Purchases and Sales Made in Q1 2025 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q1 2025. 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 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
223KNew |
$803K - $858K
|
223K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
221K+ 96.33% |
$795K - $850K
|
450K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
125K+ 13.58% |
$451K - $482K
|
1.05M
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
30.9KNew |
$111K - $119K
|
30.9K
$107K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
29.5KNew |
$106K - $113K
|
29.5K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.7KNew |
$103K - $110K
|
28.7K
$99.8K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.7KNew |
$81.7K - $87.4K
|
22.7K
$79K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
20.3K+ 15.39% |
$73.2K - $78.3K
|
152K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
19.8K+ 5.6% |
$71.4K - $76.4K
|
374K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 8.19% |
$71K - $75.9K
|
261K
$907K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
17.8K+ 23.47% |
$64.2K - $68.7K
|
93.9K
$327K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7KNew |
$63.9K - $68.3K
|
17.7K
$61.7K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.7KNew |
$42.1K - $45.1K
|
11.7K
$40.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
6.56K+ 4.82% |
$23.6K - $25.3K
|
143K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.6K+ 0.42% |
$9.36K - $10K
|
623K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 3.42% |
$5.9K - $6.31K
|
49.6K
$173K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 139.84% |
$3.74K - $4K
|
1.78K
$6.2K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
743New |
$2.67K - $2.86K
|
743
$2.59K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
700+ 0.03% |
$2.52K - $2.7K
|
2.25M
$7.83M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
459+ 1.29% |
$1.65K - $1.77K
|
36K
$125K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
191+ 1.29% |
$688 - $735
|
15K
$52.3K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
133+ 0.09% |
$479 - $512
|
150K
$523K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45+ 0.17% |
$162 - $173
|
26K
$90.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$3.6 - $3.85
|
10.9K
$38K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-800- 2.26% |
$2.88K - $3.08K
|
34.6K
$120K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1K- 1.49% |
$3.6K - $3.85K
|
66.1K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24K- 0.49% |
$4.47K - $4.78K
|
250K
$870K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.1K- 24.67% |
$14.7K - $15.8K
|
12.5K
$43.5K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-5.5K- 33.95% |
$19.8K - $21.2K
|
10.7K
$37.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.48K- 0.93% |
$23.3K - $25K
|
689K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.63K- 5.53% |
$31.1K - $33.2K
|
147K
$512K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 31.05% |
$36.4K - $38.9K
|
22.4K
$78.1K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.4K- 20.65% |
$48.2K - $51.5K
|
51.4K
$179K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 2.18% |
$54K - $57.8K
|
672K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.3K- 18.66% |
$58.6K - $62.7K
|
71K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.7K- 3.72% |
$74.5K - $79.7K
|
536K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-73.4K- 9.3% |
$264K - $283K
|
716K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-109K- 8.63% |
$392K - $420K
|
1.15M
$4.01M
|