MFS HIGH INCOME MUN TR (CXE)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
57
Reporting holders
$45.0M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Almitas Capital LLC | $4.7M | 1,266,853 | 1.06% | 11q | +6.1%+$270.7K |
| UBS Group AG | $4.4M | 1,196,892 | 0.00% | 30q | -3.1%-$141.8K |
| Saba Capital Management, L.P. | $4.1M | 1,110,515 | 0.11% | 14q | -7.8%-$346.5K |
| BANK OF AMERICA CORP /DE/ | $3.8M | 1,029,129 | 0.00% | 26q | HELD |
| Pathstone Holdings, LLC | $3.7M | 999,681 | 0.01% | 10q | +14.1%+$459.4K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.4M | 922,762 | 0.17% | 12q | -2.3%-$81.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 665,235 | 0.00% | 30q | HELD |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.4M | 644,863 | 1.00% | 2q | +11.2%+$239.7K |
| Summit Financial, LLC | $2.1M | 576,180 | 0.03% | 4q | -5.4%-$121.0K |
| WHITEBOX ADVISORS LLC | $1.9M | 512,763 | 0.02% | 8q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.8M | 475,885 | 0.13% | 11q | +142.9%+$1.0M |
| Bulldog Investors, LLP | $1.7M | 449,633 | 0.37% | 5q | HELD |
| MORGAN STANLEY | $1.1M | 292,643 | 0.00% | 34q | +8.3%+$83.3K |
| Closed-End Fund Advisors, Inc. | $1.0M | 274,770 | 1.04% | 2q | +2.0%+$20.1K |
| MELFA WEALTH MANAGEMENT, INC. | $613.9K | 165,470 | 0.35% | 14q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $386.3K | 104,117 | 0.00% | 13q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $382.5K | 103,096 | 0.05% | 10q | +2.3%+$8.7K |
| RIVERBRIDGE PARTNERS LLC | $377.4K | 101,715 | 0.01% | 3q | +17.9%+$57.2K |
| Thomas J. Herzfeld Advisors, Inc. | $328.1K | 88,443 | 0.11% | 7q | -46.9%-$290.3K |
| Catalina Capital Group, LLC | $304.3K | 82,017 | 0.18% | 3q | HELD |
| Matisse Capital | $271.2K | 73,090 | 0.12% | 9q | HELD |
| Noble Wealth Management PBC | $268.4K | 72,340 | 0.13% | 5q | -34.0%-$138.5K |
| RAYMOND JAMES FINANCIAL INC | $244.1K | 65,791 | 0.00% | 6q | -24.4%-$78.8K |
| Capital Investment Advisors, LLC | $239.4K | 64,517 | 0.00% | 30q | HELD |
| TRUIST FINANCIAL CORP | $233.4K | 62,922 | 0.00% | 24q | -0.7%-$1.6K |
| Steward Partners Investment Advisory, LLC | $209.3K | 56,409 | 0.00% | 28q | -35.8%-$116.7K |
| ENVESTNET ASSET MANAGEMENT INC | $203.9K | 54,948 | 0.00% | 10q | -0.8%-$1.6K |
| NewEdge Advisors, LLC | $201.2K | 201,166 | 0.01% | 5q | +20.9%+$34.7K |
| Logan Stone Capital, LLC | $182.1K | 49,093 | 0.05% | 17q | -68.1%-$389.4K |
| Kestra Advisory Services, LLC | $165.4K | 44,590 | 0.00% | new | NEW |
| Novak & Powell Financial Services, Inc. | $141.7K | 38,183 | 0.08% | 2q | +1.4%+$2.0K |
| ROYAL BANK OF CANADA | $125.0K | 33,666 | 0.00% | 30q | +42.7%+$37.4K |
| Mariner, LLC | $109.8K | 29,608 | 0.00% | 10q | +1.4%+$1.6K |
| STIFEL FINANCIAL CORP | $109.6K | 29,538 | 0.00% | 12q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $90.1K | 24,282 | 0.00% | 2q | -2.5%-$2.3K |
| LPL Financial LLC | $86.4K | 23,293 | 0.00% | 17q | +40.2%+$24.8K |
| DAVIS R M INC | $85.7K | 23,104 | 0.00% | 8q | -25.7%-$29.7K |
| WELLS FARGO & COMPANY/MN | $83.9K | 22,606 | 0.00% | 30q | +3.8%+$3.0K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $79.9K | 21,525 | 0.00% | 29q | -19.4%-$19.3K |
| BOKF, NA | $74.7K | 20,143 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $69.9K | 18,848 | 0.00% | 25q | HELD |
| Cetera Investment Advisers | $67.1K | 18,079 | 0.00% | 9q | HELD |
| ACT Advisors, LLC. | $65.6K | 17,689 | 0.03% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $62.6K | 16,872 | 0.00% | 3q | -61.6%-$100.6K |
| Mutual Advisors, LLC | $61.2K | 16,496 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $56.6K | 15,244 | 0.00% | 14q | -38.4%-$35.2K |
| Farther Finance Advisors, LLC | $55.4K | 15,000 | 0.00% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $53.4K | 14,390 | 0.00% | new | NEW |
| Collar Capital Management, LLC | $51.9K | 14,000 | 0.03% | 6q | HELD |
| Allworth Financial LP | $48.2K | 13,000 | 0.00% | 4q | HELD |
| ADAPT WEALTH ADVISORS, LLC | $40.1K | 10,800 | 0.01% | new | NEW |
| Indivisible Partners | $39.0K | 10,500 | 0.00% | 2q | HELD |
| Park Place Capital Corp | $38.1K | 10,262 | 0.01% | 10q | HELD |
| Mascoma Wealth Management LLC | $9.3K | 2,517 | 0.00% | 16q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9K | 1,600 | 0.00% | 4q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.7K | 1,000 | 0.00% | 3q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $2.3K | 633,241 | 0.05% | 16q | +28.3% |
| Cambridge Investment Research Advisors, Inc. | $404 | 108,795 | 0.00% | 12q | +1.4% |
| Arax Advisory Partners | $186 | 131 | 0.00% | 2q | +162.0% |
| HRT FINANCIAL LP | $38 | 10,412 | 0.00% | new | NEW |
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 | 57 | $45.0M | 12,269,904 | 5 | 15 | 16 | 0.0% |
| Q4 2025 | 58 | $45.1M | 12,195,555 | 8 | 16 | 9 | 0.0% |
| Q3 2025 | 53 | $42.4M | 11,394,217 | 8 | 16 | 15 | 0.0% |
| Q2 2025 | 47 | $37.1M | 10,373,241 | 6 | 11 | 13 | 0.0% |
| Q1 2025 | 48 | $37.6M | 10,183,318 | 7 | 11 | 11 | 0.0% |
| Q4 2024 | 48 | $36.0M | 9,774,953 | 5 | 11 | 15 | 0.0% |
| Q3 2024 | 43 | $39.7M | 9,916,876 | 1 | 13 | 13 | 0.0% |
| Q2 2024 | 50 | $37.4M | 10,092,792 | 6 | 11 | 14 | 0.0% |
| Q1 2024 | 43 | $36.7M | 10,121,960 | 7 | 15 | 10 | 0.0% |
| Q4 2023 | 42 | $32.7M | 9,226,610 | 7 | 11 | 7 | 0.0% |
| Q3 2023 | 40 | $24.6M | 7,900,385 | 6 | 14 | 10 | 0.0% |
| Q2 2023 | 35 | $21.1M | 6,081,111 | 4 | 16 | 2 | 0.0% |
| Q1 2023 | 37 | $18.3M | 5,016,185 | 6 | 10 | 9 | 0.0% |
| Q4 2022 | 34 | $16.0M | 4,578,136 | 6 | 10 | 8 | 0.0% |
| Q3 2022 | 44 | $15.8M | 4,687,116 | 2 | 10 | 17 | 0.0% |
| Q2 2022 | 47 | $19.0M | 5,038,169 | 9 | 12 | 16 | 0.0% |
| Q1 2022 | 45 | $20.7M | 4,730,829 | 11 | 11 | 10 | 0.0% |
| Q4 2021 | 37 | $18.0M | 3,547,676 | 9 | 9 | 8 | 0.0% |
| Q3 2021 | 28 | $17.3M | 3,286,476 | 2 | 11 | 3 | 0.0% |
| Q2 2021 | 31 | $21.5M | 4,063,286 | 3 | 12 | 5 | 0.0% |
| Q1 2021 | 32 | $20.5M | 4,019,655 | 3 | 14 | 8 | 0.0% |
| Q4 2020 | 31 | $14.2M | 2,800,417 | 3 | 7 | 11 | 0.0% |
| Q3 2020 | 31 | $13.8M | 2,920,474 | 3 | 7 | 8 | 0.0% |
| Q2 2020 | 31 | $13.8M | 2,960,085 | 5 | 9 | 4 | 0.0% |
| Q1 2020 | 32 | $12.6M | 2,685,482 | 7 | 10 | 6 | 0.0% |
| Q4 2019 | 30 | $16.1M | 3,000,279 | 3 | 6 | 4 | 0.0% |
| Q3 2019 | 33 | $16.0M | 2,913,874 | 3 | 4 | 10 | 0.0% |
| Q2 2019 | 31 | $14.5M | 2,776,644 | 4 | 9 | 3 | 0.0% |
| Q1 2019 | 33 | $14.8M | 2,892,340 | 4 | 7 | 6 | 0.0% |
| Q4 2018 | 37 | $13.7M | 2,955,017 | 0 | 0 | 1 | 0.0% |