CXE · Mfs High Income Municipal Trust · Holdings

$3.65 -0.05 (-1.35%) At close · Jun 5

Market Cap

$115.07M

31.53M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 60

Total Value: $0

Total Shares: 13,011,049

Institutional Ownership Trend

25 quarters

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -1

Institutional value: —

Shares held: +1.6%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	+280,000	475,885
Mid SIT INVESTMENT ASSOCIATES INC	+139,777	633,241
Large Pathstone Holdings, LLC	+123,835	999,681
Small Almitas Capital LLC	+72,967	1,266,853
Small ROBINSON CAPITAL MANAGEMENT, LLC	+64,788	644,863

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Small Logan Stone Capital, LLC	−104,965	49,093
Mid Saba Capital Management, L.P.	−93,407	1,110,515
Small Thomas J. Herzfeld Advisors, Inc.	−78,253	88,443
Mega UBS Group AG	−38,218	1,196,892
Small Noble Wealth Management PBC	−37,335	72,340

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Micro ADAPT WEALTH ADVISORS, LLC	10,800	$0
Large HRT FINANCIAL LP	10,412	$0
Mid Mutual Advisors, LLC	16,496	$0
Small Patriot Financial Group Insurance Agency, LLC	14,390	$0
Large Kestra Advisory Services, LLC	44,590	$0

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mid XTX Topco Ltd	22,248	$0
Small StoneX Group Inc.	15,749	$0
Mega GOLDMAN SACHS GROUP INC	14,737	$0
Mega JANE STREET GROUP, LLC	22,191	$0
Mid PFG Investments, LLC	34,700	$0

Filter: New 6 Increased 19 Reduced 17 Sold out 7 Unchanged 18

Showing 60 of 60

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

—

292,643

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	292,643	$0	—	Defined

Mascoma Wealth Management LLC

—

2,517

HRT FINANCIAL LP

—

10,412

Novak & Powell Financial Services, Inc.

—

38,183

Matisse Capital

—

73,090

Arax Advisory Partners

—

131

Catalina Capital Group, LLC

—

82,017

BANK OF AMERICA CORP /DE/

—

1,029,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,029,129	$0	—	Defined

ADAPT WEALTH ADVISORS, LLC

—

10,800

Indivisible Partners

—

10,500

Patriot Financial Group Insurance Agency, LLC

—

14,390

DAVIS R M INC

—

23,104

Almitas Capital LLC

—

1,266,853

ROBINSON CAPITAL MANAGEMENT, LLC

—

644,863

Farther Finance Advisors, LLC

—

15,000

NewEdge Advisors, LLC

—

201,166

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

1,600

Kestra Advisory Services, LLC

—

44,590

EVOLVE PRIVATE WEALTH, LLC

—

24,282

Thomas J. Herzfeld Advisors, Inc.

—

88,443

WHITEBOX ADVISORS LLC

—

512,763

HORIZON KINETICS ASSET MANAGEMENT LLC

—

21,525

Park Place Capital Corp

—

10,262

ROYAL BANK OF CANADA

—

33,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	33,666	$0	—	Defined

RIVERNORTH CAPITAL MANAGEMENT, LLC

—

922,762

Cambridge Investment Research Advisors, Inc.

—

108,795

Bulldog Investors, LLP

—

449,633

LPL Financial LLC

—

23,293

Mariner, LLC

—

29,608

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	29,608	$0	—	Other

Capital Investment Advisors, LLC

—

64,517

Saba Capital Management, L.P.

—

1,110,515

ENVESTNET ASSET MANAGEMENT INC

—

54,948

Logan Stone Capital, LLC

—

49,093

UBS Group AG

—

1,196,892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	685,292	$0	—	Defined
UBS AG	511,600	$0	—	Defined

HighTower Advisors, LLC

—

15,244

BOKF, NA

—

20,143

Mutual Advisors, LLC

—

16,496

CAPTRUST FINANCIAL ADVISORS

—

104,117

RAYMOND JAMES FINANCIAL INC

—

65,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	50,754	$0	—	Defined
Raymond James Financial Services Advisors, Inc.	5,017	$0	—	Defined
RAYMOND JAMES TRUST N.A.	10,020	$0	—	Defined

Summit Financial, LLC

—

576,180

WELLS FARGO & COMPANY/MN

—

11,303

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,650	$0	—	Defined
WELLS FARGO CLEARING SERVICES, LLC	8,653	$0	—	Defined

HIGHLINE WEALTH PARTNERS LLC

—

1,000

Pathstone Holdings, LLC

—

999,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	995,846	$0	—	Defined
Held directly	3,835	$0	—	Sole

ACT Advisors, LLC.

—

17,689

Collar Capital Management, LLC

—

14,000

COMMONWEALTH EQUITY SERVICES, LLC

—

665,235

SUSQUEHANNA INTERNATIONAL GROUP, LLP

—

16,872

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	16,872	$0	—	Other

Steward Partners Investment Advisory, LLC

—

56,409

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

—

475,885

OSAIC HOLDINGS, INC.

—

18,848

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	18,848	$0	—	Defined

Cetera Investment Advisers

—

18,079

MELFA WEALTH MANAGEMENT, INC.

—

165,470

SIT INVESTMENT ASSOCIATES INC

—

633,241

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	633,241	$0	—	Sole

Allworth Financial LP

—

13,000

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

—

103,096

Closed-End Fund Advisors, Inc.

—

274,770

Noble Wealth Management PBC

—

72,340

TRUIST FINANCIAL CORP

—

62,922

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	62,922	$0	—	Defined

RIVERBRIDGE PARTNERS LLC

—

101,715

STIFEL FINANCIAL CORP

—

29,538

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	29,538	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX Execution Services LLC joint	22,248	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	12,623	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	19,072	$0	—	Defined
Jane Street Global Trading, LLC	3,119	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	52,053	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STONEX FINANCIAL INC. joint	15,749	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	14,737	$0	—	Defined

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