Latest Institutional Transactions on Mfs High Income Municipal Trust (CXE)
This table provides information on the latest institutional transactions involving Mfs High Income Municipal Trust (CXE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-63.3K- 41.55% |
$216K - $235K
|
89.1K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
151+ 0.1% |
$515 - $560
|
150K
$524K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.1KNew |
$225K - $245K
|
66.1K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-568- 14.56% |
$1.94K - $2.11K
|
3.33K
$11.6K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 139.84% |
$3.74K - $4K
|
1.78K
$6.2K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-800- 2.26% |
$2.88K - $3.08K
|
34.6K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.49% |
$4.47K - $4.78K
|
250K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 8.63% |
$392K - $420K
|
1.15M
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.7KNew |
$81.7K - $87.4K
|
22.7K
$79K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.8K+ 5.6% |
$71.4K - $76.4K
|
374K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
700+ 0.03% |
$2.52K - $2.7K
|
2.25M
$7.83M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.63K- 5.53% |
$31.1K - $33.2K
|
147K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
191+ 1.29% |
$688 - $735
|
15K
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 8.19% |
$71K - $75.9K
|
261K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
223KNew |
$803K - $858K
|
223K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
125K+ 13.58% |
$451K - $482K
|
1.05M
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
221K+ 96.33% |
$795K - $850K
|
450K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
459+ 1.29% |
$1.65K - $1.77K
|
36K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17.8K+ 23.47% |
$64.2K - $68.7K
|
93.9K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7KNew |
$103K - $110K
|
28.7K
$99.8K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.6K+ 0.42% |
$9.36K - $10K
|
623K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$3.6 - $3.85
|
10.9K
$38K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 18.66% |
$58.6K - $62.7K
|
71K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-73.4K- 9.3% |
$264K - $283K
|
716K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 31.05% |
$36.4K - $38.9K
|
22.4K
$78.1K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.4K- 20.65% |
$48.2K - $51.5K
|
51.4K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 2.18% |
$54K - $57.8K
|
672K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
30.9KNew |
$111K - $119K
|
30.9K
$107K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45+ 0.17% |
$162 - $173
|
26K
$90.5K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.7KNew |
$42.1K - $45.1K
|
11.7K
$40.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 24.67% |
$14.7K - $15.8K
|
12.5K
$43.5K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.5K- 33.95% |
$19.8K - $21.2K
|
10.7K
$37.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 3.42% |
$5.9K - $6.31K
|
49.6K
$173K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.7K- 3.72% |
$74.5K - $79.7K
|
536K
$1.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
29.5KNew |
$106K - $113K
|
29.5K
$103K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6.56K+ 4.82% |
$23.6K - $25.3K
|
143K
$496K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.48K- 0.93% |
$23.3K - $25K
|
689K
$2.4M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 14.96% |
$9.63K - $10.6K
|
15.1K
$52.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
20KNew |
$72.6K - $79.8K
|
20K
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
30KNew |
$109K - $120K
|
30K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.8KNew |
$108K - $119K
|
29.8K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$42K - $46.1K
|
11.6K
$40.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3KNew |
$66.6K - $73.2K
|
18.3K
$63.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
413+ 73.36% |
$1.5K - $1.65K
|
976
$3.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
12.6KNew |
$45.8K - $50.4K
|
12.6K
$43.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-989- 0.96% |
$3.59K - $3.95K
|
102K
$353K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3K- 20.98% |
$10.9K - $12K
|
11.3K
$39.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.5K- 11.11% |
$9.08K - $9.98K
|
20K
$69.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-805- 13.83% |
$2.92K - $3.21K
|
5.02K
$17.5K
|
|