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CXE · Mfs High Income Municipal Trust

$4.10 +0.45 (+12.33%) At close · Jun 8
Market Cap
$115.07M
Shares
31,525,773

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.

Holders: 60
Total Value: $48,270,966
Total Shares: 13,011,049

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 60 13F filers · Δ vs Dec 31, 2025
Top Holder
9.7%
Jun 2023 → Mar 2026 · range 9.6% – 24.5%
+0.1 pts
Top 5
43.1%
Jun 2023 → Mar 2026 · range 43.1% – 63.3%
−0.7 pts
Top 10
69.5%
Jun 2023 → Mar 2026 · range 69.1% – 86.1%
+0.5 pts
HHI
579
Jun 2023 → Mar 2026 · range 571 – 1,035
Broadly held+8

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
19
Decreased
17
Sold Out
7
Unchanged
18
Holder count: -1
Institutional value: +1.9%
Shares held: +1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
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 Open
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) Open
Large Kestra Advisory Services, LLC 44,590 $165,428
Mid Mutual Advisors, LLC 16,496 $61,200
Mid Farther Finance Advisors, LLC 15,000 $55,650
Small Patriot Financial Group Insurance Agency, LLC 14,390 $53,386
Micro ADAPT WEALTH ADVISORS, LLC 10,800 $40,068

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid WOLVERINE ASSET MANAGEMENT LLC 52,053 $192,596
Mid PFG Investments, LLC 34,700 $128,390
Mid XTX Topco Ltd 22,248 $82,317
Mega JANE STREET GROUP, LLC 22,191 $82,106
Small StoneX Group Inc. 15,749 $58,271
Filter: New 6 Increased 19 Reduced 17 Sold out 7 Unchanged 18
Showing 60 of 60
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Almitas Capital LLC $4,700,024 9.74% 1,266,853
Mega UBS Group AG $4,440,469 9.20% 1,196,892
Mid Saba Capital Management, L.P. $4,120,010 8.54% 1,110,515
Mega BANK OF AMERICA CORP /DE/ Bank $3,818,068 7.91% 1,029,129
Large Pathstone Holdings, LLC $3,708,815 7.68% 999,681
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $3,423,447 7.09% 922,762
Large COMMONWEALTH EQUITY SERVICES, LLC $2,468,021 5.11% 665,235
Small ROBINSON CAPITAL MANAGEMENT, LLC $2,392,441 4.96% 644,863
Mid SIT INVESTMENT ASSOCIATES INC $2,349,324 4.87% 633,241
Mid Summit Financial, LLC $2,137,627 4.43% 576,180
Mid WHITEBOX ADVISORS LLC $1,902,350 3.94% 512,763
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,765,533 3.66% 475,885
Small Bulldog Investors, LLP $1,668,138 3.46% 449,633
Mega MORGAN STANLEY $1,085,705 2.25% 292,643
Micro Closed-End Fund Advisors, Inc. $1,019,396 2.11% 274,770
Large NewEdge Advisors, LLC $746,325 1.55% 201,166
Small MELFA WEALTH MANAGEMENT, INC. $613,893 1.27% 165,470
Large Cambridge Investment Research Advisors, Inc. $403,629 0.84% 108,795
Large CAPTRUST FINANCIAL ADVISORS $386,274 0.80% 104,117
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $382,486 0.79% 103,096
Mid RIVERBRIDGE PARTNERS LLC $377,362 0.78% 101,715
Small Thomas J. Herzfeld Advisors, Inc. $328,123 0.68% 88,443
Micro Catalina Capital Group, LLC $304,283 0.63% 82,017
Small Matisse Capital $271,163 0.56% 73,090
Small Noble Wealth Management PBC $268,381 0.56% 72,340
Mega RAYMOND JAMES FINANCIAL INC $244,084 0.51% 65,791
Mid Capital Investment Advisors, LLC $239,358 0.50% 64,517
Large TRUIST FINANCIAL CORP $233,440 0.48% 62,922
Large Steward Partners Investment Advisory, LLC $209,277 0.43% 56,409
Mega ENVESTNET ASSET MANAGEMENT INC $203,857 0.42% 54,948
Small Logan Stone Capital, LLC $182,135 0.38% 49,093
Large Kestra Advisory Services, LLC $165,428 0.34% 44,590
Micro Novak & Powell Financial Services, Inc. $141,658 0.29% 38,183
Mega ROYAL BANK OF CANADA Bank $124,900 0.26% 33,666
Large Mariner, LLC $109,845 0.23% 29,608
Large STIFEL FINANCIAL CORP $109,585 0.23% 29,538
Mid EVOLVE PRIVATE WEALTH, LLC $90,086 0.19% 24,282
Mega LPL Financial LLC $86,417 0.18% 23,293
Mid DAVIS R M INC $85,715 0.18% 23,104
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $79,857 0.17% 21,525
Mid BOKF, NA $74,730 0.15% 20,143
Large OSAIC HOLDINGS, INC. $69,926 0.14% 18,848
Large Cetera Investment Advisers $67,073 0.14% 18,079
Micro ACT Advisors, LLC. $65,626 0.14% 17,689
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $62,595 0.13% 16,872
Mid Mutual Advisors, LLC $61,200 0.13% 16,496
Large HighTower Advisors, LLC $56,555 0.12% 15,244
Mid Farther Finance Advisors, LLC $55,650 0.12% 15,000
Small Patriot Financial Group Insurance Agency, LLC Insurance $53,386 0.11% 14,390
Small Collar Capital Management, LLC $51,940 0.11% 14,000
Mid Allworth Financial LP $48,230 0.10% 13,000
Mega WELLS FARGO & COMPANY/MN $41,933 0.09% 11,303
Micro ADAPT WEALTH ADVISORS, LLC $40,068 0.08% 10,800
Small Indivisible Partners $38,955 0.08% 10,500
Large HRT FINANCIAL LP $38,628 0.08% 10,412
Small Park Place Capital Corp $38,072 0.08% 10,262
Micro Mascoma Wealth Management LLC $9,338 0.02% 2,517
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,936 0.01% 1,600
Small HIGHLINE WEALTH PARTNERS LLC $3,710 0.01% 1,000
Mid Arax Advisory Partners $486 0.00% 131
Key facts CIK 845606 CUSIP 59318D104 Visit website Investor relations

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