Latest Institutional Purchases of Mfs High Income Municipal Trust (CXE)
This list provides information on the latest institutional transactions involving Mfs High Income Municipal Trust (CXE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
171K+ 39.17% |
$634K - $687K
|
609K
$2.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136K+ 64.43% |
$502K - $544K
|
346K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.4K+ 5.55% |
$235K - $254K
|
1.21M
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
59.1KNew |
$219K - $237K
|
59.1K
$224K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
28K+ 54.88% |
$104K - $112K
|
79K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
23.4K+ 0.84% |
$86.6K - $93.8K
|
2.82M
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.2K+ 7.83% |
$52.7K - $57.1K
|
196K
$742K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.5K+ 9.87% |
$38.8K - $42K
|
117K
$442K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.1K+ 10.95% |
$37.4K - $40.6K
|
102K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.9K+ 28.71% |
$29.2K - $31.7K
|
35.4K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 30.46% |
$16.5K - $17.9K
|
19.1K
$72.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.02K+ 40.06% |
$14.9K - $16.1K
|
14.1K
$53.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.13K+ 4.88% |
$11.6K - $12.5K
|
67.1K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.41K+ 0.3% |
$8.93K - $9.68K
|
814K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 0.26% |
$6.68K - $7.24K
|
695K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$3.7K - $4.01K
|
1K
$3.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
433+ 1.25% |
$1.6K - $1.74K
|
35.1K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180+ 1.24% |
$666 - $722
|
14.7K
$55.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
149+ 35.99% |
$551 - $597
|
563
$2.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.1% |
$22.2 - $24.1
|
5.82K
$22.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5+ 0.01% |
$18.5 - $20
|
33.6K
$127K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
53.7KNew |
$187K - $199K
|
53.7K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 111.64% |
$114K - $122K
|
62.3K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
31.1KNew |
$108K - $115K
|
31.1K
$118K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$85.1K - $90.7K
|
24.5K
$92.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
21.1KNew |
$73.4K - $78.3K
|
21.1K
$80K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$49.2K - $52.5K
|
14.1K
$53.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 95.98% |
$48.2K - $51.4K
|
28.3K
$107K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
93KNew |
$326K - $339K
|
93K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
73.1KNew |
$256K - $266K
|
73.1K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44KNew |
$154K - $160K
|
44K
$167K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
277+ 0.21% |
$970 - $1.01K
|
133K
$504K
|
|
| Q4 2023 | |||||||
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
29.9K+ 14.33% |
$89.8K - $107K
|
239K
$905K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$37.1K - $44.1K
|
12.4K
$46.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3KNew |
$30.8K - $36.6K
|
10.3K
$38.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43KNew |
$4.29K - $5.1K
|
1.43K
$5.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
990New |
$2.97K - $3.53K
|
990
$3.75K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
96.3KNew |
$300K - $350K
|
96.3K
$365K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.6K+ 12.34% |
$12.1K - $13K
|
32.8K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79K+ 939.27% |
$6.03K - $6.46K
|
1.99K
$7.52K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.33KNew |
$7.98K - $8.84K
|
2.33K
$8.84K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.29KNew |
$7.82K - $8.67K
|
2.29K
$8.67K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
89.7K+ 53.28% |
$289K - $332K
|
258K
$978K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
13.7KNew |
$44.2K - $50.8K
|
13.7K
$52.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6.62KNew |
$21.3K - $24.5K
|
6.62K
$25.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$6.44K - $7.4K
|
2K
$7.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53KNew |
$4.93K - $5.66K
|
1.53K
$5.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 2.73% |
$966 - $1.11K
|
11.3K
$42.8K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
31.5KNew |
$105K - $131K
|
31.5K
$119K
|
|