MFS High Income Municipal TRCXE
13F holders, Q2 2024 (June 30)54holders +7
6new positions
0sold out
1famous investor
$3.71avg. 13F price*
At the end of Q2 2024, 54 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, up 7 from Q1 2024. 6 opened new positions and 0 sold out. The largest holders were Saba Capital Management, L.P. ($10.4M), Bank of America Corp. ($4.2M) and Rivernorth Capital Management, LLC ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $931K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,248,065 shares bought and 519,295 shares sold, net +728,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Saba Capital Management, L.P. | 0.23% | Add +29.1% | 2,797,904 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 1,142,249 | $4.2M |
| Rivernorth Capital Management, LLC | 0.17% | Reduce -0.1% | 944,613 | $3.5M |
| UBS Group AG | 0.00% | Add +1.8% | 811,831 | $3.0M |
| Almitas Capital LLC | 1.12% | Reduce -5.8% | 722,553 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -0.9% | 706,247 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 693,430 | $2.6M |
| Sit Investment Associates Inc. | 0.04% | Add +18.4% | 437,448 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 368,022 | $1.4M |
| Morgan Stanley | 0.00% | Add +0.4% | 339,362 | $1.3M |
| Logan Stone Capital, LLC | 0.28% | Reduce -45.8% | 289,299 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.8% | 210,600 | $781K |
| Royal Bank of Canada | 0.00% | Add +319.0% | 190,453 | $707K |
| City of London Investment Management Co. Ltd. | 0.06% | No change | 181,653 | $674K |
| Truist Financial Corp. | 0.00% | Add +0.7% | 146,361 | $543K |
| Melfa Wealth Management, Inc. | 0.34% | No change | 132,893 | $493K |
| Whitebox Advisors LLC | 0.05% | New | 106,150 | $394K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $386K |
| Sanders Morris Harris LLC | 0.06% | No change | 93,002 | $345K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Add +127.8% | 92,376 | $343K |
| Raymond James & Associates | 0.00% | Reduce -25.0% | 87,649 | $325K |
| Matisse Capital | 0.13% | No change | 73,090 | $271K |
| Capital Investment Advisors, LLC | 0.01% | No change | 64,000 | $237K |
| Fort Point Capital Partners LLC | 0.03% | Add +111.6% | 62,270 | $231K |
| Atlas Wealth LLC | 0.04% | New | 53,663 | $201K |
| Wolverine Asset Management LLC | 0.02% | Reduce -44.8% | 51,012 | $189K |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 50,787 | $188K |
| Ameriprise Financial Inc. | 0.00% | No change | 44,000 | $163K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.3% | 34,674 | $129K |
| LPL Financial LLC | 0.00% | No change | 33,561 | $125K |
| Davis R M Inc. | 0.00% | New | 31,104 | $115K |
| Susquehanna International Group, LLP | 0.00% | Add +96.0% | 28,303 | $105K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -9.8% | 27,514 | $102K |
| Simplicity Wealth,LLC | 0.00% | New | 24,451 | $91K |
| Drive Wealth Management, LLC | 0.02% | No change | 23,450 | $87K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -36.7% | 21,807 | $81K |
| WMG Financial Advisors, LLC | 0.04% | New | 21,100 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.8% | 20,399 | $76K |
| Townsquare Capital LLC | 0.00% | No change | 20,212 | $75K |
| Stifel Financial Corp. | 0.00% | Reduce -12.0% | 15,061 | $56K |
| Mariner, LLC | 0.00% | Add +1.3% | 14,479 | $54K |
| Citadel Advisors | 0.00% | New | 14,146 | $52K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 13,000 | $48K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 12,914 | $48K |
| Raymond James Trust N.A. | 0.00% | Reduce -1.7% | 11,832 | $44K |
| Sanctuary Advisors, LLC | 0.00% | — | 12,375 | $43K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| Cetera Investment Advisers | 0.00% | No change | 10,043 | $37K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.5% | 14,670 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +86.0% | 6,923 | $26K |
| Spire Wealth Management | 0.00% | No change | 6,623 | $25K |
| Avior Wealth Management, LLC | 0.00% | Reduce -0.5% | 5,816 | $22K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -3.9% | 414 | $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.