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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 (2016Q2)
Portfolio Summary: 29 Institutional holders with a total value of $37,077,351.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karpus Management, Inc. 2,300,942 24,344,000 65.66%
2 Advisors Asset Management, Inc. 511,643 5,413,000 14.60%
3 PNC FINANCIAL SERVICES GROUP, INC. 136,900 1,448,000 3.91%
4 Greenwich Wealth Management LLC 51,540 908,000 2.45%
5 SIT INVESTMENT ASSOCIATES INC 82,149 869,000 2.34%
6 ROBINSON CAPITAL MANAGEMENT, LLC 58,782 622,000 1.68%
7 LPL Financial LLC 54,283 575,000 1.55%
8 MORGAN STANLEY 39,123 414,000 1.12%
9 BANK OF AMERICA CORP /DE/ 37,950 402,000 1.08%
10 Yellowstone Partners, LLC 24,775 262,000 0.71%
11 ROYAL BANK OF CANADA 23,660 250,000 0.67%
12 Janney Montgomery Scott LLC 22,954 228,000 0.61%
13 Thomas J. Herzfeld Advisors, Inc. 20,921 221,000 0.60%
14 WOLVERINE ASSET MANAGEMENT LLC 15,618 165,000 0.45%
15 RAYMOND JAMES & ASSOCIATES 14,940 158,000 0.43%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,401 153,000 0.41%
17 Bank of New York Mellon Corp 13,328 141,000 0.38%
18 WELLS FARGO & COMPANY/MN 12,531 132,000 0.36%
19 Essex Financial Services, Inc. 11,380 120,000 0.32%
20 UBS Group AG 9,309 98,000 0.26%
21 First Horizon Advisors, Inc. 5,212 55,000 0.15%
22 FIFTH THIRD BANCORP 5,000 53,000 0.14%
23 CENTRAL TRUST Co 1,617 17,000 0.05%
24 IFP ADVISORS, INC 1,382 15,000 0.04%
25 Tower Research Capital LLC (TRC) 440 5,000 0.01%
26 ADVISOR GROUP, INC. 502 5,000 0.01%
27 CT Financial Advisors LLC 311 3,288 0.01%
28 MSI Financial Services Inc 100 1,000 0.00%
29 SUTTON WEALTH ADVISORS INC. 6 63 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.