MFS Multimarket Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 3.45 M | $15.94 M | 3.20% | 6.28% |
| MORGAN STANLEY | 05/15/2026 | 2.59 M | $11.98 M | -8.91% | 4.72% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.13 M | $5.21 M | 21.36% | 2.05% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 884.37 K | $4.09 M | 124.40% | 1.61% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 815.33 K | $3.77 M | 26.97% | 1.48% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 730.28 K | $3.37 M | 0.00% | 1.33% |
| INVESCO LTD. | 05/12/2026 | 647.71 K | $2.99 M | -2.00% | 1.18% |
| LPL FINANCIAL LLC | 05/06/2026 | 513.49 K | $2.37 M | -1.95% | 0.93% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 437.58 K | $2.02 M | -26.12% | 0.80% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 337.19 K | $1.56 M | 100.00% | 0.61% |
| COHEN & STEERS, INC. | 05/15/2026 | 329.60 K | $1.52 M | 0.00% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 235.83 K | $1.09 M | 0.00% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 183.05 K | $845.68 K | -1.33% | 0.33% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 178.12 K | $822.90 K | 75.73% | 0.32% |
| UBS GROUP AG | 05/05/2026 | 160.31 K | $740.64 K | -10.64% | 0.29% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 04/30/2026 | 158.95 K | $734.33 K | 0.39% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 149.78 K | $691.96 K | -27.37% | 0.27% |
| ROYAL BANK OF CANADA | 05/15/2026 | 119.01 K | $550.00 K | -5.87% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 112.83 K | $521.25 K | 100.00% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 90.67 K | $418.87 K | -8.91% | 0.17% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 88.91 K | $410.78 K | 0.00% | 0.16% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 60.75 K | $280.65 K | 0.00% | 0.11% |
| REGAL INVESTMENT ADVISORS LLC | 05/14/2026 | 58.88 K | $272.04 K | -12.42% | 0.11% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 05/01/2026 | 53.88 K | $248.93 K | 0.00% | 0.10% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 53.75 K | $248.32 K | 100.00% | 0.10% |
| NORTHSTAR FINANCIAL COMPANIES, INC. | 05/05/2026 | 52.64 K | $243.21 K | -3.24% | 0.10% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 52.00 K | $240.24 K | -12.40% | 0.09% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 50.50 K | $233.31 K | 0.00% | 0.09% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 46.45 K | $214.61 K | 1.26% | 0.08% |
| MGO ONE SEVEN LLC | 05/14/2026 | 44.41 K | $205.17 K | -3.47% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 42.82 K | $197.82 K | 46.71% | 0.08% |
| BEY-DOUGLAS LLC | 05/12/2026 | 41.49 K | $191.69 K | 0.00% | 0.08% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 37.50 K | $173.25 K | 0.00% | 0.07% |
| 05/11/2026 | 33.39 K | $154.24 K | -3.48% | 0.06% | |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 33.34 K | $154.00 K | -35.06% | 0.06% |
| 04/22/2026 | 32.50 K | $150.15 K | 9.80% | 0.06% | |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 32.41 K | $149.71 K | 4.79% | 0.06% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 31.62 K | $146.09 K | 0.00% | 0.06% |
| OAK HARBOR WEALTH PARTNERS, LLC | 05/07/2026 | 29.06 K | $134.27 K | 0.00% | 0.05% |
| COLONY GROUP, LLC | 05/15/2026 | 28.65 K | $132.34 K | 0.00% | 0.05% |
| RESURGENT FINANCIAL ADVISORS LLC | 05/13/2026 | 27.44 K | $126.79 K | 100.00% | 0.05% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 05/07/2026 | 26.10 K | $120.58 K | 0.00% | 0.05% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 24.98 K | $115.42 K | -4.55% | 0.05% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 24.55 K | $114.16 K | 0.00% | 0.04% |
| 04/22/2026 | 24.31 K | $112.31 K | 0.30% | 0.04% | |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 23.77 K | $110.54 K | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 23.61 K | $109.10 K | -23.19% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 22.10 K | $102.12 K | 5.15% | 0.04% |
| HOERTKORN RICHARD CHARLES | 04/30/2026 | 22.00 K | $101.64 K | 0.00% | 0.04% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 20.61 K | $95.22 K | 21.24% | 0.04% |
MFS Multimarket Income Trust institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of MFS Multimarket Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 3.45 M
MORGAN STANLEY: 2.59 M
RAYMOND JAMES FINANCIAL INC: 1.13 M
Advisors Asset Management, Inc.: 884,367
SIT INVESTMENT ASSOCIATES INC: 815,330
1607 Capital Partners, LLC: 730,280
26.74% of MFS Multimarket Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 26.37 M shares in the last 24 months. This purchase volume represents approximately $120.76 M in transactions.