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MFS INVT GRADE MUN TR SH BEN INT
MFS INVT GRADE MUN TR SH BEN INT. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 32 Institutional holders with a total value of $18,732,690.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 667,804 6,104,000 32.58%
2 RAYMOND JAMES & ASSOCIATES 306,835 2,804,000 14.97%
3 Karpus Management, Inc. 276,766 2,530,000 13.51%
4 WOLVERINE ASSET MANAGEMENT LLC 98,766 902,000 4.82%
5 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 98,250 898,000 4.79%
6 MORGAN STANLEY 84,800 775,000 4.14%
7 LPL Financial LLC 78,651 723,000 3.86%
8 GUGGENHEIM CAPITAL LLC 52,181 477,000 2.55%
9 ROYAL BANK OF CANADA 52,131 476,000 2.54%
10 Invesco Ltd. 49,580 453,000 2.42%
11 AQR CAPITAL MANAGEMENT LLC 44,679 408,000 2.18%
12 Janney Montgomery Scott LLC 32,068 293,102 1.56%
13 BANK OF AMERICA CORP /DE/ 30,523 279,000 1.49%
14 WELLS FARGO & COMPANY/MN 29,114 266,000 1.42%
15 CORNERSTONE ADVISORS INC 28,806 263,000 1.40%
16 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17,917 164,000 0.88%
17 Investors Capital Advisory Services 16,750 153,000 0.82%
18 TFS CAPITAL LLC 12,491 114,000 0.61%
19 SEGALL BRYANT & HAMILL, LLC 12,500 114,000 0.61%
20 Global Endowment Management, LP 12,000 110,000 0.59%
21 Yellowstone Partners, LLC 11,800 108,000 0.58%
22 Essex Financial Services, Inc. 11,380 104,000 0.56%
23 FIFTH THIRD BANCORP 5,000 46,000 0.25%
24 First Horizon Advisors, Inc. 5,000 46,000 0.25%
25 UBS AG 4,940 45,000 0.24%
26 PNC FINANCIAL SERVICES GROUP, INC. 3,300 30,000 0.16%
27 Creative Planning 3,055 28,000 0.15%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,034 9,000 0.05%
29 AMERICAN INTERNATIONAL GROUP, INC. 502 4,588 0.02%
30 DUNCKER STREETT & CO INC 295 3,000 0.02%
31 Thomas J. Herzfeld Advisors, Inc. 250 2,000 0.01%
32 Pinnacle Summer Investments, Inc. 120 1,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.