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MFS High Yield Municipal TR (CMU)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bulldog Investors, LLPA
DECREASED
Shares3,531,732 from 3,593,657
Change-61,925 (-2%)
Value$12.6M (+$29.9K)
Filed 2026-05-08
Rivernorth Capital Management, LLC
NEW
Shares2,955,950
Change+2,955,950
Value$10.6M
Filed 2026-05-15
Almitas Capital LLC
UNCHANGED
Shares1,497,718 from 1,497,718
Change0 (0%)
Value$5.4M (+$104.8K)
Filed 2026-05-15
Icon Advisers Inc
DECREASED
Shares731,734 from 821,456
Change-89,722 (-11%)
Value$2.6M (-$263.7K)
Filed 2026-05-13
Morgan Stanley
INCREASED
Shares710,702 from 391,611
Change+319,091 (+81%)
Value$2.5M (+$1.2M)
Filed 2026-05-15
City of London Investment Management Co LTD
INCREASED
Shares676,122 from 568,249
Change+107,873 (+19%)
Value$2.4M (+$426.0K)
Filed 2026-05-15
Bank of America Corp
UNCHANGED
Shares405,971 from 405,971
Change0 (0%)
Value$1.5M (+$28.4K)
Filed 2026-05-18
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares377,111 from 377,111
Change0 (0%)
Value$1.4M (+$26.4K)
Filed 2026-05-05
Bank of New York Mellon Corp
INCREASED
Shares354,378 from 318,415
Change+35,963 (+11%)
Value$1.3M (+$151.0K)
Filed 2026-05-05
Guggenheim Capital LLC
NEW
Shares315,595
Change+315,595
Value$1.1M
Filed 2026-05-15
Lido Advisors, LLC
UNCHANGED
Shares146,367 from 146,367
Change0 (0%)
Value$524.0K (+$16.1K)
Filed 2026-05-13
UBS Group AG
DECREASED
Shares129,606 from 238,830
Change-109,224 (-46%)
Value$464.0K (-$374.3K)
Filed 2026-05-05
Melfa Wealth Management, Inc.
INCREASED
Shares124,236 from 124,123
Change+113 (+0%)
Value$444.8K (+$9.1K)
Filed 2026-04-10
Matisse Capital
DECREASED
Shares98,712 from 262,208
Change-163,496 (-62%)
Value$353.4K (-$567.0K)
Filed 2026-05-08
Evolve Private Wealth, LLC
DECREASED
Shares91,331 from 92,603
Change-1,272 (-1%)
Value$327.0K (+$1.9K)
Filed 2026-04-16
LPL Financial LLC
INCREASED
Shares60,315 from 59,992
Change+323 (+1%)
Value$215.9K (+$5.4K)
Filed 2026-05-06
Osaic Holdings, Inc.
DECREASED
Shares46,113 from 64,223
Change-18,110 (-28%)
Value$165.1K (-$60.3K)
Filed 2026-05-15
Raymond James Financial Inc
DECREASED
Shares43,988 from 48,217
Change-4,229 (-9%)
Value$157.5K (-$11.8K)
Filed 2026-05-14
Equitable Holdings, Inc.
INCREASED
Shares33,335 from 32,724
Change+611 (+2%)
Value$117.0K (+$2.1K)
Filed 2026-05-15
Pathstone Holdings, LLC
UNCHANGED
Shares30,929 from 30,929
Change0 (0%)
Value$110.7K (+$2.2K)
Filed 2026-05-11
Novak & Powell Financial Services, Inc.
INCREASED
Shares30,789 from 30,365
Change+424 (+1%)
Value$110.2K (+$3.6K)
Filed 2026-05-14
Cetera Investment Advisers
UNCHANGED
Shares30,249 from 30,249
Change0 (0%)
Value$108.3K (+$2.1K)
Filed 2026-05-13
Citadel Advisors LLC
INCREASED
Shares27,368 from 18,396
Change+8,972 (+49%)
Value$98.0K (+$33.4K)
Filed 2026-05-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares26,138 from 26,051
Change+87 (+0%)
Value$94 (+$3)
Filed 2026-04-30
Blue Bell Private Wealth Management, LLC
NEW
Shares20,917
Change+20,917
Value$74.9K
Filed 2026-05-11
Rockefeller Capital Management L.P.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$71.6K (+$1.4K)
Filed 2026-05-14
Mercer Global Advisors Inc
NEW
Shares18,540
Change+18,540
Value$66.4K
Filed 2026-05-15
HighTower Advisors, LLC
NEW
Shares17,365
Change+17,365
Value$62.2K
Filed 2026-05-05
Fisher Asset Management, LLC
NEW
Shares16,847
Change+16,847
Value$60.3K
Filed 2026-05-05
Spirepoint Private Client, LLC
UNCHANGED
Shares16,247 from 16,247
Change0 (0%)
Value$58.2K (+$1.1K)
Filed 2026-04-22
Cohen & Steers, Inc.
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$54 (+$1)
Filed 2026-05-15
WealthTrust Asset Management, LLC
NEW
Shares14,229
Change+14,229
Value$50.9K
Filed 2026-05-06
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares13,091 from 13,091
Change0 (0%)
Value$46.9K (+$917)
Filed 2026-05-11
International Assets Investment Management, LLC
INCREASED
Shares12,924 from 12,864
Change+60 (+0%)
Value$46.0K (+$857)
Filed 2026-05-01
Kestra Advisory Services, LLC
UNCHANGED
Shares12,756 from 12,756
Change0 (0%)
Value$45.7K (+$893)
Filed 2026-04-30
Susquehanna International Group, LLP
DECREASED
Shares11,851 from 13,703
Change-1,852 (-14%)
Value$42.4K (-$5.7K)
Filed 2026-05-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares11,835 from 11,673
Change+162 (+1%)
Value$42.4K (+$1.4K)
Filed 2026-04-21
Integrated Wealth Concepts LLC
UNCHANGED
Shares11,696 from 11,696
Change0 (0%)
Value$41.9K (+$819)
Filed 2026-05-15
Wells Fargo & Company
UNCHANGED
Shares9,609 from 9,609
Change0 (0%)
Value$34.4K (+$673)
Filed 2026-07-08
Harbour Investments, Inc.
NEW
Shares2,024
Change+2,024
Value$7.2K
Filed 2026-05-15
Independence Bank of Kentucky
DECREASED
Shares2,000 from 2,860
Change-860 (-30%)
Value$7.2K (-$2.9K)
Filed 2026-04-30
Rothschild Investment LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$5.5K (+$107)
Filed 2026-05-07
Highline Wealth Partners LLC
NEW
Shares1,000
Change+1,000
Value$3.6K
Filed 2026-04-06
Mascoma Wealth Management LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$3.0K (+$60)
Filed 2026-04-30
Larson Financial Group LLC
NEW
Shares825
Change+825
Value$3.0K
Filed 2026-05-15
Thomas J. Herzfeld Advisors, Inc.
CLOSED
Shares0 from 558,611
Change-558,611 (-100%)
Value$0 (-$2.0M)
Filed 2026-05-12
Mutual Advisors, LLC
CLOSED
Shares0 from 20,998
Change-20,998 (-100%)
Value$0 (-$73.7K)
Filed 2026-05-04
Noble Wealth Management PBC
CLOSED
Shares0 from 15,100
Change-15,100 (-100%)
Value$0 (-$53.0K)
Filed 2026-04-02
Status
Bulldog Investors, LLPA
DECREASED3,531,7323,593,657-61,925-2%$12.6M$12.6M+$29.9K2026-05-08
Rivernorth Capital Management, LLC
NEW2,955,950—+2,955,950——$10.6M—2026-05-15
Almitas Capital LLC
UNCHANGED1,497,7181,497,71800%$5.3M$5.4M+$104.8K2026-05-15
Icon Advisers Inc
DECREASED731,734821,456-89,722-11%$2.9M$2.6M-$263.7K2026-05-13
Morgan Stanley
INCREASED710,702391,611+319,091+81%$1.4M$2.5M+$1.2M2026-05-15
City of London Investment Management Co LTD
INCREASED676,122568,249+107,873+19%$2.0M$2.4M+$426.0K2026-05-15
Bank of America Corp
UNCHANGED405,971405,97100%$1.4M$1.5M+$28.4K2026-05-18
Allspring Global Investments Holdings, LLC
UNCHANGED377,111377,11100%$1.3M$1.4M+$26.4K2026-05-05
Bank of New York Mellon Corp
INCREASED354,378318,415+35,963+11%$1.1M$1.3M+$151.0K2026-05-05
Guggenheim Capital LLC
NEW315,595—+315,595——$1.1M—2026-05-15
Lido Advisors, LLC
UNCHANGED146,367146,36700%$507.9K$524.0K+$16.1K2026-05-13
UBS Group AG
DECREASED129,606238,830-109,224-46%$838.3K$464.0K-$374.3K2026-05-05
Melfa Wealth Management, Inc.
INCREASED124,236124,123+113+0%$435.7K$444.8K+$9.1K2026-04-10
Matisse Capital
DECREASED98,712262,208-163,496-62%$920.4K$353.4K-$567.0K2026-05-08
Evolve Private Wealth, LLC
DECREASED91,33192,603-1,272-1%$325.0K$327.0K+$1.9K2026-04-16
LPL Financial LLC
INCREASED60,31559,992+323+1%$210.6K$215.9K+$5.4K2026-05-06
Osaic Holdings, Inc.
DECREASED46,11364,223-18,110-28%$225.4K$165.1K-$60.3K2026-05-15
Raymond James Financial Inc
DECREASED43,98848,217-4,229-9%$169.2K$157.5K-$11.8K2026-05-14
Equitable Holdings, Inc.
INCREASED33,33532,724+611+2%$114.9K$117.0K+$2.1K2026-05-15
Pathstone Holdings, LLC
UNCHANGED30,92930,92900%$108.6K$110.7K+$2.2K2026-05-11
Novak & Powell Financial Services, Inc.
INCREASED30,78930,365+424+1%$106.6K$110.2K+$3.6K2026-05-14
Cetera Investment Advisers
UNCHANGED30,24930,24900%$106.2K$108.3K+$2.1K2026-05-13
Citadel Advisors LLC
INCREASED27,36818,396+8,972+49%$64.6K$98.0K+$33.4K2026-05-15
Cambridge Investment Research Advisors, Inc.
INCREASED26,13826,051+87+0%$91$94+$32026-04-30
Blue Bell Private Wealth Management, LLC
NEW20,917—+20,917——$74.9K—2026-05-11
Rockefeller Capital Management L.P.
UNCHANGED20,00020,00000%$70.2K$71.6K+$1.4K2026-05-14
Mercer Global Advisors Inc
NEW18,540—+18,540——$66.4K—2026-05-15
HighTower Advisors, LLC
NEW17,365—+17,365——$62.2K—2026-05-05
Fisher Asset Management, LLC
NEW16,847—+16,847——$60.3K—2026-05-05
Spirepoint Private Client, LLC
UNCHANGED16,24716,24700%$57.0K$58.2K+$1.1K2026-04-22
Cohen & Steers, Inc.
UNCHANGED15,00015,00000%$53$54+$12026-05-15
WealthTrust Asset Management, LLC
NEW14,229—+14,229——$50.9K—2026-05-06
Closed-End Fund Advisors, Inc.
UNCHANGED13,09113,09100%$45.9K$46.9K+$9172026-05-11
International Assets Investment Management, LLC
INCREASED12,92412,864+60+0%$45.2K$46.0K+$8572026-05-01
Kestra Advisory Services, LLC
UNCHANGED12,75612,75600%$44.8K$45.7K+$8932026-04-30
Susquehanna International Group, LLP
DECREASED11,85113,703-1,852-14%$48.1K$42.4K-$5.7K2026-05-15
Mesirow Financial Investment Management, Inc.
INCREASED11,83511,673+162+1%$41.0K$42.4K+$1.4K2026-04-21
Integrated Wealth Concepts LLC
UNCHANGED11,69611,69600%$41.1K$41.9K+$8192026-05-15
Wells Fargo & Company
UNCHANGED9,6099,60900%$33.7K$34.4K+$6732026-07-08
Harbour Investments, Inc.
NEW2,024—+2,024——$7.2K—2026-05-15
Independence Bank of Kentucky
DECREASED2,0002,860-860-30%$10.0K$7.2K-$2.9K2026-04-30
Rothschild Investment LLC
UNCHANGED1,5371,53700%$5.4K$5.5K+$1072026-05-07
Highline Wealth Partners LLC
NEW1,000—+1,000——$3.6K—2026-04-06
Mascoma Wealth Management LLC
UNCHANGED84484400%$3.0K$3.0K+$602026-04-30
Larson Financial Group LLC
NEW825—+825——$3.0K—2026-05-15
Thomas J. Herzfeld Advisors, Inc.
CLOSED0558,611-558,611-100%$2.0M$0-$2.0M2026-05-12
Mutual Advisors, LLC
CLOSED020,998-20,998-100%$73.7K$0-$73.7K2026-05-04
Noble Wealth Management PBC
CLOSED015,100-15,100-100%$53.0K$0-$53.0K2026-04-02
Showing 48 of 48 institutions