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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 (2015Q1)
Portfolio Summary: 35 Institutional holders with a total value of $20,143,590.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 695,425 6,565,000 32.59%
2 RAYMOND JAMES & ASSOCIATES 378,869 3,577,000 17.76%
3 Karpus Management, Inc. 275,366 2,599,000 12.90%
4 FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 113,949 1,076,000 5.34%
5 LPL Financial LLC 91,921 871,000 4.32%
6 WOLVERINE ASSET MANAGEMENT LLC 87,289 824,000 4.09%
7 AQR ARBITRAGE LLC 62,903 594,000 2.95%
8 ROYAL BANK OF CANADA 56,731 536,000 2.66%
9 MORGAN STANLEY 50,898 481,000 2.39%
10 BANK OF AMERICA CORP /DE/ 47,706 450,000 2.23%
11 DOLIVER ADVISORS, LP 34,752 328,000 1.63%
12 Janney Montgomery Scott LLC 27,068 256,000 1.27%
13 CORNERSTONE ADVISORS INC 26,806 253,000 1.26%
14 WELLS FARGO & COMPANY/MN 25,728 243,000 1.21%
15 Invesco Ltd. 23,499 222,000 1.10%
16 GEODE CAPITAL MANAGEMENT, LLC 17,810 168,000 0.83% PRN
17 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 17,290 163,000 0.81%
18 Yellowstone Partners, LLC 15,900 150,000 0.74%
19 Investors Capital Advisory Services 12,950 122,000 0.61%
20 Global Endowment Management, LP 12,000 113,000 0.56%
21 Essex Financial Services, Inc. 11,380 107,000 0.53%
22 Koshinski Asset Management, Inc. 11,000 104,000 0.52%
23 SEGALL BRYANT & HAMILL, LLC 11,000 104,000 0.52%
24 PNC FINANCIAL SERVICES GROUP, INC. 6,377 61,000 0.30%
25 FIFTH THIRD BANCORP 5,000 47,000 0.23%
26 Creative Planning 5,000 47,000 0.23%
27 First Horizon Advisors, Inc. 5,000 47,000 0.23%
28 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,097 10,000 0.05%
29 SHARKEY, HOWES & JAVER 750 7,000 0.03%
30 CT Financial Advisors LLC 620 5,851 0.03%
31 AMERICAN INTERNATIONAL GROUP, INC. 502 4,739 0.02%
32 UBS Group AG 433 4,000 0.02%
33 DUNCKER STREETT & CO INC 295 3,000 0.01%
34 Pinnacle Summer Investments, Inc. 120 1,000 0.00%
35 PANAGORA ASSET MANAGEMENT INC 3 0 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.