# MFS HIGH INCOME MUN TR (CXE)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CXE/

- Reporting holders: 59
- Reported value: $47.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $201.2M | 201,166 | 0.0% | 5 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $4.7M | 1,266,853 | 1.1% | 11 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $4.4M | 1,196,892 | 0.0% | 30 |
| [Saba Capital Management, L.P.](https://holderbook.com/funds/1510281-saba-capital-management-l-p/) | $4.1M | 1,110,515 | 0.1% | 14 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $3.8M | 1,029,129 | 0.0% | 26 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $3.7M | 999,681 | 0.0% | 10 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $3.4M | 922,762 | 0.2% | 12 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $2.5M | 665,235 | 0.0% | 30 |
| [ROBINSON CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1599795-robinson-capital-management-llc/) | $2.4M | 644,863 | 1.0% | 2 |
| [SIT INVESTMENT ASSOCIATES INC](https://holderbook.com/funds/769317-sit-investment-associates-inc/) | $2.3M | 633,241 | 0.0% | 16 |
| [Summit Financial, LLC](https://holderbook.com/funds/1765536-summit-financial-llc/) | $2.1M | 576,180 | 0.0% | 4 |
| [WHITEBOX ADVISORS LLC](https://holderbook.com/funds/1257391-whitebox-advisors-llc/) | $1.9M | 512,763 | 0.0% | 8 |
| [CITY OF LONDON INVESTMENT MANAGEMENT CO LTD](https://holderbook.com/funds/1034546-city-of-london-investment-management-co-ltd/) | $1.8M | 475,885 | 0.1% | 11 |
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $1.7M | 449,633 | 0.4% | 5 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $1.1M | 292,643 | 0.0% | 34 |
| [Closed-End Fund Advisors, Inc.](https://holderbook.com/funds/2103520-closed-end-fund-advisors-inc/) | $1.0M | 274,770 | 1.0% | 2 |
| [MELFA WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/1962465-melfa-wealth-management-inc/) | $613.9K | 165,470 | 0.4% | 14 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $404.0K | 108,795 | 0.0% | 12 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $386.3K | 104,117 | 0.0% | 13 |
| [BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1352860-blue-bell-private-wealth-management-llc/) | $382.5K | 103,096 | 0.1% | 10 |
| [RIVERBRIDGE PARTNERS LLC](https://holderbook.com/funds/1112325-riverbridge-partners-llc/) | $377.4K | 101,715 | 0.0% | 3 |
| [Thomas J. Herzfeld Advisors, Inc.](https://holderbook.com/funds/1509510-thomas-j-herzfeld-advisors-inc/) | $328.1K | 88,443 | 0.1% | 7 |
| [Catalina Capital Group, LLC](https://holderbook.com/funds/2018090-catalina-capital-group-llc/) | $304.3K | 82,017 | 0.2% | 3 |
| [Matisse Capital](https://holderbook.com/funds/1668256-matisse-capital/) | $271.2K | 73,090 | 0.1% | 9 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $268.4K | 72,340 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 59 | $47.6M |
| Q4 2025 | 61 | $47.4M |
| Q3 2025 | 57 | $47.5M |
| Q2 2025 | 51 | $42.1M |
| Q1 2025 | 52 | $44.4M |
| Q4 2024 | 54 | $42.9M |
| Q3 2024 | 48 | $46.3M |
| Q2 2024 | 54 | $42.4M |
| Q1 2024 | 47 | $41.3M |
| Q4 2023 | 47 | $37.4M |
| Q3 2023 | 45 | $28.6M |
| Q2 2023 | 41 | $25.7M |