Institutional Ownership Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
2,345,443
shares
|
$8.4 Million
3.62% of portfolio
|
Q4 2024
Added 72.99%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,002,639
shares
|
$7.17 Million
0.16% of portfolio
|
Q4 2024
Added 106.82%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
1,347,114
shares
|
$4.82 Million
0.27% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,283,934
shares
|
$4.6 Million
0.45% of portfolio
|
Q3 2024
Added 35.3%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
821,456
shares
|
$2.94 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
490,828
shares
|
$1.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
382,584
shares
|
$1.37 Million
0.69% of portfolio
|
Q3 2021
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
370,689
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
344,105
shares
|
$1.23 Million
0.59% of portfolio
|
Q4 2024
Added 143.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
338,154
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
286,058
shares
|
$1.02 Million
0.52% of portfolio
|
Q4 2023
Reduced 25.82%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
284,360
shares
|
$1.02 Million
0.32% of portfolio
|
Q4 2024
Added 76.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
146,367
shares
|
$523,993
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
123,689
shares
|
$442,806
0.29% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
98,312
shares
|
$351,956
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
64,893
shares
|
$232,316
0.0% of portfolio
|
Q4 2024
Reduced 34.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
53,122
shares
|
$190,176
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
47,130
shares
|
$168,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
39,514
shares
|
$141,460
0.0% of portfolio
|
Q4 2024
Reduced 31.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
36,835
shares
|
$131,869
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
33,501
shares
|
$119,933
0.02% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,993
shares
|
$110,954
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
28,737
shares
|
$102,878
0.06% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,371
shares
|
$97,988
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
26,446
shares
|
$94,676
0.04% of portfolio
|
Q4 2024
Reduced 80.13%
|