Purchases and Sales Made in Q1 2024 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q1 2024. 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, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
158K+ 22.45% |
$512K - $526K
|
861K
$3.04M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
102K+ 465.08% |
$330K - $339K
|
124K
$437K
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
95K+ 7.41% |
$308K - $316K
|
1.38M
$4.86M
|
|
May 15, 2024
Q1 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
87K+ 11.67% |
$282K - $290K
|
832K
$2.94M
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
48.6K+ 33.07% |
$157K - $162K
|
195K
$690K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
43.7K+ 16.55% |
$142K - $146K
|
308K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
39.1K+ 91.43% |
$127K - $130K
|
81.9K
$289K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.9K+ 35.08% |
$113K - $116K
|
134K
$474K
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
33.2KNew |
$108K - $111K
|
33.2K
$117K
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.3KNew |
$88.5K - $90.9K
|
27.3K
$96.4K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 8.61% |
$85.6K - $87.9K
|
333K
$1.18M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25.6K+ 69.52% |
$83K - $85.3K
|
62.5K
$220K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5KNew |
$53.4K - $54.9K
|
16.5K
$58.2K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.7K+ 11.37% |
$41.2K - $42.4K
|
125K
$440K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6KNew |
$37.6K - $38.7K
|
11.6K
$41K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
$37.1K - $38.2K
|
11.5K
$40.5K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.7KNew |
$34.5K - $35.5K
|
10.7K
$37.6K
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
9.44K+ 12.21% |
$30.6K - $31.4K
|
86.7K
$306K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.62K+ 2.71% |
$18.2K - $18.7K
|
213K
$752K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
3.82K+ 2.03% |
$12.4K - $12.7K
|
192K
$678K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3K+ 15.0% |
$9.72K - $9.99K
|
23K
$81.2K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75K+ 2.09% |
$8.91K - $9.16K
|
134K
$474K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.75K+ 2.09% |
$8.91K - $9.16K
|
134K
$474K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.56K+ 3.33% |
$5.04K - $5.18K
|
48.3K
$171K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 1.0% |
$3.24K - $3.33K
|
101K
$357K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
889+ 7.79% |
$2.88K - $2.96K
|
12.3K
$43.4K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
316+ 1.07% |
$1.02K - $1.05K
|
29.9K
$106K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
313+ 1.14% |
$1.01K - $1.04K
|
27.7K
$97.8K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
186+ 1.47% |
$603 - $619
|
12.8K
$45.2K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136+ 0.83% |
$441 - $453
|
16.4K
$58K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-148- 0.89% |
$480 - $493
|
16.4K
$58K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-450- 1.02% |
$1.46K - $1.5K
|
43.7K
$154K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-585- 0.52% |
$1.9K - $1.95K
|
112K
$395K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.65K- 9.61% |
$5.35K - $5.49K
|
15.5K
$54.8K
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.11K- 1.39% |
$23K - $23.7K
|
503K
$1.77M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.2K- 22.26% |
$59K - $60.6K
|
63.6K
$224K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34.7K- 73.73% |
$112K - $115K
|
12.4K
$43.6K
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-37.3K- 3.78% |
$121K - $124K
|
949K
$3.35M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.8K- 78.08% |
$197K - $202K
|
17.1K
$60.3K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-236K- 61.74% |
$765K - $787K
|
146K
$517K
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-453K- 33.75% |
$1.47M - $1.51M
|
888K
$3.14M
|