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 2022
Institutional positions in MFS High Yield Municipal Trust as of Jun 30, 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
- 47
- +8 vs. Q1 2022
- Shares held
- 5.23M
- +824.3K (+18.7%) vs. Q1 2022
- Total value
- $17.6M
- +$546.0K (+3.2%) vs. Q1 2022
- New holders
- 13
- 13 more added
- Sold out
- 5
- 11 more reduced
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 264 | $0 | 0.00% | +264 | New |
| Tower Research Capital LLC (TRC) | 100 | $0 | 0.00% | +100 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 521 | $1.00K | 0.00% | +7+1.4% | Added |
| Ahrens Investment Partners LLC | 570 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 844 | $3.00K | 0.00% | +844 | New |
| Van Eck Associates Corp | 7,131 | $24.0K | 0.00% | −2,192−23.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,551 | $29.0K | 0.00% | −34,756−80.3% | Reduced |
| Cetera Advisors LLC | 10,000 | $34.0K | 0.00% | +10,000 | New |
| Phoenix Wealth Advisors | 10,900 | $37.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 11,886 | $40.0K | 0.04% | +11,886 | New |
| Old Mission Capital LLC | 14,281 | $48.0K | 0.00% | +14,281 | New |
| Nomura Holdings Inc | 14,488 | $49.0K | 0.00% | +14,488 | New |
| Wells Fargo & Company | 14,758 | $50.0K | 0.00% | −28,117−65.6% | Reduced |
| Hilltop Holdings Inc. | 15,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,300 | $51.0K | 0.00% | +100+0.7% | Added |
| Royal Bank of Canada | 15,714 | $53.0K | 0.00% | +2,731+21.0% | Added |
| Fairhaven Wealth Management, LLC | 16,055 | $54.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 18,366 | $62.0K | 0.00% | +6,751+58.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $64.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 19,213 | $65.0K | 0.00% | +8,359+77.0% | Added |
| Raymond James Trust N.A. | 19,759 | $66.0K | 0.00% | +8,746+79.4% | Added |
| WMG Financial Advisors, LLC | 20,000 | $67.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 25,893 | $87.0K | 0.00% | +25,893 | New |
| Krilogy Financial LLC | 26,078 | $88.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 26,915 | $90.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 42,282 | $142.0K | 0.00% | +42,282 | New |
| Landscape Capital Management, L.L.C. | 43,252 | $145.0K | 0.02% | +25,987+150.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,000 | $171.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 54,909 | $184.0K | 0.00% | +5,585+11.3% | Added |
| Drive Wealth Management, LLC | 63,722 | $214.0K | 0.20% | −4,273−6.3% | Reduced |
| Moors & Cabot, Inc. | 75,000 | $252.0K | 0.02% | +75,000 | New |
| LPL Financial LLC | 83,226 | $280.0K | 0.00% | −13,595−14.0% | Reduced |
| Saba Capital Management, L.P. | 83,850 | $282.0K | 0.00% | +83,850 | New |
| Ionic Capital Management LLC | 84,311 | $283.0K | 0.05% | +40,556+92.7% | Added |
| Bank of America Corp | 110,280 | $371.0K | 0.00% | +86,745+368.6% | Added |
| Morgan Stanley | 116,525 | $392.0K | 0.00% | −8,122−6.5% | Reduced |
| Mariner Investment Group LLC | 156,553 | $526.0K | 0.56% | +156,553 | New |
| Logan Stone Capital, LLC | 187,126 | $629.0K | 0.46% | +78,161+71.7% | Added |
| Advisor Group Holdings, Inc. | 198,617 | $668.0K | 0.00% | −62,582−24.0% | Reduced |
| Ackerman Capital Advisors, LLC | 219,497 | $738.0K | 0.20% | −12,458−5.4% | Reduced |
| UBS Group AG | 288,721 | $970.0K | 0.00% | −170,709−37.2% | Reduced |
| Matisse Capital | 363,500 | $1.22M | 1.16% | +273,307+303.0% | Added |
| Bulldog Investors, LLP | 371,097 | $1.25M | 0.34% | +240,124+183.3% | Added |
| Claybrook Capital, LLC | 382,584 | $1.28M | 0.76% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 490,109 | $1.65M | 0.03% | +490,109 | New |
| Robinson Capital Management, LLC | 580,587 | $1.97M | 1.47% | −135,131−18.9% | Reduced |
| Rivernorth Capital Management, LLC | 848,986 | $2.85M | 0.12% | −288,252−25.3% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −42,202−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −21,640−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,361−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |