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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 (2016Q4)
Portfolio Summary: 33 Institutional holders with a total value of $37,036,968.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Karpus Management, Inc. 2,563,672 24,022,000 64.86%
2 Advisors Asset Management, Inc. 517,339 4,847,000 13.09%
3 ICON ADVISERS INC/CO 174,759 1,637,000 4.42%
4 Fiera Capital Corp 152,095 1,425,000 3.85%
5 Greenwich Wealth Management LLC 51,540 996,000 2.69%
6 PNC FINANCIAL SERVICES GROUP, INC. 105,500 989,000 2.67%
7 MORGAN STANLEY 64,086 600,000 1.62%
8 LPL Financial LLC 57,117 541,000 1.46%
9 BANK OF AMERICA CORP /DE/ 35,100 329,000 0.89%
10 UBS Group AG 29,450 276,000 0.75%
11 Janney Montgomery Scott LLC 22,954 215,000 0.58%
12 Thomas J. Herzfeld Advisors, Inc. 15,000 141,000 0.38%
13 WELLS FARGO & COMPANY/MN 14,583 136,000 0.37%
14 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,547 127,000 0.34%
15 Virtu KCG Holdings LLC 13,010 122,000 0.33%
16 Bank of New York Mellon Corp 12,828 120,000 0.32%
17 Essex Financial Services, Inc. 11,380 107,000 0.29%
18 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 10,745 101,000 0.27%
19 FIFTH THIRD BANCORP 9,000 84,000 0.23%
20 TCI Wealth Advisors, Inc. 7,000 66,000 0.18%
21 First Horizon Advisors, Inc. 5,212 54,000 0.15%
22 WEBSTER BANK, N. A. 4,500 42,000 0.11%
23 CENTRAL TRUST Co 1,617 15,000 0.04%
24 Live Your Vision, LLC 1,000 9,000 0.02%
25 Creative Planning 1,000 9,000 0.02%
26 ROYAL BANK OF CANADA 960 9,000 0.02%
27 Tower Research Capital LLC (TRC) 500 5,000 0.01%
28 North Star Investment Management Corp. 500 5,000 0.01%
29 IFP ADVISORS, INC 300 3,000 0.01%
30 CT Financial Advisors LLC 311 2,912 0.01%
31 MSI Financial Services Inc 100 1,000 0.00%
32 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 210 1,000 0.00%
33 SUTTON WEALTH ADVISORS INC. 6 56 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.