Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in MFS High Yield Municipal Trust as of Sep 30, 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
49
+1 vs. Q2 2023
Shares held
10.7M
+1.26M (+13.3%) vs. Q2 2023
Total value
$33.5M
+$3.11M (+10.2%) vs. Q2 2023
New holders
8
15 more added
Sold out
7
14 more reduced

Compare with Q2 2023: 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 holdersQ3 2023: 49 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 heldQ3 2023: $33.5M
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, Q3 2023

Shares, value and share of portfolio for each institution holding MFS High Yield Municipal Trust; share changes are against Q2 2023.

Institutions holding CMU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC551$1.73K0.00%+5+0.9%Added
Mascoma Wealth Management LLC844$2.64K0.00%00.0%Unchanged
Quarry LP1,020$3.19K0.00%+1,020New
Red Tortoise LLC3,642$11.4K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5,932$18.6K0.01%+5,932New
Wells Fargo & Company9,790$30.6K0.00%−53−0.5%Reduced
GWM Advisors LLC11,300$35.4K0.00%00.0%Unchanged
Pathstone Family Office, LLC11,881$37.2K0.00%+11,881New
WealthTrust Asset Management, LLC12,489$39.1K0.04%+123+1.0%Added
Cetera Advisor Networks LLC14,055$44.0K0.00%−4,035−22.3%Reduced
International Assets Investment Management, LLC15,000$47.0K0.01%+15,000New
Fairhaven Wealth Management, LLC16,055$50.3K0.02%00.0%Unchanged
Royal Bank of Canada16,180$51.0K0.00%+116+0.7%Added
JPMorgan Chase & Co16,443$51.5K0.00%+12,592+327.0%Added
Capital Investment Advisors, LLC17,165$53.7K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.19,098$58.1K0.01%00.0%Unchanged
Private Advisor Group, LLC19,093$59.8K0.00%00.0%Unchanged
Raymond James Trust N.A.19,759$61.8K0.00%00.0%Unchanged
Raymond James & Associates26,415$82.7K0.00%+15,000+131.4%Added
Raymond James Financial Services Advisors, Inc.27,500$86.1K0.00%00.0%Unchanged
Equitable Holdings, Inc.29,356$91.9K0.00%+289+1.0%Added
Susquehanna International Group, LLP33,512$104.9K0.00%−12,804−27.6%Reduced
Fort Point Capital Partners LLC35,769$112.0K0.02%+18,749+110.2%Added
Drive Wealth Management, LLC39,200$122.7K0.04%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.50,284$157.0K0.00%−1,573−3.0%Reduced
Integrated Wealth Concepts LLC52,122$163.1K0.00%−3,564−6.4%Reduced
Atlas Wealth LLC70,526$220.7K0.04%+70,526New
Atria Wealth Solutions, Inc.78,903$247.0K0.00%−12,814−14.0%Reduced
LPL Financial LLC87,119$272.7K0.00%+15,441+21.5%Added
Sea Otter Advisors LLC107,400$336.2K0.24%+107,400New
Bank of America Corp107,585$336.7K0.00%−19,452−15.3%Reduced
Thomas J. Herzfeld Advisors, Inc.114,670$358.9K0.14%+112,740+5,841.5%Added
Melfa Wealth Management, LLC121,769$381.1K0.41%−29,856−19.7%Reduced
Captrust Financial Advisors124,306$389.1K0.00%+54,519+78.1%Added
Morgan Stanley138,121$432.3K0.00%−943−0.7%Reduced
Sit Investment Associates Inc185,941$582.0K0.02%−129,826−41.1%Reduced
Moors & Cabot, Inc.199,516$624.5K0.04%−15,484−7.2%Reduced
Advisor Group Holdings, Inc.209,327$655.2K0.00%+10,620+5.3%Added
Robinson Capital Management, LLC253,891$790.8K0.35%+253,891New
Hennion & Walsh Asset Management, Inc.320,191$1.00M0.06%+320,191New
UBS Group AG332,067$1.04M0.00%−3,709−1.1%Reduced
Claybrook Capital, LLC382,584$1.20M0.69%00.0%Unchanged
Matisse Capital385,623$1.21M0.85%00.0%Unchanged
Allspring Global Investments Holdings, LLC397,913$1.25M0.00%−85,000−17.6%Reduced
Logan Stone Capital, LLC436,724$1.37M0.37%+44,270+11.3%Added
City of London Investment Management Co Ltd709,091$2.22M0.19%+457,678+182.0%Added
Rivernorth Capital Management, LLC722,770$2.28M0.12%−286,994−28.4%Reduced
Bulldog Investors, LLP1,347,619$4.22M1.46%+373,340+38.3%Added
Saba Capital Management, L.P.3,351,581$10.5M0.33%+46,530+1.4%Added
Stockman Wealth Management, Inc.0$00.00%−20,000−100.0%Sold out
WMG Financial Advisors, LLC0$00.00%−20,000−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−13,384−100.0%Sold out
Nomura Holdings Inc0$00.00%−12,698−100.0%Sold out
Veritable, L.P.0$00.00%−11,201−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−5,458−100.0%Sold out
IFP Advisors, Inc0$00.00%−500−100.0%Sold out