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

Institutional Holders (2014Q4)
Portfolio Summary: 47 Institutional holders with a total value of $18,415,297.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisors Asset Management, Inc. 542,875 3,605,000 19.58%
2 WELLS FARGO & COMPANY/MN 514,733 3,418,000 18.56%
3 MORGAN STANLEY 333,956 2,217,000 12.04%
4 Commonwealth Equity Services, Inc 183,210 1,217,000 6.61%
5 GUGGENHEIM CAPITAL LLC 150,034 996,000 5.41%
6 GOLDMAN SACHS GROUP INC 96,607 641,000 3.48%
7 WOLVERINE ASSET MANAGEMENT LLC 94,387 626,000 3.40%
8 AQR CAPITAL MANAGEMENT LLC 84,604 562,000 3.05%
9 LPL Financial LLC 78,621 522,000 2.83%
10 Traynor Capital Management, Inc. 75,371 500,000 2.72%
11 PARAMETRIC PORTFOLIO ASSOCIATES LLC 63,170 419,000 2.28%
12 NEW ENGLAND SECURITIES CORP /MA/ 59,999 398,000 2.16%
13 VAN ECK ASSOCIATES CORP 46,776 311,000 1.69%
14 Virtu KCG Holdings LLC 37,924 252,000 1.37%
15 UBS Group AG 35,435 235,000 1.28%
16 SG Americas Securities, LLC 31,463 209,000 1.13%
17 NATIONAL PLANNING CORP 30,500 202,825 1.10%
18 Capital Investment Advisors, LLC 27,535 183,000 0.99%
19 Liberty Street Advisors, Inc. 27,347 182,000 0.99%
20 CORNERSTONE ADVISORS INC 25,758 171,000 0.93%
21 AVIANCE CAPITAL MANAGEMENT, LLC 22,000 146,000 0.79%
22 Partnervest Advisory Services LLC 21,524 143,000 0.78%
23 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 16,083 107,000 0.58%
24 Laurion Capital Management LP 14,748 98,000 0.53%
25 BANK OF AMERICA CORP /DE/ 14,350 95,000 0.52%
26 DOLIVER ADVISORS, LP 12,831 85,000 0.46%
27 ROYAL BANK OF CANADA 12,456 83,000 0.45%
28 Pekin Hardy Strauss, Inc. 12,144 81,000 0.44%
29 WESPAC Advisors, LLC 12,144 81,000 0.44%
30 AMARILLO NATIONAL BANK 11,502 76,000 0.41%
31 Cambridge Investment Research Advisors, Inc. 11,003 73,000 0.40%
32 REGIONS FINANCIAL CORP 10,500 70,000 0.38%
33 RELIANCE TRUST CO 10,446 69,000 0.37%
34 SEGALL BRYANT & HAMILL, LLC 10,000 66,000 0.36%
35 Stratos Wealth Partners, LTD. 9,312 61,832 0.34%
36 PITTENGER & ANDERSON INC 8,000 53,000 0.29%
37 Creative Planning 7,274 48,000 0.26%
38 BANK OF MONTREAL /CAN/ 3,800 25,000 0.14%
39 NEXT Financial Group, Inc 3,500 23,000 0.12%
40 TRUST CO OF VERMONT 2,500 17,000 0.09%
41 BENJAMIN F. EDWARDS & COMPANY, INC. 2,000 13,000 0.07%
42 MSI Financial Services Inc 1,299 9,000 0.05%
43 JNBA Financial Advisors 1,195 8,000 0.04%
44 First City Capital Management, Inc. 1,000 6,640 0.04%
45 FIFTH THIRD BANCORP 560 4,000 0.02%
46 FineMark National Bank & Trust 667 4,000 0.02%
47 B. Riley Wealth Advisors, Inc. 500 3,000 0.02%

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.