MFS High Income Municipal TRCXE
13F holders, Q4 2025 (December 31)61holders +4
8new positions
6sold out
$3.70avg. 13F price*
At the end of Q4 2025, 61 institutions reported holding MFS High Income Municipal TR (CXE) in their 13F filings, up 4 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were UBS Group AG ($4.6M), Saba Capital Management, L.P. ($4.5M) and Almitas Capital LLC ($4.4M).
- Company
- MFS High Income Municipal TR
- CUSIP
- 59318D104
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.6M |
| Exits | 6 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,318,393 shares bought and 1,489,642 shares sold, net +828,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| UBS Group AG | 0.00% | Add +76.4% | 1,235,110 | $4.6M |
| Saba Capital Management, L.P. | 0.15% | Reduce -45.7% | 1,203,922 | $4.5M |
| Almitas Capital LLC | 0.98% | Add +8.2% | 1,193,886 | $4.4M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 1,024,795 | $3.8M |
| Rivernorth Capital Management, LLC | 0.17% | No change | 944,613 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +197.1% | 875,846 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | No change | 665,235 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +20.8% | 608,800 | $2.3M |
| Robinson Capital Management, LLC | 0.91% | New | 580,075 | $2.1M |
| Whitebox Advisors LLC | 0.12% | Add +6.1% | 512,763 | $1.9M |
| Sit Investment Associates Inc. | 0.04% | Reduce -18.1% | 493,464 | $1.8M |
| Bulldog Investors, LLP | 0.37% | No change | 449,633 | $1.7M |
| Morgan Stanley | 0.00% | Add +1.1% | 270,203 | $1000K |
| Closed-End Fund Advisors, Inc. | 0.59% | — | 269,342 | $997K |
| City of London Investment Management Co. Ltd. | 0.05% | No change | 195,885 | $725K |
| Thomas J. Herzfeld Advisors, Inc. | 0.21% | Add +36.7% | 166,696 | $617K |
| NewEdge Advisors, LLC | 0.00% | Add +78.6% | 166,429 | $616K |
| Melfa Wealth Management, Inc. | 0.35% | Add +9.7% | 165,291 | $612K |
| Logan Stone Capital, LLC | 0.14% | Reduce -5.5% | 154,058 | $570K |
| Noble Wealth Management PBC | 0.20% | Reduce -5.2% | 109,675 | $406K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 107,250 | $397K |
| Captrust Financial Advisors | 0.00% | No change | 104,117 | $385K |
| Blue Bell Private Wealth Management, LLC | 0.05% | No change | 100,752 | $373K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 87,857 | $325K |
| Raymond James Financial Inc. | 0.00% | Add +24.7% | 87,022 | $322K |
| Riverbridge Partners LLC | 0.01% | Reduce -0.4% | 86,286 | $319K |
| Catalina Capital Group, LLC | 0.19% | Add +2.6% | 81,793 | $303K |
| Matisse Capital | 0.12% | No change | 73,090 | $270K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.4% | 64,517 | $239K |
| Truist Financial Corp. | 0.00% | Reduce -32.8% | 63,341 | $234K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.3% | 55,367 | $205K |
| Wolverine Asset Management LLC | 0.01% | Add +2465.4% | 52,053 | $193K |
| Susquehanna International Group, LLP | 0.00% | Add +94.7% | 43,993 | $163K |
| Novak & Powell Financial Services, Inc. | 0.07% | New | 37,638 | $139K |
| PFG Investments, LLC | 0.01% | No change | 34,700 | $128K |
| Davis R M Inc. | 0.00% | No change | 31,104 | $115K |
| Stifel Financial Corp. | 0.00% | No change | 29,538 | $109K |
| Mariner, LLC | 0.00% | Add +88.5% | 29,188 | $108K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 26,714 | $99K |
| Evolve Private Wealth, LLC | 0.01% | — | 24,900 | $92K |
| HighTower Advisors, LLC | 0.00% | Add +17.9% | 24,727 | $91K |
| Royal Bank of Canada | 0.00% | Add +351.1% | 23,584 | $88K |
| XTX Topco Ltd | 0.00% | New | 22,248 | $82K |
| Jane Street Group, LLC | 0.00% | New | 22,191 | $82K |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 21,784 | $81K |
| Bokf, NA | 0.00% | New | 20,143 | $75K |
| Osaic Holdings, Inc. | 0.00% | No change | 18,848 | $70K |
| Cetera Investment Advisers | 0.00% | No change | 18,079 | $67K |
| ACT Advisors, LLC. | 0.03% | Add +0.5% | 17,689 | $65K |
| LPL Financial LLC | 0.00% | Reduce -18.1% | 16,620 | $61K |
| StoneX Group Inc. | 0.00% | New | 15,749 | $58K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,737 | $55K |
| Collar Capital Management, LLC | 0.03% | No change | 14,000 | $52K |
| Allworth Financial LP | 0.00% | No change | 13,000 | $48K |
| Thompson Siegel & Walmsley LLC | 0.00% | No change | 12,623 | $47K |
| Indivisible Partners | 0.00% | — | 10,500 | $39K |
| Park Place Capital Corp | 0.01% | No change | 10,262 | $38K |
| Mascoma Wealth Management LLC | 0.00% | No change | 2,517 | $9K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,600 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 1,000 | $4K |
| Arax Advisory Partners | 0.00% | New | 50 | $185 |
"% 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.