MFM — MFS MUN INCOME TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in MFS MUN INCOME TR (MFM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 18,614 -604 -3.1% 0.00% $100K $5.25
2025 Q2 REDUCED 19,218 -4,401 -18.6% 0.00% $99K $4.97
2025 Q1 ADDED 23,619 +4,800 +25.5% 0.00% $125K $5.02
2024 Q4 REDUCED 18,819 -15,522 -45.2% 0.00% $101K $5.01
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% of Fund (quarterly)    MFM price (monthly, adj. close)

Other funds also holding MFM

As of 2025 Q4 — sorted by position size

Logan Stone Capital, LLC 3Y 0.59% MELFA WEALTH MANAGEMENT, INC. 3Y 0.47% BALANCED WEALTH GROUP LLC 0.37% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.36% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.25% Catalina Capital Group, LLC 0.23% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.21% Almitas Capital LLC 3Y 7Y 0.16% Hennion & Walsh Asset Management, Inc. 3Y 0.13% Matisse Capital 3Y 7Y 0.13%
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