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MFS High Yield Municipal TR (CMU)

CUSIP: 59318E102 | US | Financial Services · Asset Management | Micro Cap | 192 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAlmitas Capital LLC00.0%No shares heldJun 30, 20261,497,718 sh (Mar 31, 2026)
13D/APhillip Goldstein
with Bulldog Investors, LLP, Andrew Dakos
133,1901.0%−1,632,139May 6, 2026No 13F filer matched
13G/AAlmitas Capital LLC0
0.0% of class · Jun 30, 2026No shares held
1,497,718 sh (Mar 31, 2026)
13D/APhillip Goldstein133,190
1.0% of class · May 6, 2026−1,632,139
with Bulldog Investors, LLP, Andrew Dakos
No 13F filer matched

Institutional Holders — Q1 2026

Bulldog Investors, LLPA3,531,732
2.8% of portfolio›$12.6M
Rivernorth Capital Management, LLC2,955,950
0.5% of portfolio›$10.6M
Almitas Capital LLC1,497,718
1.2% of portfolio›$5.4M
Icon Advisers Inc731,734
0.6% of portfolio›$2.6M
Morgan Stanley710,702
0.0% of portfolio›$2.5M
City of London Investment Management Co LTD676,122
0.2% of portfolio›$2.4M
Bank of America Corp405,971
0.0% of portfolio›$1.5M
Allspring Global Investments Holdings, LLC377,111
0.0% of portfolio›$1.4M
Bank of New York Mellon Corp354,378
0.0% of portfolio›$1.3M
Guggenheim Capital LLC315,595
0.0% of portfolio›$1.1M
Lido Advisors, LLC146,367
0.0% of portfolio›$524.0K
UBS Group AG129,606
0.0% of portfolio›$464.0K
Melfa Wealth Management, Inc.124,236
0.3% of portfolio›$444.8K
Matisse Capital98,712
0.2% of portfolio›$353.4K
Evolve Private Wealth, LLC91,331
0.0% of portfolio›$327.0K
LPL Financial LLC60,315
0.0% of portfolio›$215.9K
Osaic Holdings, Inc.46,113
0.0% of portfolio›$165.1K
Raymond James Financial Inc43,988
0.0% of portfolio›$157.5K
Equitable Holdings, Inc.33,335
0.0% of portfolio›$117.0K
Pathstone Holdings, LLC30,929
0.0% of portfolio›$110.7K
Novak & Powell Financial Services, Inc.30,789
0.1% of portfolio›$110.2K
Cetera Investment Advisers30,249
0.0% of portfolio›$108.3K
Citadel Advisors LLC27,368
0.0% of portfolio›$98.0K
Cambridge Investment Research Advisors, Inc.26,138
0.0% of portfolio›$94
Blue Bell Private Wealth Management, LLC20,917
0.0% of portfolio›$74.9K
Rockefeller Capital Management L.P.20,000
0.0% of portfolio›$71.6K
Mercer Global Advisors Inc18,540
0.0% of portfolio›$66.4K
HighTower Advisors, LLC17,365
0.0% of portfolio›$62.2K
Fisher Asset Management, LLC16,847
0.0% of portfolio›$60.3K
Spirepoint Private Client, LLC16,247
0.0% of portfolio›$58.2K
Cohen & Steers, Inc.15,000
0.0% of portfolio›$54
WealthTrust Asset Management, LLC14,229
0.0% of portfolio›$50.9K
Closed-End Fund Advisors, Inc.13,091
0.0% of portfolio›$46.9K
International Assets Investment Management, LLC12,924
0.0% of portfolio›$46.0K
Kestra Advisory Services, LLC12,756
0.0% of portfolio›$45.7K
Susquehanna International Group, LLP11,851
0.0% of portfolio›$42.4K
Mesirow Financial Investment Management, Inc.11,835
0.0% of portfolio›$42.4K
Integrated Wealth Concepts LLC11,696
0.0% of portfolio›$41.9K
Wells Fargo & Company9,609
0.0% of portfolio›$34.4K
Harbour Investments, Inc.2,024
0.0% of portfolio›$7.2K
Independence Bank of Kentucky2,000
0.0% of portfolio›$7.2K
Rothschild Investment LLC1,537
0.0% of portfolio›$5.5K
Highline Wealth Partners LLC1,000
0.0% of portfolio›$3.6K
Mascoma Wealth Management LLC844
0.0% of portfolio›$3.0K
Larson Financial Group LLC825
0.0% of portfolio›$3.0K
StyleTurnoverLocationFiled
Bulldog Investors, LLPActivist
3,531,732$12.6M2.8%YieldHighSaddle Brook, NJ2026-05-08
Rivernorth Capital Management, LLC
2,955,950$10.6M0.5%YieldHighWest Palm Beach, FL2026-05-15
Almitas Capital LLC
1,497,718$5.4M1.2%YieldMediumSanta Monica, CA2026-05-15
Icon Advisers Inc
731,734$2.6M0.6%Deep ValueHighGreenwood Village, CO2026-05-13
Morgan Stanley
710,702$2.5M0.0%CoreLowNew York, NY2026-05-15
City of London Investment Management Co LTD
676,122$2.4M0.2%YieldMediumLondon, United Kingdom2026-05-15
Bank of America Corp
405,971$1.5M0.0%CoreLowCharlotte, NC2026-05-18
Allspring Global Investments Holdings, LLC
377,111$1.4M0.0%CoreMediumCharlotte, NC2026-05-05
Bank of New York Mellon Corp
354,378$1.3M0.0%CoreLowNew York, NY2026-05-05
Guggenheim Capital LLC
315,595$1.1M0.0%CoreLowChicago, IL2026-05-15
Lido Advisors, LLC
146,367$524.0K0.0%GrowthLowLos Angeles, CA2026-05-13
UBS Group AG
129,606$464.0K0.0%CoreMediumZurich, Switzerland2026-05-05
Melfa Wealth Management, Inc.
124,236$444.8K0.3%YieldLowWestborough, MA2026-04-10
Matisse Capital
98,712$353.4K0.2%ValueMediumPortland, OR2026-05-08
Evolve Private Wealth, LLC
91,331$327.0K0.0%ValueMediumLos Angeles, CA2026-04-16
LPL Financial LLC
60,315$215.9K0.0%IndexVery LowFort Mill, SC2026-05-06
Osaic Holdings, Inc.
46,113$165.1K0.0%IndexLowScottsdale, AZ2026-05-15
Raymond James Financial Inc
43,988$157.5K0.0%IndexLowSt. Petersburg, FL2026-05-14
Equitable Holdings, Inc.
33,335$117.0K0.0%ETFLowNew York, NY2026-05-15
Pathstone Holdings, LLC
30,929$110.7K0.0%IndexLowEnglewood, NJ2026-05-11
Novak & Powell Financial Services, Inc.
30,789$110.2K0.1%ETFLowSt. Petersburg, FL2026-05-14
Cetera Investment Advisers
30,249$108.3K0.0%IndexVery LowSchaumburg, IL2026-05-13
Citadel Advisors LLC
27,368$98.0K0.0%CoreVery HighMiami, FL2026-05-15
Cambridge Investment Research Advisors, Inc.
26,138$940.0%ETFLowFairfield, IA2026-04-30
Blue Bell Private Wealth Management, LLC
20,917$74.9K0.0%YieldVery LowBlue Bell, PA2026-05-11
Rockefeller Capital Management L.P.
20,000$71.6K0.0%CoreLowNew York, NY2026-05-14
Mercer Global Advisors Inc
18,540$66.4K0.0%IndexVery LowDenver, CO2026-05-15
HighTower Advisors, LLC
17,365$62.2K0.0%IndexLowChicago, IL2026-05-05
Fisher Asset Management, LLC
16,847$60.3K0.0%CoreLowPlano, TX2026-05-05
Spirepoint Private Client, LLC
16,247$58.2K0.0%CoreLowVero Beach, FL2026-04-22
Cohen & Steers, Inc.
15,000$540.0%YieldMediumNew York, NY2026-05-15
WealthTrust Asset Management, LLC
14,229$50.9K0.0%GARPMediumDestin, FL2026-05-06
Closed-End Fund Advisors, Inc.
13,091$46.9K0.0%YieldMediumRichmond, VA2026-05-11
International Assets Investment Management, LLC
12,924$46.0K0.0%CoreVery HighOrlando, FL2026-05-01
Kestra Advisory Services, LLC
12,756$45.7K0.0%CoreLowAustin, TX2026-04-30
Susquehanna International Group, LLP
11,851$42.4K0.0%GrowthHighBala Cynwyd, PA2026-05-15
Mesirow Financial Investment Management, Inc.
11,835$42.4K0.0%CoreLowChicago, IL2026-04-21
Integrated Wealth Concepts LLC
11,696$41.9K0.0%ETFLowWaltham, MA2026-05-15
Wells Fargo & Company
9,609$34.4K0.0%CoreLowSan Francisco, CA2026-07-08
Harbour Investments, Inc.
2,024$7.2K0.0%ETFLowMadison, WI2026-05-15
Independence Bank of Kentucky
2,000$7.2K0.0%GrowthLowOwensboro, KY2026-04-30
Rothschild Investment LLC
1,537$5.5K0.0%IndexLowChicago, IL2026-05-07
Highline Wealth Partners LLC
1,000$3.6K0.0%ETFMediumSherman Oaks, CA2026-04-06
Mascoma Wealth Management LLC
844$3.0K0.0%ETFVery LowHanover, NH2026-04-30
Larson Financial Group LLC
825$3.0K0.0%GrowthLowSt Louis, MO2026-05-15