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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 2023

Institutional positions in MFS High Yield Municipal Trust as of Mar 31, 2023. 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
+1 vs. Q4 2022
Shares held
8.17M
+963.2K (+13.4%) vs. Q4 2022
Total value
$26.2M
+$3.74M (+16.7%) vs. Q4 2022
New holders
8
14 more added
Sold out
7
11 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 47 institutions
Q1 2021: 34 institutionsQ2 2021: 31 institutionsQ3 2021: 34 institutionsQ4 2021: 37 institutionsQ1 2022: 39 institutionsQ2 2022: 47 institutionsQ3 2022: 44 institutionsQ4 2022: 47 institutionsQ1 2023: 47 institutionsQ2 2023: 48 institutionsQ3 2023: 49 institutionsQ4 2023: 51 institutionsQ1 2024: 51 institutionsQ2 2024: 52 institutionsQ3 2024: 48 institutionsQ4 2024: 42 institutionsQ1 2025: 39 institutionsQ2 2025: 38 institutionsQ3 2025: 39 institutionsQ4 2025: 41 institutionsQ1 2026: 45 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $26.2M
Q1 2021: $11.8MQ2 2021: $10.4MQ3 2021: $13.1MQ4 2021: $15.3MQ1 2022: $17.0MQ2 2022: $17.6MQ3 2022: $17.4MQ4 2022: $22.5MQ1 2023: $26.2MQ2 2023: $30.4MQ3 2023: $33.5MQ4 2023: $30.0MQ1 2024: $29.2MQ2 2024: $30.8MQ3 2024: $33.8MQ4 2024: $39.2MQ1 2025: $42.4MQ2 2025: $39.9MQ3 2025: $42.4MQ4 2025: $44.3MQ1 2026: $45.5MQ2 2026: $0
Institutions holding CMU and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 202645$45.5M
Q4 202541$44.3M
Q3 202539$42.4M
Q2 202538$39.9M
Q1 202539$42.4M
Q4 202442$39.2M
Q3 202448$33.8M
Q2 202452$30.8M
Q1 202451$29.2M
Q4 202351$30.0M
Q3 202349$33.5M
Q2 202348$30.4M
Q1 202347$26.2M
Q4 202247$22.5M
Q3 202244$17.4M
Q2 202247$17.6M
Q1 202239$17.0M
Q4 202137$15.3M
Q3 202134$13.1M
Q2 202131$10.4M
Q1 202134$11.8M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q4 2022.

Institutions holding CMU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.2,722,874$8.74M0.21%+804,714+42.0%Added
Rivernorth Capital Management, LLC628,463$2.02M0.10%+169,957+37.1%Added
Robinson Capital Management, LLC596,064$1.91M0.90%00.0%Unchanged
Bulldog Investors, LLP510,989$1.64M0.53%+133,528+35.4%Added
Allspring Global Investments Holdings, LLC482,913$1.55M0.00%+19,800+4.3%Added
Matisse Capital385,623$1.24M0.80%00.0%Unchanged
Claybrook Capital, LLC382,584$1.23M0.69%00.0%Unchanged
Logan Stone Capital, LLC375,434$1.21M0.48%+38,604+11.5%Added
UBS Group AG314,249$1.01M0.00%+40,827+14.9%Added
Moors & Cabot, Inc.215,000$690.1K0.05%−130,000−37.7%Reduced
Sit Investment Associates Inc151,137$485.0K0.01%+90,396+148.8%Added
Advisor Group Holdings, Inc.149,351$479.4K0.00%−8,696−5.5%Reduced
Melfa Wealth Management, LLC148,801$477.7K0.48%+125,608+541.6%Added
Morgan Stanley134,590$432.0K0.00%−13,905−9.4%Reduced
Bank of America Corp126,962$407.5K0.00%00.0%Unchanged
Atlas Wealth LLC101,214$324.9K0.06%+101,214New
Atria Wealth Solutions, Inc.91,895$295.0K0.00%−3,000−3.2%Reduced
LPL Financial LLC84,240$270.4K0.00%−19,826−19.1%Reduced
Integrated Wealth Concepts LLC56,136$180.0K0.00%−10,590−15.9%Reduced
Drive Wealth Management, LLC54,775$175.8K0.07%−1,025−1.8%Reduced
Cambridge Investment Research Advisors, Inc.51,486$165.0K0.00%+411+0.8%Added
Captrust Financial Advisors50,003$160.5K0.00%+2,546+5.4%Added
Ackerman Capital Advisors, LLC36,590$117.5K0.03%−156,577−81.1%Reduced
Susquehanna International Group, LLP30,513$97.9K0.00%+8,094+36.1%Added
Raymond James Financial Services Advisors, Inc.30,000$96.3K0.00%00.0%Unchanged
Equitable Holdings, Inc.28,769$92.3K0.00%+28,769New
Krilogy Financial LLC26,078$83.7K0.01%00.0%Unchanged
Stockman Wealth Management, Inc.20,000$64.2K0.01%00.0%Unchanged
WMG Financial Advisors, LLC20,000$64.2K0.05%00.0%Unchanged
Raymond James Trust N.A.19,759$63.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.19,098$61.3K0.01%00.0%Unchanged
Private Advisor Group, LLC19,093$61.3K0.00%−6,800−26.3%Reduced
Cetera Advisor Networks LLC17,906$57.5K0.00%+3,563+24.8%Added
Royal Bank of Canada15,945$51.0K0.00%−1,060−6.2%Reduced
WealthTrust Asset Management, LLC12,235$39.3K0.04%+136+1.1%Added
Raymond James & Associates11,415$36.6K0.00%00.0%Unchanged
Guggenheim Capital LLC10,872$34.9K0.00%+10,872New
XTX Topco Ltd10,326$33.1K0.01%+10,326New
Wells Fargo & Company9,843$31.6K0.00%−2,334−19.2%Reduced
Van Eck Associates Corp6,033$19.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5,458$17.5K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.1,940$6.23K0.00%+1,940New
TCI Wealth Advisors, Inc.1,277$4.10K0.00%+1,277New
Mascoma Wealth Management LLC844$2.69K0.00%00.0%Unchanged
Ahrens Investment Partners LLC570$1.83K0.00%+570New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC540$1.74K0.00%+6+1.1%Added
JPMorgan Chase & Co55$00.00%+55New
Mariner Investment Group LLC0$00.00%−185,095−100.0%Sold out
Sawtooth Solutions, LLC0$00.00%−28,550−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−18,618−100.0%Sold out
Capital Investment Advisors, LLC0$00.00%−17,165−100.0%Sold out
Hilltop Holdings Inc.0$00.00%−15,000−100.0%Sold out
GWM Advisors LLC0$00.00%−11,300−100.0%Sold out
IFP Advisors, Inc0$00.00%−504−100.0%Sold out
Fairhaven Wealth Management, LLC––––Not filed