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 58 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $43.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,387,798
shares
|
$8.55 Million
0.22% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
1,103,430
shares
|
$3.95 Million
1.86% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,008,610
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
944,613
shares
|
$3.38 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
715,864
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
677,235
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
606,331
shares
|
$2.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
602,261
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
483,300
shares
|
$1.73 Million
0.09% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
456,700
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
443,631
shares
|
$1.59 Million
0.6% of portfolio
|
Q2 2025
Added 98.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
305,885
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
259,992
shares
|
$930,771
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
253,564
shares
|
$907,759
0.9% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
195,885
shares
|
$701,268
0.07% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
150,472
shares
|
$538,689
0.34% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
142,585
shares
|
$510,454
0.47% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
121,587
shares
|
$435,281
0.16% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
104,138
shares
|
$372,814
0.0% of portfolio
|
Q2 2025
Reduced 80.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
104,117
shares
|
$372,738
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
101,952
shares
|
$364,988
0.06% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$344,657
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
89,101
shares
|
$318,981
0.0% of portfolio
|
Q2 2025
Reduced 41.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,205
shares
|
$262,073
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
73,090
shares
|
$261,662
0.13% of portfolio
|
Q1 2024
New holding
|