Purchases and Sales Made in Q1 2025 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q1 2025. 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, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
568K+ 42.14% |
$1.97M - $2.05M
|
1.91M
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
280K+ 11.94% |
$972K - $1.01M
|
2.63M
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
177K+ 8.82% |
$613K - $639K
|
2.18M
$7.26M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
72.4K+ 21.05% |
$251K - $262K
|
417K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
68.9K+ 24.25% |
$239K - $250K
|
353K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
27.7KNew |
$96.2K - $100K
|
27.7K
$92.3K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.3KNew |
$70.4K - $73.5K
|
20.3K
$67.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
14KNew |
$48.6K - $50.7K
|
14K
$46.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8K+ 67.45% |
$47.8K - $49.9K
|
34.2K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66K+ 9.8% |
$5.74K - $5.99K
|
18.5K
$61.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
512+ 1.65% |
$1.78K - $1.85K
|
31.5K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
500+ 3.17% |
$1.74K - $1.81K
|
16.2K
$54.1K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
355+ 1.24% |
$1.23K - $1.29K
|
29.1K
$96.9K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
271+ 0.51% |
$940 - $981
|
53.4K
$178K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
164+ 1.23% |
$569 - $594
|
13.4K
$44.8K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
136+ 1.23% |
$472 - $492
|
11.2K
$37.2K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
95+ 0.08% |
$330 - $344
|
124K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
74+ 0.29% |
$257 - $268
|
25.8K
$85.9K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37+ 0.04% |
$128 - $134
|
98.3K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.02% |
$10.4 - $10.9
|
13K
$43.3K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$3.47 - $3.62
|
8.15K
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-325- 0.69% |
$1.13K - $1.18K
|
46.8K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.93K- 5.75% |
$6.68K - $6.97K
|
31.6K
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.7KClosed |
$9.38K - $9.78K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.89K- 0.79% |
$13.5K - $14.1K
|
487K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.48K- 11.33% |
$15.5K - $16.2K
|
35K
$117K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-14.5K- 3.91% |
$50.3K - $52.5K
|
356K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 48.48% |
$62K - $64.6K
|
19K
$63.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-23.9K- 8.34% |
$82.8K - $86.3K
|
262K
$873K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-49.7K- 3.87% |
$173K - $180K
|
1.23M
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.2K- 20.46% |
$240K - $250K
|
269K
$896K
|