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MFS MUN INCOME TR
MFS MUN INCOME TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 36 Institutional holders with a total value of $12,426,900.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 B. Riley Wealth Advisors, Inc. 500 3,300 0.03%
2 FIFTH THIRD BANCORP 560 4,000 0.03%
3 FineMark National Bank & Trust 667 4,000 0.03%
4 First City Capital Management, Inc. 1,000 6,600 0.05%
5 JNBA Financial Advisors 1,195 8,000 0.06%
6 MSI Financial Services Inc 1,549 10,000 0.08%
7 BENJAMIN F. EDWARDS & COMPANY, INC. 2,000 13,000 0.10%
8 TRUST CO OF VERMONT 2,500 17,000 0.14%
9 Creative Planning 5,774 38,000 0.31%
10 PITTENGER & ANDERSON INC 8,000 53,000 0.43%
11 BANK OF AMERICA CORP /DE/ 9,014 59,000 0.47%
12 SEGALL BRYANT & HAMILL, LLC 10,000 66,000 0.53%
13 REGIONS FINANCIAL CORP 10,500 69,000 0.56%
14 RELIANCE TRUST CO 10,446 69,000 0.56%
15 ROYAL BANK OF CANADA 11,191 74,000 0.60%
16 Cambridge Investment Research Advisors, Inc. 11,353 75,000 0.60%
17 AMARILLO NATIONAL BANK 11,502 76,000 0.61%
18 Commonwealth Equity Services, Inc 12,030 79,000 0.64%
19 AQR CAPITAL MANAGEMENT LLC 18,758 124,000 1.00%
20 Horizon Kinetics LLC 19,711 130,000 1.05%
21 CORNERSTONE ADVISORS INC 20,820 137,000 1.10%
22 Capital Investment Advisors, LLC 24,535 162,000 1.30%
23 NATIONAL PLANNING CORP 32,300 213,000 1.71%
24 VAN ECK ASSOCIATES CORP 38,611 255,000 2.05%
25 WOLVERINE ASSET MANAGEMENT LLC 44,120 291,000 2.34%
26 LPL Financial LLC 53,859 355,000 2.86%
27 Allianz Asset Management GmbH 53,800 355,000 2.86%
28 PARAMETRIC PORTFOLIO ASSOCIATES LLC 60,026 396,000 3.19%
29 NEW ENGLAND SECURITIES CORP /MA/ 63,999 422,000 3.40%
30 TFS CAPITAL LLC 80,318 530,000 4.26%
31 GOLDMAN SACHS GROUP INC 96,599 638,000 5.13%
32 GUGGENHEIM CAPITAL LLC 102,576 677,000 5.45%
33 MORGAN STANLEY 129,167 853,000 6.86%
34 UBS AG 158,476 1,046,000 8.42%
35 Advisors Asset Management, Inc. 326,187 2,153,000 17.33%
36 WELLS FARGO & COMPANY/MN 449,415 2,966,000 23.87%

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.