +1,150 | 106.88% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,308 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,000 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,560 | 7 | 0.0% | 0.0% | 76 | -3,000 | -65.79% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,282 | 5 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 905 | 4 | 0.0% | — | 80 | +905 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,066 | 4 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 900 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 853 | 3 | 0.0% | 0.0% | 82 | -1,000 | -53.97% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 863 | 3 | 0.0% | — | 84 | +863 | New | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 663 | 3 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 700 | 3 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 400 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -378,191 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Shaker Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -227,371 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,359 | -100.0% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,348 | -100.0% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,521 | -100.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,071 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,090 | -100.0% | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,825 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,658 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,774 | -100.0% | Q1 2026 | Apr 07, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,617 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,850 | -100.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 200 | 0 | — | — | — | +200 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 57 | 0 | — | — | — | +57 | New | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |