Institutional Ownership Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
2,625,516
shares
|
$8.74 Million
3.91% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,179,247
shares
|
$7.26 Million
0.18% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,914,727
shares
|
$6.38 Million
0.44% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
1,234,194
shares
|
$4.11 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
821,456
shares
|
$2.74 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
486,940
shares
|
$1.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
416,545
shares
|
$1.39 Million
0.82% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
382,584
shares
|
$1.27 Million
0.69% of portfolio
|
Q3 2021
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
356,189
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
353,305
shares
|
$1.18 Million
0.42% of portfolio
|
Q1 2025
Added 24.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
268,967
shares
|
$895,660
0.0% of portfolio
|
Q1 2025
Reduced 20.46%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
262,208
shares
|
$873,152
0.5% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
146,367
shares
|
$487,402
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
123,784
shares
|
$412,200
0.29% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,349
shares
|
$327,502
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
64,893
shares
|
$216,093
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
53,393
shares
|
$177,798
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,805
shares
|
$155,860
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
35,039
shares
|
$116,679
0.0% of portfolio
|
Q4 2024
Added 77.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,208
shares
|
$113,912
0.0% of portfolio
|
Q1 2025
Added 67.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
31,576
shares
|
$105,148
0.02% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
31,505
shares
|
$104,911
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
29,092
shares
|
$96,876
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
27,729
shares
|
$92,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,371
shares
|
$91,145
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|