Purchases and Sales Made in Q4 2024 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.03M+ 106.82% |
$3.59M - $3.82M
|
2M
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
990K+ 72.99% |
$3.43M - $3.65M
|
2.35M
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
203K+ 143.6% |
$704K - $748K
|
344K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
123K+ 76.27% |
$427K - $454K
|
284K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
47.1KNew |
$164K - $174K
|
47.1K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
26.4K+ 2.0% |
$91.6K - $97.4K
|
1.35M
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4KNew |
$70.9K - $75.4K
|
20.4K
$70.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
20.1KNew |
$69.7K - $74.2K
|
20.1K
$69.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6K+ 82.33% |
$57.7K - $61.4K
|
36.8K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.7K+ 136.11% |
$47.7K - $50.7K
|
23.8K
$82.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.01KNew |
$17.4K - $18.5K
|
5.01K
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.1K+ 0.93% |
$10.8K - $11.4K
|
338K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.09K+ 2.1% |
$3.79K - $4.03K
|
53.1K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
349+ 1.23% |
$1.21K - $1.29K
|
28.7K
$99.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
249+ 0.81% |
$864 - $919
|
31K
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
240+ 1.88% |
$833 - $886
|
13K
$45.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
160+ 1.22% |
$555 - $590
|
13.3K
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151+ 0.9% |
$524 - $557
|
16.9K
$58.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
134+ 1.23% |
$465 - $494
|
11K
$38.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
93+ 0.08% |
$323 - $343
|
124K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72+ 0.28% |
$250 - $266
|
25.7K
$89.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17+ 0.02% |
$59 - $62.7
|
98.3K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-300- 0.89% |
$1.04K - $1.11K
|
33.5K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.41K- 29.54% |
$11.8K - $12.6K
|
8.15K
$28.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.97K- 0.8% |
$13.8K - $14.6K
|
491K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10K- 29.41% |
$34.7K - $36.9K
|
24K
$83.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 31.39% |
$62.7K - $66.7K
|
39.5K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.4K- 53.94% |
$64K - $68.1K
|
15.7K
$54.6K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-33.6K- 72.38% |
$117K - $124K
|
12.8K
$44.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34K- 34.38% |
$118K - $125K
|
64.9K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-49.5K- 11.78% |
$172K - $183K
|
371K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-107K- 80.13% |
$370K - $394K
|
26.4K
$91.8K
|