Latest Institutional Transactions on Mfs High Yield Municipal Trust (CMU)
This table provides information on the latest institutional transactions involving Mfs High Yield Municipal Trust (CMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$35K - $41.5K
|
12.5K
$44.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 17.65% |
$61.4K - $72.8K
|
146K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.5KNew |
$4.2K - $4.98K
|
1.5K
$5.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-99.6K- 25.82% |
$279K - $331K
|
286K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-940- 25.81% |
$2.63K - $3.12K
|
2.7K
$9.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.5KNew |
$57.3K - $68K
|
20.5K
$72.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.2K- 13.27% |
$14.6K - $17.3K
|
34K
$121K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-129- 0.47% |
$361 - $428
|
27.4K
$97.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15K- 56.79% |
$42K - $49.8K
|
11.4K
$40.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.02KNew |
$3.19K - $3.44K
|
1.02K
$3.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
107KNew |
$336K - $362K
|
107K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 326.98% |
$39.4K - $42.4K
|
16.4K
$58.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.9KNew |
$37.2K - $40K
|
11.9K
$42.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
70.5KNew |
$221K - $238K
|
70.5K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.92% |
$15.6 - $16.9
|
551
$1.96K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3KNew |
$35K - $36.8K
|
11.3K
$40.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.2KNew |
$34.7K - $36.5K
|
11.2K
$39.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$1.55K - $1.63K
|
500
$1.78K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$33.6K - $36.9K
|
10.9K
$38.7K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.8K- 26.26% |
$21K - $23.1K
|
19.1K
$68K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$3.95K - $4.33K
|
1.28K
$4.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
570New |
$1.76K - $1.93K
|
570
$2.03K
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.09K- 36.17% |
$8.94K - $10.1K
|
5.46K
$19.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-19.8K- 9.64% |
$57.1K - $64.6K
|
185K
$659K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
26.1KNew |
$75.4K - $85.3K
|
26.1K
$92.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.1K- 15.4% |
$3.17K - $3.59K
|
6.03K
$21.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$57.8K - $65.4K
|
20K
$71.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-13.7K- 16.24% |
$40.9K - $49.7K
|
70.6K
$251K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28.6KNew |
$85.4K - $104K
|
28.6K
$102K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.2KClosed |
$134K - $163K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$318 - $387
|
100
$356
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$31.8K - $38.7K
|
10K
$35.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-17KClosed |
$54.1K - $65.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$45.4K - $55.3K
|
14.3K
$50.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-21.6KClosed |
$68.8K - $83.7K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
844New |
$2.68K - $3.27K
|
844
$3K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
8.75K+ 79.42% |
$27.8K - $33.8K
|
19.8K
$70.3K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.4KClosed |
$12.9K - $15.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$42.7K - $51.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4KClosed |
$15.2K - $18.2K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-24.6KClosed |
$93.3K - $112K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.02KClosed |
$8.97K - $9.37K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-17.6KClosed |
$78.1K - $81.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
383KNew |
$1.76M - $1.86M
|
383K
$1.36M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.76KClosed |
$12.7K - $13.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15KNew |
$66.9K - $72.2K
|
15K
$53.4K
|
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-484Closed |
$2.16K - $2.33K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-5.5KClosed |
$24.5K - $26.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.03KClosed |
$22.4K - $24.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-27.7KClosed |
$122K - $131K
|
0
$0
|
|