Creative Planning - MFS MUN INCOME TR ownership

MFS MUN INCOME TR's ticker is MFM and the CUSIP is 552738106. A total of 74 filers reported holding MFS MUN INCOME TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of MFS MUN INCOME TR
ValueSharesWeighting
Q3 2023$67,340
-14.8%
14,800
+20.7%
0.00%
Q3 2020$79,000
+14.5%
12,266
+10.3%
0.00%
Q2 2020$69,000
-2.8%
11,1170.0%0.00%
Q1 2020$71,000
-10.1%
11,1170.0%0.00%
Q4 2019$79,000
-6.0%
11,117
-6.3%
0.00%
Q3 2019$84,000
+5.0%
11,867
+3.5%
0.00%
Q2 2019$80,000
+1.3%
11,4670.0%0.00%
Q1 2019$79,000
-35.8%
11,467
-42.6%
0.00%
-100.0%
Q4 2018$123,000
+64.0%
19,967
+74.9%
0.00%
Q2 2018$75,000
-1.3%
11,413
+2.6%
0.00%
Q4 2017$76,000
+4.1%
11,127
+7.7%
0.00%
Q2 2017$73,000
+1.4%
10,3350.0%0.00%
Q1 2017$72,000
-24.2%
10,335
-27.9%
0.00%
-100.0%
Q4 2016$95,000
+23.4%
14,335
+38.7%
0.00%
Q3 2016$77,000
+2.7%
10,335
+5.1%
0.00%
-100.0%
Q2 2016$75,000
+53.1%
9,835
+43.9%
0.00%
Q1 2016$49,000
-12.5%
6,835
-17.0%
0.00%
Q4 2015$56,000
+27.3%
8,235
+20.5%
0.00%
Q3 2015$44,000
+12.8%
6,835
+18.4%
0.00%
Q1 2015$39,000
-18.8%
5,774
-20.6%
0.00%
Q4 2014$48,000
+26.3%
7,274
+26.0%
0.00%
Q3 2014$38,0000.0%5,7740.0%0.00%
Q2 2014$38,0000.0%5,7740.0%0.00%
-100.0%
Q1 2014$38,000
+5.6%
5,7740.0%0.00%0.0%
Q4 2013$36,000
-34.5%
5,774
-32.6%
0.00%0.0%
Q3 2013$55,000
+3.8%
8,563
+10.6%
0.00%0.0%
Q2 2013$53,0007,7430.00%
Other shareholders
MFS MUN INCOME TR shareholders Q3 2023
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 1,060,174$7,262,0003.89%
Edmonds Duncan Registered Investment Advisors, LLC 172,675$1,178,0000.39%
Bridgewater Advisors Inc. 82,746$583,0000.30%
Ackerman Capital Advisors, LLC 137,276$936,0000.23%
Traynor Capital Management, Inc. 124,014$845,0000.14%
INTEGRATED CAPITAL MANAGEMENT, INC. 20,278$138,0000.12%
WealthBridge Capital Management, LLC 34,000$232,0000.10%
1607 Capital Partners, LLC 285,889$1,950,0000.09%
NAPLES GLOBAL ADVISORS, LLC 89,959$614,0000.09%
SMITH, MOORE & CO. 69,983$477,0000.08%
View complete list of MFS MUN INCOME TR shareholders