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 56 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $46.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atlas Wealth LLC
Cincinnati, OH |
Jul 31, 2024 Q2 2024 |
53,663
shares
|
$215,188
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
51,012
shares
|
$204,558
0.0% of portfolio
|
Q2 2024
Reduced 44.82%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
50,787
shares
|
$203,655
0.0% of portfolio
|
Q2 2024
Added 16.94%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
44,000
shares
|
$176,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
40,609
shares
|
$162,842
0.01% of portfolio
|
Q3 2022
Added 3.93%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 15, 2024 Q2 2024 |
34,674
shares
|
$139,042
0.08% of portfolio
|
Q2 2024
Added 1.26%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
33,561
shares
|
$134,579
0.0% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
31,104
shares
|
$124,727
0.0% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,303
shares
|
$113,495
0.0% of portfolio
|
Q2 2024
Added 95.98%
|
|
Horizon Kinetics Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
27,514
shares
|
$110,331
0.0% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
24,451
shares
|
$98,048
0.0% of portfolio
|
Q2 2024
New holding
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
23,450
shares
|
$94,034
0.02% of portfolio
|
Q1 2024
Reduced 44.25%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
21,807
shares
|
$87,446
0.01% of portfolio
|
Q2 2024
Reduced 36.67%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
21,100
shares
|
$84,611
0.04% of portfolio
|
Q2 2024
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
20,399
shares
|
$81,799
0.0% of portfolio
|
Q2 2024
Reduced 81.79%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
20,212
shares
|
$81,050
0.0% of portfolio
|
Q3 2023
Reduced 6.91%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
15,061
shares
|
$60,394
0.0% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
14,670
shares
|
$58,826
0.0% of portfolio
|
Q2 2024
Reduced 8.48%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
14,479
shares
|
$58,060
0.0% of portfolio
|
Q2 2024
Added 1.26%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,146
shares
|
$56,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
13,000
shares
|
$52,130
0.0% of portfolio
|
Q1 2021
Reduced 62.86%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
12,914
shares
|
$51,785
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
11,832
shares
|
$47,446
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
10,262
shares
|
$41,150
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,043
shares
|
$40,272
0.0% of portfolio
|
Q1 2024
New holding
|