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

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.