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 | 01/15/2026 | 3.34 M | $15.55 M | 0.22% | 6.09% |
| MORGAN STANLEY | 02/13/2026 | 2.85 M | $13.23 M | -1.18% | 5.18% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 929.20 K | $4.32 M | 2.01% | 1.69% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 730.28 K | $3.40 M | -10.62% | 1.33% |
| INVESCO LTD. | 02/19/2026 | 660.96 K | $3.07 M | -14.32% | 1.20% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 642.16 K | $2.99 M | 127.19% | 1.17% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 592.29 K | $2.75 M | -1.83% | 1.08% |
| LPL FINANCIAL LLC | 02/11/2026 | 523.73 K | $2.44 M | -6.07% | 0.95% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 394.10 K | $1.83 M | 100.00% | 0.72% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 378.19 K | $1.76 M | 1.15% | 0.69% |
| COHEN & STEERS, INC. | 02/13/2026 | 329.60 K | $1.53 M | 0.00% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 235.83 K | $1.10 M | 0.00% | 0.43% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 227.37 K | $1.06 M | -3.13% | 0.41% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 206.22 K | $958.94 K | -1.70% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 185.52 K | $862.67 K | -1.15% | 0.34% |
| UBS GROUP AG | 01/29/2026 | 179.39 K | $834.17 K | -2.19% | 0.33% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 02/13/2026 | 158.33 K | $736.25 K | 0.50% | 0.29% |
| ROYAL BANK OF CANADA | 02/17/2026 | 126.42 K | $588.00 K | -2.31% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 101.36 K | $471.33 K | -37.29% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 99.53 K | $462.83 K | -3.38% | 0.18% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 88.91 K | $413.44 K | 0.00% | 0.16% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 67.23 K | $312.64 K | 100.00% | 0.12% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 60.75 K | $282.47 K | 0.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 59.36 K | $276.02 K | -3.36% | 0.11% |
| NORTHSTAR FINANCIAL COMPANIES, INC. | 02/09/2026 | 54.40 K | $252.98 K | -0.53% | 0.10% |
| 02/09/2026 | 54.40 K | $252.98 K | 100.00% | 0.10% | |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 02/12/2026 | 53.88 K | $250.54 K | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 51.34 K | $239.00 K | -39.70% | 0.09% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 50.50 K | $234.83 K | 34.67% | 0.09% |
| MGO ONE SEVEN LLC | 02/03/2026 | 46.00 K | $213.92 K | -5.35% | 0.08% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 45.88 K | $213.32 K | 1.24% | 0.08% |
| BEY-DOUGLAS LLC | 02/13/2026 | 41.49 K | $192.93 K | 0.00% | 0.08% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 37.50 K | $174.38 K | 0.00% | 0.07% |
| 02/11/2026 | 34.59 K | $160.83 K | 100.00% | 0.06% | |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 33.90 K | $157.62 K | 1,594.80% | 0.06% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 31.62 K | $147.03 K | 0.00% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 30.92 K | $143.80 K | 14.36% | 0.06% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 30.74 K | $142.96 K | -17.35% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 29.92 K | $139.14 K | 2.38% | 0.05% |
| 02/17/2026 | 29.60 K | $137.64 K | 100.00% | 0.05% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 29.18 K | $135.71 K | 100.00% | 0.05% |
| OAK HARBOR WEALTH PARTNERS, LLC | 02/02/2026 | 29.06 K | $135.14 K | 0.00% | 0.05% |
| COLONY GROUP, LLC | 02/13/2026 | 28.65 K | $133.20 K | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 27.35 K | $127.17 K | -29.04% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 26.52 K | $123.32 K | 100.00% | 0.05% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 26.17 K | $121.71 K | -9.34% | 0.05% |
| COMMONWEALTH FINANCIAL SERVICES, LLC | 02/06/2026 | 26.10 K | $121.37 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 24.58 K | $114.31 K | 100.00% | 0.04% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 24.55 K | $114.16 K | 0.00% | 0.04% |
| 01/20/2026 | 24.24 K | $112.70 K | -0.12% | 0.04% |
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MFS Multimarket Income Trust institutional Ownership - FAQ's
During the previous two years, 147 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
COMMONWEALTH EQUITY SERVICES, LLC: 183,046
UBS Group AG: 160,312
MOSAIC FAMILY WEALTH PARTNERS, LLC: 158,945
ENVESTNET ASSET MANAGEMENT INC: 112,825
Fortitude Advisory Group L.L.C.: 88,913
26.46% of MFS Multimarket Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.31 M shares in the last 24 months. This purchase volume represents approximately $134.25 M in transactions.