MFS High Income Municipal TRCXE
13F holders, Q2 2025 (June 30)51holders −1
6new positions
5sold out
1famous investor
$3.58avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, down 1 from Q1 2025. 6 opened new positions and 5 sold out. The largest holders were Saba Capital Management, L.P. ($8.5M), Almitas Capital LLC ($4.0M) and Bank of America Corp. ($3.6M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.8M |
| Exits | 5 | $378K |
All 13F filers, Q1 2025 → Q2 2025: 1,015,316 shares bought and 1,122,795 shares sold, net −107,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Saba Capital Management, L.P. | 0.23% | Add +6.2% | 2,387,798 | $8.5M |
| Almitas Capital LLC | 1.00% | Add +5.4% | 1,103,430 | $4.0M |
| Bank of America Corp. | 0.00% | Reduce -12.6% | 1,008,610 | $3.6M |
| Rivernorth Capital Management, LLC | 0.19% | No change | 944,613 | $3.4M |
| UBS Group AG | 0.00% | Add +0.0% | 715,864 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 677,235 | $2.4M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -12.0% | 606,331 | $2.2M |
| Sit Investment Associates Inc. | 0.05% | Reduce -3.3% | 602,261 | $2.2M |
| Whitebox Advisors LLC | 0.12% | Add +7.4% | 483,300 | $1.7M |
| Summit Financial, LLC | 0.04% | New | 456,700 | $1.6M |
| Bulldog Investors, LLP | 0.40% | Add +99.0% | 443,631 | $1.6M |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.3% | 305,885 | $1.1M |
| Morgan Stanley | 0.00% | Add +4.0% | 259,992 | $931K |
| Logan Stone Capital, LLC | 0.43% | Reduce -2.7% | 253,564 | $908K |
| City of London Investment Management Co. Ltd. | 0.07% | No change | 195,885 | $701K |
| Melfa Wealth Management, Inc. | 0.34% | Add +0.1% | 150,472 | $539K |
| Thomas J. Herzfeld Advisors, Inc. | 0.16% | Add +29.5% | 121,587 | $435K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -80.6% | 104,138 | $373K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $373K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +0.4% | 101,952 | $365K |
| Truist Financial Corp. | 0.00% | Reduce -41.5% | 89,101 | $319K |
| Matisse Capital | 0.12% | No change | 73,090 | $262K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 67,592 | $242K |
| Capital Investment Advisors, LLC | 0.00% | No change | 66,126 | $237K |
| Envestnet Asset Management Inc. | 0.00% | No change | 49,591 | $178K |
| Novak & Powell Financial Services, Inc. | 0.09% | Add +1.4% | 36,540 | $131K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 34,614 | $124K |
| NewEdge Advisors, LLC | 0.00% | Add +44.0% | 32,700 | $117K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $111K |
| Wells Fargo & Company | 0.00% | Add +120.3% | 24,044 | $86K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 21,885 | $78K |
| Citadel Advisors | 0.00% | New | 21,670 | $78K |
| Collar Capital Management, LLC | 0.06% | No change | 20,000 | $72K |
| Cetera Investment Advisers | 0.00% | Add +47.2% | 18,412 | $66K |
| Wolverine Asset Management LLC | 0.00% | Reduce -67.0% | 16,996 | $61K |
| Mariner, LLC | 0.00% | Add +1.4% | 15,255 | $55K |
| Stifel Financial Corp. | 0.00% | No change | 15,061 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.8% | 14,225 | $51K |
| Townsquare Capital LLC | 0.00% | Reduce -11.9% | 13,524 | $48K |
| Allworth Financial LP | 0.00% | New | 13,000 | $47K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 12,623 | $45K |
| LPL Financial LLC | 0.00% | Reduce -57.5% | 11,050 | $40K |
| WMG Financial Advisors, LLC | 0.01% | No change | 10,700 | $38K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $37K |
| Royal Bank of Canada | 0.00% | Reduce -96.5% | 5,228 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,089 | $18K |
| Independence Bank of Kentucky | 0.00% | Reduce -14.6% | 3,332 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| NFSG Corp | 0.00% | New | 978 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 500 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 96 | $344 |
"% 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.