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, Q1 2022
Institutional positions in MFS High Yield Municipal Trust as of Mar 31, 2022. 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
- 39
- +3 vs. Q4 2021
- Shares held
- 4.40M
- +1.02M (+30.3%) vs. Q4 2021
- Total value
- $17.0M
- +$1.77M (+11.6%) vs. Q4 2021
- New holders
- 8
- 14 more added
- Sold out
- 5
- 7 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 1,137,238 | $4.40M | 0.17% | +531,223+87.7% | Added |
| Robinson Capital Management, LLC | 715,718 | $2.77M | 1.90% | +17,006+2.4% | Added |
| UBS Group AG | 459,430 | $1.78M | 0.00% | +24,080+5.5% | Added |
| Claybrook Capital, LLC | 382,584 | $1.48M | 0.73% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 261,199 | $1.01M | 0.00% | −12,246−4.5% | Reduced |
| Ackerman Capital Advisors, LLC | 231,955 | $898.0K | 0.21% | +7,406+3.3% | Added |
| Bulldog Investors, LLP | 130,973 | $507.0K | 0.13% | +130,973 | New |
| Morgan Stanley | 124,647 | $482.0K | 0.00% | +29,804+31.4% | Added |
| Logan Stone Capital, LLC | 108,965 | $422.0K | 0.30% | +108,965 | New |
| LPL Financial LLC | 96,821 | $375.0K | 0.00% | +25,297+35.4% | Added |
| Matisse Capital | 90,193 | $349.0K | 0.32% | +90,193 | New |
| Drive Wealth Management, LLC | 67,995 | $263.0K | 0.22% | +17,274+34.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,000 | $197.0K | 0.00% | −33,229−39.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 49,324 | $191.0K | 0.00% | −1,870−3.7% | Reduced |
| Ionic Capital Management LLC | 43,755 | $169.0K | 0.02% | +43,755 | New |
| Northwestern Mutual Wealth Management Co | 43,307 | $167.0K | 0.00% | −7,090−14.1% | Reduced |
| Wells Fargo & Company | 42,875 | $165.0K | 0.00% | +1,691+4.1% | Added |
| Stifel Financial Corp | 42,202 | $163.0K | 0.00% | −10,390−19.8% | Reduced |
| Capital Investment Advisors, LLC | 26,915 | $104.0K | 0.00% | +26,915 | New |
| Krilogy Financial LLC | 26,078 | $101.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 23,535 | $91.0K | 0.00% | +18,650+381.8% | Added |
| Clear Harbor Asset Management, LLC | 21,640 | $84.0K | 0.01% | +10,085+87.3% | Added |
| Stockman Wealth Management, Inc. | 20,000 | $77.0K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 20,000 | $77.0K | 0.06% | +20,000 | New |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $74.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,361 | $67.0K | 0.00% | +4,959+40.0% | Added |
| Landscape Capital Management, L.L.C. | 17,265 | $67.0K | 0.01% | +4,880+39.4% | Added |
| Doyle Wealth Management | 17,000 | $66.0K | 0.00% | +17,000 | New |
| Fairhaven Wealth Management, LLC | 16,055 | $62.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,200 | $59.0K | 0.00% | +2,500+19.7% | Added |
| Hilltop Holdings Inc. | 15,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,983 | $50.0K | 0.00% | −169−1.3% | Reduced |
| Raymond James & Associates | 11,615 | $45.0K | 0.00% | −11,800−50.4% | Reduced |
| Raymond James Trust N.A. | 11,013 | $43.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,854 | $42.0K | 0.00% | +10,854 | New |
| Phoenix Wealth Advisors | 10,900 | $41.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,323 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 570 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 514 | $1.00K | 0.00% | +6+1.2% | Added |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −24,625−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −11,264−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |