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MFS High Income Municipal TR (CXE)

CUSIP: 59318D104 | US | Financial Services · Asset Management | Micro Cap | 205 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Institutional Holders — Q1 2026

Almitas Capital LLC1,266,853
1.1% of portfolio›$4.7M
UBS Group AG1,196,892
0.0% of portfolio›$4.4M
Saba Capital Management, L.P.A1,110,515
0.1% of portfolio›$4.1M
Bank of America Corp1,029,129
0.0% of portfolio›$3.8M
Pathstone Holdings, LLC999,681
0.0% of portfolio›$3.7M
Rivernorth Capital Management, LLC922,762
0.2% of portfolio›$3.4M
Commonwealth Equity Services, LLC665,235
0.0% of portfolio›$2.5M
Robinson Capital Management, LLC644,863
1.0% of portfolio›$2.4M
SIT Investment Associates Inc633,241
0.0% of portfolio›$2.3K
Summit Financial, LLC576,180
0.0% of portfolio›$2.1M
Whitebox Advisors LLC512,763
0.0% of portfolio›$1.9M
City of London Investment Management Co LTD475,885
0.1% of portfolio›$1.8M
Bulldog Investors, LLPA449,633
0.4% of portfolio›$1.7M
Morgan Stanley292,643
0.0% of portfolio›$1.1M
Closed-End Fund Advisors, Inc.274,770
1.0% of portfolio›$1.0M
NewEdge Advisors, LLC201,166
0.0% of portfolio›$746.3K
Melfa Wealth Management, Inc.165,470
0.4% of portfolio›$613.9K
Cambridge Investment Research Advisors, Inc.108,795
0.0% of portfolio›$404
Captrust Financial Advisors104,117
0.0% of portfolio›$386.3K
Blue Bell Private Wealth Management, LLC103,096
0.1% of portfolio›$382.5K
Riverbridge Partners LLC101,715
0.0% of portfolio›$377.4K
Thomas J. Herzfeld Advisors, Inc.88,443
0.1% of portfolio›$328.1K
Catalina Capital Group, LLC82,017
0.2% of portfolio›$304.3K
Matisse Capital73,090
0.1% of portfolio›$271.2K
Noble Wealth Management PBC72,340
0.1% of portfolio›$268.4K
Raymond James Financial Inc65,791
0.0% of portfolio›$244.1K
Capital Investment Advisors, LLC64,517
0.0% of portfolio›$239.4K
Truist Financial Corp62,922
0.0% of portfolio›$233.4K
Steward Partners Investment Advisory, LLC56,409
0.0% of portfolio›$209.3K
Envestnet Asset Management Inc54,948
0.0% of portfolio›$203.9K
Logan Stone Capital, LLC49,093
0.1% of portfolio›$182.1K
Kestra Advisory Services, LLC44,590
0.0% of portfolio›$165.4K
Novak & Powell Financial Services, Inc.38,183
0.1% of portfolio›$141.7K
Royal Bank of Canada33,666
0.0% of portfolio›$125.0K
Mariner, LLC29,608
0.0% of portfolio›$109.8K
Stifel Financial Corp29,538
0.0% of portfolio›$109.6K
Evolve Private Wealth, LLC24,282
0.0% of portfolio›$90.1K
LPL Financial LLC23,293
0.0% of portfolio›$86.4K
Davis R M Inc23,104
0.0% of portfolio›$85.7K
Horizon Kinetics Asset Management LLC21,525
0.0% of portfolio›$79.9K
Bokf, NA20,143
0.0% of portfolio›$74.7K
Osaic Holdings, Inc.18,848
0.0% of portfolio›$69.9K
Cetera Investment Advisers18,079
0.0% of portfolio›$67.1K
ACT Advisors, Llc.17,689
0.0% of portfolio›$65.6K
Susquehanna International Group, LLP16,872
0.0% of portfolio›$62.6K
Mutual Advisors, LLC16,496
0.0% of portfolio›$61.2K
HighTower Advisors, LLC15,244
0.0% of portfolio›$56.6K
Farther Finance Advisors, LLC15,000
0.0% of portfolio›$55.4K
Patriot Financial Group Insurance Agency, LLC14,390
0.0% of portfolio›$53.4K
Collar Capital Management, LLC14,000
0.0% of portfolio›$51.9K
Allworth Financial LP13,000
0.0% of portfolio›$48.2K
Wells Fargo & Company11,303
0.0% of portfolio›$41.9K
Adapt Wealth Advisors, LLC10,800
0.0% of portfolio›$40.1K
Indivisible Partners10,500
0.0% of portfolio›$39.0K
HRT Financial LP10,412
0.0% of portfolio›$38
Park Place Capital Corp10,262
0.0% of portfolio›$38.1K
Mascoma Wealth Management LLC2,517
0.0% of portfolio›$9.3K
Northwestern Mutual Wealth Management Co1,600
0.0% of portfolio›$5.9K
Highline Wealth Partners LLC1,000
0.0% of portfolio›$3.7K
Arax Advisory Partners131
0.0% of portfolio›$186
StyleTurnoverLocationFiled
Almitas Capital LLC
1,266,853$4.7M1.1%YieldMediumSanta Monica, CA2026-05-15
UBS Group AG
1,196,892$4.4M0.0%CoreMediumZurich, Switzerland2026-05-05
Saba Capital Management, L.P.Activist
1,110,515$4.1M0.1%YieldMediumNew York, NY2026-05-15
Bank of America Corp
1,029,129$3.8M0.0%CoreLowCharlotte, NC2026-05-18
Pathstone Holdings, LLC
999,681$3.7M0.0%IndexLowEnglewood, NJ2026-05-11
Rivernorth Capital Management, LLC
922,762$3.4M0.2%YieldHighWest Palm Beach, FL2026-05-15
Commonwealth Equity Services, LLC
665,235$2.5M0.0%ETFLowWaltham, MA2026-04-27
Robinson Capital Management, LLC
644,863$2.4M1.0%YieldMediumGrosse Pointe Farms, MI2026-05-11
SIT Investment Associates Inc
633,241$2.3K0.0%YieldLowMinneapolis, MN2026-05-13
Summit Financial, LLC
576,180$2.1M0.0%ETFLowParsippany, NJ2026-05-15
Whitebox Advisors LLC
512,763$1.9M0.0%MomentumVery HighMinneapolis, MN2026-08-26
City of London Investment Management Co LTD
475,885$1.8M0.1%YieldMediumLondon, United Kingdom2026-05-15
Bulldog Investors, LLPActivist
449,633$1.7M0.4%YieldHighSaddle Brook, NJ2026-05-08
Morgan Stanley
292,643$1.1M0.0%CoreLowNew York, NY2026-05-15
Closed-End Fund Advisors, Inc.
274,770$1.0M1.0%YieldMediumRichmond, VA2026-05-11
NewEdge Advisors, LLC
201,166$746.3K0.0%CoreLowNew Orleans, LA2026-06-03
Melfa Wealth Management, Inc.
165,470$613.9K0.4%YieldLowWestborough, MA2026-04-10
Cambridge Investment Research Advisors, Inc.
108,795$4040.0%ETFLowFairfield, IA2026-04-30
Captrust Financial Advisors
104,117$386.3K0.0%IndexLowRaleigh, NC2026-05-15
Blue Bell Private Wealth Management, LLC
103,096$382.5K0.1%YieldVery LowBlue Bell, PA2026-05-11
Riverbridge Partners LLC
101,715$377.4K0.0%GrowthLowMinneapolis, MN2026-04-17
Thomas J. Herzfeld Advisors, Inc.
88,443$328.1K0.1%YieldHighMiami Beach, FL2026-05-12
Catalina Capital Group, LLC
82,017$304.3K0.2%GrowthLowTorrance, CA2026-04-23
Matisse Capital
73,090$271.2K0.1%ValueMediumPortland, OR2026-05-08
Noble Wealth Management PBC
72,340$268.4K0.1%YieldMediumGreenwood Village, CO2026-04-02
Raymond James Financial Inc
65,791$244.1K0.0%IndexLowSt. Petersburg, FL2026-05-14
Capital Investment Advisors, LLC
64,517$239.4K0.0%CoreLowAtlanta, GA2026-04-17
Truist Financial Corp
62,922$233.4K0.0%CoreLowCharlotte, NC2026-04-27
Steward Partners Investment Advisory, LLC
56,409$209.3K0.0%CoreLowStamford, CT2026-05-08
Envestnet Asset Management Inc
54,948$203.9K0.0%ETFLowBerwyn, PA2026-05-04
Logan Stone Capital, LLC
49,093$182.1K0.1%ValueVery HighChicago, IL2026-05-15
Kestra Advisory Services, LLC
44,590$165.4K0.0%CoreLowAustin, TX2026-04-30
Novak & Powell Financial Services, Inc.
38,183$141.7K0.1%ETFLowSt. Petersburg, FL2026-05-14
Royal Bank of Canada
33,666$125.0K0.0%CoreLowToronto, Australia2026-05-15
Mariner, LLC
29,608$109.8K0.0%GrowthLowOverland Park, KS2026-05-13
Stifel Financial Corp
29,538$109.6K0.0%CoreLowSt. Louis, MO2026-05-12
Evolve Private Wealth, LLC
24,282$90.1K0.0%ValueMediumLos Angeles, CA2026-04-16
LPL Financial LLC
23,293$86.4K0.0%IndexVery LowFort Mill, SC2026-05-06
Davis R M Inc
23,104$85.7K0.0%GrowthVery LowPortland, ME2026-05-13
Horizon Kinetics Asset Management LLC
21,525$79.9K0.0%Agg GrowthLowNew York, NY2026-05-15
Bokf, NA
20,143$74.7K0.0%CoreLowTulsa, OK2026-05-08
Osaic Holdings, Inc.
18,848$69.9K0.0%IndexLowScottsdale, AZ2026-05-15
Cetera Investment Advisers
18,079$67.1K0.0%IndexVery LowSchaumburg, IL2026-05-13
ACT Advisors, Llc.
17,689$65.6K0.0%ETFMediumAsheville, NC2026-04-14
Susquehanna International Group, LLP
16,872$62.6K0.0%GrowthHighBala Cynwyd, PA2026-05-15
Mutual Advisors, LLC
16,496$61.2K0.0%ETFLowOmaha, NE2026-05-04
HighTower Advisors, LLC
15,244$56.6K0.0%IndexLowChicago, IL2026-05-05
Farther Finance Advisors, LLC
15,000$55.4K0.0%IndexLowSan Francisco, CA2026-04-07
Patriot Financial Group Insurance Agency, LLC
14,390$53.4K0.0%GrowthLowWalpole, MA2026-04-22
Collar Capital Management, LLC
14,000$51.9K0.0%ValueLowAppleton, WI2026-05-14
Allworth Financial LP
13,000$48.2K0.0%IndexLowFolsom, CA2026-05-15
Wells Fargo & Company
11,303$41.9K0.0%CoreLowSan Francisco, CA2026-07-08
Adapt Wealth Advisors, LLC
10,800$40.1K0.0%ETFMediumAtlanta, GA2026-05-11
Indivisible Partners
10,500$39.0K0.0%GrowthMediumClearwater, FL2026-04-30
HRT Financial LP
10,412$380.0%GARPVery HighNew York, NY2026-05-14
Park Place Capital Corp
10,262$38.1K0.0%ETFLowHomewood, AL2026-04-09
Mascoma Wealth Management LLC
2,517$9.3K0.0%ETFVery LowHanover, NH2026-04-30
Northwestern Mutual Wealth Management Co
1,600$5.9K0.0%IndexVery LowMilwaukee, WI2026-05-07
Highline Wealth Partners LLC
1,000$3.7K0.0%ETFMediumSherman Oaks, CA2026-04-06
Arax Advisory Partners
131$1860.0%CoreHighNew York, NY2026-05-13