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MFS HI YLD (CMU) Institutional Ownership

MFS HI YLD logo
$3.32 +0.01 (+0.30%)
As of 07/3/2025 03:30 PM Eastern

Institutional Ownership Changes (13F Filings) for MFS HI YLD (NYSE:CMU)

Current
Institutional Ownership
Percentage
32.39%
Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$13.20M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.95M
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CMU Institutional Buying and Selling by Quarter

MFS HI YLD Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Almitas Capital LLC416,545$1.45M0.5%+21.1%1.634%
5/14/2025Thomas J. Herzfeld Advisors Inc.353,305$1.23M0.4%+24.2%1.386%
5/13/2025Sit Investment Associates Inc.2,179,247$7.61M0.2%+8.8%8.548%
5/9/2025City of London Investment Management Co. Ltd.1,234,194$4.31M0.5%-3.9%4.841%
5/9/2025Atria Wealth Solutions Inc.18,976$66K0.0%-48.5%0.074%
4/29/2025Bank of New York Mellon Corp287,416$1.00M0.0%+32.2%1.127%
4/24/2025Allspring Global Investments Holdings LLC356,189$1.24M0.0%-3.9%1.397%
4/24/2025Matisse Capital262,208$915K0.5%-8.3%1.029%
4/15/2025CX Institutional14,000$49K0.0%N/A0.055%
4/10/2025Hennion & Walsh Asset Management Inc.486,940$1.70M0.1%-0.8%1.910%
2/17/2025Logan Stone Capital LLC26,446$93K0.0%-80.1%0.104%
2/17/2025Bulldog Investors LLP2,345,443$8.28M2.2%+73.0%9.201%
2/17/2025Bank of America Corp DE64,893$228K0.0%-34.4%0.255%
2/17/2025Almitas Capital LLC344,105$1.21M0.3%+143.6%1.350%
2/14/2025Integrated Wealth Concepts LLC15,749$55K0.0%-53.9%0.062%
2/13/2025XTX Topco Ltd23,845$84K0.0%+136.1%0.094%
2/13/2025Raymond James Financial Inc.47,130$166K0.0%N/A0.185%
2/13/2025Sit Investment Associates Inc.2,002,639$7.05M0.2%+106.8%7.857%
2/13/2025Wells Fargo & Company MN8,145$29K0.0%-29.5%0.032%
2/12/2025Thomas J. Herzfeld Advisors Inc.284,360$1.00M0.3%+76.3%1.116%
2/6/2025Raymond James Financial Inc.47,130$166K0.0%N/A0.185%
2/5/2025Noble Wealth Management PBC20,100$71K0.0%N/A0.079%
2/4/2025Bank of New York Mellon Corp217,416$765K0.0%+13.8%0.853%
1/31/2025Atria Wealth Solutions Inc.36,835$130K0.0%+82.3%0.145%
1/29/2025Allspring Global Investments Holdings LLC370,689$1.31M0.0%-11.8%1.454%
1/22/2025Drive Wealth Management LLC24,000$84K0.0%-29.4%0.094%
1/15/2025Hennion & Walsh Asset Management Inc.490,828$1.73M0.1%-0.8%1.925%
1/8/2025International Assets Investment Management LLC12,815$45K0.0%-72.4%0.050%
12/3/2024Rivernorth Capital Management LLC1,320,718$4.84M0.2%+19.9%5.181%
11/15/2024XTX Topco Ltd10,099$37K0.0%N/A0.040%
11/15/2024Rivernorth Capital Management LLC1,188,438$4.36M0.2%+7.9%4.662%
11/4/2024Wolverine Asset Management LLC113,348$415K0.0%-24.0%0.445%
10/24/2024Ackerman Capital Advisors LLC19,011$70K0.0%N/A0.075%
10/23/2024Hennion & Walsh Asset Management Inc.494,794$1.81M0.1%-1.0%1.941%
10/22/2024International Assets Investment Management LLC46,398$170K0.0%+270.9%0.182%
10/19/2024Allspring Global Investments Holdings LLC420,176$1.54M0.0%-13.8%1.648%
9/5/2024Sanctuary Advisors LLC13,142$42K0.0%N/A0.052%
8/21/2024Graham Capital Wealth Management LLC83,168$285K0.4%N/A0.000%
8/16/2024Almitas Capital LLC91,488$314K0.1%+5.5%0.000%
8/15/2024Logan Stone Capital LLC259,863$891K0.2%-22.0%0.000%
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8/5/2024Blue Bell Private Wealth Management LLC39,301$135K0.0%+137.5%0.000%
8/2/2024Wolverine Asset Management LLC149,212$512K0.0%+20.6%0.000%
7/26/2024Allspring Global Investments Holdings LLC487,176$1.67M0.0%+65.0%0.000%
7/26/2024Bank of New York Mellon Corp103,816$356K0.0%N/A0.000%
7/20/2024Hennion & Walsh Asset Management Inc.499,586$1.71M0.1%-0.6%0.000%
7/10/2024Simplicity Wealth LLC13,379$46K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC192,160$626K0.2%+2.0%0.678%
5/10/2024City of London Investment Management Co. Ltd.948,950$3.16M0.3%-3.8%3.350%
4/26/2024Mesirow Financial Investment Management Inc.10,650$35K0.0%N/A0.038%
4/17/2024Hennion & Walsh Asset Management Inc.502,662$1.67M0.1%-1.4%1.774%
4/11/2024International Assets Investment Management LLC12,356$41K0.0%-73.7%0.044%
2/21/2024Novak & Powell Financial Services Inc.27,391$91K0.1%N/A0.097%
2/15/2024Bulldog Investors LLP1,281,887$4.24M1.4%-4.9%4.525%
2/9/2024City of London Investment Management Co. Ltd.986,236$3.26M0.3%+39.1%3.481%
2/8/2024Robinson Capital Management LLC188,338$623K0.2%-25.8%0.665%
2/8/2024Matisse Capital286,058$947K0.5%-25.8%1.010%
2/8/2024WMG Financial Advisors LLC20,000$66K0.0%N/A0.071%
2/1/2024Wolverine Asset Management LLC21,900$72K0.0%N/A0.077%
1/25/2024Allspring Global Investments Holdings LLC295,176$977K0.0%-25.8%1.042%
1/25/2024Blue Bell Private Wealth Management LLC16,547$55K0.0%+178.9%0.058%
1/24/2024Stratos Wealth Partners LTD.20,475$68K0.0%N/A0.072%
1/22/2024Drive Wealth Management LLC34,000$113K0.0%-13.3%0.120%
1/22/2024Melfa Wealth Management LLC111,837$370K0.3%-8.2%0.395%
1/16/2024Raymond James & Associates11,415$38K0.0%-56.8%0.040%
11/14/2023Saba Capital Management L.P.3,351,581$10.49M0.3%+1.4%11.831%
11/14/2023Robinson Capital Management LLC253,891$791K0.4%N/A0.896%
11/14/2023Thomas J. Herzfeld Advisors Inc.114,670$359K0.1%+5,841.5%0.405%
11/9/2023City of London Investment Management Co. Ltd.709,091$2.22M0.2%+182.0%2.503%
11/8/2023Pathstone Family Office LLC11,881$37K0.0%N/A0.042%
11/8/2023Fort Point Capital Partners LLC35,769$112K0.0%+110.2%0.126%
11/8/2023Atria Wealth Solutions Inc.78,903$247K0.0%-14.0%0.279%
11/8/2023Moors & Cabot Inc.199,516$624K0.0%-7.2%0.704%
10/30/2023Melfa Wealth Management LLC121,769$381K0.4%-19.7%0.430%
10/27/2023Hennion & Walsh Asset Management Inc.320,191$1.00M0.1%N/A1.130%
10/27/2023Allspring Global Investments Holdings LLC397,913$1.25M0.0%-17.6%1.405%
10/24/2023Raymond James & Associates26,415$83K0.0%+131.4%0.093%
10/4/2023International Assets Investment Management LLC15,000$47K0.0%N/A0.053%
8/15/2023Bulldog Investors LLP974,279$3.14M1.0%+90.7%3.439%
8/14/2023Fort Point Capital Partners LLC17,020$55K0.0%N/A0.060%
8/11/2023City of London Investment Management Co. Ltd.251,413$808K0.1%N/A0.887%
8/11/2023Fairhaven Wealth Management LLC16,055$52K0.0%N/A0.057%
8/10/2023Sit Investment Associates Inc.315,767$1.02M0.0%+108.9%1.115%
8/9/2023Veritable L.P.11,201$36K0.0%N/A0.040%
8/3/2023Atria Wealth Solutions Inc.91,717$295K0.0%-3.3%0.324%
7/14/2023Drive Wealth Management LLC39,200$126K0.0%-28.4%0.138%
7/11/2023Capital Investment Advisors LLC17,165$55K0.0%N/A0.061%
5/11/2023Ackerman Capital Advisors LLC36,590$117K0.0%-81.1%0.129%
5/9/2023Atlas Wealth LLC101,214$325K0.1%N/A0.357%
5/5/2023Moors & Cabot Inc.215,000$690K0.0%-37.7%0.759%
5/3/2023Integrated Wealth Concepts LLC56,136$180K0.0%-15.9%0.198%
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4/20/2023Melfa Wealth Management LLC148,801$478K0.5%+541.6%0.525%
4/13/2023Allspring Global Investments Holdings LLC482,913$1.55M0.0%+4.3%1.705%
2/10/2023Sit Investment Associates Inc.60,741$190K0.0%N/A0.214%
2/10/2023Moors & Cabot Inc.345,000$1.08M0.1%+76.9%1.218%
2/9/2023Landscape Capital Management L.L.C.18,618$58K0.0%-28.5%0.066%
2/8/2023Stockman Wealth Management Inc.20,000$63K0.0%N/A0.071%
1/31/2023Melfa Wealth Management LLC23,193$73K0.1%N/A0.082%
1/27/2023Drive Wealth Management LLC55,800$175K0.1%-6.9%0.197%
1/23/2023Allspring Global Investments Holdings LLC463,113$1.45M0.0%+3.2%1.635%
1/12/2023Ackerman Capital Advisors LLC193,167$605K0.2%+5.5%0.682%
(Data available from 1/1/2016 forward)

CMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMU shares?

During the previous two years, 41 institutional investors and hedge funds held shares of MFS HI YLD. The most heavily invested institutionals were Saba Capital Management L.P. ($10.49M), Bulldog Investors LLP ($8.28M), Sit Investment Associates Inc. ($7.61M), Rivernorth Capital Management LLC ($4.84M), City of London Investment Management Co. Ltd. ($4.31M), Hennion & Walsh Asset Management Inc. ($1.70M), and Almitas Capital LLC ($1.45M).Learn more on MFS HI YLD's institutional investors.

What percentage of MFS HI YLD's stock is owned by institutional investors?

32.39% of MFS HI YLD's stock is owned by institutional investors. Learn more on CMU's institutional investor holdings.

Which institutional investors have been buying MFS HI YLD's stock?

Of the 33 institutional investors that purchased MFS HI YLD's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($1.45M), Sit Investment Associates Inc. ($1.38M), City of London Investment Management Co. Ltd. ($986.24K), Hennion & Walsh Asset Management Inc. ($320.19K), Rivernorth Capital Management LLC ($306.69K), Thomas J. Herzfeld Advisors Inc. ($304.72K), and Almitas Capital LLC ($280.04K).

How much institutional buying is happening at MFS HI YLD?

Institutional investors have bought a total of 3,751,146 shares in the last 24 months. This purchase volume represents approximately $13.20M in transactions.

Which of MFS HI YLD's major shareholders have been selling company stock?

Of the 12 institutional investors that sold MFS HI YLD's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($180.09K), Allspring Global Investments Holdings LLC ($130.99K), City of London Investment Management Co. Ltd. ($49.74K), Wolverine Asset Management LLC ($35.86K), Bank of America Corp DE ($34K), International Assets Investment Management LLC ($33.58K), and Matisse Capital ($23.85K).

How much institutional selling is happening at MFS HI YLD?

Institutional investors have sold a total of 553,551 shares in the last 24 months. This volume of shares sold represents approximately $1.95M in transactions.



This page (NYSE:CMU) was last updated on 7/5/2025 by MarketBeat.com Staff
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