MFS High Income Municipal TRCXE
13F holders, Q4 2024 (December 31)54holders +6
6new positions
1sold out
1famous investor
$3.68avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, up 6 from Q3 2024. 6 opened new positions and 1 sold out. The largest holders were Saba Capital Management, L.P. ($8.3M), Bank of America Corp. ($4.6M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $391K |
| Exits | 1 | $372K |
All 13F filers, Q3 2024 → Q4 2024: 753,047 shares bought and 826,423 shares sold, net −73,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Saba Capital Management, L.P. | 0.21% | Reduce -20.3% | 2,248,261 | $8.3M |
| Bank of America Corp. | 0.00% | Add +4.7% | 1,262,545 | $4.6M |
| Rivernorth Capital Management, LLC | 0.17% | No change | 944,613 | $3.5M |
| Almitas Capital LLC | 0.75% | Add +27.9% | 921,837 | $3.4M |
| UBS Group AG | 0.00% | Reduce -3.1% | 789,124 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.12% | Reduce -0.8% | 695,489 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 687,235 | $2.5M |
| Sit Investment Associates Inc. | 0.05% | Add +1.9% | 620,203 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +60.9% | 557,056 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.7% | 354,378 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -13.2% | 251,237 | $925K |
| Logan Stone Capital, LLC | 0.30% | Reduce -11.6% | 240,840 | $886K |
| Whitebox Advisors LLC | 0.15% | Add +96.5% | 229,223 | $844K |
| City of London Investment Management Co. Ltd. | 0.07% | No change | 195,885 | $721K |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 155,853 | $574K |
| Melfa Wealth Management, Inc. | 0.37% | Add +13.0% | 150,188 | $553K |
| Noble Wealth Management PBC | 0.35% | — | 136,025 | $501K |
| Truist Financial Corp. | 0.00% | Reduce -9.3% | 132,099 | $486K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $383K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -1.0% | 101,504 | $374K |
| Raymond James Financial Inc. | 0.00% | — | 87,256 | $321K |
| Thomas J. Herzfeld Advisors, Inc. | 0.09% | Add +28.7% | 76,036 | $280K |
| Matisse Capital | 0.14% | No change | 73,090 | $269K |
| Capital Investment Advisors, LLC | 0.01% | No change | 67,126 | $247K |
| Wolverine Asset Management LLC | 0.02% | Reduce -18.0% | 64,815 | $239K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 47,951 | $176K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.3% | 35,558 | $131K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 35,414 | $130K |
| HighTower Advisors, LLC | 0.00% | Add +70.0% | 32,531 | $120K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $114K |
| Nomura Holdings Inc. | 0.00% | New | 30,000 | $110K |
| Citadel Advisors | 0.00% | New | 29,845 | $110K |
| LPL Financial LLC | 0.00% | Reduce -22.7% | 25,953 | $96K |
| Collar Capital Management, LLC | 0.06% | — | 20,000 | $74K |
| Drive Wealth Management, LLC | 0.02% | Reduce -11.1% | 20,000 | $74K |
| Advisory Services Network, LLC | 0.00% | New | 18,340 | $67K |
| Cetera Investment Advisers | 0.00% | Add +18.1% | 16,606 | $61K |
| WMG Financial Advisors, LLC | 0.03% | Reduce -23.2% | 16,200 | $60K |
| Townsquare Capital LLC | 0.00% | No change | 15,358 | $57K |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 15,088 | $56K |
| Stifel Financial Corp. | 0.00% | No change | 15,061 | $55K |
| Mariner, LLC | 0.00% | Add +1.3% | 14,846 | $55K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 13,000 | $48K |
| Thompson Siegel & Walmsley LLC | 0.00% | New | 12,623 | $46K |
| Jane Street Group, LLC | 0.00% | New | 11,558 | $43K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.0% | 11,300 | $42K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 10,914 | $40K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,089 | $19K |
| Avior Wealth Management, LLC | 0.00% | Reduce -13.8% | 5,017 | $18K |
| Independence Bank of Kentucky | 0.00% | New | 3,900 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Bessemer Group Inc. | 0.00% | Add +73.4% | 976 | $4K |
| Cwm, LLC | 0.00% | No change | 1,000 | $4K |
"% 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.