MFS High Yield Municipal TRXCMUX
13F holders, Q1 2024 (March 31)51holders
1famous investor
$3.33avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings. The largest holders were Bulldog Investors, LLP ($4.6M), City of London Investment Management Co. Ltd. ($3.2M) and Saba Capital Management, L.P. ($3.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS High Yield Municipal TR
- CUSIP
- 59318E102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $334K |
| Exits | 5 | $711K |
Ownership 51 holders
| Bulldog Investors, LLP | 1.52% | Add +7.4% | 1,376,898 | $4.6M |
| City of London Investment Management Co. Ltd. | 0.26% | Reduce -3.8% | 948,950 | $3.2M |
| Saba Capital Management, L.P. | 0.07% | Reduce -33.8% | 888,143 | $3.0M |
| Rivernorth Capital Management, LLC | 0.14% | Add +22.4% | 861,357 | $2.9M |
| Icon Advisers Inc. | 0.61% | Add +11.7% | 832,355 | $2.8M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -1.4% | 502,662 | $1.7M |
| Logan Stone Capital, LLC | 0.24% | Add +8.6% | 333,288 | $1.1M |
| UBS Group AG | 0.00% | Add +16.6% | 308,063 | $1.0M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 295,176 | $983K |
| Matisse Capital | 0.46% | No change | 286,058 | $953K |
| Osaic Holdings, Inc. | 0.00% | Add +2.7% | 213,168 | $710K |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | Add +33.1% | 195,489 | $651K |
| Robinson Capital Management, LLC | 0.23% | Add +2.0% | 192,160 | $626K |
| Lido Advisors, LLC | 0.00% | Reduce -61.7% | 146,367 | $487K |
| Morgan Stanley | 0.00% | Add +2.1% | 134,205 | $447K |
| Melfa Wealth Management, Inc. | 0.30% | Add +11.4% | 124,556 | $415K |
| Wolverine Asset Management LLC | 0.04% | Add +465.1% | 123,752 | $412K |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 111,893 | $373K |
| Moors & Cabot, Inc. | 0.02% | Add +1.0% | 101,000 | $336K |
| Almitas Capital LLC | 0.13% | Add +12.2% | 86,729 | $289K |
| Sit Investment Associates Inc. | 0.01% | Add +91.4% | 81,893 | $273K |
| LPL Financial LLC | 0.00% | Reduce -22.3% | 63,557 | $212K |
| Landscape Capital Management, L.L.C. | 0.02% | Add +69.5% | 62,464 | $208K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 48,340 | $161K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.0% | 43,745 | $146K |
| Drive Wealth Management, LLC | 0.03% | No change | 34,000 | $113K |
| Nomura Holdings Inc. | 0.00% | New | 33,224 | $111K |
| Equitable Holdings, Inc. | 0.00% | Add +1.1% | 29,887 | $100K |
| Novak & Powell Financial Services, Inc. | 0.07% | Add +1.1% | 27,704 | $92K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 27,371 | $91K |
| Fort Point Capital Partners LLC | 0.01% | New | 27,301 | $91K |
| WMG Financial Advisors, LLC | 0.04% | Add +15.0% | 23,000 | $77K |
| Raymond James Trust N.A. | 0.00% | No change | 19,759 | $66K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $64K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -78.1% | 17,068 | $57K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 16,547 | $55K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 16,442 | $55K |
| Cetera Investment Advisers | 0.00% | New | 16,487 | $55K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -9.6% | 15,515 | $52K |
| WealthTrust Asset Management, LLC | 0.03% | Add +1.5% | 12,809 | $43K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,490 | $42K |
| International Assets Investment Management, LLC | 0.00% | Reduce -73.7% | 12,356 | $41K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,614 | $39K |
| Citadel Advisors | 0.00% | New | 11,462 | $38K |
| Raymond James & Associates | 0.00% | No change | 11,415 | $38K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.1% | 10,650 | $35K |
| Wells Fargo & Company | 0.00% | No change | 9,789 | $33K |
| Red Tortoise LLC | 0.01% | No change | 2,702 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 1,537 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 844 | $3K |
| FMR LLC | 0.00% | New | 1 | $3 |
"% of holder's portfolio" is XCMUX's weight in each manager's 13F, not the share of MFS High Yield Municipal TR the manager owns.