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MFS High Income Municipal Trust (CXE) Institutional Ownership

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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)
32
Total
Institutional Inflows
(last 12 months)
$7.09M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.23M
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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
6/3/2026 NewEdge Advisors LLC201,166$746K0.0%+20.9%0.540%
5/19/2026 NewEdge Advisors LLC201,166$746K0.0%+20.9%0.540%
5/19/2026 Bank of America Corp DE1,029,129$3.82M0.0%+0.4%2.762%
5/18/2026Rivernorth Capital Management LLC922,762$3.42M0.2%-2.3%2.477%
5/18/2026Royal Bank of Canada33,666$125K0.0%+42.7%0.090%
5/16/2026Saba Capital Management L.P.1,110,515$4.12M0.1%-7.8%2.980%
5/14/2026Davis R M Inc.23,104$86K0.0%-25.7%0.062%
4/30/2026 Kestra Advisory Services LLC44,590$165K0.0%N/A0.120%
4/22/2026 Patriot Financial Group Insurance Agency LLC14,390$53K0.0%N/A0.039%
4/18/2026 Riverbridge Partners LLC101,715$377K0.0%+17.9%0.273%
2/25/2026 Sit Investment Associates Inc.493,464$1.83M0.0%-18.1%1.324%
2/18/2026 NewEdge Advisors LLC166,429$616K0.0%+78.6%0.447%
2/18/2026XTX Topco Ltd22,248$82K0.0%N/A0.060%
2/18/2026Saba Capital Management L.P.1,203,922$4.46M0.1%-45.7%3.231%
2/18/2026 Evolve Private Wealth LLC24,900$92K0.0%N/A0.067%
2/17/2026Almitas Capital LLC1,193,886$4.42M1.0%+8.2%3.204%
2/17/2026Royal Bank of Canada23,584$88K0.0%+351.1%0.063%
2/16/2026 Mariner LLC29,188$108K0.0%+88.5%0.078%
2/13/2026 Thomas J. Herzfeld Advisors Inc.166,696$617K0.2%+36.7%0.447%
2/13/2026 Summit Financial LLC608,800$2.25M0.0%+20.8%1.634%
2/12/2026Jane Street Group LLC22,191$82K0.0%N/A0.060%
2/12/2026 StoneX Group Inc.15,749$58K0.0%N/A0.042%
2/11/2026 LPL Financial LLC16,620$61K0.0%-18.1%0.045%
2/11/2026 Closed End Fund Advisors Inc.269,342$997K0.6%N/A0.723%
2/10/2026Goldman Sachs Group Inc.14,737$55K0.0%N/A0.040%
2/10/2026 Novak & Powell Financial Services Inc.37,638$139K0.1%N/A0.101%
2/6/2026 HighTower Advisors LLC24,727$91K0.0%+17.9%0.066%
2/3/2026 Indivisible Partners10,500$39K0.0%N/A0.028%
2/3/2026 BOKF NA20,143$75K0.0%N/A0.054%
2/2/2026 Wolverine Asset Management LLC52,053$193K0.0%+2,465.5%0.140%
2/2/2026 Truist Financial Corp63,341$234K0.0%-32.8%0.170%
1/29/2026 UBS Group AG1,235,110$4.57M0.0%+76.4%3.315%
1/16/2026 Melfa Wealth Management Inc.165,291$612K0.4%+9.7%0.444%
1/5/2026 Noble Wealth Management PBC109,675$406K0.2%-5.2%0.294%
11/17/2025 NewEdge Advisors LLC93,180$347K0.0%+185.0%0.250%
11/17/2025Susquehanna International Group LLP22,601$84K0.0%N/A0.061%
11/17/2025Nomura Holdings Inc.15,000$56K0.0%N/A0.040%
11/17/2025 Citadel Advisors LLC25,812$96K0.0%+19.1%0.069%
11/17/2025 Bulldog Investors LLP449,633$1.67M0.4%+1.4%1.207%
11/17/2025 Bank of America Corp DE1,049,363$3.90M0.0%+4.0%2.816%
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11/13/2025 UBS Group AG700,019$2.60M0.0%-2.2%1.879%
11/5/2025 Envestnet Asset Management Inc.54,685$203K0.0%+10.3%0.147%
11/3/2025 Truist Financial Corp94,195$350K0.0%+5.7%0.253%
10/31/2025 PFG Investments LLC34,700$129K0.0%N/A0.093%
10/24/2025Catalina Capital Group LLC79,744$297K0.2%N/A0.214%
10/22/2025 Hennion & Walsh Asset Management Inc.231,653$862K0.0%-61.8%0.622%
10/16/2025 Collar Capital Management LLC14,000$52K0.0%-30.0%0.038%
10/14/2025 Riverbridge Partners LLC86,645$322K0.0%N/A0.233%
10/9/2025 ACT Advisors LLC.17,609$66K0.0%N/A0.047%
9/4/2025Osaic Holdings Inc.14,225$51K0.0%-19.8%0.038%
8/15/2025 Bank of America Corp DE1,008,610$3.61M0.0%-12.6%2.707%
8/14/2025Whitebox Advisors LLC483,300$1.73M0.0%+7.4%1.297%
8/14/2025Raymond James Financial Inc.67,592$242K0.0%-4.8%0.181%
8/14/2025 NewEdge Advisors LLC32,700$117K0.0%+44.1%0.088%
8/13/2025 Thomas J. Herzfeld Advisors Inc.121,587$435K0.2%+29.5%0.326%
8/8/2025 Cetera Investment Advisers18,412$66K0.0%+47.2%0.049%
8/7/2025 Allworth Financial LP13,000$47K0.0%N/A0.035%
8/4/2025 Wolverine Asset Management LLC16,996$61K0.0%-67.0%0.046%
7/18/2025 Truist Financial Corp89,101$319K0.0%-41.5%0.239%
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%
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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%
11/13/2024Horizon Kinetics Asset Management LLC35,414$142K0.0%+28.7%0.000%


CXE Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were UBS Group AG ($4.57M), Almitas Capital LLC ($4.42M), Saba Capital Management L.P. ($4.12M), Bank of America Corp DE ($3.82M), Rivernorth Capital Management LLC ($3.42M), Commonwealth Equity Services LLC ($2.53M), and Summit Financial LLC ($2.25M).Learn more on MFS High Income Municipal Trust's 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.

Of the 45 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: UBS Group AG ($535.09K), Almitas Capital LLC ($416.61K), Closed End Fund Advisors Inc. ($269.34K), NewEdge Advisors LLC ($235.90K), Raymond James Financial Inc. ($174.51K), Whitebox Advisors LLC ($156.33K), and Noble Wealth Management PBC ($142.59K).

Institutional investors have bought a total of 1,922,396 shares in the last 24 months. This purchase volume represents approximately $7.09M in transactions.

Of the 11 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. ($1.11M), Hennion & Walsh Asset Management Inc. ($374.68K), Sit Investment Associates Inc. ($108.80K), Truist Financial Corp ($30.85K), Rivernorth Capital Management LLC ($21.85K), UBS Group AG ($15.85K), and Davis R M Inc. ($8K).

Institutional investors have sold a total of 1,687,385 shares in the last 24 months. This volume of shares sold represents approximately $6.23M in transactions.


Related Companies

Institutional ownership data for NYSE:CXE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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