Wmg Financial Advisors, LLC Mfs High Income Municipal Trust Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	SELL	$3.6 - $3.85 $19,800 - $21,175	-5,500 Reduced 33.95%	10,700 $39,000
Q4 2024 Feb 06, 2025	SELL	$3.63 - $3.99 $17,787 - $19,551	-4,900 Reduced 23.22%	16,200 $59,000
Q2 2024 Jul 30, 2024	BUY	$3.48 - $3.71 $73,428 - $78,281	21,100 New	21,100 $78,000

Others Institutions Holding CXE

# of Institutions

63

Shares Held

11.9M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

2.22M
Shares

$8.32 Million
0.25% of portfolio
Almitas Capital LLC Santa Monica, CA

1.1M
Shares

$4.14 Million
1.92% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$3.94 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

945K
Shares

$3.54 Million
0.31% of portfolio
Ubs Group Ag

700K
Shares

$2.63 Million
0.0% of portfolio

About MFS HIGH INCOME MUNICIPAL TRUST

Ticker CXE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS High Income Municipal Trust is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets. It primarily invests in municipal bonds and local general obligations of various sectors, such as multifamily, hospitals, care retirement, and investor-owned uti...

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