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, Q4 2021
Institutional positions in MFS High Yield Municipal Trust as of Dec 31, 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
- 37
- +4 vs. Q3 2021
- Shares held
- 3.38M
- +548.2K (+19.3%) vs. Q3 2021
- Total value
- $15.3M
- +$2.27M (+17.4%) vs. Q3 2021
- New holders
- 10
- 10 more added
- Sold out
- 6
- 7 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robinson Capital Management, LLC | 698,712 | $3.15M | 1.96% | +46,481+7.1% | Added |
| Rivernorth Capital Management, LLC | 606,015 | $2.74M | 0.11% | +403,051+198.6% | Added |
| UBS Group AG | 435,350 | $1.97M | 0.00% | −93,452−17.7% | Reduced |
| Claybrook Capital, LLC | 382,584 | $1.73M | 0.81% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 273,445 | $1.24M | 0.00% | −24,380−8.2% | Reduced |
| Ackerman Capital Advisors, LLC | 224,549 | $1.01M | 0.23% | +148,166+194.0% | Added |
| Morgan Stanley | 94,843 | $429.0K | 0.00% | +5,489+6.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 84,229 | $381.0K | 0.00% | −3,304−3.8% | Reduced |
| LPL Financial LLC | 71,524 | $323.0K | 0.00% | +2,146+3.1% | Added |
| Stifel Financial Corp | 52,592 | $238.0K | 0.00% | +3,688+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,194 | $231.0K | 0.00% | +476+0.9% | Added |
| Drive Wealth Management, LLC | 50,721 | $229.0K | 0.20% | +50,721 | New |
| Northwestern Mutual Wealth Management Co | 50,397 | $227.0K | 0.00% | −2,111−4.0% | Reduced |
| Wells Fargo & Company | 41,184 | $186.0K | 0.00% | −10.0% | Reduced |
| Krilogy Financial LLC | 26,078 | $118.0K | 0.01% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 24,625 | $111.0K | 0.20% | +24,625 | New |
| Raymond James & Associates | 23,415 | $106.0K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 20,000 | $90.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $86.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 16,055 | $73.0K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,000 | $68.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,152 | $59.0K | 0.00% | +405+3.2% | Added |
| GWM Advisors LLC | 12,700 | $57.0K | 0.00% | +12,700 | New |
| Commonwealth Equity Services, LLC | 12,402 | $56.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 12,385 | $56.0K | 0.01% | +12,385 | New |
| Clear Harbor Asset Management, LLC | 11,555 | $52.0K | 0.01% | +11,555 | New |
| Sequoia Financial Advisors, LLC | 11,264 | $51.0K | 0.00% | +11,264 | New |
| Raymond James Trust N.A. | 11,013 | $50.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10,900 | $49.0K | 0.04% | +2,200+25.3% | Added |
| Van Eck Associates Corp | 9,323 | $42.0K | 0.00% | +9,323 | New |
| Bank of America Corp | 4,885 | $22.0K | 0.00% | −915−15.8% | Reduced |
| NEXT Financial Group, Inc | 4,427 | $20.0K | 0.00% | −5,575−55.7% | Reduced |
| Confluence Wealth Services, Inc. | 4,000 | $18.0K | 0.01% | +4,000 | New |
| Geneos Wealth Management Inc. | 3,400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 570 | $3.00K | 0.00% | +570 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 508 | $2.00K | 0.00% | +5+1.0% | Added |
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% | +3 | New |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −27,715−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −18,785−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −17,624−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |