Institutional Ownership Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,821,296
shares
|
$10.7 Million
0.24% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,205,691
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
944,613
shares
|
$3.58 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
814,244
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
720,853
shares
|
$2.73 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
701,332
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
695,235
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
608,798
shares
|
$2.31 Million
0.05% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
356,941
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
346,300
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 64.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
289,444
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
272,324
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
195,885
shares
|
$742,404
0.07% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
157,453
shares
|
$596,746
0.0% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
145,670
shares
|
$552,089
0.0% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
132,893
shares
|
$503,664
0.35% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
116,625
shares
|
$442,008
0.02% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
104,117
shares
|
$394,603
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
102,493
shares
|
$388,448
0.08% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$364,874
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
93,002
shares
|
$352,477
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
79,006
shares
|
$299,432
0.01% of portfolio
|
Q3 2024
Added 54.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,205
shares
|
$277,446
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
73,090
shares
|
$277,011
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
67,126
shares
|
$254,407
0.01% of portfolio
|
Q3 2024
Added 4.88%
|