MFS High Yield Municipal TRXCMUX
13F holders, Q2 2024 (June 30)52holders +1
4new positions
4sold out
1famous investor
$3.43avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($4.6M), Rivernorth Capital Management, LLC ($3.8M) and City of London Investment Management Co. Ltd. ($3.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $731K |
| Exits | 4 | $742K |
All 13F filers, Q1 2024 → Q2 2024: 1,073,048 shares bought and 885,867 shares sold, net +187,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Bulldog Investors, LLP | 1.74% | Reduce -1.8% | 1,352,425 | $4.6M |
| Rivernorth Capital Management, LLC | 0.18% | Add +27.9% | 1,101,235 | $3.8M |
| City of London Investment Management Co. Ltd. | 0.28% | No change | 948,950 | $3.3M |
| Icon Advisers Inc. | 0.66% | No change | 832,355 | $2.9M |
| Saba Capital Management, L.P. | 0.05% | Reduce -24.4% | 671,613 | $2.3M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Reduce -0.6% | 499,586 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +65.0% | 487,176 | $1.7M |
| Sit Investment Associates Inc. | 0.03% | Add +342.6% | 362,456 | $1.2M |
| UBS Group AG | 0.00% | Add +8.3% | 333,563 | $1.1M |
| Matisse Capital | 0.49% | No change | 286,058 | $981K |
| Logan Stone Capital, LLC | 0.23% | Reduce -22.0% | 259,863 | $891K |
| Thomas J. Herzfeld Advisors, Inc. | 0.19% | Reduce -19.0% | 158,383 | $543K |
| Wolverine Asset Management LLC | 0.05% | Add +20.6% | 149,212 | $512K |
| Lido Advisors, LLC | 0.00% | Add +1.0% | 147,767 | $507K |
| Melfa Wealth Management, Inc. | 0.30% | Reduce -0.8% | 123,504 | $424K |
| Bank of America Corp. | 0.00% | Add +0.1% | 112,018 | $384K |
| Bank of New York Mellon Corp | 0.00% | New | 103,816 | $356K |
| Morgan Stanley | 0.00% | Reduce -26.0% | 99,352 | $341K |
| Almitas Capital LLC | 0.13% | Add +5.5% | 91,488 | $314K |
| Graham Capital Wealth Management, LLC | 0.40% | New | 83,168 | $285K |
| Fort Point Capital Partners LLC | 0.03% | Add +168.5% | 73,310 | $251K |
| LPL Financial LLC | 0.00% | Add +3.7% | 65,901 | $226K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.3% | 58,980 | $202K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -33.6% | 41,452 | $142K |
| Moors & Cabot, Inc. | 0.01% | Reduce -59.4% | 41,000 | $141K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +137.5% | 39,301 | $135K |
| Drive Wealth Management, LLC | 0.03% | No change | 34,000 | $117K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.4% | 33,937 | $116K |
| Nomura Holdings Inc. | 0.00% | No change | 33,224 | $114K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 30,376 | $104K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.2% | 28,045 | $96K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 27,371 | $94K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -47.1% | 25,571 | $88K |
| Citadel Advisors | 0.00% | Add +84.2% | 21,118 | $72K |
| Raymond James Trust N.A. | 0.00% | No change | 19,759 | $68K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +12.5% | 19,202 | $66K |
| Cetera Investment Advisers | 0.00% | Add +16.1% | 19,137 | $66K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $65K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 16,590 | $57K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.2% | 14,715 | $50K |
| Simplicity Wealth,LLC | 0.00% | New | 13,379 | $46K |
| Wells Fargo & Company | 0.00% | Add +34.0% | 13,118 | $45K |
| WealthTrust Asset Management, LLC | 0.03% | Add +1.2% | 12,965 | $44K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,708 | $44K |
| International Assets Investment Management, LLC | 0.00% | Add +1.2% | 12,508 | $43K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,490 | $43K |
| Sanctuary Advisors, LLC | 0.00% | — | 13,142 | $42K |
| Raymond James & Associates | 0.00% | No change | 11,415 | $39K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.2% | 10,780 | $37K |
| 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 |
"% 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.