MFS Multimarket Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 12.79 M | $56.30 M | 393.58% | 23.40% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 7.18 M | $31.57 M | 780.13% | 13.13% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 5.73 M | $25.19 M | 65.93% | 10.47% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 1.31 M | $5.75 M | 47.65% | 2.39% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.29 M | $5.68 M | 14.49% | 2.36% |
| COLONY GROUP, LLC | 08/12/2026 | 904.78 K | $3.98 M | 3,058.59% | 1.65% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 752.78 K | $3.31 M | 3.08% | 1.38% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 746.73 K | $3.29 M | 100.00% | 1.37% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 718.96 K | $3.16 M | 113.22% | 1.32% |
| INVESCO LTD. | 08/14/2026 | 663.27 K | $2.92 M | 2.40% | 1.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 610.94 K | $2.69 M | 18.98% | 1.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 548.78 K | $2.41 M | 3,569.04% | 1.00% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 471.05 K | $2.07 M | 100.00% | 0.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 369.12 K | $1.62 M | 101.66% | 0.68% |
| COHEN & STEERS, INC. | 08/14/2026 | 329.60 K | $1.45 M | 0.00% | 0.60% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 286.81 K | $1.26 M | 1,114.59% | 0.52% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 280.04 K | $1.23 M | 100.00% | 0.51% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 277.33 K | $1.22 M | 85.16% | 0.51% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 274.55 K | $1.21 M | -37.26% | 0.50% |
| UBS GROUP AG | 08/13/2026 | 254.37 K | $1.12 M | 58.67% | 0.47% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 235.83 K | $1.04 M | 0.00% | 0.43% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 219.83 K | $967.00 K | 559.33% | 0.40% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 202.18 K | $889.61 K | 100.00% | 0.37% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 199.15 K | $876.24 K | 100.00% | 0.36% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 08/05/2026 | 194.72 K | $856.79 K | 22.51% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 189.49 K | $833.77 K | 109.00% | 0.35% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 187.49 K | $824.95 K | 260.55% | 0.34% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 172.38 K | $758.47 K | 241.34% | 0.32% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 171.24 K | $753.44 K | 100.00% | 0.31% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 163.48 K | $719.32 K | 83.87% | 0.30% |
| ROYAL BANK OF CANADA | 08/14/2026 | 161.61 K | $711.00 K | 35.79% | 0.30% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 110.63 K | $486.76 K | 100.00% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 102.87 K | $452.64 K | -42.24% | 0.19% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 98.06 K | $431.45 K | 100.00% | 0.18% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 07/31/2026 | 96.00 K | $422.39 K | 100.00% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 95.05 K | $418.22 K | 424.70% | 0.17% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 87.53 K | $385.15 K | 62.86% | 0.16% |
| MARINER, LLC | 08/13/2026 | 84.56 K | $372.04 K | 499.94% | 0.15% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 83.24 K | $366.25 K | 100.00% | 0.15% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 82.92 K | $364.83 K | 100.00% | 0.15% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 81.62 K | $359.11 K | 144.47% | 0.15% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 79.10 K | $348.03 K | 143.38% | 0.14% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 72.47 K | $318.85 K | 395.09% | 0.13% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 67.10 K | $295.23 K | 100.00% | 0.12% |
| REGAL INVESTMENT ADVISORS LLC | 08/14/2026 | 64.38 K | $283.29 K | 9.34% | 0.12% |
| PIN OAK INVESTMENT ADVISORS INC | 08/18/2026 | 61.89 K | $272.00 K | 100.00% | 0.11% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 60.17 K | $264.75 K | -0.95% | 0.11% |
| MGO ONE SEVEN LLC | 07/31/2026 | 60.02 K | $264.11 K | 35.16% | 0.11% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 56.01 K | $246.46 K | 100.00% | 0.10% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 53.90 K | $237.15 K | 100.00% | 0.10% |
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MFS Multimarket Income Trust institutional Ownership - FAQ's
During the previous two years, 192 institutional investors and hedge funds held shares of MFS Multimarket Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 12.79 M
SIT INVESTMENT ASSOCIATES INC: 7.18 M
Allspring Global Investments Holdings, LLC: 5.73 M
Advisors Asset Management, Inc.: 1.31 M
RAYMOND JAMES FINANCIAL INC: 1.29 M
Colony Group, LLC: 904,777
74.53% of MFS Multimarket Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 52.55 M shares in the last 24 months. This purchase volume represents approximately $240.67 M in transactions.