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 58 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 $45.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
67,126
shares
|
$255,750
0.01% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
64,815
shares
|
$246,945
0.0% of portfolio
|
Q4 2024
Reduced 17.96%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
47,951
shares
|
$182,693
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
40,609
shares
|
$154,720
0.01% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
35,558
shares
|
$135,475
0.08% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
35,414
shares
|
$134,927
0.0% of portfolio
|
Q3 2024
Added 28.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
32,531
shares
|
$123,943
0.0% of portfolio
|
Q4 2024
Added 69.98%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
31,104
shares
|
$118,506
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$114,300
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
29,845
shares
|
$113,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
25,953
shares
|
$98,880
0.0% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$76,200
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
20,000
shares
|
$76,200
0.02% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
18,340
shares
|
$69,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,606
shares
|
$63,268
0.0% of portfolio
|
Q4 2024
Added 18.06%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
16,200
shares
|
$61,722
0.03% of portfolio
|
Q4 2024
Reduced 23.22%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
15,358
shares
|
$58,513
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,061
shares
|
$57,382
0.0% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,846
shares
|
$56,563
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,000
shares
|
$49,530
0.0% of portfolio
|
Q1 2021
Reduced 62.86%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
12,623
shares
|
$48,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,558
shares
|
$44,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,426
shares
|
$43,533
0.0% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,300
shares
|
$43,053
0.0% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
10,914
shares
|
$41,582
0.0% of portfolio
|
Q4 2024
Added 0.01%
|