Dark
Light
System
Security
MFS MUN INCOME TR
MFS MUN INCOME TR. Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 37 Institutional holders with a total value of $29,123,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GUGGENHEIM CAPITAL LLC 1,192,836 8,934,000 30.68%
2 WELLS FARGO & COMPANY/MN 1,055,849 7,908,000 27.15%
3 MACKAY SHIELDS LLC 347,524 2,603,000 8.94%
4 ROBINSON CAPITAL MANAGEMENT, LLC 256,415 1,921,000 6.60%
5 Advisors Asset Management, Inc. 217,692 1,631,000 5.60%
6 VAN ECK ASSOCIATES CORP 129,089 967,000 3.32%
7 Traynor Capital Management, Inc. 62,827 447,000 1.53%
8 MORGAN STANLEY 53,236 399,000 1.37%
9 MSI Financial Services Inc 52,201 391,000 1.34%
10 IFP ADVISORS, INC 48,910 366,000 1.26%
11 LPL Financial LLC 49,451 363,000 1.25%
12 RAYMOND JAMES & ASSOCIATES 44,617 334,000 1.15%
13 UBS Group AG 41,194 309,000 1.06%
14 Raymond James Financial Services Advisors, Inc. 33,560 251,000 0.86%
15 DOLIVER ADVISORS, LP 31,580 237,000 0.81%
16 Capital Investment Advisors, LLC 30,791 231,000 0.79%
17 Curi Capital, LLC 30,743 230,000 0.79%
18 Private Advisor Group, LLC 28,025 206,000 0.71%
19 NATIONAL PLANNING CORP 24,000 168,000 0.58%
20 BANK OF AMERICA CORP /DE/ 20,659 155,000 0.53%
21 J.P. Morgan Private Wealth Advisors LLC 19,747 148,000 0.51%
22 Partnervest Advisory Services LLC 17,899 134,000 0.46%
23 LADENBURG THALMANN FINANCIAL SERVICES INC. 13,850 104,000 0.36%
24 ROYAL BANK OF CANADA 12,358 93,000 0.32%
25 RELIANCE TRUST CO OF DELAWARE 10,446 78,000 0.27%
26 Magnetar Financial LLC 10,330 77,000 0.26%
27 Creative Planning 10,335 77,000 0.26%
28 SEGALL BRYANT & HAMILL, LLC 10,000 75,000 0.26%
29 Commonwealth Equity Services, Inc 10,056 75,000 0.26%
30 PITTENGER & ANDERSON INC 8,000 60,000 0.21%
31 CRIBSTONE CAPITAL MANAGEMENT, LLC 7,600 55,000 0.19%
32 NEXT Financial Group, Inc 4,475 34,000 0.12%
33 GENEOS WEALTH MANAGEMENT INC. 3,400 25,000 0.09%
34 TRUST CO OF VERMONT 2,500 19,000 0.07%
35 Advisory Services Network, LLC 1,000 7,000 0.02%
36 PNC FINANCIAL SERVICES GROUP, INC. 1,000 7,000 0.02%
37 FIFTH THIRD BANCORP 560 4,000 0.01%

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.