| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Arvest Bank Trust Division | 29 | 29 | 1.97% | 4.32% | 5.38% | Q3 2014 | Q3 2021 | 29 |
| ARVEST TRUST CO N A | 8 | 5 | 1.63% | 3.27% | 6.06% | Q2 2013 | Q3 2023 | 13 |
| GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
| GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
| Garde Capital, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
This page lists all the filers that currently own MFS INSTL TR or have owned MFS INSTL TR in the past.