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, Q3 2021
Institutional positions in MFS High Yield Municipal Trust as of Sep 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
- 34
- +3 vs. Q2 2021
- Shares held
- 2.85M
- +655.5K (+29.9%) vs. Q2 2021
- Total value
- $13.1M
- +$2.67M (+25.6%) vs. Q2 2021
- New holders
- 6
- 12 more added
- Sold out
- 3
- 5 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 652,231 | $2.99M | 2.68% | +212,132+48.2% | Added |
| UBS Group AG | 528,802 | $2.43M | 0.00% | +4,898+0.9% | Added |
| Claybrook Capital, LLC | 382,584 | $1.76M | 0.89% | +382,584 | New |
| Advisor Group Holdings, Inc. | 297,825 | $1.37M | 0.00% | −2,801−0.9% | Reduced |
| Rivernorth Capital Management, LLC | 202,964 | $932.0K | 0.05% | +46,329+29.6% | Added |
| Morgan Stanley | 89,354 | $410.0K | 0.00% | +3,826+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 87,533 | $402.0K | 0.00% | −20,826−19.2% | Reduced |
| Ackerman Capital Advisors, LLC | 76,383 | $351.0K | 0.08% | +30,128+65.1% | Added |
| LPL Financial LLC | 69,378 | $318.0K | 0.00% | +9,516+15.9% | Added |
| Northwestern Mutual Wealth Management Co | 52,508 | $241.0K | 0.00% | −4,143−7.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 50,718 | $233.0K | 0.00% | +471+0.9% | Added |
| Stifel Financial Corp | 48,904 | $224.0K | 0.00% | −2,586−5.0% | Reduced |
| Wells Fargo & Company | 41,185 | $189.0K | 0.00% | +28,663+228.9% | Added |
| Capital Investment Advisors, LLC | 27,715 | $127.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 26,078 | $120.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 23,415 | $107.0K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 20,000 | $92.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $88.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,785 | $86.0K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 17,624 | $81.0K | 0.02% | +806+4.8% | Added |
| Fairhaven Wealth Management, LLC | 16,055 | $74.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,747 | $59.0K | 0.00% | +111+0.9% | Added |
| Mid Atlantic Financial Management Inc | 12,700 | $58.0K | 0.00% | +12,700 | New |
| Commonwealth Equity Services, LLC | 12,402 | $56.0K | 0.00% | −5,284−29.9% | Reduced |
| Raymond James Trust N.A. | 11,013 | $51.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 10,002 | $46.0K | 0.00% | +6,790+211.4% | Added |
| Phoenix Wealth Advisors | 8,700 | $40.0K | 0.03% | +8,700 | New |
| Bank of America Corp | 5,800 | $27.0K | 0.00% | +1,800+45.0% | Added |
| Wolverine Asset Management LLC | 4,665 | $21.0K | 0.00% | +4,665 | New |
| Geneos Wealth Management Inc. | 3,400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,024 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 503 | $2.00K | 0.00% | +503 | New |
| Red Tortoise LLC | 500 | $2.00K | 0.00% | +500 | New |
| Ramiah Investment Group | 0 | $0 | 0.00% | −46,211−100.0% | Sold out |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,764−100.0% | Sold out |