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 57 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 $42.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,248,961
shares
|
$7.83 Million
0.23% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,153,549
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
1,047,002
shares
|
$3.64 Million
2.19% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
944,613
shares
|
$3.29 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
715,740
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
689,008
shares
|
$2.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
672,235
shares
|
$2.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
622,802
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
536,356
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
May 15, 2025 Q1 2025 |
450,042
shares
|
$1.57 Million
0.09% of portfolio
|
Q1 2025
Added 96.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
374,219
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
260,564
shares
|
$906,762
0.51% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
249,995
shares
|
$869,982
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
222,985
shares
|
$775,987
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
195,885
shares
|
$681,679
0.08% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
150,472
shares
|
$523,642
0.34% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
147,228
shares
|
$512,353
0.0% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
142,585
shares
|
$496,195
0.47% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
104,117
shares
|
$362,327
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
101,504
shares
|
$353,233
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$335,030
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
93,879
shares
|
$326,698
0.12% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
89,101
shares
|
$310,071
0.0% of portfolio
|
Q2 2025
Reduced 41.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,205
shares
|
$254,753
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
73,090
shares
|
$254,353
0.15% of portfolio
|
Q1 2024
New holding
|