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 |
|---|---|---|---|---|---|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
86,645
shares
|
$324,918
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
79,744
shares
|
$299,040
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
73,205
shares
|
$274,518
0.0% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
73,090
shares
|
$274,087
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
69,763
shares
|
$261,611
0.0% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
66,126
shares
|
$247,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
54,685
shares
|
$205,068
0.0% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
40,609
shares
|
$152,283
0.01% of portfolio
|
Q3 2022
Added 3.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
34,700
shares
|
$130,125
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
31,104
shares
|
$116,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
29,538
shares
|
$110,767
0.0% of portfolio
|
Q3 2025
Added 96.12%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
26,714
shares
|
$100,177
0.0% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
25,812
shares
|
$96,795
0.0% of portfolio
|
Q3 2025
Added 19.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
23,284
shares
|
$87,315
0.0% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,601
shares
|
$84,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,977
shares
|
$78,663
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,286
shares
|
$76,072
0.0% of portfolio
|
Q3 2025
Added 83.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,848
shares
|
$70,680
0.0% of portfolio
|
Q3 2025
Added 32.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,079
shares
|
$67,796
0.0% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
17,609
shares
|
$66,033
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
15,485
shares
|
$58,068
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$56,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
14,000
shares
|
$52,500
0.04% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
13,000
shares
|
$48,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,000
shares
|
$48,750
0.0% of portfolio
|
Q1 2021
Reduced 62.86%
|
|