Purchases and Sales Made in Q4 2023 in Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
399K+ 115.2% |
$1.2M - $1.43M
|
746K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
364KNew |
$1.09M - $1.3M
|
364K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
296K+ 99.79% |
$887K - $1.06M
|
592K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
283K+ 15.54% |
$848K - $1.01M
|
2.1M
$7.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
143K+ 14.27% |
$429K - $511K
|
1.15M
$4.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
64.6K+ 15.23% |
$194K - $230K
|
488K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.8KNew |
$134K - $160K
|
44.8K
$168K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
40.3K+ 38.36% |
$121K - $144K
|
145K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
35.1K+ 4.98% |
$105K - $125K
|
740K
$2.77M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8KNew |
$102K - $121K
|
33.8K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.4K+ 31.49% |
$97.3K - $116K
|
135K
$507K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$95.1K - $113K
|
31.7K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
29.9K+ 14.33% |
$89.8K - $107K
|
239K
$893K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.8K+ 247.25% |
$89.3K - $106K
|
41.8K
$156K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 7.5% |
$51.7K - $61.5K
|
247K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$42.3K - $50.3K
|
14.1K
$52.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$41.8K - $49.7K
|
13.9K
$52.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.4KNew |
$37.1K - $44.1K
|
12.4K
$46.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2K+ 11.0% |
$33.7K - $40.1K
|
113K
$424K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.3KNew |
$30.8K - $36.6K
|
10.3K
$38.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 19.39% |
$10.7K - $12.7K
|
22K
$82.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43KNew |
$4.29K - $5.1K
|
1.43K
$5.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
990New |
$2.97K - $3.53K
|
990
$3.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
950+ 2.31% |
$2.85K - $3.39K
|
42.1K
$157K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
263+ 0.2% |
$789 - $939
|
133K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
117+ 26.17% |
$351 - $418
|
564
$2.11K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16+ 0.03% |
$48 - $57.1
|
56.9K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-64- 0.06% |
$192 - $228
|
104K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-80- 1.96% |
$240 - $286
|
4K
$15K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-218- 52.15% |
$654 - $778
|
200
$748
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 0.87% |
$3K - $3.57K
|
114K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 4.16% |
$4.5K - $5.36K
|
34.6K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8K- 44.34% |
$24K - $28.6K
|
10K
$37.6K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 7.19% |
$73.2K - $87.2K
|
315K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-49.2K- 6.68% |
$148K - $176K
|
688K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-52.5K- 5.2% |
$158K - $187K
|
957K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-353K- 52.88% |
$1.06M - $1.26M
|
315K
$1.18M
|