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

Institutional Holders (2015Q3)
Portfolio Summary: 42 Institutional holders with a total value of $21,718,286.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 751,440 4,801,000 22.11%
2 Advisors Asset Management, Inc. 509,947 3,259,000 15.01%
3 MORGAN STANLEY 364,350 2,328,000 10.72%
4 RAYMOND JAMES & ASSOCIATES 255,010 1,630,000 7.51%
5 Liberty Street Advisors, Inc. 234,829 1,501,000 6.91%
6 GUGGENHEIM CAPITAL LLC 215,221 1,375,000 6.33%
7 MACKAY SHIELDS LLC 184,560 1,179,000 5.43%
8 AQR ARBITRAGE LLC 92,967 594,000 2.74%
9 Traynor Capital Management, Inc. 91,099 582,000 2.68%
10 UBS Group AG 82,593 528,000 2.43%
11 VAN ECK ASSOCIATES CORP 66,021 422,000 1.94%
12 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 63,965 409,000 1.88%
13 MSI Financial Services Inc 62,802 401,000 1.85%
14 PARAMETRIC PORTFOLIO ASSOCIATES LLC 62,640 400,000 1.84%
15 BANK OF AMERICA CORP /DE/ 56,241 359,000 1.65%
16 RIVERNORTH CAPITAL MANAGEMENT, LLC 35,415 226,000 1.04%
17 Capital Investment Advisors, LLC 32,501 208,000 0.96%
18 DOLIVER ADVISORS, LP 29,161 186,000 0.86%
19 NATIONAL PLANNING CORP 27,500 182,000 0.84%
20 LPL Financial LLC 28,188 180,000 0.83%
21 Thomas J. Herzfeld Advisors, Inc. 23,435 150,000 0.69%
22 Partnervest Advisory Services LLC 20,869 133,000 0.61%
23 Curi Capital, LLC 15,471 99,000 0.46%
24 ROYAL BANK OF CANADA 11,801 75,000 0.35%
25 AMARILLO NATIONAL BANK 11,502 73,000 0.34%
26 REGIONS FINANCIAL CORP 10,500 67,000 0.31%
27 Commonwealth Equity Services, Inc 10,003 64,000 0.29%
28 SEGALL BRYANT & HAMILL, LLC 10,000 64,000 0.29%
29 PITTENGER & ANDERSON INC 8,000 51,000 0.23%
30 Creative Planning 6,835 44,000 0.20%
31 Regal Investment Advisors LLC 4,900 31,000 0.14%
32 Sunbelt Securities, Inc. 3,427 21,896 0.10%
33 TRUST CO OF VERMONT 2,500 16,000 0.07%
34 Donald L. Hagan, LLC 2,500 16,000 0.07%
35 CENTRAL TRUST Co 2,000 13,000 0.06%
36 BENJAMIN F. EDWARDS & COMPANY, INC. 2,000 13,000 0.06%
37 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,500 10,000 0.05%
38 JNBA Financial Advisors 1,195 8,000 0.04%
39 First City Capital Management, Inc. 1,000 6,390 0.03%
40 AMERICAN INTERNATIONAL GROUP, INC. 783 5,000 0.02%
41 FineMark National Bank & Trust 667 4,000 0.02%
42 FIFTH THIRD BANCORP 560 4,000 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.