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 2022
Institutional positions in MFS High Yield Municipal Trust as of Dec 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
- 47
- +3 vs. Q3 2022
- Shares held
- 7.22M
- +1.44M (+25.0%) vs. Q3 2022
- Total value
- $22.5M
- +$5.14M (+29.6%) vs. Q3 2022
- New holders
- 5
- 12 more added
- Sold out
- 2
- 18 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 25,893 | $81 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 534 | $1.67K | 0.00% | +6+1.1% | Added |
| IFP Advisors, Inc | 504 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 844 | $2.64K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,458 | $17.1K | 0.00% | −3,093−36.2% | Reduced |
| Van Eck Associates Corp | 6,033 | $19.0K | 0.00% | −1,098−15.4% | Reduced |
| GWM Advisors LLC | 11,300 | $35.4K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,415 | $35.7K | 0.00% | −6,597−36.6% | Reduced |
| WealthTrust Asset Management, LLC | 12,099 | $37.9K | 0.04% | +159+1.3% | Added |
| Wells Fargo & Company | 12,177 | $38.1K | 0.00% | −4,666−27.7% | Reduced |
| Cetera Advisor Networks LLC | 14,343 | $44.9K | 0.00% | +14,343 | New |
| Hilltop Holdings Inc. | 15,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 16,055 | $50.3K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 17,005 | $53.0K | 0.00% | +141+0.8% | Added |
| Capital Investment Advisors, LLC | 17,165 | $54.0K | 0.00% | −9,750−36.2% | Reduced |
| Landscape Capital Management, L.L.C. | 18,618 | $58.3K | 0.01% | −7,403−28.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 19,098 | $59.8K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 19,759 | $62.0K | 0.00% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 20,000 | $62.6K | 0.05% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 20,000 | $62.6K | 0.01% | +20,000 | New |
| Susquehanna International Group, LLP | 22,419 | $70.2K | 0.00% | −36,580−62.0% | Reduced |
| Melfa Wealth Management, LLC | 23,193 | $72.6K | 0.08% | +23,193 | New |
| Krilogy Financial LLC | 26,078 | $81.6K | 0.01% | +26,078 | New |
| Sawtooth Solutions, LLC | 28,550 | $89.4K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 30,000 | $93.9K | 0.00% | −21,000−41.2% | Reduced |
| Captrust Financial Advisors | 47,457 | $148.5K | 0.00% | +3,700+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,075 | $160.0K | 0.00% | −4,434−8.0% | Reduced |
| Drive Wealth Management, LLC | 55,800 | $174.7K | 0.09% | −4,140−6.9% | Reduced |
| Sit Investment Associates Inc | 60,741 | $190.0K | 0.01% | +60,741 | New |
| Integrated Wealth Concepts LLC | 66,726 | $209.0K | 0.01% | −46,153−40.9% | Reduced |
| Atria Wealth Solutions, Inc. | 94,895 | $297.0K | 0.00% | −20,768−18.0% | Reduced |
| LPL Financial LLC | 104,066 | $325.7K | 0.00% | −15,482−13.0% | Reduced |
| Bank of America Corp | 126,962 | $397.4K | 0.00% | −24,953−16.4% | Reduced |
| Morgan Stanley | 148,495 | $464.8K | 0.00% | +4,715+3.3% | Added |
| Advisor Group Holdings, Inc. | 158,047 | $495.0K | 0.00% | −304−0.2% | Reduced |
| Mariner Investment Group LLC | 185,095 | $579.0K | 1.75% | −19,758−9.6% | Reduced |
| Ackerman Capital Advisors, LLC | 193,167 | $604.6K | 0.16% | +10,126+5.5% | Added |
| UBS Group AG | 273,422 | $855.8K | 0.00% | −23,057−7.8% | Reduced |
| Logan Stone Capital, LLC | 336,830 | $1.05M | 0.39% | +78,130+30.2% | Added |
| Moors & Cabot, Inc. | 345,000 | $1.08M | 0.08% | +150,000+76.9% | Added |
| Bulldog Investors, LLP | 377,461 | $1.18M | 0.36% | +6,364+1.7% | Added |
| Claybrook Capital, LLC | 382,584 | $1.20M | 0.74% | 00.0% | Unchanged |
| Matisse Capital | 385,623 | $1.21M | 1.07% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 458,506 | $1.44M | 0.06% | −390,480−46.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 463,113 | $1.45M | 0.00% | +14,355+3.2% | Added |
| Robinson Capital Management, LLC | 596,064 | $1.87M | 0.95% | +15,477+2.7% | Added |
| Saba Capital Management, L.P. | 1,918,160 | $6.00M | 0.10% | +1,737,951+964.4% | Added |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −70,616−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |