MFS High Yield Municipal Trust (CMU) Institutional Ownership

$3.22
+0.02 (+0.62%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for MFS High Yield Municipal Trust (NYSE:CMU)

Current
Institutional Ownership
Percentage
32.39%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$8.56M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.81M
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CMU Institutional Buying and Selling by Quarter

MFS High Yield Municipal Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Mesirow Financial Investment Management Inc.10,650$35K0.0%N/A0.038%
4/17/2024 Hennion & Walsh Asset Management Inc.502,662$1.67M0.1%-1.4%1.774%
4/11/2024 International 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%
1/25/2024 Allspring Global Investments Holdings LLC295,176$977K0.0%-25.8%1.042%
1/25/2024 Blue Bell Private Wealth Management LLC16,547$55K0.0%+178.9%0.058%
1/24/2024 Stratos Wealth Partners LTD.20,475$68K0.0%N/A0.072%
1/22/2024 Drive Wealth Management LLC34,000$113K0.0%-13.3%0.120%
1/22/2024 Melfa Wealth Management LLC111,837$370K0.3%-8.2%0.395%
1/16/2024 Raymond 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%
10/30/2023 Melfa Wealth Management LLC121,769$381K0.4%-19.7%0.430%
10/27/2023 Hennion & Walsh Asset Management Inc.320,191$1.00M0.1%N/A1.130%
10/27/2023 Allspring Global Investments Holdings LLC397,913$1.25M0.0%-17.6%1.405%
10/24/2023 Raymond James & Associates26,415$83K0.0%+131.4%0.093%
10/4/2023 International 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%
7/14/2023 Drive Wealth Management LLC39,200$126K0.0%-28.4%0.138%
7/11/2023 Capital Investment Advisors LLC17,165$55K0.0%N/A0.061%
5/11/2023 Ackerman Capital Advisors LLC36,590$117K0.0%-81.1%0.129%
5/9/2023Atlas Wealth LLC101,214$325K0.1%N/A0.357%
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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%
4/20/2023 Melfa Wealth Management LLC148,801$478K0.5%+541.6%0.525%
4/13/2023 Allspring 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%
2/8/2023 Stockman Wealth Management Inc.20,000$63K0.0%N/A0.071%
1/31/2023 Melfa Wealth Management LLC23,193$73K0.1%N/A0.082%
1/27/2023 Drive Wealth Management LLC55,800$175K0.1%-6.9%0.197%
1/23/2023 Allspring Global Investments Holdings LLC463,113$1.45M0.0%+3.2%1.635%
1/12/2023 Ackerman Capital Advisors LLC193,167$605K0.2%+5.5%0.682%
1/5/2023 Capital Investment Advisors LLC17,165$54K0.0%-36.2%0.061%
11/16/2022 Drive Wealth Management LLC59,940$180K0.2%N/A0.212%
11/16/2022Saba Capital Management L.P.180,209$542K0.0%+114.9%0.636%
11/15/2022Logan Stone Capital LLC258,700$779K0.5%+38.2%0.913%
11/14/2022Mariner Investment Group LLC204,853$617K0.7%+30.9%0.723%
11/8/2022Matisse Capital385,623$1.16M1.5%+6.1%1.361%
11/8/2022Moors & Cabot Inc.195,000$587K0.0%+160.0%0.688%
11/2/2022Landscape Capital Management L.L.C.26,021$78K0.0%-39.8%0.092%
10/26/2022 Allspring Global Investments Holdings LLC448,758$1.35M0.0%N/A1.584%
10/12/2022Sawtooth Solutions LLC28,550$86K0.0%N/A0.101%
8/15/2022Atria Wealth Solutions Inc.490,109$1.65M0.0%N/A1.730%
8/15/2022Bulldog Investors LLP371,097$1.25M0.3%+183.3%1.310%
8/13/2022Mariner Investment Group LLC156,553$526K0.6%N/A0.000%
8/11/2022Cetera Advisors LLC10,000$34K0.0%N/A0.035%
8/8/2022Moors & Cabot Inc.75,000$252K0.0%N/A0.265%
8/8/2022Integrated Wealth Concepts LLC42,282$142K0.0%N/A0.149%
8/8/2022WealthTrust Asset Management LLC11,886$40K0.0%N/A0.042%
8/5/2022Landscape Capital Management L.L.C.43,252$145K0.0%+150.5%0.153%
8/5/2022OLD Mission Capital LLC14,281$48K0.0%N/A0.000%
8/4/2022Northwestern Mutual Wealth Management Co.8,551$29K0.0%-80.3%0.000%
8/4/2022Robinson Capital Management LLC580,587$1.97M1.5%-18.9%0.000%
7/28/2022Matisse Capital363,500$1.22M1.2%+303.0%0.000%
7/22/2022 Ackerman Capital Advisors LLC219,497$738K0.2%-5.4%0.000%
7/13/2022Private Advisor Group LLC25,893$87K0.0%N/A0.000%
5/11/2022Landscape Capital Management L.L.C.17,265$67K0.0%+39.4%0.061%
5/10/2022Clear Harbor Asset Management LLC21,640$84K0.0%+87.3%0.076%
5/9/2022Northwestern Mutual Wealth Management Co.43,307$167K0.0%-14.1%0.153%
5/4/2022Advisor Group Holdings Inc.261,199$1.01M0.0%-4.5%0.000%
5/4/2022Commonwealth Equity Services LLC17,361$67K0.0%+40.0%0.000%
4/19/2022 Ackerman Capital Advisors LLC231,955$898K0.2%+3.3%0.819%
4/18/2022WMG Financial Advisors LLC20,000$77K0.1%N/A0.071%
4/13/2022 Capital Investment Advisors LLC26,915$104K0.0%N/A0.095%
4/12/2022Matisse Capital90,193$349K0.3%N/A0.000%
2/16/2022 Ackerman Capital Advisors LLC224,549$1.02M0.2%+194.0%0.793%
2/8/2022 Raymond James Financial Services Advisors Inc.84,229$381K0.0%-3.8%0.297%
2/8/2022Robinson Capital Management LLC698,712$3.15M2.0%+7.1%2.466%
2/3/2022Advisor Group Holdings Inc.273,445$1.24M0.0%-8.2%0.965%
2/1/2022Landscape Capital Management L.L.C.12,385$56K0.0%N/A0.044%
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1/31/2022 Arlington Capital Management Inc.24,625$111K0.2%N/A0.087%
1/26/2022Van ECK Associates Corp9,323$42K0.0%N/A0.033%
1/21/2022Clear Harbor Asset Management LLC11,555$52K0.0%N/A0.041%
11/16/2021Claybrook Capital LLC382,584$1.76M0.9%N/A1.350%
11/15/2021Rivernorth Capital Management LLC202,964$932K0.0%+29.6%0.716%
11/9/2021Robinson Capital Management LLC652,231$2.99M2.7%+48.2%0.000%
11/5/2021Advisor Group Holdings Inc.297,825$1.37M0.0%-0.9%1.051%
11/3/2021 Ackerman Capital Advisors LLC76,383$351K0.1%+65.1%0.000%
11/2/2021 Raymond James Financial Services Advisors Inc.87,533$402K0.0%-19.2%0.309%
10/29/2021Commonwealth Equity Services LLC12,402$56K0.0%-29.9%0.044%
(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, 42 institutional investors and hedge funds held shares of MFS High Yield Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($10.49M), Bulldog Investors LLP ($4.24M), City of London Investment Management Co. Ltd. ($3.26M), Hennion & Walsh Asset Management Inc. ($1.67M), Sit Investment Associates Inc. ($1.02M), Advisor Group Holdings Inc. ($1.01M), and Allspring Global Investments Holdings LLC ($977K).Learn more on CMU's institutional investors.

What percentage of MFS High Yield Municipal Trust stock is owned by institutional investors?

32.39% of MFS High Yield Municipal Trust stock is owned by institutional investors. Learn more on CMU's institutional investor holdings.

Which institutional investors have been buying MFS High Yield Municipal Trust stock?

Of the 40 institutional investors that purchased MFS High Yield Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: City of London Investment Management Co. Ltd. ($986.24K), Bulldog Investors LLP ($703.41K), Atria Wealth Solutions Inc. ($490.11K), Allspring Global Investments Holdings LLC ($482.91K), Moors & Cabot Inc. ($345K), Hennion & Walsh Asset Management Inc. ($320.19K), and Matisse Capital ($295.43K).

How much institutional buying is happening at MFS High Yield Municipal Trust?

Institutional investors have bought a total of 5,386,597 shares in the last 24 months. This purchase volume represents approximately $17.26M in transactions.

Which MFS High Yield Municipal Trust major shareholders have been selling company stock?

Of the 17 institutional investors that sold MFS High Yield Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Robinson Capital Management LLC ($200.68K), Allspring Global Investments Holdings LLC ($187.74K), Ackerman Capital Advisors LLC ($169.04K), Moors & Cabot Inc. ($145.48K), Matisse Capital ($99.57K), Bulldog Investors LLP ($65.73K), and Northwestern Mutual Wealth Management Co. ($41.85K).

How much institutional selling is happening at MFS High Yield Municipal Trust?

Institutional investors have sold a total of 1,104,786 shares in the last 24 months. This volume of shares sold represents approximately $3.61M in transactions.


This page (NYSE:CMU) was last updated on 4/27/2024 by MarketBeat.com Staff

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