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

Institutional Holders (2014Q3)
Portfolio Summary: 38 Institutional holders with a total value of $13,676,550.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 451,359 2,956,000 21.61%
2 Advisors Asset Management, Inc. 379,838 2,488,000 18.19%
3 WOLVERINE ASSET MANAGEMENT LLC 175,169 1,147,000 8.39%
4 MORGAN STANLEY 129,654 849,000 6.21%
5 Commonwealth Equity Services, Inc 98,332 644,000 4.71%
6 GOLDMAN SACHS GROUP INC 97,978 642,000 4.69%
7 GUGGENHEIM CAPITAL LLC 96,088 629,000 4.60%
8 UBS AG 75,875 497,000 3.63%
9 PARAMETRIC PORTFOLIO ASSOCIATES LLC 62,088 407,000 2.98%
10 NEW ENGLAND SECURITIES CORP /MA/ 60,199 394,000 2.88%
11 LPL Financial LLC 55,623 365,000 2.67%
12 AQR CAPITAL MANAGEMENT LLC 55,748 365,000 2.67%
13 Allianz Asset Management GmbH 53,800 352,000 2.57%
14 VAN ECK ASSOCIATES CORP 43,467 285,000 2.08%
15 NATIONAL PLANNING CORP 30,500 199,000 1.46%
16 CORNERSTONE ADVISORS INC 25,758 169,000 1.24%
17 Capital Investment Advisors, LLC 24,535 161,000 1.18%
18 BANK OF AMERICA CORP /DE/ 22,957 150,000 1.10%
19 DOLIVER ADVISORS, LP 16,994 111,000 0.81%
20 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 14,597 96,000 0.70%
21 Horizon Kinetics LLC 14,211 93,000 0.68%
22 WESPAC Advisors, LLC 12,144 80,000 0.58%
23 AMARILLO NATIONAL BANK 11,502 75,000 0.55%
24 ROYAL BANK OF CANADA 11,191 73,000 0.53%
25 Cambridge Investment Research Advisors, Inc. 11,003 72,000 0.53%
26 REGIONS FINANCIAL CORP 10,500 69,000 0.50%
27 RELIANCE TRUST CO 10,446 68,000 0.50%
28 SEGALL BRYANT & HAMILL, LLC 10,000 66,000 0.48%
29 PITTENGER & ANDERSON INC 8,000 52,000 0.38%
30 Creative Planning 5,774 38,000 0.28%
31 NEXT Financial Group, Inc 3,500 23,000 0.17%
32 TRUST CO OF VERMONT 2,500 16,000 0.12%
33 BENJAMIN F. EDWARDS & COMPANY, INC. 2,000 13,000 0.10%
34 MSI Financial Services Inc 1,549 10,000 0.07%
35 JNBA Financial Advisors 1,195 8,000 0.06%
36 First City Capital Management, Inc. 1,000 6,550 0.05%
37 FineMark National Bank & Trust 667 4,000 0.03%
38 FIFTH THIRD BANCORP 560 4,000 0.03%

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.