Purchases and Sales Made in Q3 2023 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
458K+ 182.04% |
$1.43M - $1.54M
|
709K
$2.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
398KNew |
$1.25M - $1.34M
|
398K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
373K+ 38.32% |
$1.17M - $1.26M
|
1.35M
$4.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
320KNew |
$1M - $1.08M
|
320K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
254KNew |
$795K - $856K
|
254K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
115KNew |
$359K - $386K
|
115K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
107KNew |
$336K - $362K
|
107K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
70.5KNew |
$221K - $238K
|
70.5K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
54.5K+ 78.12% |
$171K - $184K
|
124K
$435K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
46.5K+ 1.41% |
$146K - $157K
|
3.35M
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
44.3K+ 11.28% |
$139K - $149K
|
437K
$1.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 110.16% |
$58.7K - $63.2K
|
35.8K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.4K+ 21.54% |
$48.3K - $52K
|
87.1K
$305K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$47K - $50.6K
|
15K
$52.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15K+ 131.41% |
$47K - $50.6K
|
26.4K
$92.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 326.98% |
$39.4K - $42.4K
|
16.4K
$57.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.9KNew |
$37.2K - $40K
|
11.9K
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 5.34% |
$33.2K - $35.8K
|
209K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$18.6K - $20K
|
5.93K
$20.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.02KNew |
$3.19K - $3.44K
|
1.02K
$3.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
289+ 0.99% |
$905 - $974
|
29.4K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
123+ 0.99% |
$385 - $415
|
12.5K
$43.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116+ 0.72% |
$363 - $391
|
16.2K
$56.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.92% |
$15.6 - $16.9
|
551
$1.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53- 0.54% |
$166 - $179
|
9.79K
$34.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-943- 0.68% |
$2.95K - $3.18K
|
138K
$483K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 3.03% |
$4.92K - $5.3K
|
50.3K
$176K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.56K- 6.4% |
$11.2K - $12K
|
52.1K
$182K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 1.1% |
$11.6K - $12.5K
|
332K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.04K- 22.31% |
$12.6K - $13.6K
|
14.1K
$49.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.8K- 27.64% |
$40.1K - $43.1K
|
33.5K
$117K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.8K- 13.97% |
$40.1K - $43.2K
|
78.9K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-15.5K- 7.2% |
$48.5K - $52.2K
|
200K
$698K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-29.9K- 19.69% |
$93.4K - $101K
|
122K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-130K- 41.11% |
$406K - $438K
|
186K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-287K- 28.42% |
$898K - $967K
|
723K
$2.53M
|