MFS High Income Municipal TRCXE
13F holders, Q1 2026 (March 31)60holders −1
6new positions
7sold out
$3.71avg. 13F price*
At the end of Q1 2026, 60 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 7 sold out. The largest holders were Almitas Capital LLC ($4.7M), UBS Group AG ($4.4M) and Saba Capital Management, L.P. ($4.1M).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $414K |
| Exits | 7 | $645K |
All 13F filers, Q4 2025 → Q1 2026: 897,516 shares bought and 695,359 shares sold, net +202,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Almitas Capital LLC | 1.06% | Add +6.1% | 1,266,853 | $4.7M |
| UBS Group AG | 0.00% | Reduce -3.1% | 1,196,892 | $4.4M |
| Saba Capital Management, L.P. | 0.13% | Reduce -7.8% | 1,110,515 | $4.1M |
| Bank of America Corp. | 0.00% | Add +0.4% | 1,029,129 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +14.1% | 999,681 | $3.7M |
| Rivernorth Capital Management, LLC | 0.17% | Reduce -2.3% | 922,762 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 665,235 | $2.5M |
| Robinson Capital Management, LLC | 1.08% | Add +11.2% | 644,863 | $2.4M |
| Sit Investment Associates Inc. | 0.05% | Add +28.3% | 633,241 | $2.3M |
| Summit Financial, LLC | 0.03% | Reduce -5.4% | 576,180 | $2.1M |
| Whitebox Advisors LLC | 0.10% | No change | 512,763 | $1.9M |
| City of London Investment Management Co. Ltd. | 0.13% | Add +142.9% | 475,885 | $1.8M |
| Bulldog Investors, LLP | 0.38% | No change | 449,633 | $1.7M |
| Morgan Stanley | 0.00% | Add +8.3% | 292,643 | $1.1M |
| Closed-End Fund Advisors, Inc. | 1.04% | Add +2.0% | 274,770 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +20.9% | 201,166 | $746K |
| Melfa Wealth Management, Inc. | 0.35% | Add +0.1% | 165,470 | $614K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 108,795 | $404K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $386K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +2.3% | 103,096 | $382K |
| Riverbridge Partners LLC | 0.01% | Add +17.9% | 101,715 | $377K |
| Thomas J. Herzfeld Advisors, Inc. | 0.11% | Reduce -46.9% | 88,443 | $328K |
| Catalina Capital Group, LLC | 0.19% | Add +0.3% | 82,017 | $304K |
| Matisse Capital | 0.12% | No change | 73,090 | $271K |
| Noble Wealth Management PBC | 0.14% | Reduce -34.0% | 72,340 | $268K |
| Raymond James Financial Inc. | 0.00% | Reduce -24.4% | 65,791 | $244K |
| Capital Investment Advisors, LLC | 0.00% | No change | 64,517 | $239K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 62,922 | $233K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -35.8% | 56,409 | $209K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 54,948 | $204K |
| Logan Stone Capital, LLC | 0.05% | Reduce -68.1% | 49,093 | $182K |
| Kestra Advisory Services, LLC | 0.00% | New | 44,590 | $165K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.4% | 38,183 | $142K |
| Royal Bank of Canada | 0.00% | Add +42.8% | 33,666 | $125K |
| Mariner, LLC | 0.00% | Add +1.4% | 29,608 | $110K |
| Stifel Financial Corp. | 0.00% | No change | 29,538 | $110K |
| Evolve Private Wealth, LLC | 0.00% | Reduce -2.5% | 24,282 | $90K |
| LPL Financial LLC | 0.00% | Add +40.1% | 23,293 | $86K |
| Davis R M Inc. | 0.00% | Reduce -25.7% | 23,104 | $86K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -19.4% | 21,525 | $80K |
| Bokf, NA | 0.00% | No change | 20,143 | $75K |
| Osaic Holdings, Inc. | 0.00% | No change | 18,848 | $70K |
| Cetera Investment Advisers | 0.00% | No change | 18,079 | $67K |
| ACT Advisors, LLC. | 0.03% | No change | 17,689 | $66K |
| Susquehanna International Group, LLP | 0.00% | Reduce -61.6% | 16,872 | $63K |
| Mutual Advisors, LLC | 0.00% | New | 16,496 | $61K |
| HighTower Advisors, LLC | 0.00% | Reduce -38.4% | 15,244 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 15,000 | $55K |
| Patriot Financial Group Insurance Agency, LLC | 0.00% | New | 14,390 | $53K |
| Collar Capital Management, LLC | 0.03% | No change | 14,000 | $52K |
| Allworth Financial LP | 0.00% | No change | 13,000 | $48K |
| Wells Fargo & Company | 0.00% | Reduce -48.1% | 11,303 | $42K |
| Adapt Wealth Advisors, LLC | 0.01% | New | 10,800 | $40K |
| Indivisible Partners | 0.00% | No change | 10,500 | $39K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| HRT Financial LP | 0.00% | New | 10,412 | $38K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,600 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $4K |
| Arax Advisory Partners | 0.00% | Add +162.0% | 131 | $186 |
"% of holder's portfolio" is CXE's weight in each manager's 13F, not the share of MFS High Income Municipal TR the manager owns.