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MFS High Income Municipal Trust (CXE) Institutional Ownership

MFS High Income Municipal Trust logo
$3.59 +0.01 (+0.28%)
As of 07/3/2025 03:30 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
5/16/2025NewEdge Advisors LLC22,700$84K0.0%N/A0.061%
5/16/2025Almitas Capital LLC1,047,002$3.86M1.3%+13.6%2.810%
5/15/2025Royal Bank of Canada147,228$543K0.0%-5.5%0.395%
5/14/2025Thomas J. Herzfeld Advisors Inc.93,879$346K0.1%+23.5%0.252%
5/13/2025HighTower Advisors LLC22,429$83K0.0%-31.1%0.060%
5/12/2025Wolverine Asset Management LLC51,429$190K0.0%-20.7%0.138%
5/9/2025Quantum Financial Planning Services Inc.30,888$114K0.1%N/A0.083%
5/8/2025XTX Topco Ltd11,705$43K0.0%N/A0.031%
5/6/2025WMG Financial Advisors LLC10,700$39K0.0%-34.0%0.029%
4/21/2025Catalina Capital Group LLC29,474$109K0.1%N/A0.000%
4/15/2025Noble Wealth Management PBC142,585$526K0.4%+4.8%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.689,008$2.54M0.1%-0.9%0.000%
2/17/2025Saba Capital Management L.P.2,248,261$8.27M0.2%-20.3%0.000%
2/17/2025Nomura Holdings Inc.30,000$110K0.0%N/A0.000%
2/17/2025Logan Stone Capital LLC240,840$886K0.3%-11.6%0.000%
2/17/2025Collar Capital Management LLC20,000$74K0.1%N/A0.000%
2/17/2025Citadel Advisors LLC29,845$110K0.0%N/A0.000%
2/17/2025Bank of America Corp DE1,262,545$4.65M0.0%+4.7%0.000%
2/17/2025Almitas Capital LLC921,837$3.39M0.7%+27.9%0.000%
2/14/2025Jane Street Group LLC11,558$43K0.0%N/A0.000%
2/14/2025Whitebox Advisors LLC229,223$844K0.0%+96.5%0.000%
2/13/2025Raymond James Financial Inc.87,256$321K0.0%N/A0.000%
2/13/2025Advisory Services Network LLC18,340$67K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.620,203$2.28M0.1%+1.9%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.76,036$280K0.1%+28.7%0.000%
2/11/2025LPL Financial LLC25,953$96K0.0%-22.7%0.000%
2/10/2025Commonwealth Equity Services LLC687,235$2.53M0.0%-1.2%0.000%
2/10/2025Thompson Siegel & Walmsley LLC12,623$46K0.0%N/A0.000%
2/7/2025HighTower Advisors LLC32,531$120K0.0%+70.0%0.000%
2/6/2025Raymond James Financial Inc.87,256$321K0.0%N/A0.000%
2/6/2025WMG Financial Advisors LLC16,200$60K0.0%-23.2%0.000%
2/5/2025Noble Wealth Management PBC136,025$501K0.3%N/A0.000%
2/3/2025Wolverine Asset Management LLC64,815$239K0.0%-18.0%0.000%
1/31/2025Truist Financial Corp132,099$486K0.0%-9.3%0.000%
1/31/2025Sanctuary Advisors LLC11,300$42K0.0%-21.0%0.000%
1/17/2025Melfa Wealth Management Inc.150,188$553K0.4%+13.0%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.695,489$2.56M0.1%-0.8%0.000%
11/15/2024Whitebox Advisors LLC116,625$467K0.0%+9.9%0.000%
11/15/2024HighTower Advisors LLC19,138$77K0.0%+30.5%0.000%
11/13/2024Townsquare Capital LLC15,358$62K0.0%-24.0%0.000%
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11/13/2024Horizon Kinetics Asset Management LLC35,414$142K0.0%+28.7%0.000%
11/7/2024Pathstone Holdings LLC356,941$1.43M0.0%-3.0%0.000%
11/4/2024Wolverine Asset Management LLC79,006$316K0.0%+54.9%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.701,332$2.81M0.1%-0.7%0.000%
10/18/2024Capital Investment Advisors LLC67,126$269K0.0%+4.9%0.000%
9/5/2024Sanctuary Advisors LLC12,375$43K0.0%N/A0.000%
8/16/2024Almitas Capital LLC722,553$2.68M1.1%-5.8%0.000%
8/15/2024Logan Stone Capital LLC289,299$1.07M0.3%-45.8%0.000%
8/14/2024Whitebox Advisors LLC106,150$394K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC92,376$343K0.1%+127.8%0.000%
8/2/2024Wolverine Asset Management LLC51,012$189K0.0%-44.8%0.000%
7/30/2024WMG Financial Advisors LLC21,100$78K0.0%N/A0.000%
7/20/2024Hennion & Walsh Asset Management Inc.706,247$2.62M0.1%-0.9%0.000%
7/10/2024Simplicity Wealth LLC24,451$91K0.0%N/A0.078%
5/10/2024City of London Investment Management Co. Ltd.181,653$659K0.1%-23.2%0.576%
5/1/2024Matisse Capital73,090$265K0.1%N/A0.232%
4/29/2024Commonwealth Equity Services LLC692,430$2.51M0.0%+0.6%2.196%
4/24/2024Blue Bell Private Wealth Management LLC40,548$147K0.0%+27.9%0.129%
4/22/2024Drive Wealth Management LLC23,450$85K0.0%-44.2%0.074%
4/17/2024Hennion & Walsh Asset Management Inc.712,438$2.59M0.1%+20.3%2.260%
4/11/2024Sanders Morris Harris LLC93,002$338K0.1%N/A0.295%
2/21/2024Novak & Powell Financial Services Inc.33,841$120K0.1%N/A0.107%
2/5/2024Van ECK Associates Corp238,902$848K0.0%+14.3%0.758%
2/2/2024Truist Financial Corp145,217$516K0.0%+38.4%0.461%
1/25/2024Blue Bell Private Wealth Management LLC31,712$113K0.0%N/A0.101%
1/24/2024Park Place Capital Corp10,262$36K0.0%N/A0.033%
1/16/2024Raymond James & Associates113,333$402K0.0%+11.0%0.359%
11/21/2023Almitas Capital LLC346,618$1.08M0.5%N/A1.099%
11/14/2023Saba Capital Management L.P.1,819,187$5.68M0.1%+18.1%5.770%
11/13/2023Wolverine Asset Management LLC8,396$26K0.0%+1,761.6%0.027%
11/9/2023City of London Investment Management Co. Ltd.236,556$738K0.1%N/A0.750%
11/9/2023UBS Group AG704,757$2.20M0.0%-1.9%2.235%
11/8/2023Van ECK Associates Corp208,966$652K0.0%-11.6%0.663%
11/7/2023Atlas Wealth LLC51,628$161K0.0%N/A0.164%
10/30/2023Melfa Wealth Management LLC132,353$413K0.4%-2.5%0.420%
10/27/2023Hennion & 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%
10/23/2023Commonwealth Equity Services LLC737,335$2.30M0.0%+1.4%2.339%
10/16/2023Capital Investment Advisors LLC64,000$200K0.0%+19.6%0.203%
8/24/2023Arlington Capital Management Inc.32,794$114K0.1%+12.3%0.104%
8/14/2023Horizon Kinetics Asset Management LLC61,854$215K0.0%-16.8%0.196%
8/10/2023Sit Investment Associates Inc.318,557$1.11M0.0%+16.6%1.010%
8/3/2023Van ECK Associates Corp236,403$823K0.0%+1.4%0.750%
7/11/2023Capital Investment Advisors LLC53,500$186K0.0%+44.6%0.170%
5/11/2023Commonwealth Equity Services LLC726,834$2.65M0.0%-6.3%2.306%
5/10/2023Landscape Capital Management L.L.C.13,409$49K0.0%-47.5%0.043%
5/5/2023Truist Financial Corp104,199$380K0.0%+5.1%0.330%
5/3/2023Van 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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4/13/2023Drive Wealth Management LLC38,541$141K0.1%+52.1%0.122%
2/10/2023StoneX Group Inc.13,740$48K0.0%N/A0.044%
2/10/2023Sit Investment Associates Inc.210,519$735K0.0%+108.1%0.668%
2/9/2023Landscape Capital Management L.L.C.25,527$89K0.0%+36.3%0.081%
2/9/2023Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/8/2023UBS Group AG510,127$1.78M0.0%+38.9%1.618%
2/8/2023Van ECK Associates Corp194,210$678K0.0%+19.1%0.616%
2/7/2023Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/7/2023Commonwealth Equity Services LLC775,861$2.71M0.0%+4.2%2.461%
1/31/2023Melfa 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 MFS High Income Municipal Trust's institutional investors.

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

34.37% of MFS High Income Municipal Trust's 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's stock?

Of the 40 institutional investors that purchased MFS High Income Municipal Trust's 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 1,376,584 shares in the last 24 months. This purchase volume represents approximately $5.09M in transactions.

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

Of the 14 institutional investors that sold MFS High Income Municipal Trust's 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), Almitas Capital LLC ($44.41K), Hennion & Walsh Asset Management Inc. ($23.43K), Truist Financial Corp ($13.57K), and Pathstone Holdings LLC ($11.08K).

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

Institutional investors have sold a total of 1,063,291 shares in the last 24 months. This volume of shares sold represents approximately $3.93M in transactions.


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This page (NYSE:CXE) was last updated on 7/4/2025 by MarketBeat.com Staff
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