Purchases and Sales Made in Q2 2024 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
281K+ 342.6% |
$901K - $965K
|
362K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
240K+ 27.85% |
$770K - $825K
|
1.1M
$3.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
192K+ 65.05% |
$616K - $660K
|
487K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
83.2KNew |
$267K - $286K
|
83.2K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
46K+ 168.52% |
$148K - $158K
|
73.3K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
25.5K+ 8.28% |
$81.9K - $87.7K
|
334K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.5K+ 20.57% |
$81.7K - $87.6K
|
149K
$533K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22.8K+ 137.51% |
$73K - $78.3K
|
39.3K
$140K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.4KNew |
$42.9K - $46K
|
13.4K
$47.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7KNew |
$40.8K - $43.7K
|
12.7K
$45.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.8KNew |
$34.6K - $37.1K
|
10.8K
$38.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.66K+ 84.24% |
$31K - $33.2K
|
21.1K
$75.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
4.76K+ 5.49% |
$15.3K - $16.4K
|
91.5K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.33K+ 34.01% |
$10.7K - $11.5K
|
13.1K
$46.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.65K+ 16.07% |
$8.51K - $9.12K
|
19.1K
$68.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.34K+ 3.69% |
$7.52K - $8.06K
|
65.9K
$235K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.13K+ 12.5% |
$6.85K - $7.34K
|
19.2K
$68.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$4.93K - $5.29K
|
1.54K
$5.49K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.4K+ 0.96% |
$4.49K - $4.82K
|
148K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
489+ 1.64% |
$1.57K - $1.68K
|
30.4K
$108K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
341+ 1.23% |
$1.09K - $1.17K
|
28K
$100K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
156+ 1.22% |
$501 - $537
|
13K
$46.3K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
152+ 1.23% |
$488 - $523
|
12.5K
$44.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148+ 0.9% |
$475 - $509
|
16.6K
$59.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
125+ 0.11% |
$401 - $430
|
112K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-800- 5.16% |
$2.57K - $2.75K
|
14.7K
$52.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.05K- 0.84% |
$3.38K - $3.62K
|
124K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.08K- 0.61% |
$9.87K - $10.6K
|
500K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.81K- 22.42% |
$31.5K - $33.7K
|
33.9K
$121K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21K- 33.64% |
$67.4K - $72.3K
|
41.5K
$148K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 47.1% |
$73.1K - $78.3K
|
25.6K
$91.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-24.5K- 1.78% |
$78.6K - $84.2K
|
1.35M
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.9K- 25.97% |
$112K - $120K
|
99.4K
$355K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.9K- 25.97% |
$112K - $120K
|
99.4K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-37.1K- 18.98% |
$119K - $128K
|
158K
$565K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-60K- 59.41% |
$193K - $206K
|
41K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-73.4K- 22.03% |
$236K - $253K
|
260K
$928K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 72.33% |
$495K - $530K
|
59K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-217K- 24.38% |
$695K - $745K
|
672K
$2.4M
|