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MFS High Yield Municipal Trust (CMU) Institutional Ownership

MFS High Yield Municipal Trust logo
$3.56 -0.01 (-0.28%)
(As of 10:54 AM ET)

Institutional Ownership Changes (13F Filings) for MFS High Yield Municipal Trust (NYSE:CMU)

Current
Institutional Ownership
Percentage
32.39%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$3.42M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.12M
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CMU Institutional Buying and Selling by Quarter

MFS High Yield Municipal Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 XTX Topco Ltd10,099$37K0.0%N/A0.040%
11/15/2024 Rivernorth Capital Management LLC1,188,438$4.36M0.2%+7.9%4.662%
11/4/2024 Wolverine Asset Management LLC113,348$415K0.0%-24.0%0.445%
10/24/2024 Ackerman Capital Advisors LLC19,011$70K0.0%N/A0.075%
10/23/2024 Hennion & Walsh Asset Management Inc.494,794$1.81M0.1%-1.0%1.941%
10/22/2024 International Assets Investment Management LLC46,398$170K0.0%+270.9%0.182%
10/19/2024 Allspring Global Investments Holdings LLC420,176$1.54M0.0%-13.8%1.648%
9/5/2024Sanctuary Advisors LLC13,142$42K0.0%N/A0.052%
8/21/2024 Graham Capital Wealth Management LLC83,168$285K0.4%N/A0.000%
8/16/2024 Almitas Capital LLC91,488$314K0.1%+5.5%0.000%
8/15/2024 Logan Stone Capital LLC259,863$891K0.2%-22.0%0.000%
8/5/2024 Blue Bell Private Wealth Management LLC39,301$135K0.0%+137.5%0.000%
8/2/2024 Wolverine Asset Management LLC149,212$512K0.0%+20.6%0.000%
7/26/2024 Allspring Global Investments Holdings LLC487,176$1.67M0.0%+65.0%0.000%
7/26/2024 Bank of New York Mellon Corp103,816$356K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.499,586$1.71M0.1%-0.6%0.000%
7/10/2024 Simplicity Wealth LLC13,379$46K0.0%N/A0.000%
5/14/2024 Robinson Capital Management LLC192,160$626K0.2%+2.0%0.678%
5/10/2024 City of London Investment Management Co. Ltd.948,950$3.16M0.3%-3.8%3.350%
4/26/2024 Mesirow Financial Investment Management Inc.10,650$35K0.0%N/A0.038%
4/17/2024 Hennion & Walsh Asset Management Inc.502,662$1.67M0.1%-1.4%1.774%
4/11/2024 International Assets Investment Management LLC12,356$41K0.0%-73.7%0.044%
2/21/2024 Novak & Powell Financial Services Inc.27,391$91K0.1%N/A0.097%
2/15/2024 Bulldog Investors LLP1,281,887$4.24M1.4%-4.9%4.525%
2/9/2024 City of London Investment Management Co. Ltd.986,236$3.26M0.3%+39.1%3.481%
2/8/2024 Robinson Capital Management LLC188,338$623K0.2%-25.8%0.665%
2/8/2024Matisse Capital286,058$947K0.5%-25.8%1.010%
2/8/2024 WMG Financial Advisors LLC20,000$66K0.0%N/A0.071%
2/1/2024 Wolverine Asset Management LLC21,900$72K0.0%N/A0.077%
1/25/2024 Allspring Global Investments Holdings LLC295,176$977K0.0%-25.8%1.042%
1/25/2024 Blue Bell Private Wealth Management LLC16,547$55K0.0%+178.9%0.058%
1/24/2024Stratos Wealth Partners LTD.20,475$68K0.0%N/A0.072%
1/22/2024 Drive Wealth Management LLC34,000$113K0.0%-13.3%0.120%
1/22/2024 Melfa Wealth Management LLC111,837$370K0.3%-8.2%0.395%
1/16/2024Raymond James & Associates11,415$38K0.0%-56.8%0.040%
11/14/2023 Saba Capital Management L.P.3,351,581$10.49M0.3%+1.4%11.831%
11/14/2023 Robinson Capital Management LLC253,891$791K0.4%N/A0.896%
11/14/2023 Thomas J. Herzfeld Advisors Inc.114,670$359K0.1%+5,841.5%0.405%
11/9/2023 City of London Investment Management Co. Ltd.709,091$2.22M0.2%+182.0%2.503%
11/8/2023Pathstone Family Office LLC11,881$37K0.0%N/A0.042%
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11/8/2023 Fort Point Capital Partners LLC35,769$112K0.0%+110.2%0.126%
11/8/2023 Atria Wealth Solutions Inc.78,903$247K0.0%-14.0%0.279%
11/8/2023 Moors & Cabot Inc.199,516$624K0.0%-7.2%0.704%
10/30/2023 Melfa Wealth Management LLC121,769$381K0.4%-19.7%0.430%
10/27/2023 Hennion & Walsh Asset Management Inc.320,191$1.00M0.1%N/A1.130%
10/27/2023 Allspring Global Investments Holdings LLC397,913$1.25M0.0%-17.6%1.405%
10/24/2023Raymond James & Associates26,415$83K0.0%+131.4%0.093%
10/4/2023 International Assets Investment Management LLC15,000$47K0.0%N/A0.053%
8/15/2023 Bulldog Investors LLP974,279$3.14M1.0%+90.7%3.439%
8/14/2023 Fort Point Capital Partners LLC17,020$55K0.0%N/A0.060%
8/11/2023 City of London Investment Management Co. Ltd.251,413$808K0.1%N/A0.887%
8/11/2023 Fairhaven Wealth Management LLC16,055$52K0.0%N/A0.057%
8/10/2023 Sit Investment Associates Inc.315,767$1.02M0.0%+108.9%1.115%
8/9/2023Veritable L.P.11,201$36K0.0%N/A0.040%
8/3/2023 Atria Wealth Solutions Inc.91,717$295K0.0%-3.3%0.324%
7/14/2023 Drive Wealth Management LLC39,200$126K0.0%-28.4%0.138%
7/11/2023Capital Investment Advisors LLC17,165$55K0.0%N/A0.061%
5/11/2023 Ackerman Capital Advisors LLC36,590$117K0.0%-81.1%0.129%
5/9/2023 Atlas Wealth LLC101,214$325K0.1%N/A0.357%
5/5/2023 Moors & Cabot Inc.215,000$690K0.0%-37.7%0.759%
5/3/2023 Integrated Wealth Concepts LLC56,136$180K0.0%-15.9%0.198%
4/20/2023 Melfa Wealth Management LLC148,801$478K0.5%+541.6%0.525%
4/13/2023 Allspring Global Investments Holdings LLC482,913$1.55M0.0%+4.3%1.705%
2/10/2023 Sit Investment Associates Inc.60,741$190K0.0%N/A0.214%
2/10/2023 Moors & Cabot Inc.345,000$1.08M0.1%+76.9%1.218%
2/9/2023 Landscape Capital Management L.L.C.18,618$58K0.0%-28.5%0.066%
2/8/2023 Stockman Wealth Management Inc.20,000$63K0.0%N/A0.071%
1/31/2023 Melfa Wealth Management LLC23,193$73K0.1%N/A0.082%
1/27/2023 Drive Wealth Management LLC55,800$175K0.1%-6.9%0.197%
1/23/2023 Allspring Global Investments Holdings LLC463,113$1.45M0.0%+3.2%1.635%
1/12/2023 Ackerman Capital Advisors LLC193,167$605K0.2%+5.5%0.682%
1/5/2023Capital Investment Advisors LLC17,165$54K0.0%-36.2%0.061%
11/16/2022 Drive Wealth Management LLC59,940$180K0.2%N/A0.212%
11/16/2022 Saba Capital Management L.P.180,209$542K0.0%+114.9%0.636%
11/15/2022 Logan Stone Capital LLC258,700$779K0.5%+38.2%0.913%
11/14/2022 Mariner Investment Group LLC204,853$617K0.7%+30.9%0.723%
11/8/2022Matisse Capital385,623$1.16M1.5%+6.1%1.361%
11/8/2022 Moors & Cabot Inc.195,000$587K0.0%+160.0%0.688%
11/2/2022 Landscape Capital Management L.L.C.26,021$78K0.0%-39.8%0.092%
10/26/2022 Allspring Global Investments Holdings LLC448,758$1.35M0.0%N/A1.584%
10/12/2022Sawtooth Solutions LLC28,550$86K0.0%N/A0.101%
8/15/2022 Atria Wealth Solutions Inc.490,109$1.65M0.0%N/A1.730%
8/15/2022 Bulldog Investors LLP371,097$1.25M0.3%+183.3%1.310%
8/13/2022 Mariner Investment Group LLC156,553$526K0.6%N/A0.000%
8/11/2022Cetera Advisors LLC10,000$34K0.0%N/A0.035%
8/8/2022 Moors & Cabot Inc.75,000$252K0.0%N/A0.265%
8/8/2022 Integrated Wealth Concepts LLC42,282$142K0.0%N/A0.149%
8/8/2022 WealthTrust Asset Management LLC11,886$40K0.0%N/A0.042%
8/5/2022 Landscape Capital Management L.L.C.43,252$145K0.0%+150.5%0.153%
8/5/2022 OLD Mission Capital LLC14,281$48K0.0%N/A0.000%
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8/4/2022 Northwestern Mutual Wealth Management Co.8,551$29K0.0%-80.3%0.000%
8/4/2022 Robinson Capital Management LLC580,587$1.97M1.5%-18.9%0.000%
7/28/2022Matisse Capital363,500$1.22M1.2%+303.0%0.000%
7/22/2022 Ackerman Capital Advisors LLC219,497$738K0.2%-5.4%0.000%
7/13/2022 Private Advisor Group LLC25,893$87K0.0%N/A0.000%
5/11/2022 Landscape Capital Management L.L.C.17,265$67K0.0%+39.4%0.061%
5/10/2022 Clear Harbor Asset Management LLC21,640$84K0.0%+87.3%0.076%
5/9/2022 Northwestern Mutual Wealth Management Co.43,307$167K0.0%-14.1%0.153%
5/4/2022 Advisor Group Holdings Inc.261,199$1.01M0.0%-4.5%0.000%
5/4/2022Commonwealth Equity Services LLC17,361$67K0.0%+40.0%0.000%
(Data available from 1/1/2016 forward)

CMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMU shares?

During the previous two years, 39 institutional investors and hedge funds held shares of MFS High Yield Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($10.49M), Rivernorth Capital Management LLC ($4.36M), Bulldog Investors LLP ($4.24M), City of London Investment Management Co. Ltd. ($3.16M), Hennion & Walsh Asset Management Inc. ($1.81M), Allspring Global Investments Holdings LLC ($1.54M), and Sit Investment Associates Inc. ($1.02M).Learn more on CMU's institutional investors.

What percentage of MFS High Yield Municipal Trust stock is owned by institutional investors?

32.39% of MFS High Yield Municipal Trust stock is owned by institutional investors. Learn more on CMU's institutional investor holdings.

Which institutional investors have been buying MFS High Yield Municipal Trust stock?

Of the 33 institutional investors that purchased MFS High Yield Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: City of London Investment Management Co. Ltd. ($986.24K), Bulldog Investors LLP ($463.29K), Hennion & Walsh Asset Management Inc. ($320.19K), Robinson Capital Management LLC ($257.71K), Allspring Global Investments Holdings LLC ($226.16K), Sit Investment Associates Inc. ($225.37K), and Moors & Cabot Inc. ($150K).

How much institutional buying is happening at MFS High Yield Municipal Trust?

Institutional investors have bought a total of 3,718,150 shares in the last 24 months. This purchase volume represents approximately $12.03M in transactions.

Which MFS High Yield Municipal Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold MFS High Yield Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($254.74K), Ackerman Capital Advisors LLC ($156.58K), Moors & Cabot Inc. ($145.48K), Matisse Capital ($99.57K), Logan Stone Capital LLC ($73.43K), Bulldog Investors LLP ($65.73K), and Robinson Capital Management LLC ($65.55K).

How much institutional selling is happening at MFS High Yield Municipal Trust?

Institutional investors have sold a total of 1,107,317 shares in the last 24 months. This volume of shares sold represents approximately $3.65M in transactions.



This page (NYSE:CMU) was last updated on 11/21/2024 by MarketBeat.com Staff
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