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 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,248,261
shares
|
$8.54 Million
0.2% of portfolio
|
Q4 2024
Reduced 20.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,262,545
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
944,613
shares
|
$3.59 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
921,837
shares
|
$3.5 Million
1.65% of portfolio
|
Q4 2024
Added 27.88%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
789,124
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
695,489
shares
|
$2.64 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
687,235
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
620,203
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
557,056
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 60.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
354,378
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
251,237
shares
|
$954,700
0.0% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
240,840
shares
|
$915,192
0.42% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
229,223
shares
|
$871,047
0.07% of portfolio
|
Q4 2024
Added 96.55%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
195,885
shares
|
$744,363
0.07% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
155,853
shares
|
$592,241
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
150,188
shares
|
$570,714
0.37% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
136,025
shares
|
$516,895
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
132,099
shares
|
$501,976
0.0% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
104,117
shares
|
$395,644
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
101,504
shares
|
$385,715
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$365,837
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
87,256
shares
|
$331,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
76,036
shares
|
$288,936
0.09% of portfolio
|
Q4 2024
Added 28.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,205
shares
|
$278,179
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
73,090
shares
|
$277,742
0.14% of portfolio
|
Q1 2024
New holding
|