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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
70,978
shares
|
$247,003
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
66,126
shares
|
$230,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
51,429
shares
|
$178,972
0.0% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
49,591
shares
|
$172,576
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
40,609
shares
|
$141,319
0.01% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
36,017
shares
|
$125,339
0.08% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
34,614
shares
|
$120,456
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
31,104
shares
|
$108,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
May 08, 2025 Q1 2025 |
30,888
shares
|
$107,490
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,674
shares
|
$99,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
25,998
shares
|
$90,473
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22,700
shares
|
$78,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
22,429
shares
|
$78,052
0.0% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
May 13, 2025 Q1 2025 |
20,000
shares
|
$69,600
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
17,742
shares
|
$61,742
0.0% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
15,358
shares
|
$53,445
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,061
shares
|
$52,412
0.0% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,037
shares
|
$52,328
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,000
shares
|
$45,240
0.0% of portfolio
|
Q1 2021
Reduced 62.86%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
12,623
shares
|
$43,928
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,509
shares
|
$43,531
0.0% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
11,705
shares
|
$40,733
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,426
shares
|
$39,762
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,300
shares
|
$39,324
0.0% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
10,913
shares
|
$37,977
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|