COMMONWEALTH EQUITY SERVICES, LLC
Position in CXE — Mfs High Income Municipal Trust
CIK 312272
WALTHAM, MA
Position in CXE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,468,021
+$6,652 QoQ
Shares Held
665,235
0.0% QoQ
Ownership
2.11%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 60 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CXE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $770,231,213 across 321 Asset Management names. CXE ranks #67 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
531,405 | $61,106,260 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,430,221 | $50,687,032 | |
| 3 | FSCO |
FS Credit Opportunities Corp.
|
6,167,108 | $31,452,250 | |
| 4 | BLK |
BlackRock, Inc.
|
31,053 | $29,863,980 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,553,908 | $25,998,783 | |
| 6 | TROW |
Price T Rowe Group Inc
|
256,751 | $23,143,535 | |
| 7 | UTG |
Reaves Utility Income Fund
|
424,402 | $16,670,510 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
1,527,121 | $15,729,346 |
All Filings in CXE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,468,021 | 665,235 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,461,369 | 665,235 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,474,674 | 665,235 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,424,501 | 677,235 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,480,547 | 672,235 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,529,024 | 687,235 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,787,892 | 695,235 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,572,625 | 693,430 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,513,520 | 692,430 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,442,723 | 688,091 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,300,485 | 737,335 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,531,125 | 727,335 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,652,944 | 726,834 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,707,754 | 775,861 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,508,065 | 744,233 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,905,718 | 506,840 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $89,130 | 20,303 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $103,316 | 20,298 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $106,741 | 20,293 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $107,120 | 20,288 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $103,336 | 20,262 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $95,097 | 18,757 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $88,504 | 18,751 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $87,356 | 18,746 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $69,707 | 14,863 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||