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 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $40.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2024 Q1 2024 |
2,167,021
shares
|
$8.04 Million
0.14% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,184,034
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2024
Added 3.29%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
945,301
shares
|
$3.51 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
797,277
shares
|
$2.96 Million
0.0% of portfolio
|
Q1 2024
Added 7.77%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 14, 2024 Q1 2024 |
766,961
shares
|
$2.85 Million
1.33% of portfolio
|
Q1 2024
Added 2.82%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 17, 2024 Q1 2024 |
712,438
shares
|
$2.64 Million
0.14% of portfolio
|
Q1 2024
Added 20.3%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
692,430
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2024
Added 0.63%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
533,982
shares
|
$1.98 Million
0.45% of portfolio
|
Q1 2024
Added 9.34%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
369,588
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2024
Added 49.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
367,497
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
337,985
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2024
Added 7.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
185,100
shares
|
$686,721
0.0% of portfolio
|
Q1 2024
Added 36.66%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 10, 2024 Q1 2024 |
181,653
shares
|
$673,932
0.05% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
145,314
shares
|
$539,114
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
132,893
shares
|
$493,033
0.35% of portfolio
|
Q1 2024
Added 0.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
116,882
shares
|
$433,632
0.0% of portfolio
|
Q1 2024
Added 3.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
111,992
shares
|
$415,490
0.0% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
104,117
shares
|
$386,274
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$357,172
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sanders Morris Harris LLC
|
Apr 11, 2024 Q1 2024 |
93,002
shares
|
$345,037
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
92,440
shares
|
$342,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Matisse Capital
|
Apr 30, 2024 Q1 2024 |
73,090
shares
|
$271,163
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
64,000
shares
|
$237,440
0.01% of portfolio
|
Q3 2023
Added 19.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
45,453
shares
|
$168,630
0.0% of portfolio
|
Q1 2024
Added 16.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
44,000
shares
|
$163,240
0.0% of portfolio
|
Q1 2024
New holding
|
|