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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)
18
Total
Institutional Inflows
(last 12 months)
$5.95M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$473.77K
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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
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%
4/11/2024 Sanders 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%
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%
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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%
1/27/2023 Traynor Capital Management Inc.19,793$69K0.0%-19.1%0.063%
1/27/2023Drive Wealth Management LLC25,333$88K0.0%+148.4%0.080%
1/5/2023Capital Investment Advisors LLC37,000$129K0.0%-7.2%0.117%
11/16/2022Drive Wealth Management LLC10,199$34K0.0%N/A0.032%
11/16/2022Horizon Kinetics Asset Management LLC390,394$1.32M0.0%-18.0%1.238%
11/15/2022Logan Stone Capital LLC42,797$144K0.1%-10.6%0.136%
11/15/2022Commonwealth Equity Services LLC744,233$2.51M0.0%+46.8%2.360%
11/8/2022Robinson Capital Management LLC168,356$567K0.5%-12.5%0.534%
11/2/2022Landscape Capital Management L.L.C.18,730$63K0.0%-55.4%0.059%
10/26/2022Truist Financial Corp99,140$334K0.0%-13.7%0.314%
10/14/2022Brookstone Capital Management31,475$106K0.0%N/A0.100%
8/15/2022Bulldog Investors LLP68,602$258K0.1%-35.1%0.218%
8/11/2022Sit Investment Associates Inc.85,240$321K0.0%N/A0.270%
8/8/2022TownSquare Capital LLC16,374$62K0.0%-19.6%0.052%
8/8/2022Integrated Wealth Concepts LLC10,613$40K0.0%N/A0.034%
8/5/2022Landscape Capital Management L.L.C.42,023$158K0.0%+73.0%0.133%
8/5/2022Horizon Kinetics Asset Management LLC475,971$1.79M0.0%-0.7%1.510%
8/4/2022Northwestern Mutual Wealth Management Co.17,350$65K0.0%-31.2%0.055%
8/4/2022Robinson Capital Management LLC192,411$755K0.6%-35.8%0.610%
8/3/2022Van ECK Associates Corp162,222$610K0.0%-14.6%0.515%
8/3/2022Wolverine Asset Management LLC10,918$41K0.0%N/A0.035%
7/28/2022 Traynor Capital Management Inc.24,323$91K0.0%-31.0%0.077%
7/28/2022Matisse Capital70,988$267K0.3%+99.4%0.225%
7/27/2022Hightower 6M Holding LLC39,073$147K0.0%-10.0%0.124%
7/22/2022Ackerman Capital Advisors LLC114,327$430K0.1%+207.6%0.363%
7/22/2022Truist Financial Corp114,940$432K0.0%+29.0%0.365%
7/19/2022Commonwealth Equity Services LLC506,840$1.91M0.0%+2,396.4%1.608%
5/10/2022Hightower 6M Holding LLC43,393$190K0.0%N/A0.138%
5/10/2022Van ECK Associates Corp189,900$834K0.0%+3.3%0.602%
5/9/2022Northwestern Mutual Wealth Management Co.25,208$111K0.0%-67.0%0.080%
4/22/2022Truist Financial Corp89,086$391K0.0%-5.1%0.283%
4/13/2022 Traynor Capital Management Inc.35,270$154K0.0%-21.9%0.112%
4/13/2022Capital Investment Advisors LLC39,850$175K0.0%-40.3%0.126%
4/12/2022Matisse Capital35,609$156K0.1%N/A0.113%
4/11/2022 Sanders Morris Harris LLC116,251$510K0.1%N/A0.369%
2/16/2022Ackerman Capital Advisors LLC38,089$194K0.0%+51.4%0.121%
2/9/2022Wolverine Asset Management LLC18,537$94K0.0%N/A0.059%
2/8/2022Raymond James Financial Services Advisors Inc.57,268$291K0.0%+9.6%0.182%
2/8/2022Robinson Capital Management LLC249,921$1.27M0.8%-9.4%0.793%
2/3/2022Advisor Group Holdings Inc.134,160$683K0.0%-4.3%0.426%
2/3/2022Northwestern Mutual Wealth Management Co.76,300$388K0.0%+116.6%0.242%
2/1/2022Landscape Capital Management L.L.C.24,745$126K0.0%N/A0.078%
2/1/2022 Traynor Capital Management Inc.45,166$229K0.0%-11.1%0.143%
1/26/2022Van ECK Associates Corp183,753$935K0.0%+10.6%0.583%
1/10/2022Capital Investment Advisors LLC66,765$325K0.0%+67.5%0.212%
11/16/2021UBS Group AG963,322$5.07M0.0%-0.3%3.056%
11/9/2021Robinson Capital Management LLC275,912$1.45M1.3%+184.4%0.875%
11/5/2021Truist Financial Corp93,893$494K0.0%+57.9%0.298%
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11/5/2021Advisor Group Holdings Inc.140,218$738K0.0%+7.1%0.445%
11/3/2021Van ECK Associates Corp166,205$874K0.0%+10.7%0.527%
11/3/2021Ackerman Capital Advisors LLC25,163$132K0.0%+16.8%0.080%
11/2/2021Raymond James & Associates31,772$167K0.0%+6.9%0.101%
10/25/2021 Traynor Capital Management Inc.50,820$267K0.0%-4.0%0.161%
10/19/2021Kestra Advisory Services LLC30,799$162K0.0%-26.3%0.098%
8/12/2021Ackerman Capital Advisors LLC21,545$114K0.0%N/A0.068%
8/10/2021Van ECK Associates Corp150,129$793K0.0%+9.1%0.476%
8/2/2021Advisor Group Holdings Inc.130,914$691K0.0%+5.7%0.415%
7/31/2021Wedbush Securities Inc.25,670$136K0.0%-7.9%0.081%
(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, 36 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($5.68M), Hennion & Walsh Asset Management Inc. ($2.59M), Commonwealth Equity Services LLC ($2.30M), UBS Group AG ($2.20M), Sit Investment Associates Inc. ($1.11M), Almitas Capital LLC ($1.08M), and Van ECK Associates Corp ($848K).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 28 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: Commonwealth Equity Services LLC ($765.56K), Hennion & Walsh Asset Management Inc. ($416.64K), Almitas Capital LLC ($346.62K), Saba Capital Management L.P. ($278.98K), Sit Investment Associates Inc. ($239.85K), City of London Investment Management Co. Ltd. ($236.56K), and UBS Group AG ($142.77K).

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

Institutional investors have bought a total of 3,411,892 shares in the last 24 months. This purchase volume represents approximately $11.67M in transactions.

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

Of the 17 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: Horizon Kinetics Asset Management LLC ($733.49K), Robinson Capital Management LLC ($131.57K), Northwestern Mutual Wealth Management Co. ($58.95K), Van ECK Associates Corp ($55.12K), Commonwealth Equity Services LLC ($49.03K), Bulldog Investors LLP ($37.08K), and Landscape Capital Management L.L.C. ($35.41K).

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

Institutional investors have sold a total of 1,203,321 shares in the last 24 months. This volume of shares sold represents approximately $4.28M in transactions.


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This page (NYSE:CXE) was last updated on 4/24/2024 by MarketBeat.com Staff

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