Purchases and Sales Made in Q1 2023 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q1 2023. The information is specifically focused on institutions that hold shares of MFS HIGH YIELD MUNICIPAL TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
805K+ 41.95% |
$2.49M - $2.73M
|
2.72M
$9.61M
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
170K+ 37.07% |
$525K - $576K
|
628K
$2.22M
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
134K+ 35.38% |
$413K - $453K
|
511K
$1.8M
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
126K+ 541.58% |
$388K - $426K
|
149K
$525K
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
101KNew |
$313K - $343K
|
101K
$357K
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
90.4K+ 148.82% |
$279K - $306K
|
151K
$534K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
40.8K+ 14.93% |
$126K - $138K
|
314K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
38.6K+ 11.46% |
$119K - $131K
|
375K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.8KNew |
$88.9K - $97.5K
|
28.8K
$102K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19.8K+ 4.28% |
$61.2K - $67.1K
|
483K
$1.7M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$33.6K - $36.9K
|
10.9K
$38.4K
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.3KNew |
$31.9K - $35K
|
10.3K
$36.5K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.09K+ 36.1% |
$25K - $27.4K
|
30.5K
$108K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.56K+ 24.84% |
$11K - $12.1K
|
17.9K
$63.2K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3K+ 3.26% |
$9.27K - $10.2K
|
94.9K
$335K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.55K+ 5.36% |
$7.87K - $8.63K
|
50K
$177K
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.94KNew |
$5.99K - $6.58K
|
1.94K
$6.85K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.28KNew |
$3.95K - $4.33K
|
1.28K
$4.51K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
570New |
$1.76K - $1.93K
|
570
$2.01K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
411+ 0.8% |
$1.27K - $1.39K
|
51.5K
$182K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
178+ 0.19% |
$550 - $603
|
91.9K
$324K
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
136+ 1.12% |
$420 - $461
|
12.2K
$43.2K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55New |
$170 - $186
|
55
$194
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 1.12% |
$18.5 - $20.3
|
540
$1.91K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.03K- 1.84% |
$3.17K - $3.47K
|
54.8K
$193K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.06K- 6.23% |
$3.28K - $3.59K
|
15.9K
$56.3K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.33K- 19.17% |
$7.21K - $7.91K
|
9.84K
$34.7K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 3.16% |
$9.27K - $10.2K
|
91.9K
$324K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.8K- 26.26% |
$21K - $23.1K
|
19.1K
$67.4K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.7K- 5.5% |
$26.9K - $29.5K
|
149K
$527K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 15.87% |
$32.7K - $35.9K
|
56.1K
$198K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.9K- 9.36% |
$43K - $47.1K
|
135K
$475K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.8K- 19.05% |
$61.3K - $67.2K
|
84.2K
$297K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-130K- 37.68% |
$402K - $441K
|
215K
$759K
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-157K- 81.06% |
$484K - $531K
|
36.6K
$129K
|