Purchases and Sales Made in Q2 2023 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
582K+ 21.38% |
$1.8M - $1.9M
|
3.31M
$11.7M
|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
463K+ 90.67% |
$1.44M - $1.51M
|
974K
$3.44M
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
381K+ 60.67% |
$1.18M - $1.24M
|
1.01M
$3.56M
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
251KNew |
$779K - $820K
|
251K
$887K
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
165K+ 108.93% |
$510K - $537K
|
316K
$1.11M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.4K+ 33.05% |
$153K - $161K
|
199K
$701K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
21.5K+ 6.85% |
$66.7K - $70.2K
|
336K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.8K+ 39.57% |
$61.3K - $64.5K
|
69.8K
$246K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$53.2K - $56K
|
17.2K
$60.6K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17KNew |
$52.8K - $55.5K
|
17K
$60.1K
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17K+ 4.53% |
$52.8K - $55.5K
|
392K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8K+ 51.79% |
$49K - $51.5K
|
46.3K
$163K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.7KNew |
$39.4K - $41.4K
|
12.7K
$44.8K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3KNew |
$35K - $36.8K
|
11.3K
$39.9K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11.2KNew |
$34.7K - $36.5K
|
11.2K
$39.5K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.47K+ 3.32% |
$13.9K - $14.6K
|
139K
$491K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.8K+ 6901.82% |
$11.8K - $12.4K
|
3.85K
$13.6K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3.64KNew |
$11.3K - $11.9K
|
3.64K
$12.9K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.82K+ 1.9% |
$8.75K - $9.21K
|
152K
$535K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$1.55K - $1.63K
|
500
$1.77K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
371+ 0.72% |
$1.15K - $1.21K
|
51.9K
$183K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
298+ 1.04% |
$924 - $971
|
29.1K
$103K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
184+ 1.03% |
$570 - $600
|
18.1K
$63.9K
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
131+ 1.07% |
$406 - $427
|
12.4K
$43.7K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119+ 0.75% |
$369 - $388
|
16.1K
$56.7K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75+ 0.06% |
$233 - $244
|
127K
$448K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 1.11% |
$18.6 - $19.6
|
546
$1.93K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-10- 0.52% |
$31 - $32.6
|
1.93K
$6.81K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-450- 0.8% |
$1.4K - $1.47K
|
55.7K
$197K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.5K- 8.33% |
$7.75K - $8.15K
|
27.5K
$97.1K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.18K- 3.35% |
$9.85K - $10.4K
|
91.7K
$324K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.6K- 14.91% |
$38.9K - $41K
|
71.7K
$253K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.6K- 28.43% |
$48.3K - $50.8K
|
39.2K
$138K
|