MFS Municipal Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 4.83 M | $26.01 M | 3.87% | 11.72% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.61 M | $8.65 M | 1.14% | 3.90% |
| UBS GROUP AG | 05/05/2026 | 1.27 M | $6.87 M | 9.38% | 3.09% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.27 M | $6.86 M | 12.54% | 3.09% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 908.05 K | $4.89 M | 11.97% | 2.20% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 832.40 K | $4.49 M | -9.40% | 2.02% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 799.76 K | $4.31 M | 18.48% | 1.94% |
| INVESCO LTD. | 05/12/2026 | 454.33 K | $2.45 M | -4.91% | 1.10% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 391.64 K | $2.11 M | 13.04% | 0.95% |
| MACKAY SHIELDS LLC | 04/27/2026 | 333.16 K | $1.80 M | -1.91% | 0.81% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 330.89 K | $1.78 M | -24.70% | 0.80% |
| 05/11/2026 | 275.26 K | $1.48 M | 3.62% | 0.67% | |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 265.80 K | $1.43 M | 0.00% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 261.02 K | $1.41 M | 8.37% | 0.63% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 209.29 K | $1.13 M | -0.18% | 0.51% |
| BALANCED WEALTH GROUP LLC | 04/23/2026 | 195.06 K | $1.05 M | 2.57% | 0.47% |
| MORGAN STANLEY | 05/15/2026 | 194.88 K | $1.05 M | 9.68% | 0.47% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 181.26 K | $976.99 K | 10.71% | 0.44% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 179.17 K | $963.95 K | 10.95% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 172.46 K | $929.56 K | 270.09% | 0.42% |
| COHEN & STEERS, INC. | 05/15/2026 | 170.00 K | $916.00 K | 0.00% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 163.99 K | $883.88 K | 0.41% | 0.40% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 157.81 K | $850.60 K | 12.19% | 0.38% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 151.67 K | $817.52 K | 0.00% | 0.37% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 151.59 K | $817.06 K | -0.68% | 0.37% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 130.24 K | $701.97 K | -15.70% | 0.32% |
| ROYAL BANK OF CANADA | 05/15/2026 | 128.21 K | $691.00 K | 23.32% | 0.31% |
| BRIDGEWATER ADVISORS INC. | 05/14/2026 | 127.25 K | $696.06 K | 0.00% | 0.31% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 125.00 K | $673.75 K | 0.00% | 0.30% |
| CREATIVE PLANNING | 05/12/2026 | 116.07 K | $625.63 K | -6.74% | 0.28% |
| LPL FINANCIAL LLC | 05/06/2026 | 110.58 K | $596.03 K | -56.59% | 0.27% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 106.75 K | $575.39 K | -0.51% | 0.26% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 106.34 K | $573.00 K | -9.52% | 0.26% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 100.89 K | $543.78 K | 10.11% | 0.24% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 100.35 K | $540.87 K | 0.12% | 0.24% |
| TYCHE WEALTH PARTNERS LLC | 05/06/2026 | 77.26 K | $416.45 K | -3.43% | 0.19% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 70.13 K | $377.97 K | 0.00% | 0.17% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 61.84 K | $333.30 K | -55.02% | 0.15% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 56.14 K | $302.58 K | 0.06% | 0.14% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 53.00 K | $285.67 K | 0.00% | 0.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 50.86 K | $274.11 K | -8.92% | 0.12% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 47.47 K | $255.84 K | 2.25% | 0.12% |
| ACKERMAN CAPITAL ADVISORS, LLC | 05/05/2026 | 45.16 K | $243.39 K | 29.04% | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 43.86 K | $236.42 K | 0.00% | 0.11% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 40.81 K | $221.61 K | 1.15% | 0.10% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 40.52 K | $218.40 K | -13.46% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 38.57 K | $207.90 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 34.30 K | $184.89 K | 22.36% | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 33.81 K | $182.22 K | 21.70% | 0.08% |
| MATISSE CAPITAL | 05/08/2026 | 27.41 K | $147.75 K | -47.53% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
MFS Municipal Income Trust institutional Ownership - FAQ's
During the previous two years, 126 institutional investors and hedge funds held shares of MFS Municipal Income Trust. The most heavily invested institutionals were:
Pathstone Holdings, LLC: 4.83 M
BANK OF AMERICA CORP /DE/: 1.61 M
UBS Group AG: 1.27 M
Advisors Asset Management, Inc.: 1.27 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 908,050
GUGGENHEIM CAPITAL LLC: 832,399
43.68% of MFS Municipal Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 19.61 M shares in the last 24 months. This purchase volume represents approximately $107.08 M in transactions.