MFS HIGH INCOME MUN TR (CXE)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
59
Reporting holders
$47.6M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NewEdge Advisors, LLC | $201.2M | 201,166? | 0.01% | 5q | |
| 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 |
| SIT INVESTMENT ASSOCIATES INC | $2.3M | 633,241 | 0.05% | 16q | +28.3%+$518.5K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $404.0K | 108,795 | 0.00% | 12q | +1.4%+$5.7K |
| 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 |
| 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 |
| HRT FINANCIAL LP | $38.0K | 10,412 | 0.00% | new | NEW |
| 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 |
| Arax Advisory Partners | $186 | 131 | 0.00% | 2q | +162.0% |
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 | 59 | $47.6M | 12,821,186 | 6 | 16 | 16 | 0.0% |
| Q4 2025 | 61 | $47.4M | 12,808,892 | 8 | 17 | 10 | 0.0% |
| Q3 2025 | 57 | $47.5M | 12,780,045 | 8 | 17 | 16 | 0.0% |
| Q2 2025 | 51 | $42.1M | 11,769,498 | 6 | 12 | 15 | 0.0% |
| Q1 2025 | 52 | $44.4M | 12,027,334 | 7 | 11 | 13 | 0.0% |
| Q4 2024 | 54 | $42.9M | 11,654,046 | 6 | 14 | 16 | 0.0% |
| Q3 2024 | 48 | $46.3M | 11,568,772 | 2 | 16 | 13 | 0.0% |
| Q2 2024 | 54 | $42.4M | 11,434,684 | 6 | 13 | 15 | 0.0% |
| Q1 2024 | 47 | $41.3M | 11,369,509 | 7 | 18 | 11 | 0.0% |
| Q4 2023 | 47 | $37.4M | 10,536,581 | 7 | 15 | 8 | 0.0% |
| Q3 2023 | 45 | $28.6M | 9,179,877 | 6 | 16 | 12 | 0.0% |
| Q2 2023 | 41 | $25.7M | 7,400,134 | 5 | 19 | 2 | 0.0% |
| Q1 2023 | 43 | $22.9M | 6,271,446 | 6 | 12 | 11 | 0.0% |
| Q4 2022 | 44 | $20.3M | 5,826,836 | 8 | 14 | 10 | 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% |