Purchases and Sales Made in Q1 2024 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q1 2024. The information is specifically focused on institutions that hold shares of MFS HIGH INCOME MUNICIPAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
123K+ 49.65% |
$429K - $446K
|
370K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
120K+ 20.3% |
$421K - $438K
|
712K
$2.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
93KNew |
$326K - $339K
|
93K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.4KNew |
$324K - $336K
|
92.4K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
73.1KNew |
$256K - $266K
|
73.1K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
65.1K+ 3.1% |
$228K - $237K
|
2.17M
$8.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
57.5K+ 7.77% |
$201K - $209K
|
797K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.7K+ 36.66% |
$174K - $181K
|
185K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
45.6K+ 9.34% |
$160K - $166K
|
534K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44KNew |
$154K - $160K
|
44K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.7K+ 3.29% |
$132K - $137K
|
1.18M
$4.42M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
29.4KNew |
$103K - $107K
|
29.4K
$110K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23K+ 7.31% |
$80.6K - $83.8K
|
338K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23K+ 7.31% |
$80.6K - $83.8K
|
338K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
21K+ 2.82% |
$73.6K - $76.6K
|
767K
$2.86M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10KNew |
$35.2K - $36.6K
|
10K
$37.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.84K+ 27.86% |
$30.9K - $32.2K
|
40.5K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.6K+ 16.99% |
$23.1K - $24K
|
45.5K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.85KNew |
$20.5K - $21.3K
|
5.85K
$21.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.34K+ 0.63% |
$15.2K - $15.8K
|
692K
$2.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.55K+ 3.13% |
$12.4K - $12.9K
|
117K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.23K+ 0.89% |
$11.3K - $11.8K
|
367K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.02K+ 9.21% |
$3.55K - $3.69K
|
12K
$44.9K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
512+ 3.68% |
$1.79K - $1.86K
|
14.4K
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
401+ 1.18% |
$1.4K - $1.46K
|
34.2K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
277+ 0.21% |
$970 - $1.01K
|
133K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
215+ 1.53% |
$753 - $783
|
14.3K
$53.3K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
97+ 0.07% |
$340 - $353
|
145K
$542K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-133- 23.58% |
$466 - $484
|
431
$1.61K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1K- 2.89% |
$3.5K - $3.64K
|
33.6K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.37K- 3.05% |
$4.78K - $4.97K
|
43.4K
$162K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38K- 0.41% |
$4.82K - $5.01K
|
338K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 2.01% |
$8.05K - $8.37K
|
112K
$418K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.95K- 27.06% |
$20.8K - $21.7K
|
16K
$59.8K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.35K- 17.6% |
$25.7K - $26.8K
|
34.4K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-11.8K- 1.23% |
$41.3K - $42.9K
|
945K
$3.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-18.6K- 44.25% |
$65.1K - $67.7K
|
23.5K
$87.5K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-30.8K- 50.23% |
$108K - $112K
|
30.5K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-44K- 77.32% |
$154K - $160K
|
12.9K
$48.2K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-54.9K- 23.21% |
$192K - $200K
|
182K
$678K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-145K- 76.13% |
$508K - $528K
|
45.5K
$170K
|