MFS High Yield Municipal TRXCMUX
13F holders, Q3 2025 (September 30)39holders +1
5new positions
4sold out
1famous investor
$3.47avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding MFS High Yield Municipal TR (XCMUX) in their 13F filings, up 1 from Q2 2025. 5 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($10.4M), Rivernorth Capital Management, LLC ($8.9M) and Almitas Capital LLC ($5.2M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $256K |
| Exits | 4 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,053,828 shares bought and 1,793,962 shares sold, net +259,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Bulldog Investors, LLP | 2.42% | Add +12.1% | 2,994,960 | $10.4M |
| Rivernorth Capital Management, LLC | 0.51% | Add +29.0% | 2,579,075 | $8.9M |
| Almitas Capital LLC | 1.20% | Add +131.3% | 1,507,168 | $5.2M |
| Sit Investment Associates Inc. | 0.07% | Reduce -55.1% | 1,045,340 | $3.6M |
| Icon Advisers Inc. | 0.63% | No change | 821,456 | $2.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Reduce -0.7% | 546,440 | $1.9M |
| City of London Investment Management Co. Ltd. | 0.13% | Add +11.9% | 518,249 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.9% | 377,111 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.7% | 312,415 | $1.1M |
| Matisse Capital | 0.41% | No change | 262,208 | $910K |
| UBS Group AG | 0.00% | Reduce -9.5% | 249,353 | $865K |
| Bank of America Corp. | 0.00% | Add +55.5% | 147,588 | $512K |
| Lido Advisors, LLC | 0.00% | No change | 146,367 | $508K |
| Melfa Wealth Management, Inc. | 0.25% | Add +0.1% | 124,010 | $430K |
| Morgan Stanley | 0.00% | Reduce -2.0% | 96,371 | $334K |
| LPL Financial LLC | 0.00% | Add +56.0% | 60,465 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +90.1% | 50,702 | $172K |
| Raymond James Financial Inc. | 0.00% | Add +3.2% | 48,263 | $167K |
| Cetera Investment Advisers | 0.00% | Add +38.5% | 35,657 | $124K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 32,419 | $112K |
| Citadel Advisors | 0.00% | Add +37.6% | 29,161 | $101K |
| Pathstone Holdings, LLC | 0.00% | No change | 27,729 | $96K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 25,963 | $90K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 21,921 | $76K |
| Rockefeller Capital Management L.P. | 0.00% | New | 20,000 | $69K |
| Private Advisor Group, LLC | 0.00% | No change | 19,093 | $66K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 16,249 | $56K |
| Spirepoint Private Client, LLC | 0.01% | New | 16,247 | $56K |
| Noble Wealth Management PBC | 0.03% | — | 15,100 | $52K |
| Cohen & Steers, Inc. | 0.00% | New | 15,000 | $52K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.9% | 12,756 | $44K |
| International Assets Investment Management, LLC | 0.00% | New | 13,155 | $44K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.5% | 11,509 | $40K |
| Nomura Holdings Inc. | 0.00% | New | 10,000 | $35K |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 6,546 | $23K |
| Independence Bank of Kentucky | 0.00% | No change | 5,010 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -81.8% | 2,955 | $10K |
| 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.