MFS High Income Municipal TRCXE
13F holders, Q3 2025 (September 30)57holders +6
8new positions
3sold out
1famous investor
$3.72avg. 13F price*
At the end of Q3 2025, 57 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, up 6 from Q2 2025. 8 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($8.3M), Almitas Capital LLC ($4.1M) and Bank of America Corp. ($3.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $962K |
| Exits | 3 | $169K |
All 13F filers, Q2 2025 → Q3 2025: 551,051 shares bought and 754,381 shares sold, net −203,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Saba Capital Management, L.P. | 0.28% | Reduce -7.1% | 2,218,692 | $8.3M |
| Almitas Capital LLC | 0.94% | No change | 1,103,430 | $4.1M |
| Bank of America Corp. | 0.00% | Add +4.0% | 1,049,363 | $3.9M |
| Rivernorth Capital Management, LLC | 0.20% | No change | 944,613 | $3.5M |
| UBS Group AG | 0.00% | Reduce -2.2% | 700,019 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.8% | 665,235 | $2.5M |
| Sit Investment Associates Inc. | 0.05% | No change | 602,261 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +10.4% | 504,050 | $1.9M |
| Whitebox Advisors LLC | 0.12% | No change | 483,300 | $1.8M |
| Bulldog Investors, LLP | 0.39% | Add +1.4% | 449,633 | $1.7M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.6% | 294,823 | $1.1M |
| Morgan Stanley | 0.00% | Add +2.8% | 267,290 | $994K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -61.8% | 231,653 | $862K |
| City of London Investment Management Co. Ltd. | 0.05% | No change | 195,885 | $729K |
| Logan Stone Capital, LLC | 0.28% | Reduce -35.7% | 163,112 | $607K |
| Melfa Wealth Management, Inc. | 0.33% | Add +0.1% | 150,633 | $560K |
| Thomas J. Herzfeld Advisors, Inc. | 0.16% | Add +0.3% | 121,948 | $454K |
| Noble Wealth Management PBC | 0.23% | — | 115,675 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 105,709 | $393K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $387K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -1.2% | 100,752 | $375K |
| Truist Financial Corp. | 0.00% | Add +5.7% | 94,195 | $350K |
| NewEdge Advisors, LLC | 0.00% | Add +184.9% | 93,180 | $347K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1619.0% | 87,482 | $325K |
| Riverbridge Partners LLC | 0.01% | New | 86,645 | $322K |
| Catalina Capital Group, LLC | 0.18% | New | 79,744 | $297K |
| Matisse Capital | 0.12% | No change | 73,090 | $272K |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 69,763 | $260K |
| Capital Investment Advisors, LLC | 0.00% | No change | 66,126 | $246K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 54,685 | $203K |
| PFG Investments, LLC | 0.01% | New | 34,700 | $129K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $116K |
| Stifel Financial Corp. | 0.00% | Add +96.1% | 29,538 | $110K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -22.8% | 26,714 | $99K |
| Citadel Advisors | 0.00% | Add +19.1% | 25,812 | $96K |
| Wells Fargo & Company | 0.00% | Reduce -3.2% | 23,284 | $87K |
| Susquehanna International Group, LLP | 0.00% | New | 22,601 | $84K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.2% | 20,977 | $78K |
| LPL Financial LLC | 0.00% | Add +83.6% | 20,286 | $75K |
| Osaic Holdings, Inc. | 0.00% | Add +32.5% | 18,848 | $68K |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 18,079 | $67K |
| ACT Advisors, LLC. | 0.03% | New | 17,609 | $66K |
| Mariner, LLC | 0.00% | Add +1.5% | 15,485 | $58K |
| Nomura Holdings Inc. | 0.00% | New | 15,000 | $56K |
| Collar Capital Management, LLC | 0.04% | Reduce -30.0% | 14,000 | $52K |
| Allworth Financial LP | 0.00% | No change | 13,000 | $48K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 12,623 | $47K |
| Townsquare Capital LLC | 0.01% | Reduce -13.6% | 11,690 | $43K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| Royal Bank of Canada | 0.00% | No change | 5,228 | $19K |
| Independence Bank of Kentucky | 0.00% | No change | 3,332 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Wolverine Asset Management LLC | 0.00% | Reduce -88.1% | 2,029 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +220.0% | 1,600 | $6K |
| Guerra Advisors Inc | 0.00% | New | 1,216 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 1,000 | $4K |
| NFSG Corp | 0.00% | No change | 978 | $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.