MFS High Yield Municipal TRXCMUX
13F holders, Q1 2025 (March 31)39holders −3
3new positions
5sold out
$3.49avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Bulldog Investors, LLP ($9.2M), Sit Investment Associates Inc. ($7.6M) and Rivernorth Capital Management, LLC ($6.7M).
- Company
- MFS High Yield Municipal TR
- CUSIP
- 59318E102
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $217K |
| Exits | 5 | $307K |
All 13F filers, Q4 2024 → Q1 2025: 1,315,291 shares bought and 298,090 shares sold, net +1,017,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Bulldog Investors, LLP | 2.49% | Add +11.9% | 2,625,516 | $9.2M |
| Sit Investment Associates Inc. | 0.18% | Add +8.8% | 2,179,247 | $7.6M |
| Rivernorth Capital Management, LLC | 0.36% | Add +42.1% | 1,914,727 | $6.7M |
| City of London Investment Management Co. Ltd. | 0.46% | Reduce -3.9% | 1,234,194 | $4.3M |
| Icon Advisers Inc. | 0.68% | No change | 821,456 | $2.9M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -0.8% | 486,940 | $1.7M |
| Almitas Capital LLC | 0.48% | Add +21.1% | 416,545 | $1.5M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -3.9% | 356,189 | $1.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.42% | Add +24.3% | 353,305 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +32.2% | 287,416 | $1.0M |
| UBS Group AG | 0.00% | Reduce -20.5% | 268,967 | $939K |
| Matisse Capital | 0.48% | Reduce -8.3% | 262,208 | $915K |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $511K |
| Melfa Wealth Management, Inc. | 0.29% | Add +0.1% | 123,784 | $432K |
| Morgan Stanley | 0.00% | Add +0.0% | 98,349 | $343K |
| Bank of America Corp. | 0.00% | No change | 64,893 | $226K |
| LPL Financial LLC | 0.00% | Add +0.5% | 53,393 | $186K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 46,805 | $163K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.5% | 35,039 | $122K |
| Susquehanna International Group, LLP | 0.00% | Add +67.5% | 34,208 | $119K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -5.8% | 31,576 | $110K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 31,505 | $110K |
| Novak & Powell Financial Services, Inc. | 0.06% | Add +1.2% | 29,092 | $102K |
| Pathstone Holdings, LLC | 0.00% | New | 27,729 | $97K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,788 | $90K |
| Cetera Investment Advisers | 0.00% | New | 20,301 | $71K |
| Noble Wealth Management PBC | 0.05% | No change | 20,100 | $70K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $67K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -48.5% | 18,976 | $66K |
| Royal Bank of Canada | 0.00% | Add +9.8% | 18,544 | $65K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.2% | 16,249 | $57K |
| CX Institutional | 0.00% | New | 14,000 | $49K |
| WealthTrust Asset Management, LLC | 0.03% | Add +1.2% | 13,448 | $47K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 12,999 | $45K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.2% | 11,183 | $39K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 8,146 | $28K |
| Independence Bank of Kentucky | 0.00% | No change | 5,010 | $17K |
| 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.