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 51 institutions that hold shares in the stock, with a total of 9.34 Million shares, which have been reported (via 13F filing form) to have a value of $33.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
33,801
shares
|
$119,993
0.02% of portfolio
|
Q3 2024
Reduced 13.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,744
shares
|
$109,141
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
30,000
shares
|
$106,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
28,388
shares
|
$100,777
0.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,371
shares
|
$97,167
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,642
shares
|
$91,029
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,202
shares
|
$71,717
0.0% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,759
shares
|
$70,144
0.0% of portfolio
|
Q2 2022
Added 79.42%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,093
shares
|
$67,780
0.0% of portfolio
|
Q1 2023
Reduced 26.26%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,011
shares
|
$67,489
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
16,738
shares
|
$59,419
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
14,715
shares
|
$52,238
0.0% of portfolio
|
Q2 2024
Reduced 5.16%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
13,124
shares
|
$46,590
0.04% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,756
shares
|
$45,283
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
12,498
shares
|
$44,367
0.0% of portfolio
|
Q3 2024
Reduced 62.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,490
shares
|
$44,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,881
shares
|
$42,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,559
shares
|
$41,034
0.0% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,913
shares
|
$38,741
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,434
shares
|
$37,040
0.0% of portfolio
|
Q3 2024
Reduced 50.59%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,099
shares
|
$35,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
2,702
shares
|
$9,592
0.0% of portfolio
|
Q4 2023
Reduced 25.81%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,537
shares
|
$5,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
844
shares
|
$2,996
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
570
shares
|
$2,023
0.0% of portfolio
|
Q1 2023
New holding
|