Purchases and Sales Made in Q3 2024 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
171K+ 39.17% |
$634K - $687K
|
609K
$2.27M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
136K+ 64.43% |
$502K - $544K
|
346K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.4K+ 5.55% |
$235K - $254K
|
1.21M
$4.5M
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
59.1KNew |
$219K - $237K
|
59.1K
$220K
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
28K+ 54.88% |
$104K - $112K
|
79K
$295K
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
23.4K+ 0.84% |
$86.6K - $93.8K
|
2.82M
$10.5M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$52.9K - $57.3K
|
14.3K
$53.3K
|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
14.2K+ 7.83% |
$52.7K - $57.1K
|
196K
$731K
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.5K+ 9.87% |
$38.8K - $42K
|
117K
$435K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.1K+ 10.95% |
$37.4K - $40.6K
|
102K
$382K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.9K+ 28.71% |
$29.2K - $31.7K
|
35.4K
$132K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.47K+ 30.46% |
$16.5K - $17.9K
|
19.1K
$71.4K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.02K+ 40.06% |
$14.9K - $16.1K
|
14.1K
$52.5K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.13K+ 4.88% |
$11.6K - $12.5K
|
67.1K
$250K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.41K+ 0.3% |
$8.93K - $9.68K
|
814K
$3.04M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 0.26% |
$6.68K - $7.24K
|
695K
$2.59M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$3.7K - $4.01K
|
1K
$3.73K
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
433+ 1.25% |
$1.6K - $1.74K
|
35.1K
$131K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
180+ 1.24% |
$666 - $722
|
14.7K
$54.7K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
149+ 35.99% |
$551 - $597
|
563
$2.1K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.1% |
$22.2 - $24.1
|
5.82K
$21.7K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5+ 0.01% |
$18.5 - $20
|
33.6K
$125K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-406- 3.43% |
$1.5K - $1.63K
|
11.4K
$42.6K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-691- 0.47% |
$2.56K - $2.77K
|
146K
$543K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-950- 4.05% |
$3.52K - $3.81K
|
22.5K
$83.9K
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-1.7K- 0.24% |
$6.29K - $6.82K
|
721K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$6.79K - $7.35K
|
5.09K
$19K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2K- 15.49% |
$7.4K - $8.02K
|
10.9K
$40.7K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.13K- 8.13% |
$15.3K - $16.5K
|
46.7K
$174K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.85K- 24.02% |
$18K - $19.5K
|
15.4K
$57.3K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.92K- 0.7% |
$18.2K - $19.7K
|
701K
$2.62M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.97K- 34.19% |
$25.8K - $28K
|
13.4K
$50.1K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 3.01% |
$41K - $44.4K
|
357K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.4K- 16.48% |
$53.4K - $57.9K
|
73.2K
$273K
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-17K- 5.87% |
$62.8K - $68.1K
|
272K
$1.02M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33K- 17.33% |
$122K - $132K
|
157K
$587K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.9K- 14.71% |
$185K - $200K
|
289K
$1.08M
|