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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
631K+ 29.11% |
$2.2M - $2.34M
|
2.8M
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145K+ 319.01% |
$505K - $538K
|
190K
$756K
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
106KNew |
$369K - $394K
|
106K
$421K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
67.9K+ 18.36% |
$236K - $252K
|
437K
$1.74M
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
53.7KNew |
$187K - $199K
|
53.7K
$213K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
51.8K+ 127.82% |
$180K - $192K
|
92.4K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 111.64% |
$114K - $122K
|
62.3K
$247K
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
31.1KNew |
$108K - $115K
|
31.1K
$123K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.5K+ 13.78% |
$88.7K - $94.6K
|
211K
$836K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$85.1K - $90.7K
|
24.5K
$97.1K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
21.1KNew |
$73.4K - $78.3K
|
21.1K
$83.8K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 1.83% |
$50.6K - $54K
|
812K
$3.22M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$49.2K - $52.5K
|
14.1K
$56.2K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 95.98% |
$48.2K - $51.4K
|
28.3K
$112K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.36K+ 16.94% |
$25.6K - $27.3K
|
50.8K
$202K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 85.95% |
$11.1K - $11.9K
|
6.92K
$27.5K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 0.72% |
$3.64K - $3.88K
|
146K
$581K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 0.14% |
$3.48K - $3.71K
|
693K
$2.75M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
525+ 0.14% |
$1.83K - $1.95K
|
368K
$1.46M
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
432+ 1.26% |
$1.5K - $1.6K
|
34.7K
$138K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180+ 1.26% |
$626 - $668
|
14.5K
$57.5K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$3.48 - $3.71
|
12.9K
$51.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
93KNew |
$326K - $339K
|
93K
$369K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
73.1KNew |
$256K - $266K
|
73.1K
$290K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44KNew |
$154K - $160K
|
44K
$175K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23K+ 7.31% |
$80.6K - $83.8K
|
338K
$1.34M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$35.2K - $36.6K
|
10K
$39.9K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
277+ 0.21% |
$970 - $1.01K
|
133K
$528K
|
|
Q4 2023 | |||||||
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
29.9K+ 14.33% |
$89.8K - $107K
|
239K
$948K
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$37.1K - $44.1K
|
12.4K
$49.1K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3KNew |
$30.8K - $36.6K
|
10.3K
$40.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43KNew |
$4.29K - $5.1K
|
1.43K
$5.67K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
990New |
$2.97K - $3.53K
|
990
$3.93K
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
96.3KNew |
$300K - $350K
|
96.3K
$382K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 19.63% |
$32.8K - $38.2K
|
64K
$254K
|
|
Q2 2023 | |||||||
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
3.6K+ 12.34% |
$12.1K - $13K
|
32.8K
$130K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79K+ 939.27% |
$6.03K - $6.46K
|
1.99K
$7.88K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.33KNew |
$7.98K - $8.84K
|
2.33K
$9.26K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
2.29KNew |
$7.82K - $8.67K
|
2.29K
$9.08K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
89.7K+ 53.28% |
$289K - $332K
|
258K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
13.7KNew |
$44.2K - $50.8K
|
13.7K
$54.5K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6.62KNew |
$21.3K - $24.5K
|
6.62K
$26.3K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$6.44K - $7.4K
|
2K
$7.94K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.53KNew |
$4.93K - $5.66K
|
1.53K
$6.07K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
300+ 2.73% |
$966 - $1.11K
|
11.3K
$44.9K
|
|
Q3 2022 | |||||||
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
31.5KNew |
$105K - $131K
|
31.5K
$125K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.3KNew |
$57.7K - $71.9K
|
17.3K
$68.6K
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
1.54K+ 3.93% |
$5.13K - $6.39K
|
40.6K
$161K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19KNew |
$67.3K - $82.5K
|
19K
$75.4K
|