MFS Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 5.42 M | $30.44 M | 12.22% | 13.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.17 M | $12.22 M | 35.36% | 5.28% |
| UBS GROUP AG | 08/13/2026 | 1.82 M | $10.24 M | 42.88% | 4.42% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.51 M | $8.49 M | 66.28% | 3.67% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.21 M | $6.82 M | -4.72% | 2.94% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.08 M | $6.05 M | 501.07% | 2.61% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 1.02 M | $5.76 M | 28.11% | 2.49% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 1.02 M | $5.75 M | 285.23% | 2.49% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 878.53 K | $4.94 M | 100.00% | 2.13% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 845.31 K | $4.75 M | 1.55% | 2.05% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 729.00 K | $4.10 M | 86.14% | 1.77% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 716.52 K | $4.03 M | 100.00% | 1.74% |
| WHITEBOX ADVISORS LLC | 08/14/2026 | 575.06 K | $3.23 M | 360.05% | 1.40% |
| MORGAN STANLEY | 08/13/2026 | 566.53 K | $3.18 M | 190.70% | 1.38% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 466.84 K | $2.62 M | 69.60% | 1.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 460.28 K | $2.59 M | 100.00% | 1.12% |
| INVESCO LTD. | 08/14/2026 | 455.66 K | $2.56 M | 0.29% | 1.11% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 449.14 K | $2.52 M | 700.08% | 1.09% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 431.58 K | $2.43 M | 184.54% | 1.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 398.60 K | $2.24 M | 131.13% | 0.97% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 362.00 K | $2.03 M | 38.69% | 0.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 350.69 K | $1.97 M | 67.56% | 0.85% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 345.43 K | $1.94 M | 458.61% | 0.84% |
| MACKAY SHIELDS LLC | 07/28/2026 | 333.82 K | $1.88 M | 0.20% | 0.81% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 324.89 K | $1.83 M | 100.00% | 0.79% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 320.31 K | $1.80 M | 102.97% | 0.78% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 303.92 K | $1.71 M | 100.00% | 0.74% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 257.00 K | $1.44 M | -22.33% | 0.62% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 247.90 K | $1.39 M | 36.77% | 0.60% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 235.72 K | $1.32 M | 134.91% | 0.57% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 230.38 K | $1.29 M | 100.00% | 0.56% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 200.97 K | $1.13 M | 89.00% | 0.49% |
| BALANCED WEALTH GROUP LLC | 08/10/2026 | 197.77 K | $1.11 M | 1.39% | 0.48% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 192.57 K | $1.08 M | 80.39% | 0.47% |
| COHEN & STEERS, INC. | 08/14/2026 | 158.00 K | $888.00 K | -7.06% | 0.38% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 152.65 K | $857.88 K | 17.21% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 149.45 K | $840.00 K | 16.57% | 0.36% |
| LPL FINANCIAL LLC | 08/07/2026 | 143.47 K | $806.32 K | 29.75% | 0.35% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 131.44 K | $739.00 K | 100.00% | 0.32% |
| BRIDGEWATER ADVISORS INC. | 08/05/2026 | 127.25 K | $683.33 K | 0.00% | 0.31% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 114.29 K | $642.31 K | -30.31% | 0.28% |
| CREATIVE PLANNING | 08/13/2026 | 110.70 K | $622.13 K | -4.63% | 0.27% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 108.57 K | $610.14 K | 181.47% | 0.26% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 99.73 K | $560.46 K | -1.15% | 0.24% |
| LIDO ADVISORS, LLC | 08/07/2026 | 92.34 K | $518.96 K | 100.00% | 0.22% |
| ROTHSCHILD INVESTMENT LLC | 08/06/2026 | 86.37 K | $485.41 K | 62.97% | 0.21% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 72.11 K | $405.23 K | 100.00% | 0.18% |
| TYCHE WEALTH PARTNERS LLC | 08/06/2026 | 70.31 K | $395.12 K | -9.00% | 0.17% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 64.19 K | $360.72 K | 87.11% | 0.16% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 62.73 K | $352.53 K | 53.70% | 0.15% |
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MFS Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 164 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 5.42 M
BANK OF AMERICA CORP /DE/: 2.17 M
UBS Group AG: 1.82 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.51 M
Advisors Asset Management, Inc.: 1.21 M
ROBINSON CAPITAL MANAGEMENT, LLC: 1.08 M
71.25% of MFS Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 31.31 M shares in the last 24 months. This purchase volume represents approximately $170.96 M in transactions.