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MFS Active Inter Muni Bond (MFSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares162,176 from 782,623
Change-620,447 (-79%)
Value$3.8M (-$15.9M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares81,250 from 62,443
Change+18,807 (+30%)
Value$1.9M (+$337.3K)
Filed 2026-11-06
Econ Financial Services Corp
NEW
Shares74,636
Change+74,636
Value$1.8M
Filed 2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED
Shares55,212 from 51,936
Change+3,276 (+6%)
Value$1.3M (-$10.2K)
Filed 2026-10-19
Platt Wealth Management LLC
INCREASED
Shares45,808 from 40,475
Change+5,333 (+13%)
Value$1.1K (-$1.0M)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares24,700
Change+24,700
Value$580.7K
Filed 2026-11-03
Commonwealth Equity Services, LLC
NEW
Shares15,465
Change+15,465
Value$363.6K
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares13,500 from 12,500
Change+1,000 (+8%)
Value$317.4K (+$2.5K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW
Shares11,577
Change+11,577
Value$272
Filed 2026-11-02
Landmark Wealth Management, LLC
DECREASED
Shares9,893 from 27,293
Change-17,400 (-64%)
Value$232.6K (-$454.9K)
Filed 2026-11-03
Jones Financial Companies Lllp
N/A
Shares— from 258,876
Change-258,876 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 255,309
Change-255,309 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 104,209
Change-104,209 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 71,791
Change-71,791 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 70,443
Change-70,443 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 22,957
Change-22,957 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 19,887
Change-19,887 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 15,383
Change-15,383 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,604
Change-8,604 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
Status
LPL Financial LLC
DECREASED162,176782,623-620,447-79%$19.7M$3.8M-$15.9M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED81,25062,443+18,807+30%$1.6M$1.9M+$337.3K2026-11-06
Econ Financial Services Corp
NEW74,636—+74,636——$1.8M—2026-10-19
Laurel OAK Wealth Management, LLC
INCREASED55,21251,936+3,276+6%$1.3M$1.3M-$10.2K2026-10-19
Platt Wealth Management LLC
INCREASED45,80840,475+5,333+13%$1.0M$1.1K-$1.0M2026-11-04
Ascentis Independent Advisors
NEW24,700—+24,700——$580.7K—2026-11-03
Commonwealth Equity Services, LLC
NEW15,465—+15,465——$363.6K—2026-11-02
CRA Financial Services, LLC
INCREASED13,50012,500+1,000+8%$314.9K$317.4K+$2.5K2026-10-16
Cambridge Investment Research Advisors, Inc.
NEW11,577—+11,577——$272—2026-11-02
Landmark Wealth Management, LLC
DECREASED9,89327,293-17,400-64%$687.5K$232.6K-$454.9K2026-11-03
Jones Financial Companies Lllp
N/A—258,876-258,876-100%$6.5M———
Raymond James Financial Inc
N/A—255,309-255,309-100%$6.4M———
Natixis Advisors, LLC
N/A—104,209-104,209-100%$2.6M———
FAS Wealth Partners, Inc.
N/A—71,791-71,791-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—70,443-70,443-100%$1.8M———
Goldman Sachs Group Inc
N/A—22,957-22,957-100%$578.3K———
Private Advisor Group, LLC
N/A—19,887-19,887-100%$501.0K———
Aspen Grove Capital, LLC
N/A—16,000-16,000-100%$404.2K———
Marshall Financial Group, LLC
N/A—15,383-15,383-100%$387.5K———
Kingsview Wealth Management, LLC
N/A—14,702-14,702-100%$370.3K———
Jane Street Group, LLC
N/A—8,604-8,604-100%$216.7K———
Steward Partners Investment Advisory, LLC
N/A—4,803-4,803-100%$121.0K———
Showing 22 of 22 institutions