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

Institutional Holders (2016Q1)
Portfolio Summary: 39 Institutional holders with a total value of $23,966,150.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & COMPANY/MN 987,071 7,058,000 29.45%
2 GUGGENHEIM CAPITAL LLC 559,549 4,000,000 16.69%
3 Advisors Asset Management, Inc. 467,551 3,343,000 13.95%
4 MORGAN STANLEY 178,657 1,278,000 5.33%
5 ROBINSON CAPITAL MANAGEMENT, LLC 172,420 1,233,000 5.14%
6 Yorktown Management & Research Co Inc 130,000 930,000 3.88%
7 Raymond James Financial Services Advisors, Inc. 101,713 727,000 3.03%
8 VAN ECK ASSOCIATES CORP 88,826 635,000 2.65%
9 UBS Group AG 66,290 474,000 1.98%
10 MACKAY SHIELDS LLC 63,391 453,000 1.89%
11 RAYMOND JAMES & ASSOCIATES 56,148 401,000 1.67%
12 MSI Financial Services Inc 55,294 395,000 1.65%
13 BANK OF AMERICA CORP /DE/ 54,312 388,000 1.62%
14 J.P. Morgan Private Wealth Advisors LLC 52,605 376,000 1.57%
15 LPL Financial LLC 51,658 374,000 1.56%
16 Traynor Capital Management, Inc. 42,964 307,000 1.28%
17 Capital Investment Advisors, LLC 36,186 259,000 1.08%
18 NATIONAL PLANNING CORP 25,000 183,000 0.76%
19 TFS CAPITAL LLC 25,077 179,000 0.75%
20 Partnervest Advisory Services LLC 20,869 149,000 0.62%
21 Virtu KCG Holdings LLC 14,759 106,000 0.44%
22 ROYAL BANK OF CANADA 14,891 106,000 0.44%
23 AMARILLO NATIONAL BANK 11,502 82,000 0.34%
24 SEGALL BRYANT & HAMILL, LLC 10,000 72,000 0.30%
25 IFP ADVISORS, INC 10,045 72,000 0.30%
26 Commonwealth Equity Services, Inc 10,031 72,000 0.30%
27 PITTENGER & ANDERSON INC 8,000 57,000 0.24%
28 WFG Advisors, LP 8,000 57,000 0.24%
29 LADENBURG THALMANN FINANCIAL SERVICES INC. 7,274 52,000 0.22%
30 Creative Planning 6,835 49,000 0.20%
31 GENEOS WEALTH MANAGEMENT INC. 3,400 24,000 0.10%
32 Donald L. Hagan, LLC 2,500 18,000 0.08%
33 TRUST CO OF VERMONT 2,500 18,000 0.08%
34 JNBA Financial Advisors 1,195 9,000 0.04%
35 Tower Research Capital LLC (TRC) 1,176 8,000 0.03%
36 First City Capital Management, Inc. 1,000 7,150 0.03%
37 AMERICAN INTERNATIONAL GROUP, INC. 783 6,000 0.03%
38 FineMark National Bank & Trust 667 5,000 0.02%
39 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.