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MFS High Income Municipal TR (CXE)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Almitas Capital LLC
INCREASED
Shares1,266,853 from 1,193,886
Change+72,967 (+6%)
Value$4.7M (+$282.6K)
Filed 2026-05-15
UBS Group AG
DECREASED
Shares1,196,892 from 1,235,110
Change-38,218 (-3%)
Value$4.4M (-$129.4K)
Filed 2026-05-05
Saba Capital Management, L.P.A
NEW
Shares1,110,515
Change+1,110,515
Value$4.1M
Filed 2026-05-15
Bank of America Corp
INCREASED
Shares1,029,129 from 1,024,795
Change+4,334 (+0%)
Value$3.8M (+$26.3K)
Filed 2026-05-18
Pathstone Holdings, LLC
INCREASED
Shares999,681 from 875,846
Change+123,835 (+14%)
Value$3.7M (+$468.2K)
Filed 2026-05-11
Rivernorth Capital Management, LLC
NEW
Shares922,762
Change+922,762
Value$3.4M
Filed 2026-05-15
Commonwealth Equity Services, LLC
UNCHANGED
Shares665,235 from 665,235
Change0 (0%)
Value$2.5M (+$6.7K)
Filed 2026-04-27
Robinson Capital Management, LLC
INCREASED
Shares644,863 from 580,075
Change+64,788 (+11%)
Value$2.4M (+$239.7K)
Filed 2026-05-11
SIT Investment Associates Inc
NEW
Shares633,241
Change+633,241
Value$2.3K
Filed 2026-05-13
Summit Financial, LLC
DECREASED
Shares576,180 from 608,800
Change-32,620 (-5%)
Value$2.1M (-$114.9K)
Filed 2026-05-15
Whitebox Advisors LLC
UNCHANGED
Shares512,763 from 512,763
Change0 (0%)
Value$1.9M (+$5.1K)
Filed 2026-08-26
City of London Investment Management Co LTD
INCREASED
Shares475,885 from 195,885
Change+280,000 (+143%)
Value$1.8M (+$1.0M)
Filed 2026-05-15
Bulldog Investors, LLPA
UNCHANGED
Shares449,633 from 449,633
Change0 (0%)
Value$1.7M (+$4.5K)
Filed 2026-05-08
Morgan Stanley
INCREASED
Shares292,643 from 270,203
Change+22,440 (+8%)
Value$1.1M (+$86.0K)
Filed 2026-05-15
Closed-End Fund Advisors, Inc.
INCREASED
Shares274,770 from 269,342
Change+5,428 (+2%)
Value$1.0M (+$22.8K)
Filed 2026-05-11
NewEdge Advisors, LLC
INCREASED
Shares201,166 from 166,429
Change+34,737 (+21%)
Value$746.3K (+$130.5K)
Filed 2026-06-03
Melfa Wealth Management, Inc.
INCREASED
Shares165,470 from 165,291
Change+179 (+0%)
Value$613.9K (+$2.3K)
Filed 2026-04-10
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares108,795 from 107,250
Change+1,545 (+1%)
Value$404 (+$7)
Filed 2026-04-30
Captrust Financial Advisors
UNCHANGED
Shares104,117 from 104,117
Change0 (0%)
Value$386.3K (+$1.0K)
Filed 2026-05-15
Blue Bell Private Wealth Management, LLC
NEW
Shares103,096
Change+103,096
Value$382.5K
Filed 2026-05-11
Riverbridge Partners LLC
INCREASED
Shares101,715 from 86,286
Change+15,429 (+18%)
Value$377.4K (+$58.1K)
Filed 2026-04-17
Thomas J. Herzfeld Advisors, Inc.
DECREASED
Shares88,443 from 166,696
Change-78,253 (-47%)
Value$328.1K (-$288.7K)
Filed 2026-05-12
Catalina Capital Group, LLC
INCREASED
Shares82,017 from 81,793
Change+224 (+0%)
Value$304.3K (+$1.6K)
Filed 2026-04-23
Matisse Capital
UNCHANGED
Shares73,090 from 73,090
Change0 (0%)
Value$271.2K (+$731)
Filed 2026-05-08
Noble Wealth Management PBC
DECREASED
Shares72,340 from 109,675
Change-37,335 (-34%)
Value$268.4K (-$137.4K)
Filed 2026-04-02
Raymond James Financial Inc
DECREASED
Shares65,791 from 87,022
Change-21,231 (-24%)
Value$244.1K (-$77.9K)
Filed 2026-05-14
Capital Investment Advisors, LLC
UNCHANGED
Shares64,517 from 64,517
Change0 (0%)
Value$239.4K (+$645)
Filed 2026-04-17
Truist Financial Corp
DECREASED
Shares62,922 from 63,341
Change-419 (-1%)
Value$233.4K (-$921)
Filed 2026-04-27
Steward Partners Investment Advisory, LLC
DECREASED
Shares56,409 from 87,857
Change-31,448 (-36%)
Value$209.3K (-$115.8K)
Filed 2026-05-08
Envestnet Asset Management Inc
DECREASED
Shares54,948 from 55,367
Change-419 (-1%)
Value$203.9K (-$1.0K)
Filed 2026-05-04
Logan Stone Capital, LLC
DECREASED
Shares49,093 from 154,058
Change-104,965 (-68%)
Value$182.1K (-$387.9K)
Filed 2026-05-15
Kestra Advisory Services, LLC
NEW
Shares44,590
Change+44,590
Value$165.4K
Filed 2026-04-30
Novak & Powell Financial Services, Inc.
INCREASED
Shares38,183 from 37,638
Change+545 (+1%)
Value$141.7K (+$2.4K)
Filed 2026-05-14
Royal Bank of Canada
INCREASED
Shares33,666 from 23,584
Change+10,082 (+43%)
Value$125.0K (+$37.0K)
Filed 2026-05-15
Mariner, LLC
INCREASED
Shares29,608 from 29,188
Change+420 (+1%)
Value$109.8K (+$1.9K)
Filed 2026-05-13
Stifel Financial Corp
UNCHANGED
Shares29,538 from 29,538
Change0 (0%)
Value$109.6K (+$295)
Filed 2026-05-12
Evolve Private Wealth, LLC
DECREASED
Shares24,282 from 24,900
Change-618 (-2%)
Value$90.1K (-$2.0K)
Filed 2026-04-16
LPL Financial LLC
INCREASED
Shares23,293 from 16,620
Change+6,673 (+40%)
Value$86.4K (+$24.9K)
Filed 2026-05-06
Davis R M Inc
DECREASED
Shares23,104 from 31,104
Change-8,000 (-26%)
Value$85.7K (-$29.4K)
Filed 2026-05-13
Horizon Kinetics Asset Management LLC
DECREASED
Shares21,525 from 26,714
Change-5,189 (-19%)
Value$79.9K (-$19.0K)
Filed 2026-05-15
Bokf, NA
UNCHANGED
Shares20,143 from 20,143
Change0 (0%)
Value$74.7K (+$202)
Filed 2026-05-08
Osaic Holdings, Inc.
UNCHANGED
Shares18,848 from 18,848
Change0 (0%)
Value$69.9K (+$188)
Filed 2026-05-15
Cetera Investment Advisers
UNCHANGED
Shares18,079 from 18,079
Change0 (0%)
Value$67.1K (+$181)
Filed 2026-05-13
ACT Advisors, Llc.
UNCHANGED
Shares17,689 from 17,689
Change0 (0%)
Value$65.6K (+$177)
Filed 2026-04-14
Susquehanna International Group, LLP
DECREASED
Shares16,872 from 43,993
Change-27,121 (-62%)
Value$62.6K (-$100.2K)
Filed 2026-05-15
Mutual Advisors, LLC
NEW
Shares16,496
Change+16,496
Value$61.2K
Filed 2026-05-04
HighTower Advisors, LLC
DECREASED
Shares15,244 from 24,727
Change-9,483 (-38%)
Value$56.6K (-$34.9K)
Filed 2026-05-05
Farther Finance Advisors, LLC
NEW
Shares15,000
Change+15,000
Value$55.4K
Filed 2026-04-07
Patriot Financial Group Insurance Agency, LLC
NEW
Shares14,390
Change+14,390
Value$53.4K
Filed 2026-04-22
Collar Capital Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$51.9K (+$140)
Filed 2026-05-14
Allworth Financial LP
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$48.2K (+$130)
Filed 2026-05-15
Wells Fargo & Company
DECREASED
Shares11,303 from 21,784
Change-10,481 (-48%)
Value$41.9K (-$38.7K)
Filed 2026-07-08
Adapt Wealth Advisors, LLC
NEW
Shares10,800
Change+10,800
Value$40.1K
Filed 2026-05-11
Indivisible Partners
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$39.0K (+$105)
Filed 2026-04-30
HRT Financial LP
NEW
Shares10,412
Change+10,412
Value$38
Filed 2026-05-14
Park Place Capital Corp
UNCHANGED
Shares10,262 from 10,262
Change0 (0%)
Value$38.1K (+$103)
Filed 2026-04-09
Mascoma Wealth Management LLC
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$9.3K (+$25)
Filed 2026-04-30
Northwestern Mutual Wealth Management Co
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$5.9K (+$16)
Filed 2026-05-07
Highline Wealth Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$3.7K (+$10)
Filed 2026-04-06
Arax Advisory Partners
INCREASED
Shares131 from 50
Change+81 (+162%)
Value$186 (+$1)
Filed 2026-05-13
Wolverine Asset Management LLC
CLOSED
Shares0 from 52,053
Change-52,053 (-100%)
Value$0 (-$192.6K)
Filed 2026-05-04
PFG Investments, LLC
CLOSED
Shares0 from 34,700
Change-34,700 (-100%)
Value$0 (-$128.4K)
Filed 2026-04-27
XTX Topco Ltd
CLOSED
Shares0 from 22,248
Change-22,248 (-100%)
Value$0 (-$82.3K)
Filed 2026-05-15
Jane Street Group, LLC
CLOSED
Shares0 from 22,191
Change-22,191 (-100%)
Value$0 (-$82.1K)
Filed 2026-05-12
StoneX Group Inc.
CLOSED
Shares0 from 15,749
Change-15,749 (-100%)
Value$0 (-$58.3K)
Filed 2026-05-14
Goldman Sachs Group Inc
CLOSED
Shares0 from 14,737
Change-14,737 (-100%)
Value$0 (-$54.5K)
Filed 2026-05-15
Thompson Siegel & Walmsley LLC
CLOSED
Shares0 from 12,623
Change-12,623 (-100%)
Value$0 (-$47)
Filed 2026-05-11
Status
Almitas Capital LLC
INCREASED1,266,8531,193,886+72,967+6%$4.4M$4.7M+$282.6K2026-05-15
UBS Group AG
DECREASED1,196,8921,235,110-38,218-3%$4.6M$4.4M-$129.4K2026-05-05
Saba Capital Management, L.P.A
NEW1,110,515—+1,110,515——$4.1M—2026-05-15
Bank of America Corp
INCREASED1,029,1291,024,795+4,334+0%$3.8M$3.8M+$26.3K2026-05-18
Pathstone Holdings, LLC
INCREASED999,681875,846+123,835+14%$3.2M$3.7M+$468.2K2026-05-11
Rivernorth Capital Management, LLC
NEW922,762—+922,762——$3.4M—2026-05-15
Commonwealth Equity Services, LLC
UNCHANGED665,235665,23500%$2.5M$2.5M+$6.7K2026-04-27
Robinson Capital Management, LLC
INCREASED644,863580,075+64,788+11%$2.1M$2.4M+$239.7K2026-05-11
SIT Investment Associates Inc
NEW633,241—+633,241——$2.3K—2026-05-13
Summit Financial, LLC
DECREASED576,180608,800-32,620-5%$2.3M$2.1M-$114.9K2026-05-15
Whitebox Advisors LLC
UNCHANGED512,763512,76300%$1.9M$1.9M+$5.1K2026-08-26
City of London Investment Management Co LTD
INCREASED475,885195,885+280,000+143%$724.8K$1.8M+$1.0M2026-05-15
Bulldog Investors, LLPA
UNCHANGED449,633449,63300%$1.7M$1.7M+$4.5K2026-05-08
Morgan Stanley
INCREASED292,643270,203+22,440+8%$999.8K$1.1M+$86.0K2026-05-15
Closed-End Fund Advisors, Inc.
INCREASED274,770269,342+5,428+2%$996.6K$1.0M+$22.8K2026-05-11
NewEdge Advisors, LLC
INCREASED201,166166,429+34,737+21%$615.8K$746.3K+$130.5K2026-06-03
Melfa Wealth Management, Inc.
INCREASED165,470165,291+179+0%$611.6K$613.9K+$2.3K2026-04-10
Cambridge Investment Research Advisors, Inc.
INCREASED108,795107,250+1,545+1%$397$404+$72026-04-30
Captrust Financial Advisors
UNCHANGED104,117104,11700%$385.2K$386.3K+$1.0K2026-05-15
Blue Bell Private Wealth Management, LLC
NEW103,096—+103,096——$382.5K—2026-05-11
Riverbridge Partners LLC
INCREASED101,71586,286+15,429+18%$319.3K$377.4K+$58.1K2026-04-17
Thomas J. Herzfeld Advisors, Inc.
DECREASED88,443166,696-78,253-47%$616.8K$328.1K-$288.7K2026-05-12
Catalina Capital Group, LLC
INCREASED82,01781,793+224+0%$302.6K$304.3K+$1.6K2026-04-23
Matisse Capital
UNCHANGED73,09073,09000%$270.4K$271.2K+$7312026-05-08
Noble Wealth Management PBC
DECREASED72,340109,675-37,335-34%$405.8K$268.4K-$137.4K2026-04-02
Raymond James Financial Inc
DECREASED65,79187,022-21,231-24%$322.0K$244.1K-$77.9K2026-05-14
Capital Investment Advisors, LLC
UNCHANGED64,51764,51700%$238.7K$239.4K+$6452026-04-17
Truist Financial Corp
DECREASED62,92263,341-419-1%$234.4K$233.4K-$9212026-04-27
Steward Partners Investment Advisory, LLC
DECREASED56,40987,857-31,448-36%$325.1K$209.3K-$115.8K2026-05-08
Envestnet Asset Management Inc
DECREASED54,94855,367-419-1%$204.9K$203.9K-$1.0K2026-05-04
Logan Stone Capital, LLC
DECREASED49,093154,058-104,965-68%$570.0K$182.1K-$387.9K2026-05-15
Kestra Advisory Services, LLC
NEW44,590—+44,590——$165.4K—2026-04-30
Novak & Powell Financial Services, Inc.
INCREASED38,18337,638+545+1%$139.3K$141.7K+$2.4K2026-05-14
Royal Bank of Canada
INCREASED33,66623,584+10,082+43%$88.0K$125.0K+$37.0K2026-05-15
Mariner, LLC
INCREASED29,60829,188+420+1%$108.0K$109.8K+$1.9K2026-05-13
Stifel Financial Corp
UNCHANGED29,53829,53800%$109.3K$109.6K+$2952026-05-12
Evolve Private Wealth, LLC
DECREASED24,28224,900-618-2%$92.1K$90.1K-$2.0K2026-04-16
LPL Financial LLC
INCREASED23,29316,620+6,673+40%$61.5K$86.4K+$24.9K2026-05-06
Davis R M Inc
DECREASED23,10431,104-8,000-26%$115.1K$85.7K-$29.4K2026-05-13
Horizon Kinetics Asset Management LLC
DECREASED21,52526,714-5,189-19%$98.8K$79.9K-$19.0K2026-05-15
Bokf, NA
UNCHANGED20,14320,14300%$74.5K$74.7K+$2022026-05-08
Osaic Holdings, Inc.
UNCHANGED18,84818,84800%$69.7K$69.9K+$1882026-05-15
Cetera Investment Advisers
UNCHANGED18,07918,07900%$66.9K$67.1K+$1812026-05-13
ACT Advisors, Llc.
UNCHANGED17,68917,68900%$65.4K$65.6K+$1772026-04-14
Susquehanna International Group, LLP
DECREASED16,87243,993-27,121-62%$162.8K$62.6K-$100.2K2026-05-15
Mutual Advisors, LLC
NEW16,496—+16,496——$61.2K—2026-05-04
HighTower Advisors, LLC
DECREASED15,24424,727-9,483-38%$91.5K$56.6K-$34.9K2026-05-05
Farther Finance Advisors, LLC
NEW15,000—+15,000——$55.4K—2026-04-07
Patriot Financial Group Insurance Agency, LLC
NEW14,390—+14,390——$53.4K—2026-04-22
Collar Capital Management, LLC
UNCHANGED14,00014,00000%$51.8K$51.9K+$1402026-05-14
Allworth Financial LP
UNCHANGED13,00013,00000%$48.1K$48.2K+$1302026-05-15
Wells Fargo & Company
DECREASED11,30321,784-10,481-48%$80.6K$41.9K-$38.7K2026-07-08
Adapt Wealth Advisors, LLC
NEW10,800—+10,800——$40.1K—2026-05-11
Indivisible Partners
UNCHANGED10,50010,50000%$38.9K$39.0K+$1052026-04-30
HRT Financial LP
NEW10,412—+10,412——$38—2026-05-14
Park Place Capital Corp
UNCHANGED10,26210,26200%$38.0K$38.1K+$1032026-04-09
Mascoma Wealth Management LLC
UNCHANGED2,5172,51700%$9.3K$9.3K+$252026-04-30
Northwestern Mutual Wealth Management Co
UNCHANGED1,6001,60000%$5.9K$5.9K+$162026-05-07
Highline Wealth Partners LLC
UNCHANGED1,0001,00000%$3.7K$3.7K+$102026-04-06
Arax Advisory Partners
INCREASED13150+81+162%$185$186+$12026-05-13
Wolverine Asset Management LLC
CLOSED052,053-52,053-100%$192.6K$0-$192.6K2026-05-04
PFG Investments, LLC
CLOSED034,700-34,700-100%$128.4K$0-$128.4K2026-04-27
XTX Topco Ltd
CLOSED022,248-22,248-100%$82.3K$0-$82.3K2026-05-15
Jane Street Group, LLC
CLOSED022,191-22,191-100%$82.1K$0-$82.1K2026-05-12
StoneX Group Inc.
CLOSED015,749-15,749-100%$58.3K$0-$58.3K2026-05-14
Goldman Sachs Group Inc
CLOSED014,737-14,737-100%$54.5K$0-$54.5K2026-05-15
Thompson Siegel & Walmsley LLC
CLOSED012,623-12,623-100%$47$0-$472026-05-11
Showing 67 of 67 institutions