MFS HIGH YIELD MUN TR (CMU)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
43
Reporting holders
$45.4M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | $12.6M | 3,531,732 | 2.84% | 17q | -1.7%-$221.7K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.6M | 2,955,950 | 0.53% | 21q | +12.4%+$1.2M |
| Almitas Capital LLC | $5.4M | 1,497,718 | 1.21% | 10q | HELD |
| ICON ADVISERS INC/CO | $2.6M | 731,734 | 0.61% | 10q | -10.9%-$321.2K |
| MORGAN STANLEY | $2.5M | 710,702 | 0.00% | 34q | +81.5%+$1.1M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.4M | 676,122 | 0.18% | 12q | +19.0%+$386.2K |
| BANK OF AMERICA CORP /DE/ | $1.5M | 405,971 | 0.00% | 21q | HELD |
| Allspring Global Investments Holdings, LLC | $1.4M | 377,111 | 0.00% | 15q | HELD |
| Bank of New York Mellon Corp | $1.3M | 354,378 | 0.00% | 8q | +11.3%+$128.7K |
| GUGGENHEIM CAPITAL LLC | $1.1M | 315,595 | 0.01% | new | NEW |
| Lido Advisors, LLC | $524.0K | 146,367 | 0.00% | 10q | HELD |
| UBS Group AG | $464.0K | 129,606 | 0.00% | 30q | -45.7%-$391.0K |
| MELFA WEALTH MANAGEMENT, INC. | $444.8K | 124,236 | 0.26% | 14q | HELD |
| Matisse Capital | $353.4K | 98,712 | 0.15% | 17q | -62.4%-$585.3K |
| EVOLVE PRIVATE WEALTH, LLC | $327.0K | 91,331 | 0.02% | 2q | -1.4%-$4.6K |
| LPL Financial LLC | $215.9K | 60,315 | 0.00% | 30q | +0.5%+$1.2K |
| OSAIC HOLDINGS, INC. | $165.1K | 46,113 | 0.00% | 25q | -28.2%-$64.8K |
| RAYMOND JAMES FINANCIAL INC | $157.5K | 43,988 | 0.00% | 6q | -8.8%-$15.1K |
| Equitable Holdings, Inc. | $117.0K | 33,335 | 0.00% | 13q | +1.9%+$2.1K |
| Pathstone Holdings, LLC | $110.7K | 30,929 | 0.00% | 5q | HELD |
| Novak & Powell Financial Services, Inc. | $110.2K | 30,789 | 0.06% | 2q | +1.4%+$1.5K |
| Cetera Investment Advisers | $108.3K | 30,249 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $98.0K | 27,368 | 0.00% | 4q | +48.8%+$32.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $74.9K | 20,917 | 0.01% | 11q | HELD |
| Rockefeller Capital Management L.P. | $71.6K | 20,000 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $68.8K | 19,218 | 0.00% | 30q | +100.0%+$34.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $66.4K | 18,540 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $62.2K | 17,365 | 0.00% | new | NEW |
| Fisher Asset Management, LLC | $60.3K | 16,847 | 0.00% | new | NEW |
| SPIREPOINT PRIVATE CLIENT, LLC | $58.2K | 16,247 | 0.01% | 3q | HELD |
| WealthTrust Asset Management, LLC | $50.9K | 14,229 | 0.03% | new | NEW |
| Closed-End Fund Advisors, Inc. | $46.9K | 13,091 | 0.05% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $46.0K | 12,924 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $45.7K | 12,756 | 0.00% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42.4K | 11,851 | 0.00% | 2q | -13.5%-$6.6K |
| Mesirow Financial Investment Management, Inc. | $42.4K | 11,835 | 0.00% | 10q | +1.4% |
| Integrated Wealth Concepts LLC | $41.9K | 11,696 | 0.00% | 16q | HELD |
| HARBOUR INVESTMENTS, INC. | $7.2K | 2,024 | 0.00% | new | NEW |
| Independence Bank of Kentucky | $7.2K | 2,000 | 0.00% | 6q | -30.1%-$3.1K |
| ROTHSCHILD INVESTMENT LLC | $5.5K | 1,537 | 0.00% | 10q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.6K | 1,000 | 0.00% | new | NEW |
| Mascoma Wealth Management LLC | $3.0K | 844 | 0.00% | 16q | HELD |
| Larson Financial Group LLC | $3.0K | 825 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $94 | 26,138 | 0.00% | 28q | HELD |
| COHEN & STEERS, INC. | $54 | 15,000 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-21 | 13G/A | Almitas Capital LLC | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 43 | $45.4M | 12,676,097 | 8 | 10 | 9 | 0.0% |
| Q4 2025 | 38 | $44.0M | 12,526,820 | 3 | 12 | 9 | 0.0% |
| Q3 2025 | 36 | $43.9M | 12,647,257 | 4 | 14 | 7 | 0.0% |
| Q2 2025 | 35 | $32.0M | 9,620,892 | 1 | 12 | 7 | 0.0% |
| Q1 2025 | 36 | $34.6M | 9,916,633 | 2 | 13 | 9 | 0.0% |
| Q4 2024 | 40 | $32.0M | 9,090,114 | 3 | 16 | 9 | 0.0% |
| Q3 2024 | 44 | $30.0M | 8,197,820 | 2 | 12 | 16 | 0.0% |
| Q2 2024 | 50 | $29.5M | 8,595,631 | 4 | 19 | 12 | 0.0% |
| Q1 2024 | 48 | $29.6M | 8,909,898 | 5 | 20 | 10 | 0.0% |
| Q4 2023 | 48 | $30.1M | 9,087,606 | 8 | 10 | 19 | 0.0% |
| Q3 2023 | 47 | $32.7M | 10,453,467 | 8 | 15 | 12 | 0.0% |
| Q2 2023 | 45 | $29.1M | 9,044,304 | 10 | 15 | 5 | 0.0% |
| Q1 2023 | 41 | $25.3M | 7,885,336 | 7 | 12 | 11 | 0.0% |
| Q4 2022 | 38 | $21.3M | 7,175,461 | 3 | 13 | 12 | 0.0% |
| Q3 2022 | 44 | $17.4M | 5,778,438 | 5 | 14 | 8 | 0.0% |
| Q2 2022 | 45 | $17.6M | 5,241,520 | 11 | 13 | 11 | 0.0% |
| Q1 2022 | 39 | $17.0M | 4,403,100 | 8 | 14 | 7 | 0.0% |
| Q4 2021 | 36 | $15.3M | 3,384,094 | 7 | 10 | 6 | 0.0% |
| Q3 2021 | 34 | $13.1M | 2,848,595 | 5 | 12 | 5 | 0.0% |
| Q2 2021 | 30 | $10.3M | 2,178,088 | 1 | 7 | 6 | 0.0% |
| Q1 2021 | 34 | $11.8M | 2,641,597 | 3 | 5 | 7 | 0.0% |
| Q4 2020 | 34 | $10.3M | 2,336,742 | 7 | 8 | 7 | 0.0% |
| Q3 2020 | 30 | $8.0M | 1,905,793 | 6 | 8 | 5 | 0.0% |
| Q2 2020 | 30 | $8.4M | 2,063,944 | 6 | 5 | 9 | 0.0% |
| Q1 2020 | 26 | $8.0M | 1,893,229 | 3 | 8 | 3 | 0.0% |
| Q4 2019 | 30 | $9.5M | 1,996,352 | 4 | 6 | 5 | 0.0% |
| Q3 2019 | 32 | $10.3M | 2,193,254 | 6 | 6 | 3 | 0.0% |
| Q2 2019 | 28 | $10.9M | 2,304,619 | 3 | 5 | 7 | 0.0% |
| Q1 2019 | 28 | $15.0M | 2,709,954 | 2 | 8 | 6 | 0.0% |
| Q4 2018 | 36 | $8.8M | 2,104,162 | 0 | 3 | 0 | 0.0% |