Cambridge Investment Research Advisors, Inc.
Position in CXE — Mfs High Income Municipal Trust
CIK 1419186
FAIRFIELD, IA
Position in CXE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$403,629
+$6,804 QoQ
Shares Held
108,795
+1.4% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 60 holders
Holding Since
Mar 2020
23 quarters on record
Common Shares in CXE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cambridge Investment Research Advisors, Inc. holds $728,406,746 across 282 Asset Management names. CXE ranks #178 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
3,082,329 | $109,237,739 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
4,465,388 | $74,170,094 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
1,595,772 | $38,920,879 | |
| 4 | BX |
Blackstone Inc.
|
289,405 | $33,278,680 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
450,465 | $21,496,189 | |
| 6 | BLK |
BlackRock, Inc.
|
21,465 | $20,643,105 | |
| 7 | PDI |
PIMCO Dynamic Income Fund
|
1,179,092 | $20,174,264 | |
| 8 | FSCO |
FS Credit Opportunities Corp.
|
3,810,812 | $19,435,141 |
All Filings in CXE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,629 | 108,795 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $396,825 | 107,250 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $393,237 | 105,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $372,814 | 104,138 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,979,153 | 536,356 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,049,966 | 557,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,388,663 | 346,300 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $781,326 | 210,600 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $671,913 | 185,100 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $480,847 | 135,450 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $321,391 | 103,010 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $87,904 | 25,260 | Shares | Sole | 2023-07-13 | |
| 2022-09-30 | $371,539 | 110,249 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,062,850 | 282,673 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,531,552 | 348,873 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,628,153 | 319,873 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,990,126 | 378,351 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,896,845 | 359,251 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,671,718 | 327,788 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,578,737 | 311,388 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,422,858 | 301,453 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,415,255 | 303,703 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $964,146 | 205,575 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||