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 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,725
shares
|
$76,254
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$70,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
19,759
shares
|
$69,354
0.0% of portfolio
|
Q2 2022
Added 79.42%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
19,093
shares
|
$67,016
0.0% of portfolio
|
Q1 2023
Reduced 26.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,249
shares
|
$57,033
0.0% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
16,247
shares
|
$57,026
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
15,100
shares
|
$53,001
0.04% of portfolio
|
Q3 2025
Reduced 24.88%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$52,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
13,155
shares
|
$46,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,756
shares
|
$44,773
0.0% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,881
shares
|
$41,702
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
11,509
shares
|
$40,396
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$35,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,546
shares
|
$22,976
0.0% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
5,010
shares
|
$17,585
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,955
shares
|
$10,372
0.0% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,537
shares
|
$5,394
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
844
shares
|
$2,962
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
570
shares
|
$2,000
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|