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 62 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Sanctuary Advisors, LLC Indianapolis, IN	Jan 31, 2025 Q4 2024	11,300 shares	$42,488 0.0% of portfolio	Q4 2024 Reduced 20.98%
Lpl Financial LLC Fort Mill, SC	Aug 12, 2025 Q2 2025	11,050 shares	$41,548 0.0% of portfolio	Q2 2025 Reduced 57.5%
Park Place Capital Corp Birmingham, AL	Oct 22, 2025 Q3 2025	10,262 shares	$38,585 0.01% of portfolio	Q4 2023 New holding
Royal Bank Of Canada Toronto, A6	Aug 14, 2025 Q2 2025	5,228 shares	$19,657 0.0% of portfolio	Q2 2025 Reduced 96.45%
Steward Partners Investment Advisory, LLC	Aug 12, 2025 Q2 2025	5,089 shares	$19,134 0.0% of portfolio	Q3 2024 Reduced 26.49%
Independence Bank Of Kentucky	Oct 09, 2025 Q3 2025	3,332 shares	$12,528 0.0% of portfolio	Q2 2025 Reduced 14.56%
Mascoma Wealth Management LLC	Oct 28, 2025 Q3 2025	2,517 shares	$9,463 0.0% of portfolio	Q2 2022 New holding
Wolverine Asset Management LLC	Oct 28, 2025 Q3 2025	2,029 shares	$7,629 0.0% of portfolio	Q3 2025 Reduced 88.06%
Highline Wealth Partners LLC Sherman Oaks, CA	Oct 14, 2025 Q3 2025	1,000 shares	$3,760 0.0% of portfolio	Q3 2025 New holding
Newbridge Financial Services Group, Inc.	Aug 19, 2025 Q2 2025	978 shares	$3,677 0.0% of portfolio	Q2 2025 New holding
Northwestern Mutual Wealth Management CO	Aug 13, 2025 Q2 2025	500 shares	$1,880 0.0% of portfolio	Q2 2025 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Aug 12, 2025 Q2 2025	0 shares	$0 100.0% of portfolio	Q2 2025 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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