MFS High Yield Municipal TRXCMUX
13F holders, Q3 2024 (September 30)48holders −4
3new positions
7sold out
1famous investor
$3.66avg. 13F price*
At the end of Q3 2024, 48 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, down 4 from Q2 2024. 3 opened new positions and 7 sold out. The largest holders were Bulldog Investors, LLP ($5.0M), Rivernorth Capital Management, LLC ($4.8M) and City of London Investment Management Co. Ltd. ($4.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $217K |
| Exits | 7 | $727K |
All 13F filers, Q2 2024 → Q3 2024: 1,366,985 shares bought and 1,116,235 shares sold, net +250,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Bulldog Investors, LLP | 1.67% | Add +0.3% | 1,355,825 | $5.0M |
| Rivernorth Capital Management, LLC | 0.23% | Add +19.9% | 1,320,718 | $4.8M |
| City of London Investment Management Co. Ltd. | 0.41% | Add +35.3% | 1,283,934 | $4.7M |
| Sit Investment Associates Inc. | 0.08% | Add +167.2% | 968,286 | $3.5M |
| Icon Advisers Inc. | 0.66% | Reduce -1.3% | 821,456 | $3.0M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -1.0% | 494,794 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -13.8% | 420,176 | $1.5M |
| UBS Group AG | 0.00% | Add +0.5% | 335,054 | $1.2M |
| Matisse Capital | 0.51% | No change | 286,058 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +84.0% | 191,021 | $700K |
| Thomas J. Herzfeld Advisors, Inc. | 0.20% | Add +1.9% | 161,321 | $591K |
| Lido Advisors, LLC | 0.00% | Reduce -0.9% | 146,367 | $536K |
| Almitas Capital LLC | 0.18% | Add +54.4% | 141,260 | $518K |
| Logan Stone Capital, LLC | 0.12% | Reduce -48.8% | 133,107 | $488K |
| Melfa Wealth Management, Inc. | 0.30% | Add +0.1% | 123,596 | $453K |
| Wolverine Asset Management LLC | 0.04% | Reduce -24.0% | 113,348 | $415K |
| Bank of America Corp. | 0.00% | Reduce -11.7% | 98,893 | $362K |
| Morgan Stanley | 0.00% | Reduce -1.1% | 98,295 | $360K |
| Saba Capital Management, L.P. | 0.01% | Reduce -87.4% | 84,651 | $310K |
| Graham Capital Wealth Management, LLC | 0.32% | Reduce -2.2% | 81,353 | $298K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 57,590 | $211K |
| LPL Financial LLC | 0.00% | Reduce -21.1% | 52,030 | $191K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 34,195 | $125K |
| Drive Wealth Management, LLC | 0.03% | No change | 34,000 | $125K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -14.0% | 33,801 | $124K |
| Equitable Holdings, Inc. | 0.00% | Add +1.2% | 30,744 | $113K |
| Bessemer Group Inc. | 0.00% | New | 30,000 | $110K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.2% | 28,388 | $104K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 27,371 | $100K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,642 | $94K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +5.2% | 20,202 | $74K |
| Raymond James Trust N.A. | 0.00% | No change | 19,759 | $72K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $70K |
| Ackerman Capital Advisors, LLC | 0.02% | New | 19,011 | $70K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 16,738 | $61K |
| Capital Investment Advisors, LLC | 0.00% | No change | 14,715 | $54K |
| WealthTrust Asset Management, LLC | 0.04% | Add +1.2% | 13,124 | $48K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 12,756 | $47K |
| International Assets Investment Management, LLC | 0.00% | Add +1.2% | 12,660 | $46K |
| Nomura Holdings Inc. | 0.00% | Reduce -62.4% | 12,498 | $46K |
| Pathstone Holdings, LLC | 0.00% | No change | 12,490 | $46K |
| Wells Fargo & Company | 0.00% | Reduce -11.9% | 11,559 | $42K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.2% | 10,913 | $40K |
| Citadel Advisors | 0.00% | Reduce -50.6% | 10,434 | $38K |
| XTX Topco Ltd | 0.00% | New | 10,099 | $37K |
| Red Tortoise LLC | 0.01% | No change | 2,702 | $10K |
| Rothschild Investment LLC | 0.00% | No change | 1,537 | $6K |
| 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.