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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 514 | $1.00K | 0.00% | +6+1.2% | Added |
| Ahrens Investment Partners LLC | 570 | $2.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,323 | $36.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10,900 | $41.0K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,854 | $42.0K | 0.00% | +10,854 | New |
| Raymond James Trust N.A. | 11,013 | $43.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,615 | $45.0K | 0.00% | −11,800−50.4% | Reduced |
| Royal Bank of Canada | 12,983 | $50.0K | 0.00% | −169−1.3% | Reduced |
| Hilltop Holdings Inc. | 15,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,200 | $59.0K | 0.00% | +2,500+19.7% | Added |
| Fairhaven Wealth Management, LLC | 16,055 | $62.0K | 0.03% | 00.0% | Unchanged |
| Doyle Wealth Management | 17,000 | $66.0K | 0.00% | +17,000 | New |
| 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 |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $74.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Clear Harbor Asset Management, LLC | 21,640 | $84.0K | 0.01% | +10,085+87.3% | Added |
| Bank of America Corp | 23,535 | $91.0K | 0.00% | +18,650+381.8% | Added |
| Krilogy Financial LLC | 26,078 | $101.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 26,915 | $104.0K | 0.00% | +26,915 | New |
| Stifel Financial Corp | 42,202 | $163.0K | 0.00% | −10,390−19.8% | Reduced |
| Wells Fargo & Company | 42,875 | $165.0K | 0.00% | +1,691+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 43,307 | $167.0K | 0.00% | −7,090−14.1% | Reduced |
| Ionic Capital Management LLC | 43,755 | $169.0K | 0.02% | +43,755 | New |
| Cambridge Investment Research Advisors, Inc. | 49,324 | $191.0K | 0.00% | −1,870−3.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,000 | $197.0K | 0.00% | −33,229−39.5% | Reduced |
| Drive Wealth Management, LLC | 67,995 | $263.0K | 0.22% | +17,274+34.1% | Added |
| Matisse Capital | 90,193 | $349.0K | 0.32% | +90,193 | New |
| LPL Financial LLC | 96,821 | $375.0K | 0.00% | +25,297+35.4% | Added |
| Logan Stone Capital, LLC | 108,965 | $422.0K | 0.30% | +108,965 | New |
| Morgan Stanley | 124,647 | $482.0K | 0.00% | +29,804+31.4% | Added |
| Bulldog Investors, LLP | 130,973 | $507.0K | 0.13% | +130,973 | New |
| Ackerman Capital Advisors, LLC | 231,955 | $898.0K | 0.21% | +7,406+3.3% | Added |
| Advisor Group Holdings, Inc. | 261,199 | $1.01M | 0.00% | −12,246−4.5% | Reduced |
| Claybrook Capital, LLC | 382,584 | $1.48M | 0.73% | 00.0% | Unchanged |
| UBS Group AG | 459,430 | $1.78M | 0.00% | +24,080+5.5% | Added |
| Robinson Capital Management, LLC | 715,718 | $2.77M | 1.90% | +17,006+2.4% | Added |
| Rivernorth Capital Management, LLC | 1,137,238 | $4.40M | 0.17% | +531,223+87.7% | 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 |