MFS HIGH INCOME MUN TR shareholder history

Current and past MFS HIGH INCOME MUN TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 25160.00%0.00%0.00%Q2 2013Q3 202341
RAYMOND JAMES TRUST N.A. 22190.00%0.00%0.01%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 39390.00%0.00%0.01%Q1 2014Q3 202339
ROYAL BANK OF CANADA 3410.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Traynor Capital Management, Inc. 33330.01%0.16%0.49%Q4 2014Q4 202233
Sheaff Brock Investment Advisors, LLC 32320.00%0.02%0.03%Q4 2015Q3 202332
LPL Financial LLC 1670.00%0.00%0.01%Q2 2013Q3 202331
Raymond James Financial Services Advisors, Inc. 29290.00%0.00%0.01%Q1 2016Q1 202329
Capital Investment Advisors, LLC 25250.00%0.01%0.01%Q4 2017Q4 202325
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Cetera Advisors LLC 2030.00%0.00%0.01%Q3 2014Q3 202323
Horizon Kinetics 23230.00%0.03%0.09%Q2 2013Q4 201823
Cambridge Investment Research Advisors, Inc. 1420.00%0.01%0.01%Q2 2014Q3 202322
MACKAY SHIELDS LLC 21210.01%0.05%0.13%Q4 2014Q4 201921
Gemmer Asset Management LLC 21210.00%0.00%0.00%Q1 2014Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
TOWNSQUARE CAPITAL LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
Advisors Asset Management, Inc. 20200.01%0.04%0.07%Q2 2013Q1 201820
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.06%0.12%Q1 2019Q3 202319
ROBINSON CAPITAL MANAGEMENT, LLC 830.06%0.78%1.90%Q4 2015Q1 202319
AMERIPRISE FINANCIAL INC 1810.00%0.00%0.00%Q2 2013Q3 201819
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.00%Q3 2018Q3 202319
Sound View Wealth Advisors Group, LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.00%0.00%Q2 2013Q3 201718
Creative Planning 18180.00%0.00%0.00%Q3 2013Q4 201718
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q1 2019Q1 202316
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
IFP Advisors, Inc 1010.00%0.01%0.03%Q4 2015Q4 202215
MSI Financial Services Inc 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q2 2013Q3 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.00%Q2 2020Q3 202314
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 810.01%0.02%0.05%Q3 2014Q3 202313
Invesco Ltd. 660.00%0.00%0.00%Q2 2017Q1 202312
Thomas J. Herzfeld Advisors, Inc. 510.00%0.06%0.11%Q2 2013Q4 202112
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.00%0.00%Q1 2017Q4 201912
Rehmann Capital Advisory Group 750.01%0.68%1.80%Q2 2011Q3 201912
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Geneos Wealth Management Inc. 12120.00%0.00%0.00%Q1 2016Q4 201812
Investors Capital Advisory Services 12120.01%0.02%0.03%Q3 2013Q2 201612
GUGGENHEIM CAPITAL LLC 830.00%0.00%0.00%Q2 2013Q2 202011
RIVERNORTH CAPITAL MANAGEMENT, LLC 420.01%0.06%0.16%Q2 2013Q3 202311
FIFTH THIRD BANCORP 810.00%0.00%0.00%Q2 2013Q1 202011
WEDBUSH SECURITIES INC 820.01%0.01%0.01%Q4 2017Q2 202110
Private Advisor Group, LLC 710.00%0.00%0.01%Q4 2017Q2 20209
CORNERSTONE ADVISORS INC 990.05%0.08%0.14%Q3 2013Q3 20159
Waverly Advisors, LLC 990.00%0.01%0.01%Q3 2013Q3 20159
DOLIVER ADVISORS, LP 310.03%0.12%0.18%Q2 2013Q2 20188
STIFEL FINANCIAL CORP 410.00%0.00%0.00%Q2 2016Q3 20238
INFRASTRUCTURE CAPITAL ADVISORS, LLC 880.02%0.03%0.07%Q4 2016Q3 20188
Hilltop Holdings Inc. 770.01%0.01%0.01%Q3 2021Q1 20237
SIT INVESTMENT ASSOCIATES INC 610.01%0.02%0.03%Q3 2013Q3 20237
CIBC Private Wealth Group, LLC 430.00%0.00%0.00%Q1 2016Q4 20177
NewEdge Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Laurion Capital Management LP 210.00%0.01%0.02%Q4 2014Q2 20187
PNC FINANCIAL SERVICES GROUP, INC. 610.00%0.00%0.00%Q2 2013Q1 20167
Allegis Investment Advisors, LLC 770.03%0.05%0.09%Q4 2015Q2 20177
Logan Stone Capital, LLC 770.10%0.32%0.57%Q1 2022Q3 20237
Ackerman Capital Advisors, LLC 610.03%0.05%0.12%Q2 2020Q3 20227
BESSEMER GROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
CITIGROUP INC 310.00%0.00%0.00%Q4 2013Q4 20166
Pinnacle Summer Investments, Inc. 660.00%0.00%0.00%Q3 2014Q4 20156
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Citadel Advisors 210.00%0.00%0.00%Q3 2015Q3 20236
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2017Q1 20226
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2013Q3 20146
Patten Group, Inc. 660.00%0.00%0.00%Q2 2015Q3 20166
Mascoma Wealth Management LLC 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Parallel Advisors, LLC 660.00%0.00%0.00%Q1 2020Q2 20216
Integrated Wealth Concepts LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Parkside Financial Bank & Trust 660.00%0.00%0.00%Q2 2022Q3 20236
HUNTINGTON NATIONAL BANK 660.00%0.00%0.00%Q3 2019Q4 20206
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 510.02%0.03%0.06%Q3 2018Q3 20236
DRIVE WEALTH MANAGEMENT, LLC 660.03%0.04%0.06%Q2 2022Q3 20236
TFS CAPITAL LLC 210.01%0.02%0.03%Q2 2013Q1 20166
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
Measured Wealth Private Client Group, LLC 550.11%0.14%0.15%Q2 2019Q2 20205
CoreFirst Bank & Trust 550.01%0.01%0.02%Q1 2021Q1 20225
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2013Q1 20225
TCI Wealth Advisors, Inc. 550.00%0.00%0.00%Q4 2012Q4 20135
Newbridge Financial Services Group, Inc. 440.01%0.01%0.01%Q3 2020Q2 20214
CKW FINANCIAL GROUP 440.01%0.01%0.02%Q2 2018Q1 20194
THOMPSON SIEGEL & WALMSLEY LLC 440.00%0.00%0.00%Q1 2018Q4 20184
Saba Capital Management, L.P. 440.04%0.10%0.14%Q4 2022Q3 20234
Virtu KCG Holdings LLC 210.00%0.00%0.00%Q3 2013Q2 20164
HighTower Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Spire Wealth Management 440.00%0.00%0.00%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 440.45%0.48%0.49%Q4 2022Q3 20234
TILIA FIDUCIARY PARTNERS, INC. 440.01%0.01%0.01%Q4 2021Q3 20224
Paloma Partners Management Co 210.00%0.00%0.01%Q2 2013Q1 20143
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q4 20213
Quantedge Capital Pte Ltd 330.02%0.02%0.02%Q2 2022Q4 20223
Bulldog Investors, LLP 330.07%0.09%0.12%Q1 2022Q3 20223
Krilogy Financial LLC 330.00%0.00%0.00%Q3 2017Q1 20183
Hayden Royal, LLC 330.03%0.04%0.04%Q4 2019Q2 20203
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
Squar Milner Financial Services LLC 330.00%0.02%0.03%Q2 2018Q4 20183
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q4 2022Q2 20233
Hightower 6M Holding, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q1 2023Q3 20233
Argent Trust Co 330.01%0.01%0.02%Q1 2018Q3 20183
Magnetar Financial LLC 210.00%0.00%0.00%Q4 2015Q3 20163
First Allied Advisory Services, Inc. 210.00%0.00%0.01%Q3 2014Q1 20163
Hennion & Walsh Asset Management, Inc. 210.06%0.25%0.39%Q1 2021Q3 20233
Ionic Capital Management LLC 220.02%0.03%0.03%Q2 2022Q3 20222
Arlington Capital Management, Inc. 220.10%0.10%0.10%Q1 2023Q2 20232
Sound View Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
FNY Investment Advisers, LLC 220.00%0.01%0.02%Q4 2020Q1 20212
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Matisse Capital 220.14%0.20%0.25%Q1 2022Q2 20222
COMMERCE BANK 220.00%0.00%0.00%Q2 2019Q3 20192
SANDERS MORRIS HARRIS LLC 220.10%0.10%0.10%Q1 2022Q2 20222
MOTCO 220.00%0.00%0.00%Q4 2020Q1 20212
Worth Asset Management, LLC 220.00%0.04%0.08%Q1 2022Q2 20222
Fisher Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
ALBION FINANCIAL GROUP /UT 220.01%0.01%0.01%Q4 2021Q1 20222
SILVERLAKE WEALTH MANAGEMENT LLC 110.03%0.03%0.04%Q4 2021Q3 20222
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.04%0.06%Q2 2018Q1 20192
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2016Q3 20172
Cribstone Capital Management, LLC 220.07%0.07%0.08%Q4 2015Q1 20162
REGIONS FINANCIAL CORP 220.00%0.00%0.00%Q2 2018Q3 20182
OPPENHEIMER & CO INC 220.00%0.00%0.00%Q4 2014Q1 20152
ADVISOR PARTNERS II, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2022Q2 20221
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
Allworth Financial LP 110.00%0.00%0.00%Q4 2022Q4 20221
Almitas Capital LLC 110.52%0.52%0.52%Q3 2023Q3 20231
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 110.03%0.03%0.03%Q3 2018Q3 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Liberty Street Advisors, Inc. 111.35%1.35%1.35%Q3 2015Q3 20151
WoodTrust Financial Corp 110.02%0.02%0.02%Q1 2021Q1 20211
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2023Q1 20231
CLOUGH CAPITAL PARTNERS L P 110.00%0.00%0.00%Q1 2015Q1 20151
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Atlas Wealth LLC 110.03%0.03%0.03%Q3 2023Q3 20231
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2011Q2 20111
Brookstone Capital Management 110.00%0.00%0.00%Q3 2022Q3 20221
RMB Capital Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
J.W. COLE ADVISORS, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 110.01%0.01%0.01%Q4 2018Q4 20181
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q3 2020Q3 20201
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Sargent Bickham Lagudis LLC 110.01%0.01%0.01%Q4 2017Q4 20171
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q3 20191
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Gupta Wealth Management LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Brown Advisory Securities, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
StoneX Group Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
COBIZ WEALTH, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
SEI INVESTMENTS CO 110.00%0.00%0.00%Q3 2015Q3 20151
PLANNING ALTERNATIVES LTD /ADV 110.02%0.02%0.02%Q4 2015Q4 20151
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2017Q2 20171
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2020Q1 20201
External links

This page lists all the filers that currently own MFS HIGH INCOME MUN TR or have owned MFS HIGH INCOME MUN TR in the past.