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MFS High Yield Municipal Trust (CMU) Institutional Ownership

MFS High Yield Municipal Trust logo
$3.51 0.00 (0.00%)
As of 01/17/2025 03:48 PM Eastern
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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)
$4.23M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.21M
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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
1/15/2025 Hennion & Walsh Asset Management Inc.490,828$1.73M0.1%-0.8%1.925%
1/8/2025 International Assets Investment Management LLC12,815$45K0.0%-72.4%0.050%
12/3/2024Rivernorth Capital Management LLC1,320,718$4.84M0.2%+19.9%5.181%
11/15/2024XTX Topco Ltd10,099$37K0.0%N/A0.040%
11/15/2024Rivernorth Capital Management LLC1,188,438$4.36M0.2%+7.9%4.662%
11/4/2024Wolverine Asset Management LLC113,348$415K0.0%-24.0%0.445%
10/24/2024Ackerman 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%
10/19/2024Allspring Global Investments Holdings LLC420,176$1.54M0.0%-13.8%1.648%
9/5/2024Sanctuary Advisors LLC13,142$42K0.0%N/A0.052%
8/21/2024Graham Capital Wealth Management LLC83,168$285K0.4%N/A0.000%
8/16/2024Almitas Capital LLC91,488$314K0.1%+5.5%0.000%
8/15/2024Logan Stone Capital LLC259,863$891K0.2%-22.0%0.000%
8/5/2024Blue Bell Private Wealth Management LLC39,301$135K0.0%+137.5%0.000%
8/2/2024Wolverine Asset Management LLC149,212$512K0.0%+20.6%0.000%
7/26/2024Allspring Global Investments Holdings LLC487,176$1.67M0.0%+65.0%0.000%
7/26/2024Bank 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%
7/10/2024Simplicity Wealth LLC13,379$46K0.0%N/A0.000%
5/14/2024Robinson Capital Management LLC192,160$626K0.2%+2.0%0.678%
5/10/2024City of London Investment Management Co. Ltd.948,950$3.16M0.3%-3.8%3.350%
4/26/2024Mesirow 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%
2/21/2024Novak & Powell Financial Services Inc.27,391$91K0.1%N/A0.097%
2/15/2024Bulldog Investors LLP1,281,887$4.24M1.4%-4.9%4.525%
2/9/2024City of London Investment Management Co. Ltd.986,236$3.26M0.3%+39.1%3.481%
2/8/2024Robinson Capital Management LLC188,338$623K0.2%-25.8%0.665%
2/8/2024Matisse Capital286,058$947K0.5%-25.8%1.010%
2/8/2024WMG Financial Advisors LLC20,000$66K0.0%N/A0.071%
2/1/2024Wolverine Asset Management LLC21,900$72K0.0%N/A0.077%
1/25/2024Allspring Global Investments Holdings LLC295,176$977K0.0%-25.8%1.042%
1/25/2024Blue 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%
1/22/2024Drive 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%
11/14/2023Saba Capital Management L.P.3,351,581$10.49M0.3%+1.4%11.831%
11/14/2023Robinson Capital Management LLC253,891$791K0.4%N/A0.896%
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11/14/2023Thomas J. Herzfeld Advisors Inc.114,670$359K0.1%+5,841.5%0.405%
11/9/2023City 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%
11/8/2023Fort Point Capital Partners LLC35,769$112K0.0%+110.2%0.126%
11/8/2023Atria Wealth Solutions Inc.78,903$247K0.0%-14.0%0.279%
11/8/2023Moors & 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%
10/27/2023Allspring 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%
8/15/2023Bulldog Investors LLP974,279$3.14M1.0%+90.7%3.439%
8/14/2023Fort Point Capital Partners LLC17,020$55K0.0%N/A0.060%
8/11/2023City of London Investment Management Co. Ltd.251,413$808K0.1%N/A0.887%
8/11/2023Fairhaven Wealth Management LLC16,055$52K0.0%N/A0.057%
8/10/2023Sit Investment Associates Inc.315,767$1.02M0.0%+108.9%1.115%
8/9/2023Veritable L.P.11,201$36K0.0%N/A0.040%
8/3/2023Atria Wealth Solutions Inc.91,717$295K0.0%-3.3%0.324%
7/14/2023Drive Wealth Management LLC39,200$126K0.0%-28.4%0.138%
7/11/2023 Capital Investment Advisors LLC17,165$55K0.0%N/A0.061%
5/11/2023Ackerman Capital Advisors LLC36,590$117K0.0%-81.1%0.129%
5/9/2023Atlas Wealth LLC101,214$325K0.1%N/A0.357%
5/5/2023Moors & Cabot Inc.215,000$690K0.0%-37.7%0.759%
5/3/2023Integrated Wealth Concepts LLC56,136$180K0.0%-15.9%0.198%
4/20/2023 Melfa Wealth Management LLC148,801$478K0.5%+541.6%0.525%
4/13/2023Allspring Global Investments Holdings LLC482,913$1.55M0.0%+4.3%1.705%
2/10/2023Sit Investment Associates Inc.60,741$190K0.0%N/A0.214%
2/10/2023Moors & Cabot Inc.345,000$1.08M0.1%+76.9%1.218%
2/9/2023Landscape Capital Management L.L.C.18,618$58K0.0%-28.5%0.066%
2/8/2023Stockman Wealth Management Inc.20,000$63K0.0%N/A0.071%
1/31/2023 Melfa Wealth Management LLC23,193$73K0.1%N/A0.082%
1/27/2023Drive Wealth Management LLC55,800$175K0.1%-6.9%0.197%
1/23/2023Allspring Global Investments Holdings LLC463,113$1.45M0.0%+3.2%1.635%
1/12/2023Ackerman Capital Advisors LLC193,167$605K0.2%+5.5%0.682%
1/5/2023 Capital Investment Advisors LLC17,165$54K0.0%-36.2%0.061%
11/16/2022Drive Wealth Management LLC59,940$180K0.2%N/A0.212%
11/16/2022Saba Capital Management L.P.180,209$542K0.0%+114.9%0.636%
11/15/2022Logan Stone Capital LLC258,700$779K0.5%+38.2%0.913%
11/14/2022Mariner Investment Group LLC204,853$617K0.7%+30.9%0.723%
11/8/2022Matisse Capital385,623$1.16M1.5%+6.1%1.361%
11/8/2022Moors & Cabot Inc.195,000$587K0.0%+160.0%0.688%
11/2/2022Landscape Capital Management L.L.C.26,021$78K0.0%-39.8%0.092%
10/26/2022Allspring Global Investments Holdings LLC448,758$1.35M0.0%N/A1.584%
10/12/2022Sawtooth Solutions LLC28,550$86K0.0%N/A0.101%
8/15/2022Atria Wealth Solutions Inc.490,109$1.65M0.0%N/A1.730%
8/15/2022Bulldog Investors LLP371,097$1.25M0.3%+183.3%1.310%
8/13/2022Mariner Investment Group LLC156,553$526K0.6%N/A0.000%
8/11/2022Cetera Advisors LLC10,000$34K0.0%N/A0.035%
8/8/2022Moors & Cabot Inc.75,000$252K0.0%N/A0.265%
8/8/2022Integrated Wealth Concepts LLC42,282$142K0.0%N/A0.149%
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8/8/2022WealthTrust Asset Management LLC11,886$40K0.0%N/A0.042%
8/5/2022Landscape Capital Management L.L.C.43,252$145K0.0%+150.5%0.153%
8/5/2022OLD Mission Capital LLC14,281$48K0.0%N/A0.000%
8/4/2022Northwestern Mutual Wealth Management Co.8,551$29K0.0%-80.3%0.000%
8/4/2022Robinson Capital Management LLC580,587$1.97M1.5%-18.9%0.000%
7/28/2022Matisse Capital363,500$1.22M1.2%+303.0%0.000%
7/22/2022Ackerman Capital Advisors LLC219,497$738K0.2%-5.4%0.000%
7/13/2022Private Advisor Group LLC25,893$87K0.0%N/A0.000%
5/11/2022Landscape 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%
(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 ($4.84M), Bulldog Investors LLP ($4.24M), City of London Investment Management Co. Ltd. ($3.16M), Hennion & Walsh Asset Management Inc. ($1.73M), 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), Rivernorth Capital Management LLC ($306.69K), Robinson Capital Management LLC ($257.71K), Allspring Global Investments Holdings LLC ($226.16K), and Sit Investment Associates Inc. ($225.37K).

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

Institutional investors have bought a total of 3,927,507 shares in the last 24 months. This purchase volume represents approximately $12.80M in transactions.

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

Of the 17 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), International Assets Investment Management LLC ($68.26K), and Bulldog Investors LLP ($65.73K).

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

Institutional investors have sold a total of 1,135,116 shares in the last 24 months. This volume of shares sold represents approximately $3.75M in transactions.



This page (NYSE:CMU) was last updated on 1/21/2025 by MarketBeat.com Staff
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