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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 (2014Q4)
Portfolio Summary: 34 Institutional holders with a total value of $21,067,127.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 758,204 7,112,000 33.76%
2 RAYMOND JAMES & ASSOCIATES 349,360 3,274,000 15.54%
3 Karpus Management, Inc. 276,766 2,593,000 12.31%
4 MORGAN STANLEY 138,066 1,294,000 6.14%
5 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 104,800 982,000 4.66%
6 LPL Financial LLC 91,867 861,000 4.09%
7 WOLVERINE ASSET MANAGEMENT LLC 87,854 823,000 3.91%
8 ROYAL BANK OF CANADA 57,431 538,000 2.55%
9 AQR CAPITAL MANAGEMENT LLC 53,700 504,000 2.39%
10 DOLIVER ADVISORS, LP 44,599 417,000 1.98%
11 Invesco Ltd. 43,633 409,000 1.94%
12 BANK OF AMERICA CORP /DE/ 30,118 282,000 1.34%
13 CORNERSTONE ADVISORS INC 28,806 270,000 1.28%
14 Janney Montgomery Scott LLC 27,068 253,630 1.20%
15 WELLS FARGO & COMPANY/MN 23,720 222,000 1.05%
16 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 16,733 157,000 0.75%
17 Concert Wealth Management Inc. 16,250 152,000 0.72%
18 Investors Capital Advisory Services 13,950 130,000 0.62%
19 SEGALL BRYANT & HAMILL, LLC 12,500 117,000 0.56%
20 Global Endowment Management, LP 12,000 113,000 0.54%
21 Yellowstone Partners, LLC 11,800 111,000 0.53%
22 Essex Financial Services, Inc. 11,380 107,000 0.51%
23 Koshinski Asset Management, Inc. 11,000 103,000 0.49%
24 Creative Planning 6,000 56,000 0.27%
25 FIFTH THIRD BANCORP 5,000 47,000 0.22%
26 First Horizon Advisors, Inc. 5,000 47,000 0.22%
27 UBS Group AG 3,715 34,000 0.16%
28 PNC FINANCIAL SERVICES GROUP, INC. 3,300 30,000 0.14%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,082 10,000 0.05%
30 CT Financial Advisors LLC 619 5,807 0.03%
31 AMERICAN INTERNATIONAL GROUP, INC. 502 4,704 0.02%
32 NATIONAL PLANNING CORP 420 3,986 0.02%
33 DUNCKER STREETT & CO INC 295 3,000 0.01%
34 Pinnacle Summer Investments, Inc. 120 1,000 0.00%

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.