MFS High Income Municipal TRCXE
13F holders, Q1 2024 (March 31)47holders
$3.63avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($7.9M), Bank of America Corp. ($4.3M) and Rivernorth Capital Management, LLC ($3.4M).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 7 | $1.9M |
Ownership 47 holders
| Saba Capital Management, L.P. | 0.17% | Add +3.1% | 2,167,021 | $7.9M |
| Bank of America Corp. | 0.00% | Add +3.3% | 1,184,034 | $4.3M |
| Rivernorth Capital Management, LLC | 0.17% | Reduce -1.2% | 945,301 | $3.4M |
| UBS Group AG | 0.00% | Add +7.8% | 797,277 | $2.9M |
| Almitas Capital LLC | 1.28% | Add +2.8% | 766,961 | $2.8M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Add +20.3% | 712,438 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 692,430 | $2.5M |
| Logan Stone Capital, LLC | 0.42% | Add +9.3% | 533,982 | $1.9M |
| Sit Investment Associates Inc. | 0.03% | Add +49.6% | 369,588 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 367,497 | $1.3M |
| Morgan Stanley | 0.00% | Add +7.3% | 337,985 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +36.7% | 185,100 | $672K |
| City of London Investment Management Co. Ltd. | 0.05% | Reduce -23.2% | 181,653 | $659K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 145,314 | $527K |
| Melfa Wealth Management, Inc. | 0.35% | Add +0.2% | 132,893 | $482K |
| Raymond James & Associates | 0.00% | Add +3.1% | 116,882 | $424K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.0% | 111,992 | $407K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $378K |
| Sanders Morris Harris LLC | 0.06% | New | 93,002 | $338K |
| Wolverine Asset Management LLC | 0.03% | New | 92,440 | $336K |
| Matisse Capital | 0.13% | New | 73,090 | $265K |
| Capital Investment Advisors, LLC | 0.01% | No change | 64,000 | $232K |
| Royal Bank of Canada | 0.00% | Add +17.0% | 45,453 | $165K |
| Ameriprise Financial Inc. | 0.00% | New | 44,000 | $160K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 43,431 | $158K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +27.9% | 40,548 | $147K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -17.6% | 34,432 | $125K |
| Novak & Powell Financial Services, Inc. | 0.09% | Add +1.2% | 34,242 | $124K |
| LPL Financial LLC | 0.00% | Reduce -2.9% | 33,561 | $122K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -50.2% | 30,507 | $111K |
| Fort Point Capital Partners LLC | 0.01% | New | 29,423 | $107K |
| Drive Wealth Management, LLC | 0.02% | Reduce -44.3% | 23,450 | $85K |
| Townsquare Capital LLC | 0.00% | No change | 20,212 | $73K |
| Stifel Financial Corp. | 0.00% | No change | 17,118 | $62K |
| Susquehanna International Group, LLP | 0.00% | Add +3.7% | 14,442 | $52K |
| Mariner, LLC | 0.00% | Add +1.5% | 14,299 | $52K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 13,000 | $47K |
| Wells Fargo & Company | 0.00% | Reduce -77.3% | 12,913 | $47K |
| Raymond James Trust N.A. | 0.00% | Add +9.2% | 12,035 | $44K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $37K |
| Cetera Investment Advisers | 0.00% | New | 10,043 | $36K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.1% | 16,030 | $36K |
| Spire Wealth Management | 0.00% | No change | 6,623 | $24K |
| Avior Wealth Management, LLC | 0.00% | New | 5,847 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,723 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -23.6% | 431 | $2K |
"% 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.