Purchases and Sales Made in Q2 2025 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
457KNew |
$1.56M - $1.69M
|
457K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
221K+ 98.95% |
$752K - $819K
|
444K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
139K+ 6.17% |
$473K - $515K
|
2.39M
$8.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
66.1KNew |
$225K - $245K
|
66.1K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
56.4K+ 5.39% |
$192K - $209K
|
1.1M
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
33.3K+ 7.39% |
$113K - $123K
|
483K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
27.7K+ 29.51% |
$94.5K - $103K
|
122K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$73.9K - $80.4K
|
21.7K
$80.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.1K+ 120.32% |
$44.8K - $48.7K
|
24K
$89K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
13KNew |
$44.3K - $48.2K
|
13K
$48.1K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 44.05% |
$34.1K - $37.1K
|
32.7K
$121K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 4.0% |
$34.1K - $37.1K
|
260K
$962K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.9K+ 47.19% |
$20.1K - $21.9K
|
18.4K
$68.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5K+ 0.74% |
$17.1K - $18.6K
|
677K
$2.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
978New |
$3.33K - $3.63K
|
978
$3.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
523+ 1.45% |
$1.78K - $1.94K
|
36.5K
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500New |
$1.71K - $1.86K
|
500
$1.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
448+ 0.44% |
$1.53K - $1.66K
|
102K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
218+ 1.45% |
$743 - $809
|
15.3K
$56.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
151+ 0.1% |
$515 - $560
|
150K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
124+ 0.02% |
$423 - $460
|
716K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-544- 2.43% |
$1.86K - $2.02K
|
21.9K
$81K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-568- 14.56% |
$1.94K - $2.11K
|
3.33K
$12.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-863- 5.72% |
$2.94K - $3.2K
|
14.2K
$52.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.83K- 11.94% |
$6.25K - $6.8K
|
13.5K
$50K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.65K- 14.96% |
$9.05K - $9.85K
|
15.1K
$55.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.39K- 4.77% |
$11.5K - $12.6K
|
67.6K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-7K- 2.69% |
$23.9K - $26K
|
254K
$938K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.9K- 57.5% |
$51K - $55.5K
|
11.1K
$40.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-20.5K- 3.3% |
$70K - $76.2K
|
602K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-34.4K- 66.95% |
$117K - $128K
|
17K
$62.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-63.3K- 41.55% |
$216K - $235K
|
89.1K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-68.3K- 18.26% |
$233K - $254K
|
306K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-82.7K- 12.0% |
$282K - $307K
|
606K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142K- 96.45% |
$484K - $527K
|
5.23K
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-145K- 12.56% |
$494K - $538K
|
1.01M
$3.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-432K- 80.58% |
$1.47M - $1.6M
|
104K
$385K
|