MFS High Income Municipal TRCXE
13F holders, Q1 2025 (March 31)52holders −2
7new positions
9sold out
$3.69avg. 13F price*
At the end of Q1 2025, 52 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were Saba Capital Management, L.P. ($8.3M), Bank of America Corp. ($4.3M) and Almitas Capital LLC ($3.9M).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 9 | $472K |
All 13F filers, Q4 2024 → Q1 2025: 786,916 shares bought and 413,628 shares sold, net +373,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Saba Capital Management, L.P. | 0.23% | Add +0.0% | 2,248,961 | $8.3M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 1,153,549 | $4.3M |
| Almitas Capital LLC | 1.29% | Add +13.6% | 1,047,002 | $3.9M |
| Rivernorth Capital Management, LLC | 0.19% | No change | 944,613 | $3.5M |
| UBS Group AG | 0.00% | Reduce -9.3% | 715,740 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Reduce -0.9% | 689,008 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 672,235 | $2.5M |
| Sit Investment Associates Inc. | 0.05% | Add +0.4% | 622,802 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.7% | 536,356 | $2.0M |
| Whitebox Advisors LLC | 0.14% | Add +96.3% | 450,042 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +5.6% | 374,219 | $1.4M |
| Logan Stone Capital, LLC | 0.45% | Add +8.2% | 260,564 | $961K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 249,995 | $922K |
| Bulldog Investors, LLP | 0.22% | New | 222,985 | $823K |
| City of London Investment Management Co. Ltd. | 0.08% | No change | 195,885 | $723K |
| Truist Financial Corp. | 0.00% | Add +15.4% | 152,434 | $562K |
| Melfa Wealth Management, Inc. | 0.37% | Add +0.1% | 150,321 | $555K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 147,228 | $543K |
| Noble Wealth Management PBC | 0.36% | Add +4.8% | 142,585 | $526K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $384K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 101,504 | $375K |
| Thomas J. Herzfeld Advisors, Inc. | 0.12% | Add +23.5% | 93,879 | $346K |
| Matisse Capital | 0.14% | No change | 73,090 | $270K |
| Raymond James Financial Inc. | 0.00% | Reduce -18.7% | 70,978 | $262K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.5% | 66,126 | $244K |
| Wolverine Asset Management LLC | 0.01% | Reduce -20.6% | 51,429 | $190K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 49,591 | $183K |
| Novak & Powell Financial Services, Inc. | 0.08% | Add +1.3% | 36,017 | $133K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -2.3% | 34,614 | $128K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $115K |
| Quantum Financial Planning Services, Inc. | 0.06% | New | 30,888 | $114K |
| Catalina Capital Group, LLC | 0.07% | New | 29,474 | $109K |
| Susquehanna International Group, LLP | 0.00% | New | 28,674 | $106K |
| LPL Financial LLC | 0.00% | Add +0.2% | 25,998 | $96K |
| NewEdge Advisors, LLC | 0.00% | New | 22,700 | $84K |
| HighTower Advisors, LLC | 0.00% | Reduce -31.1% | 22,429 | $83K |
| Collar Capital Management, LLC | 0.07% | No change | 20,000 | $74K |
| Osaic Holdings, Inc. | 0.00% | Add +17.6% | 17,742 | $65K |
| Townsquare Capital LLC | 0.00% | No change | 15,358 | $57K |
| Stifel Financial Corp. | 0.00% | No change | 15,061 | $56K |
| Mariner, LLC | 0.00% | Add +1.3% | 15,037 | $55K |
| Sheaff Brock Investment Advisors, LLC | 0.00% | No change | 13,000 | $48K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 12,623 | $47K |
| Cetera Investment Advisers | 0.00% | Reduce -24.7% | 12,509 | $46K |
| XTX Topco Ltd | 0.00% | New | 11,705 | $43K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 10,913 | $40K |
| WMG Financial Advisors, LLC | 0.02% | Reduce -34.0% | 10,700 | $39K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,089 | $19K |
| Independence Bank of Kentucky | 0.00% | No change | 3,900 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 1,782 | $7K |
"% 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.