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

Institutional Holders (2017Q1)
Portfolio Summary: 49 Institutional holders with a total value of $31,377,246.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 GUGGENHEIM CAPITAL LLC 1,071,880 7,450,000 23.74%
2 WELLS FARGO & COMPANY/MN 1,022,104 7,104,000 22.64%
3 MACKAY SHIELDS LLC 394,425 2,741,000 8.74%
4 ROBINSON CAPITAL MANAGEMENT, LLC 376,947 2,620,000 8.35%
5 Invesco Ltd. 269,796 1,875,000 5.98%
6 MORGAN STANLEY 113,469 788,000 2.51%
7 SMITH, MOORE & CO. 107,382 746,000 2.38%
8 AMERIPRISE FINANCIAL INC 104,560 727,000 2.32%
9 UBS Group AG 96,501 671,000 2.14%
10 VAN ECK ASSOCIATES CORP 87,870 611,000 1.95%
11 Cutter & CO Brokerage, Inc. 87,411 608,000 1.94%
12 BANK OF AMERICA CORP /DE/ 68,462 476,000 1.52%
13 Traynor Capital Management, Inc. 56,937 401,000 1.28%
14 MML INVESTORS SERVICES, INC. 57,123 397,000 1.27%
15 ALLEGIS INVESTMENT ADVISORS, LLC 50,000 348,000 1.11%
16 LPL Financial LLC 46,713 325,000 1.04%
17 ROYAL BANK OF CANADA 40,767 284,000 0.91%
18 Private Advisor Group, LLC 40,000 280,000 0.89%
19 REGIONS FINANCIAL CORP 39,183 272,000 0.87%
20 Capital Investment Advisors, LLC 34,335 239,000 0.76%
21 Raymond James Financial Services Advisors, Inc. 34,389 239,000 0.76%
22 Commonwealth Equity Services, Inc 25,135 175,000 0.56%
23 NATIONAL PLANNING CORP 24,039 169,000 0.54%
24 RAYMOND JAMES & ASSOCIATES 20,484 142,000 0.45%
25 Laurion Capital Management LP 20,347 141,000 0.45%
26 J.P. Morgan Private Wealth Advisors LLC 20,293 141,000 0.45%
27 DOLIVER ADVISORS, LP 19,363 135,000 0.43%
28 Virtu KCG Holdings LLC 18,963 132,000 0.42%
29 ZWJ INVESTMENT COUNSEL INC 18,700 130,000 0.41%
30 WEDBUSH SECURITIES INC 17,700 123,000 0.39%
31 Partnervest Advisory Services LLC 15,986 111,000 0.35%
32 SNOWDEN CAPITAL ADVISORS LLC 15,143 105,246 0.34%
33 SEGALL BRYANT & HAMILL, LLC 13,906 97,000 0.31%
34 IFP ADVISORS, INC 11,960 83,000 0.26%
35 Beaumont Financial Partners, LLC 10,747 75,000 0.24%
36 RELIANCE TRUST CO OF DELAWARE 10,446 73,000 0.23%
37 Creative Planning 10,335 72,000 0.23%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 10,357 72,000 0.23%
39 PITTENGER & ANDERSON INC 8,000 56,000 0.18%
40 CRIBSTONE CAPITAL MANAGEMENT, LLC 7,600 54,000 0.17%
41 Oakworth Capital, Inc. 3,000 21,000 0.07%
42 GENEOS WEALTH MANAGEMENT INC. 2,900 20,000 0.06%
43 TRUST CO OF VERMONT 2,500 17,000 0.05%
44 FIRST FINANCIAL CORP /IN/ 1,500 10,000 0.03%
45 JNBA Financial Advisors 1,195 8,000 0.03%
46 FIFTH THIRD BANCORP 560 4,000 0.01%
47 CREATIVE FINANCIAL DESIGNS INC /ADV 563 4,000 0.01%
48 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 400 3,000 0.01%
49 SRS CAPITAL ADVISORS, INC. 403 2,000 0.01% SH

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.