Purchases and Sales Made in Q2 2024 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
631K+ 29.11% |
$2.2M - $2.34M
|
2.8M
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145K+ 319.01% |
$505K - $538K
|
190K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
106KNew |
$369K - $394K
|
106K
$403K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
67.9K+ 18.36% |
$236K - $252K
|
437K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
53.7KNew |
$187K - $199K
|
53.7K
$204K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
51.8K+ 127.82% |
$180K - $192K
|
92.4K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 111.64% |
$114K - $122K
|
62.3K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
31.1KNew |
$108K - $115K
|
31.1K
$118K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.5K+ 13.78% |
$88.7K - $94.6K
|
211K
$800K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$85.1K - $90.7K
|
24.5K
$92.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
21.1KNew |
$73.4K - $78.3K
|
21.1K
$80.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 1.83% |
$50.6K - $54K
|
812K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.1KNew |
$49.2K - $52.5K
|
14.1K
$53.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 95.98% |
$48.2K - $51.4K
|
28.3K
$108K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.36K+ 16.94% |
$25.6K - $27.3K
|
50.8K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.2K+ 85.95% |
$11.1K - $11.9K
|
6.92K
$26.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 0.41% |
$4.79K - $5.11K
|
339K
$1.29M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 0.41% |
$4.79K - $5.11K
|
339K
$1.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 0.72% |
$3.64K - $3.88K
|
146K
$556K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1K+ 0.14% |
$3.48K - $3.71K
|
693K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
525+ 0.14% |
$1.83K - $1.95K
|
368K
$1.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
432+ 1.26% |
$1.5K - $1.6K
|
34.7K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180+ 1.26% |
$626 - $668
|
14.5K
$55K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$3.48 - $3.71
|
12.9K
$49.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17- 3.94% |
$59.2 - $63.1
|
414
$1.57K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31- 0.53% |
$108 - $115
|
5.82K
$22.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-203- 1.69% |
$706 - $753
|
11.8K
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-688- 0.07% |
$2.39K - $2.55K
|
945K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 8.48% |
$4.73K - $5.05K
|
14.7K
$55.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.06K- 12.02% |
$7.16K - $7.63K
|
15.1K
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.99K- 9.81% |
$10.4K - $11.1K
|
27.5K
$105K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.19K- 0.87% |
$21.5K - $23K
|
706K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.6K- 36.67% |
$43.9K - $46.8K
|
21.8K
$82.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-29.2K- 25.01% |
$102K - $108K
|
87.6K
$333K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-41.4K- 44.82% |
$144K - $154K
|
51K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.8K- 3.53% |
$145K - $155K
|
1.14M
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-44.4K- 5.79% |
$155K - $165K
|
723K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-91.6K- 81.79% |
$319K - $340K
|
20.4K
$77.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-245K- 45.82% |
$851K - $908K
|
289K
$1.1M
|