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MFS High Income Municipal Trust (CXE) Institutional Ownership

MFS High Income Municipal Trust logo
$3.54 +0.01 (+0.28%)
As of 06/12/2025 03:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS High Income Municipal Trust (NYSE:CXE)

Current
Institutional Ownership
Percentage
34.37%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$5.09M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.93M
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CXE Institutional Buying and Selling by Quarter

MFS High Income Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC22,700$84K0.0%N/A0.061%
5/16/2025 Almitas Capital LLC1,047,002$3.86M1.3%+13.6%2.810%
5/15/2025 Royal Bank of Canada147,228$543K0.0%-5.5%0.395%
5/14/2025 Thomas J. Herzfeld Advisors Inc.93,879$346K0.1%+23.5%0.252%
5/13/2025 HighTower Advisors LLC22,429$83K0.0%-31.1%0.060%
5/12/2025 Wolverine Asset Management LLC51,429$190K0.0%-20.7%0.138%
5/9/2025 Quantum Financial Planning Services Inc.30,888$114K0.1%N/A0.083%
5/8/2025 XTX Topco Ltd11,705$43K0.0%N/A0.031%
5/6/2025 WMG Financial Advisors LLC10,700$39K0.0%-34.0%0.029%
4/21/2025 Catalina Capital Group LLC29,474$109K0.1%N/A0.000%
4/15/2025 Noble Wealth Management PBC142,585$526K0.4%+4.8%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.689,008$2.54M0.1%-0.9%0.000%
2/17/2025 Saba Capital Management L.P.2,248,261$8.27M0.2%-20.3%0.000%
2/17/2025 Nomura Holdings Inc.30,000$110K0.0%N/A0.000%
2/17/2025 Logan Stone Capital LLC240,840$886K0.3%-11.6%0.000%
2/17/2025 Collar Capital Management LLC20,000$74K0.1%N/A0.000%
2/17/2025 Citadel Advisors LLC29,845$110K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE1,262,545$4.65M0.0%+4.7%0.000%
2/17/2025 Almitas Capital LLC921,837$3.39M0.7%+27.9%0.000%
2/14/2025 Jane Street Group LLC11,558$43K0.0%N/A0.000%
2/14/2025 Whitebox Advisors LLC229,223$844K0.0%+96.5%0.000%
2/13/2025 Raymond James Financial Inc.87,256$321K0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC18,340$67K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.620,203$2.28M0.1%+1.9%0.000%
2/12/2025 Thomas J. Herzfeld Advisors Inc.76,036$280K0.1%+28.7%0.000%
2/11/2025 LPL Financial LLC25,953$96K0.0%-22.7%0.000%
2/10/2025 Commonwealth Equity Services LLC687,235$2.53M0.0%-1.2%0.000%
2/10/2025 Thompson Siegel & Walmsley LLC12,623$46K0.0%N/A0.000%
2/7/2025 HighTower Advisors LLC32,531$120K0.0%+70.0%0.000%
2/6/2025 Raymond James Financial Inc.87,256$321K0.0%N/A0.000%
2/6/2025 WMG Financial Advisors LLC16,200$60K0.0%-23.2%0.000%
2/5/2025 Noble Wealth Management PBC136,025$501K0.3%N/A0.000%
2/3/2025 Wolverine Asset Management LLC64,815$239K0.0%-18.0%0.000%
1/31/2025 Truist Financial Corp132,099$486K0.0%-9.3%0.000%
1/31/2025Sanctuary Advisors LLC11,300$42K0.0%-21.0%0.000%
1/17/2025 Melfa Wealth Management Inc.150,188$553K0.4%+13.0%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.695,489$2.56M0.1%-0.8%0.000%
11/15/2024 Whitebox Advisors LLC116,625$467K0.0%+9.9%0.000%
11/15/2024 HighTower Advisors LLC19,138$77K0.0%+30.5%0.000%
11/13/2024 Townsquare Capital LLC15,358$62K0.0%-24.0%0.000%
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11/13/2024 Horizon Kinetics Asset Management LLC35,414$142K0.0%+28.7%0.000%
11/7/2024 Pathstone Holdings LLC356,941$1.43M0.0%-3.0%0.000%
11/4/2024 Wolverine Asset Management LLC79,006$316K0.0%+54.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.701,332$2.81M0.1%-0.7%0.000%
10/18/2024 Capital Investment Advisors LLC67,126$269K0.0%+4.9%0.000%
9/5/2024Sanctuary Advisors LLC12,375$43K0.0%N/A0.000%
8/16/2024 Almitas Capital LLC722,553$2.68M1.1%-5.8%0.000%
8/15/2024 Logan Stone Capital LLC289,299$1.07M0.3%-45.8%0.000%
8/14/2024 Whitebox Advisors LLC106,150$394K0.0%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC92,376$343K0.1%+127.8%0.000%
8/2/2024 Wolverine Asset Management LLC51,012$189K0.0%-44.8%0.000%
7/30/2024 WMG Financial Advisors LLC21,100$78K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.706,247$2.62M0.1%-0.9%0.000%
7/10/2024 Simplicity Wealth LLC24,451$91K0.0%N/A0.078%
5/10/2024 City of London Investment Management Co. Ltd.181,653$659K0.1%-23.2%0.576%
5/1/2024 Matisse Capital73,090$265K0.1%N/A0.232%
4/29/2024 Commonwealth Equity Services LLC692,430$2.51M0.0%+0.6%2.196%
4/24/2024 Blue Bell Private Wealth Management LLC40,548$147K0.0%+27.9%0.129%
4/22/2024 Drive Wealth Management LLC23,450$85K0.0%-44.2%0.074%
4/17/2024 Hennion & Walsh Asset Management Inc.712,438$2.59M0.1%+20.3%2.260%
4/11/2024 Sanders Morris Harris LLC93,002$338K0.1%N/A0.295%
2/21/2024 Novak & Powell Financial Services Inc.33,841$120K0.1%N/A0.107%
2/5/2024 Van ECK Associates Corp238,902$848K0.0%+14.3%0.758%
2/2/2024 Truist Financial Corp145,217$516K0.0%+38.4%0.461%
1/25/2024 Blue Bell Private Wealth Management LLC31,712$113K0.0%N/A0.101%
1/24/2024 Park Place Capital Corp10,262$36K0.0%N/A0.033%
1/16/2024Raymond James & Associates113,333$402K0.0%+11.0%0.359%
11/21/2023 Almitas Capital LLC346,618$1.08M0.5%N/A1.099%
11/14/2023 Saba Capital Management L.P.1,819,187$5.68M0.1%+18.1%5.770%
11/13/2023 Wolverine Asset Management LLC8,396$26K0.0%+1,761.6%0.027%
11/9/2023 City of London Investment Management Co. Ltd.236,556$738K0.1%N/A0.750%
11/9/2023 UBS Group AG704,757$2.20M0.0%-1.9%2.235%
11/8/2023 Van ECK Associates Corp208,966$652K0.0%-11.6%0.663%
11/7/2023 Atlas Wealth LLC51,628$161K0.0%N/A0.164%
10/30/2023 Melfa Wealth Management LLC132,353$413K0.4%-2.5%0.420%
10/27/2023 Hennion & Walsh Asset Management Inc.296,410$925K0.1%N/A0.940%
10/26/2023Advisor Partners II LLC96,273$300K0.0%N/A0.305%
10/24/2023Raymond James & Associates102,104$319K0.0%+19.8%0.324%
10/23/2023 Commonwealth Equity Services LLC737,335$2.30M0.0%+1.4%2.339%
10/16/2023 Capital Investment Advisors LLC64,000$200K0.0%+19.6%0.203%
8/24/2023 Arlington Capital Management Inc.32,794$114K0.1%+12.3%0.104%
8/14/2023 Horizon Kinetics Asset Management LLC61,854$215K0.0%-16.8%0.196%
8/10/2023 Sit Investment Associates Inc.318,557$1.11M0.0%+16.6%1.010%
8/3/2023 Van ECK Associates Corp236,403$823K0.0%+1.4%0.750%
7/11/2023 Capital Investment Advisors LLC53,500$186K0.0%+44.6%0.170%
5/11/2023 Commonwealth Equity Services LLC726,834$2.65M0.0%-6.3%2.306%
5/10/2023 Landscape Capital Management L.L.C.13,409$49K0.0%-47.5%0.043%
5/5/2023 Truist Financial Corp104,199$380K0.0%+5.1%0.330%
5/3/2023 Van ECK Associates Corp233,077$851K0.0%+20.0%0.739%
4/14/2023Raymond James Financial Services Advisors Inc.14,075$51K0.0%-57.6%0.045%
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4/13/2023 Drive Wealth Management LLC38,541$141K0.1%+52.1%0.122%
2/10/2023 StoneX Group Inc.13,740$48K0.0%N/A0.044%
2/10/2023 Sit Investment Associates Inc.210,519$735K0.0%+108.1%0.668%
2/9/2023 Landscape Capital Management L.L.C.25,527$89K0.0%+36.3%0.081%
2/9/2023 Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/8/2023 UBS Group AG510,127$1.78M0.0%+38.9%1.618%
2/8/2023 Van ECK Associates Corp194,210$678K0.0%+19.1%0.616%
2/7/2023 Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/7/2023 Commonwealth Equity Services LLC775,861$2.71M0.0%+4.2%2.461%
1/31/2023 Melfa Wealth Management LLC135,279$472K0.5%N/A0.429%
(Data available from 1/1/2016 forward)

CXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXE shares?

During the previous two years, 48 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($8.27M), Bank of America Corp DE ($4.65M), Almitas Capital LLC ($3.86M), Hennion & Walsh Asset Management Inc. ($2.54M), Commonwealth Equity Services LLC ($2.53M), Sit Investment Associates Inc. ($2.28M), and UBS Group AG ($2.20M).Learn more on CXE's institutional investors.

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

34.37% of MFS High Income Municipal Trust stock is owned by institutional investors. Learn more on CXE's institutional investor holdings.

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

Of the 40 institutional investors that purchased MFS High Income Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Almitas Capital LLC ($672.77K), Hennion & Walsh Asset Management Inc. ($416.64K), Saba Capital Management L.P. ($278.98K), City of London Investment Management Co. Ltd. ($236.56K), Whitebox Advisors LLC ($229.22K), Raymond James Financial Inc. ($174.51K), and Noble Wealth Management PBC ($142.59K).

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

Institutional investors have bought a total of 3,253,756 shares in the last 24 months. This purchase volume represents approximately $11.19M in transactions.

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

Of the 20 institutional investors that sold MFS High Income Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($573.04K), Logan Stone Capital LLC ($276.17K), Wolverine Asset Management LLC ($69.01K), City of London Investment Management Co. Ltd. ($54.90K), Almitas Capital LLC ($44.41K), Van ECK Associates Corp ($27.44K), and Hennion & Walsh Asset Management Inc. ($23.43K).

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

Institutional investors have sold a total of 1,194,027 shares in the last 24 months. This volume of shares sold represents approximately $4.38M in transactions.


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This page (NYSE:CXE) was last updated on 6/13/2025 by MarketBeat.com Staff
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