MFS High Yield Municipal TRXCMUX
13F holders, Q4 2024 (December 31)42holders −6
3new positions
9sold out
$3.52avg. 13F price*
At the end of Q4 2024, 42 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, down 6 from Q3 2024. 3 opened new positions and 9 sold out. The largest holders were Bulldog Investors, LLP ($8.3M), Sit Investment Associates Inc. ($7.0M) and Rivernorth Capital Management, LLC ($4.7M).
- Company
- MFS High Yield Municipal TR
- CUSIP
- 59318E102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $90K |
| Exits | 9 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,468,733 shares bought and 604,774 shares sold, net +1,863,959 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Bulldog Investors, LLP | 2.17% | Add +73.0% | 2,345,443 | $8.3M |
| Sit Investment Associates Inc. | 0.16% | Add +106.8% | 2,002,639 | $7.0M |
| Rivernorth Capital Management, LLC | 0.23% | Add +2.0% | 1,347,114 | $4.7M |
| City of London Investment Management Co. Ltd. | 0.45% | No change | 1,283,934 | $4.5M |
| Icon Advisers Inc. | 0.66% | No change | 821,456 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -0.8% | 490,828 | $1.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -11.8% | 370,689 | $1.3M |
| Almitas Capital LLC | 0.27% | Add +143.6% | 344,105 | $1.2M |
| UBS Group AG | 0.00% | Add +0.9% | 338,154 | $1.2M |
| Matisse Capital | 0.51% | No change | 286,058 | $1.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.32% | Add +76.3% | 284,360 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +13.8% | 217,416 | $765K |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $515K |
| Melfa Wealth Management, Inc. | 0.29% | Add +0.1% | 123,689 | $435K |
| Morgan Stanley | 0.00% | Add +0.0% | 98,312 | $346K |
| Bank of America Corp. | 0.00% | Reduce -34.4% | 64,893 | $228K |
| Osaic Holdings, Inc. | 0.00% | Add +7.7% | 62,046 | $218K |
| LPL Financial LLC | 0.00% | Add +2.1% | 53,122 | $187K |
| Raymond James Financial Inc. | 0.00% | — | 47,130 | $166K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +82.3% | 36,835 | $130K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -0.9% | 33,501 | $118K |
| Equitable Holdings, Inc. | 0.00% | Add +0.8% | 30,993 | $109K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.2% | 28,737 | $101K |
| Logan Stone Capital, LLC | 0.03% | Reduce -80.1% | 26,446 | $93K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,714 | $91K |
| Drive Wealth Management, LLC | 0.02% | Reduce -29.4% | 24,000 | $84K |
| XTX Topco Ltd | 0.01% | Add +136.1% | 23,845 | $84K |
| Susquehanna International Group, LLP | 0.00% | New | 20,429 | $72K |
| Noble Wealth Management PBC | 0.05% | — | 20,100 | $71K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $67K |
| Royal Bank of Canada | 0.00% | Add +0.9% | 16,889 | $59K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -53.9% | 15,749 | $55K |
| WealthTrust Asset Management, LLC | 0.03% | Add +1.2% | 13,284 | $47K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.9% | 12,996 | $46K |
| International Assets Investment Management, LLC | 0.00% | Add +1.2% | 12,815 | $45K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.2% | 11,047 | $39K |
| Wells Fargo & Company | 0.00% | Reduce -29.5% | 8,145 | $29K |
| Independence Bank of Kentucky | 0.00% | New | 5,010 | $18K |
| Red Tortoise LLC | 0.01% | No change | 2,702 | $10K |
| 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 | $4 |
"% 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.