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MFS High Income Municipal Trust (CXE) Institutional Ownership

MFS High Income Municipal Trust logo
$3.72 +0.03 (+0.68%)
Closing price 03:59 PM Eastern
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$3.72 +0.01 (+0.24%)
As of 04:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS High Income Municipal Trust (NYSE:CXE)

Current
Institutional Ownership
Percentage
34.37%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$2.54M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.62M
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CXE Institutional Buying and Selling by Quarter

MFS High Income Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Melfa Wealth Management Inc.150,188$553K0.4%+13.0%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.695,489$2.56M0.1%-0.8%0.000%
11/15/2024Whitebox Advisors LLC116,625$467K0.0%+9.9%0.000%
11/15/2024HighTower Advisors LLC19,138$77K0.0%+30.5%0.000%
11/13/2024Townsquare Capital LLC15,358$62K0.0%-24.0%0.000%
11/13/2024Horizon Kinetics Asset Management LLC35,414$142K0.0%+28.7%0.000%
11/7/2024Pathstone Holdings LLC356,941$1.43M0.0%-3.0%0.000%
11/4/2024Wolverine Asset Management LLC79,006$316K0.0%+54.9%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.701,332$2.81M0.1%-0.7%0.000%
10/18/2024 Capital Investment Advisors LLC67,126$269K0.0%+4.9%0.000%
9/5/2024Sanctuary Advisors LLC12,375$43K0.0%N/A0.000%
8/16/2024Almitas Capital LLC722,553$2.68M1.1%-5.8%0.000%
8/15/2024Logan Stone Capital LLC289,299$1.07M0.3%-45.8%0.000%
8/14/2024Whitebox Advisors LLC106,150$394K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC92,376$343K0.1%+127.8%0.000%
8/2/2024Wolverine Asset Management LLC51,012$189K0.0%-44.8%0.000%
7/30/2024WMG Financial Advisors LLC21,100$78K0.0%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.706,247$2.62M0.1%-0.9%0.000%
7/10/2024Simplicity Wealth LLC24,451$91K0.0%N/A0.078%
5/10/2024City of London Investment Management Co. Ltd.181,653$659K0.1%-23.2%0.576%
5/1/2024 Matisse Capital73,090$265K0.1%N/A0.232%
4/29/2024Commonwealth Equity Services LLC692,430$2.51M0.0%+0.6%2.196%
4/24/2024Blue Bell Private Wealth Management LLC40,548$147K0.0%+27.9%0.129%
4/22/2024 Drive Wealth Management LLC23,450$85K0.0%-44.2%0.074%
4/17/2024 Hennion & Walsh Asset Management Inc.712,438$2.59M0.1%+20.3%2.260%
4/11/2024 Sanders Morris Harris LLC93,002$338K0.1%N/A0.295%
2/21/2024Novak & Powell Financial Services Inc.33,841$120K0.1%N/A0.107%
2/5/2024 Van ECK Associates Corp238,902$848K0.0%+14.3%0.758%
2/2/2024Truist Financial Corp145,217$516K0.0%+38.4%0.461%
1/25/2024Blue Bell Private Wealth Management LLC31,712$113K0.0%N/A0.101%
1/24/2024 Park Place Capital Corp10,262$36K0.0%N/A0.033%
1/16/2024Raymond James & Associates113,333$402K0.0%+11.0%0.359%
11/21/2023Almitas Capital LLC346,618$1.08M0.5%N/A1.099%
11/14/2023Saba Capital Management L.P.1,819,187$5.68M0.1%+18.1%5.770%
11/13/2023Wolverine Asset Management LLC8,396$26K0.0%+1,761.6%0.027%
11/9/2023City of London Investment Management Co. Ltd.236,556$738K0.1%N/A0.750%
11/9/2023UBS Group AG704,757$2.20M0.0%-1.9%2.235%
11/8/2023 Van ECK Associates Corp208,966$652K0.0%-11.6%0.663%
11/7/2023Atlas Wealth LLC51,628$161K0.0%N/A0.164%
10/30/2023 Melfa Wealth Management LLC132,353$413K0.4%-2.5%0.420%
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10/27/2023 Hennion & Walsh Asset Management Inc.296,410$925K0.1%N/A0.940%
10/26/2023Advisor Partners II LLC96,273$300K0.0%N/A0.305%
10/24/2023Raymond James & Associates102,104$319K0.0%+19.8%0.324%
10/23/2023Commonwealth Equity Services LLC737,335$2.30M0.0%+1.4%2.339%
10/16/2023 Capital Investment Advisors LLC64,000$200K0.0%+19.6%0.203%
8/24/2023Arlington Capital Management Inc.32,794$114K0.1%+12.3%0.104%
8/14/2023Horizon Kinetics Asset Management LLC61,854$215K0.0%-16.8%0.196%
8/10/2023Sit Investment Associates Inc.318,557$1.11M0.0%+16.6%1.010%
8/3/2023 Van ECK Associates Corp236,403$823K0.0%+1.4%0.750%
7/11/2023 Capital Investment Advisors LLC53,500$186K0.0%+44.6%0.170%
5/11/2023Commonwealth Equity Services LLC726,834$2.65M0.0%-6.3%2.306%
5/10/2023Landscape Capital Management L.L.C.13,409$49K0.0%-47.5%0.043%
5/5/2023Truist Financial Corp104,199$380K0.0%+5.1%0.330%
5/3/2023 Van ECK Associates Corp233,077$851K0.0%+20.0%0.739%
4/14/2023Raymond James Financial Services Advisors Inc.14,075$51K0.0%-57.6%0.045%
4/13/2023 Drive Wealth Management LLC38,541$141K0.1%+52.1%0.122%
2/10/2023StoneX Group Inc.13,740$48K0.0%N/A0.044%
2/10/2023Sit Investment Associates Inc.210,519$735K0.0%+108.1%0.668%
2/9/2023Landscape Capital Management L.L.C.25,527$89K0.0%+36.3%0.081%
2/9/2023Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/8/2023UBS Group AG510,127$1.78M0.0%+38.9%1.618%
2/8/2023 Van ECK Associates Corp194,210$678K0.0%+19.1%0.616%
2/7/2023Horizon Kinetics Asset Management LLC74,346$259K0.0%-81.0%0.236%
2/7/2023Commonwealth Equity Services LLC775,861$2.71M0.0%+4.2%2.461%
1/31/2023 Melfa Wealth Management LLC135,279$472K0.5%N/A0.429%
1/27/2023 Traynor Capital Management Inc.19,793$69K0.0%-19.1%0.063%
1/27/2023 Drive Wealth Management LLC25,333$88K0.0%+148.4%0.080%
1/5/2023 Capital Investment Advisors LLC37,000$129K0.0%-7.2%0.117%
11/16/2022 Drive Wealth Management LLC10,199$34K0.0%N/A0.032%
11/16/2022Horizon Kinetics Asset Management LLC390,394$1.32M0.0%-18.0%1.238%
11/15/2022Logan Stone Capital LLC42,797$144K0.1%-10.6%0.136%
11/15/2022Commonwealth Equity Services LLC744,233$2.51M0.0%+46.8%2.360%
11/8/2022Robinson Capital Management LLC168,356$567K0.5%-12.5%0.534%
11/2/2022Landscape Capital Management L.L.C.18,730$63K0.0%-55.4%0.059%
10/26/2022Truist Financial Corp99,140$334K0.0%-13.7%0.314%
10/14/2022 Brookstone Capital Management31,475$106K0.0%N/A0.100%
8/15/2022Bulldog Investors LLP68,602$258K0.1%-35.1%0.218%
8/11/2022Sit Investment Associates Inc.85,240$321K0.0%N/A0.270%
8/8/2022TownSquare Capital LLC16,374$62K0.0%-19.6%0.052%
8/8/2022Integrated Wealth Concepts LLC10,613$40K0.0%N/A0.034%
8/5/2022Landscape Capital Management L.L.C.42,023$158K0.0%+73.0%0.133%
8/5/2022Horizon Kinetics Asset Management LLC475,971$1.79M0.0%-0.7%1.510%
8/4/2022Northwestern Mutual Wealth Management Co.17,350$65K0.0%-31.2%0.055%
8/4/2022Robinson Capital Management LLC192,411$755K0.6%-35.8%0.610%
8/3/2022 Van ECK Associates Corp162,222$610K0.0%-14.6%0.515%
8/3/2022Wolverine Asset Management LLC10,918$41K0.0%N/A0.035%
7/28/2022 Traynor Capital Management Inc.24,323$91K0.0%-31.0%0.077%
7/28/2022 Matisse Capital70,988$267K0.3%+99.4%0.225%
7/27/2022Hightower 6M Holding LLC39,073$147K0.0%-10.0%0.124%
7/22/2022Ackerman Capital Advisors LLC114,327$430K0.1%+207.6%0.363%
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7/22/2022Truist Financial Corp114,940$432K0.0%+29.0%0.365%
7/19/2022Commonwealth Equity Services LLC506,840$1.91M0.0%+2,396.4%1.608%
5/10/2022Hightower 6M Holding LLC43,393$190K0.0%N/A0.138%
5/10/2022 Van ECK Associates Corp189,900$834K0.0%+3.3%0.602%
5/9/2022Northwestern Mutual Wealth Management Co.25,208$111K0.0%-67.0%0.080%
4/22/2022Truist Financial Corp89,086$391K0.0%-5.1%0.283%
4/13/2022 Traynor Capital Management Inc.35,270$154K0.0%-21.9%0.112%
4/13/2022 Capital Investment Advisors LLC39,850$175K0.0%-40.3%0.126%
4/12/2022 Matisse Capital35,609$156K0.1%N/A0.113%
4/11/2022 Sanders Morris Harris LLC116,251$510K0.1%N/A0.369%
(Data available from 1/1/2016 forward)

CXE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXE shares?

During the previous two years, 35 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($5.68M), Almitas Capital LLC ($2.68M), Hennion & Walsh Asset Management Inc. ($2.56M), Commonwealth Equity Services LLC ($2.51M), UBS Group AG ($2.20M), Pathstone Holdings LLC ($1.43M), and Sit Investment Associates Inc. ($1.11M).Learn more on CXE's institutional investors.

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

34.37% of MFS High Income Municipal Trust stock is owned by institutional investors. Learn more on CXE's institutional investor holdings.

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

Of the 31 institutional investors that purchased MFS High Income Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hennion & Walsh Asset Management Inc. ($416.64K), Almitas Capital LLC ($346.62K), Saba Capital Management L.P. ($278.98K), City of London Investment Management Co. Ltd. ($236.56K), Sit Investment Associates Inc. ($154.61K), UBS Group AG ($142.77K), and Melfa Wealth Management LLC ($135.28K).

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

Institutional investors have bought a total of 2,692,148 shares in the last 24 months. This purchase volume represents approximately $9.03M in transactions.

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

Of the 15 institutional investors that sold MFS High Income Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Kinetics Asset Management LLC ($644.59K), Logan Stone Capital LLC ($244.68K), City of London Investment Management Co. Ltd. ($54.90K), Commonwealth Equity Services LLC ($49.03K), Almitas Capital LLC ($44.41K), Wolverine Asset Management LLC ($41.43K), and Van ECK Associates Corp ($27.44K).

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

Institutional investors have sold a total of 1,206,498 shares in the last 24 months. This volume of shares sold represents approximately $4.30M in transactions.


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This page (NYSE:CXE) was last updated on 1/30/2025 by MarketBeat.com Staff
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