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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2,024 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,764 | $13.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3,212 | $15.0K | 0.00% | +2,012+167.7% | Added |
| Geneos Wealth Management Inc. | 3,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,013 | $52.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 12,522 | $59.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,636 | $60.0K | 0.00% | +119+1.0% | Added |
| Hilltop Holdings Inc. | 15,000 | $71.0K | 0.01% | +15,000 | New |
| Hayden Royal, LLC | 15,000 | $71.0K | 0.04% | +15,000 | New |
| Fairhaven Wealth Management, LLC | 16,055 | $76.0K | 0.03% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 16,818 | $80.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,686 | $84.0K | 0.00% | −6,413−26.6% | Reduced |
| Private Advisor Group, LLC | 18,785 | $89.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $91.0K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 20,000 | $95.0K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 23,415 | $111.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 26,078 | $124.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 27,715 | $132.0K | 0.00% | 00.0% | Unchanged |
| Ramiah Investment Group | 46,211 | $219.5K | 0.16% | +691+1.5% | Added |
| Ackerman Capital Advisors, LLC | 46,255 | $220.0K | 0.05% | −3,612−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 50,247 | $239.0K | 0.00% | +504+1.0% | Added |
| Stifel Financial Corp | 51,490 | $245.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56,651 | $269.0K | 0.00% | −605−1.1% | Reduced |
| LPL Financial LLC | 59,862 | $284.0K | 0.00% | +5,510+10.1% | Added |
| Morgan Stanley | 85,528 | $406.0K | 0.00% | −5,859−6.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 108,359 | $515.0K | 0.00% | −26,440−19.6% | Reduced |
| Rivernorth Capital Management, LLC | 156,635 | $744.0K | 0.04% | −93,758−37.4% | Reduced |
| Advisor Group Holdings, Inc. | 300,626 | $1.43M | 0.00% | +1,011+0.3% | Added |
| Robinson Capital Management, LLC | 440,099 | $2.08M | 1.13% | +43,438+11.0% | Added |
| UBS Group AG | 523,904 | $2.49M | 0.00% | +18,413+3.6% | Added |
| 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 |