MFS High Yield Municipal TRXCMUX
13F holders, Q2 2025 (June 30)38holders −1
1new positions
2sold out
1famous investor
$3.33avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Bulldog Investors, LLP ($8.9M), Sit Investment Associates Inc. ($7.8M) and Rivernorth Capital Management, LLC ($6.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $71K |
| Exits | 2 | $47K |
All 13F filers, Q1 2025 → Q2 2025: 778,356 shares bought and 920,773 shares sold, net −142,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Bulldog Investors, LLP | 2.26% | Add +1.7% | 2,671,037 | $8.9M |
| Sit Investment Associates Inc. | 0.17% | Add +6.8% | 2,328,607 | $7.8M |
| Rivernorth Capital Management, LLC | 0.37% | Add +4.4% | 1,998,686 | $6.7M |
| Icon Advisers Inc. | 0.63% | No change | 821,456 | $2.7M |
| Almitas Capital LLC | 0.55% | Add +56.4% | 651,635 | $2.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +55.8% | 550,525 | $1.8M |
| City of London Investment Management Co. Ltd. | 0.14% | Reduce -62.5% | 463,249 | $1.5M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -18.1% | 398,562 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 356,189 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | No change | 287,416 | $957K |
| UBS Group AG | 0.00% | Add +2.5% | 275,578 | $918K |
| Matisse Capital | 0.41% | No change | 262,208 | $873K |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $487K |
| Melfa Wealth Management, Inc. | 0.26% | Add +0.1% | 123,892 | $413K |
| Morgan Stanley | 0.00% | Add +0.0% | 98,359 | $328K |
| Bank of America Corp. | 0.00% | Add +46.2% | 94,893 | $316K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 46,759 | $156K |
| LPL Financial LLC | 0.00% | Reduce -27.4% | 38,768 | $129K |
| Equitable Holdings, Inc. | 0.00% | Add +1.4% | 31,944 | $106K |
| Novak & Powell Financial Services, Inc. | 0.07% | Add +1.4% | 29,500 | $98K |
| Pathstone Holdings, LLC | 0.00% | No change | 27,729 | $92K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.9% | 26,671 | $89K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,872 | $86K |
| Cetera Investment Advisers | 0.00% | Add +26.8% | 25,746 | $86K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.5% | 22,423 | $75K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -30.6% | 21,921 | $73K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +14.5% | 21,725 | $72K |
| Citadel Advisors | 0.00% | New | 21,192 | $71K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $64K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 16,249 | $54K |
| Royal Bank of Canada | 0.00% | Reduce -12.5% | 16,220 | $54K |
| CX Institutional | 0.00% | No change | 14,000 | $47K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 13,002 | $43K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.4% | 11,340 | $38K |
| Wells Fargo & Company | 0.00% | Reduce -14.7% | 6,947 | $23K |
| 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.