MFS High Yield Municipal Trust
CMUDelisted Jun 8, 2026- SEC CIK
- 0000809844
MFS High Yield Municipal Trust was delisted on Jun 8, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 45 institutions reported holding it in 13F filings for Q1 2026, worth $45.5M in total; no superinvestor held it.
13F holders, Q2 2021
Institutional positions in MFS High Yield Municipal Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 31
- −3 vs. Q1 2021
- Shares held
- 2.19M
- −448.5K (−17.0%) vs. Q1 2021
- Total value
- $10.4M
- −$1.38M (−11.7%) vs. Q1 2021
- New holders
- 2
- 8 more added
- Sold out
- 5
- 6 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 45 | $45.5M |
| Q4 2025 | 41 | $44.3M |
| Q3 2025 | 39 | $42.4M |
| Q2 2025 | 38 | $39.9M |
| Q1 2025 | 39 | $42.4M |
| Q4 2024 | 42 | $39.2M |
| Q3 2024 | 48 | $33.8M |
| Q2 2024 | 52 | $30.8M |
| Q1 2024 | 51 | $29.2M |
| Q4 2023 | 51 | $30.0M |
| Q3 2023 | 49 | $33.5M |
| Q2 2023 | 48 | $30.4M |
| Q1 2023 | 47 | $26.2M |
| Q4 2022 | 47 | $22.5M |
| Q3 2022 | 44 | $17.4M |
| Q2 2022 | 47 | $17.6M |
| Q1 2022 | 39 | $17.0M |
| Q4 2021 | 37 | $15.3M |
| Q3 2021 | 34 | $13.1M |
| Q2 2021 | 31 | $10.4M |
| Q1 2021 | 34 | $11.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 523,904 | $2.49M | 0.00% | +18,413+3.6% | Added |
| Robinson Capital Management, LLC | 440,099 | $2.08M | 1.13% | +43,438+11.0% | Added |
| Advisor Group Holdings, Inc. | 300,626 | $1.43M | 0.00% | +1,011+0.3% | Added |
| Rivernorth Capital Management, LLC | 156,635 | $744.0K | 0.04% | −93,758−37.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 108,359 | $515.0K | 0.00% | −26,440−19.6% | Reduced |
| Morgan Stanley | 85,528 | $406.0K | 0.00% | −5,859−6.4% | Reduced |
| LPL Financial LLC | 59,862 | $284.0K | 0.00% | +5,510+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 56,651 | $269.0K | 0.00% | −605−1.1% | Reduced |
| Stifel Financial Corp | 51,490 | $245.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 50,247 | $239.0K | 0.00% | +504+1.0% | Added |
| Ackerman Capital Advisors, LLC | 46,255 | $220.0K | 0.05% | −3,612−7.2% | Reduced |
| Ramiah Investment Group | 46,211 | $219.5K | 0.16% | +691+1.5% | Added |
| Capital Investment Advisors, LLC | 27,715 | $132.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 26,078 | $124.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 23,415 | $111.0K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 20,000 | $95.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $91.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,785 | $89.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,686 | $84.0K | 0.00% | −6,413−26.6% | Reduced |
| Intellectus Partners, LLC | 16,818 | $80.0K | 0.02% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 16,055 | $76.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,000 | $71.0K | 0.01% | +15,000 | New |
| Hayden Royal, LLC | 15,000 | $71.0K | 0.04% | +15,000 | New |
| Royal Bank of Canada | 12,636 | $60.0K | 0.00% | +119+1.0% | Added |
| Wells Fargo & Company | 12,522 | $59.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,013 | $52.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,212 | $15.0K | 0.00% | +2,012+167.7% | Added |
| Newbridge Financial Services Group, Inc. | 2,764 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,024 | $10.0K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −382,584−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −19,919−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −484−100.0% | Sold out |