MFS High Income Municipal TRCXE
13F holders, Q3 2024 (September 30)48holders −6
2new positions
8sold out
$4.00avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, down 6 from Q2 2024. 2 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($11.3M), Bank of America Corp. ($4.8M) and Rivernorth Capital Management, LLC ($3.8M).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $241K |
| Exits | 8 | $949K |
All 13F filers, Q2 2024 → Q3 2024: 543,221 shares bought and 409,133 shares sold, net +134,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Saba Capital Management, L.P. | 0.25% | Add +0.8% | 2,821,296 | $11.3M |
| Bank of America Corp. | 0.00% | Add +5.5% | 1,205,691 | $4.8M |
| Rivernorth Capital Management, LLC | 0.18% | No change | 944,613 | $3.8M |
| UBS Group AG | 0.00% | Add +0.3% | 814,244 | $3.3M |
| Almitas Capital LLC | 1.03% | Reduce -0.2% | 720,853 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.13% | Reduce -0.7% | 701,332 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 695,235 | $2.8M |
| Sit Investment Associates Inc. | 0.05% | Add +39.2% | 608,798 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.0% | 356,941 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +64.4% | 346,300 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -14.7% | 289,444 | $1.2M |
| Logan Stone Capital, LLC | 0.27% | Reduce -5.9% | 272,324 | $1.1M |
| City of London Investment Management Co. Ltd. | 0.07% | Add +7.8% | 195,885 | $785K |
| Royal Bank of Canada | 0.00% | Reduce -17.3% | 157,453 | $631K |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 145,670 | $583K |
| Melfa Wealth Management, Inc. | 0.35% | No change | 132,893 | $532K |
| Whitebox Advisors LLC | 0.06% | Add +9.9% | 116,625 | $467K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $417K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +10.9% | 102,493 | $410K |
| Sanders Morris Harris LLC | 0.06% | No change | 93,002 | $372K |
| Wolverine Asset Management LLC | 0.03% | Add +54.9% | 79,006 | $316K |
| Raymond James & Associates | 0.00% | Reduce -16.5% | 73,205 | $293K |
| Matisse Capital | 0.14% | No change | 73,090 | $293K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.9% | 67,126 | $269K |
| Thomas J. Herzfeld Advisors, Inc. | 0.08% | New | 59,086 | $237K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.1% | 46,660 | $187K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +28.7% | 35,414 | $142K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.3% | 35,107 | $141K |
| LPL Financial LLC | 0.00% | Add +0.0% | 33,566 | $134K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $125K |
| Drive Wealth Management, LLC | 0.02% | Reduce -4.0% | 22,500 | $90K |
| WMG Financial Advisors, LLC | 0.04% | No change | 21,100 | $85K |
| HighTower Advisors, LLC | 0.00% | Add +30.5% | 19,138 | $65K |
| Townsquare Capital LLC | 0.00% | Reduce -24.0% | 15,358 | $62K |
| Stifel Financial Corp. | 0.00% | No change | 15,061 | $60K |
| Mariner, LLC | 0.00% | Add +1.2% | 14,659 | $59K |
| Cetera Investment Advisers | 0.00% | Add +40.1% | 14,066 | $56K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.6% | 14,300 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.2% | 13,425 | $54K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 13,000 | $52K |
| Raymond James Trust N.A. | 0.00% | Reduce -3.4% | 11,426 | $46K |
| Wells Fargo & Company | 0.00% | Reduce -15.5% | 10,913 | $44K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $41K |
| Avior Wealth Management, LLC | 0.00% | Add +0.1% | 5,822 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -26.5% | 5,089 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $10K |
| Cwm, LLC | 0.00% | New | 1,000 | $4K |
| Bessemer Group Inc. | 0.00% | Add +36.0% | 563 | $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.