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 51 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
59,086
shares
|
$224,526
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
46,660
shares
|
$177,308
0.0% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
40,609
shares
|
$154,314
0.01% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
35,414
shares
|
$134,573
0.0% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
35,107
shares
|
$133,406
0.08% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
33,566
shares
|
$127,550
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
31,104
shares
|
$118,195
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
22,500
shares
|
$85,500
0.02% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
21,100
shares
|
$80,180
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,138
shares
|
$72,724
0.0% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
15,358
shares
|
$58,360
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,061
shares
|
$57,231
0.0% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,659
shares
|
$55,704
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
14,300
shares
|
$54,340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
14,066
shares
|
$53,450
0.0% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,425
shares
|
$51,015
0.0% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
13,000
shares
|
$49,400
0.0% of portfolio
|
Q1 2021
Reduced 62.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,426
shares
|
$43,418
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
10,913
shares
|
$41,469
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
10,262
shares
|
$38,995
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
5,822
shares
|
$22,123
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,089
shares
|
$19,338
0.0% of portfolio
|
Q3 2024
Reduced 26.49%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
2,517
shares
|
$9,564
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$3,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
563
shares
|
$2,139
0.0% of portfolio
|
Q3 2024
Added 35.99%
|