Institutional Ownership Mfs High Income Municipal Trust (CXE)
This table provides information about the institutional ownership of Mfs High Income Municipal Trust (CXE). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,218,692
shares
|
$8.32 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
1,103,430
shares
|
$4.14 Million
1.92% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,049,363
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
944,613
shares
|
$3.54 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
700,019
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
665,235
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
602,261
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
504,050
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
483,300
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
449,633
shares
|
$1.69 Million
0.6% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
294,823
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
267,290
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
231,653
shares
|
$868,698
0.03% of portfolio
|
Q3 2025
Reduced 61.79%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
195,885
shares
|
$734,568
0.05% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
163,112
shares
|
$611,670
0.45% of portfolio
|
Q3 2025
Reduced 35.67%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
150,633
shares
|
$564,873
0.33% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
142,585
shares
|
$534,693
0.47% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
121,948
shares
|
$457,305
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
105,709
shares
|
$396,408
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
104,117
shares
|
$390,438
0.0% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
100,752
shares
|
$377,820
0.06% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
96,273
shares
|
$361,023
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
94,195
shares
|
$353,231
0.0% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
93,180
shares
|
$349,425
0.0% of portfolio
|
Q3 2025
Added 184.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
87,482
shares
|
$328,057
0.0% of portfolio
|
Q3 2025
Added 1619.04%
|
|