Ifp Advisors, Inc Mfs High Yield Municipal Trust Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$3.1 - $3.26 $1,550 - $1,630	500 New	500 $1,000
Q3 2022 Nov 08, 2022	BUY	$2.99 - $3.63 $1,506 - $1,829	504 New	504 $2,000
Q3 2018 Oct 25, 2018	SELL	$4.43 - $4.64 $107,064 - $112,139	-24,168 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$4.4 - $4.61 $70,514 - $73,879	16,026 Added 196.83%	24,168 $0
Q1 2018 Jun 03, 2019	SELL	$4.4 - $4.66 $26,514 - $28,081	-6,026 Reduced 42.53%	8,142 $38,000
Q1 2018 May 09, 2018	BUY	$4.4 - $4.66 $26,514 - $28,081	6,026 Added 74.01%	14,168 $0
Q4 2017 Jan 24, 2018	SELL	$4.57 - $4.89 $3,043 - $3,256	-666 Reduced 7.56%	8,142 $0
Q3 2017 Oct 30, 2017	BUY	$4.68 - $4.81 $19,749 - $20,298	4,220 Added 91.98%	8,808 $42,000
Q2 2017 Jun 03, 2019	BUY	N/A	666 Added 16.98%	4,588 $22,000
Q4 2016 Jun 03, 2019	SELL	N/A	-6,293 Reduced 61.61%	3,922 $17,000
Q2 2016 Jun 03, 2019	BUY	N/A	10,215	10,215 $50,000

Others Institutions Holding CMU

# of Institutions

51

Shares Held

9.34M

Call Options Held

0

Put Options Held

0

Bulldog Investors, LLP Saddle Brook, NJ

1.36M
Shares

$4.84 Million
2.51% of portfolio
City Of London Investment Management CO LTD London, X0

1.28M
Shares

$4.58 Million
0.41% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.19M
Shares

$4.24 Million
0.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

968K
Shares

$3.46 Million
0.08% of portfolio
Icon Advisers Inc Greenwood Village, CO

821K
Shares

$2.93 Million
0.67% of portfolio

About MFS HIGH YIELD MUNICIPAL TRUST

Ticker CMU
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS High Yield Municipal Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...

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