Purchases and Sales Made in Q4 2023 in Mfs High Yield Municipal Trust (CMU)
This table provides information about the institutional ownership of Mfs High Yield Municipal Trust (CMU) during Q4 2023. The information is specifically focused on institutions that hold shares of MFS HIGH YIELD MUNICIPAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
745KNew |
$2.09M - $2.47M
|
745K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
383KNew |
$1.07M - $1.27M
|
383K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
277K+ 39.08% |
$776K - $920K
|
986K
$3.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
190K+ 59.21% |
$531K - $629K
|
510K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
77.3KNew |
$216K - $257K
|
77.3K
$268K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.8KNew |
$103K - $122K
|
36.8K
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.8K+ 231.0% |
$91.9K - $109K
|
47K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
32.2K+ 28.11% |
$90.3K - $107K
|
147K
$510K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.1K+ 32.31% |
$89.9K - $107K
|
131K
$456K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
27.4KNew |
$76.7K - $90.9K
|
27.4K
$95K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.9K+ 17.65% |
$61.4K - $72.8K
|
146K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.9KNew |
$61.3K - $72.7K
|
21.9K
$76K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.5KNew |
$57.3K - $68K
|
20.5K
$71K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.5KNew |
$35K - $41.5K
|
12.5K
$43.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.6K+ 178.94% |
$29.7K - $35.2K
|
16.5K
$57.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
10.5KNew |
$29.5K - $35K
|
10.5K
$36.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.5KNew |
$4.2K - $4.98K
|
1.5K
$5.21K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
215+ 0.73% |
$602 - $714
|
29.6K
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
134+ 1.07% |
$375 - $445
|
12.6K
$43.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
126+ 0.78% |
$353 - $418
|
16.3K
$56.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$2.8 - $3.32
|
9.79K
$34K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-129- 0.47% |
$361 - $428
|
27.4K
$95K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-790- 5.27% |
$2.21K - $2.62K
|
14.2K
$49.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-940- 25.81% |
$2.63K - $3.12K
|
2.7K
$9.38K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.03K- 1.3% |
$2.88K - $3.41K
|
77.9K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.78K- 0.85% |
$4.97K - $5.89K
|
208K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.64K- 18.8% |
$7.4K - $8.77K
|
11.4K
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.95K- 8.81% |
$8.27K - $9.8K
|
30.6K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.96% |
$9.8K - $11.6K
|
46.8K
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.2K- 13.27% |
$14.6K - $17.3K
|
34K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.36K- 6.15% |
$15K - $17.8K
|
81.8K
$284K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.67K- 4.83% |
$18.7K - $22.1K
|
131K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.93K- 15.21% |
$22.2K - $26.3K
|
44.2K
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.93K- 8.16% |
$27.8K - $33K
|
112K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.6K- 11.46% |
$40.8K - $48.3K
|
112K
$390K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15K- 56.79% |
$42K - $49.8K
|
11.4K
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-19.4K- 2.68% |
$54.2K - $64.2K
|
703K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-65.6K- 25.82% |
$184K - $218K
|
188K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-65.7K- 4.88% |
$184K - $218K
|
1.28M
$4.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-67.7K- 20.4% |
$190K - $225K
|
264K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-99.5K- 49.88% |
$279K - $330K
|
100K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-99.6K- 25.82% |
$279K - $331K
|
286K
$993K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-103K- 25.82% |
$288K - $341K
|
295K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-130K- 29.73% |
$364K - $431K
|
307K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-143K- 76.99% |
$401K - $475K
|
42.8K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.01M- 60.0% |
$5.63M - $6.68M
|
1.34M
$4.65M
|