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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 (2016Q3)
Portfolio Summary: 32 Institutional holders with a total value of $36,960,291.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karpus Management, Inc. 2,313,753 24,040,000 65.04%
2 Advisors Asset Management, Inc. 519,973 5,403,000 14.62%
3 PNC FINANCIAL SERVICES GROUP, INC. 136,900 1,423,000 3.85%
4 ICON ADVISERS INC/CO 106,969 1,111,000 3.01%
5 Greenwich Wealth Management LLC 51,540 836,000 2.26%
6 LPL Financial LLC 56,168 577,000 1.56%
7 ROBINSON CAPITAL MANAGEMENT, LLC 53,176 552,000 1.49%
8 MORGAN STANLEY 46,683 485,000 1.31%
9 BANK OF AMERICA CORP /DE/ 34,434 358,000 0.97%
10 Fiera Capital Corp 28,826 300,000 0.81%
11 Yellowstone Partners, LLC 24,775 257,000 0.70%
12 Janney Montgomery Scott LLC 22,954 238,000 0.64%
13 UBS Group AG 21,027 218,000 0.59%
14 RAYMOND JAMES & ASSOCIATES 14,940 155,000 0.42%
15 Virtu KCG Holdings LLC 14,686 153,000 0.41%
16 LADENBURG THALMANN FINANCIAL SERVICES INC. 14,565 151,000 0.41%
17 WELLS FARGO & COMPANY/MN 14,547 151,000 0.41%
18 Bank of New York Mellon Corp 13,329 138,000 0.37%
19 Essex Financial Services, Inc. 11,380 118,000 0.32%
20 Thomas J. Herzfeld Advisors, Inc. 10,000 104,000 0.28%
21 First Horizon Advisors, Inc. 5,212 54,000 0.15%
22 FIFTH THIRD BANCORP 5,000 52,000 0.14%
23 WOLVERINE ASSET MANAGEMENT LLC 2,653 27,000 0.07%
24 CENTRAL TRUST Co 1,617 17,000 0.05%
25 Creative Planning 1,000 10,000 0.03%
26 ROYAL BANK OF CANADA 960 10,000 0.03%
27 Live Your Vision, LLC 1,000 10,000 0.03%
28 ADVISOR GROUP, INC. 502 5,000 0.01%
29 CT Financial Advisors LLC 311 3,229 0.01%
30 IFP ADVISORS, INC 300 3,000 0.01%
31 MSI Financial Services Inc 100 1,000 0.00%
32 SUTTON WEALTH ADVISORS INC. 6 62 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.