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MFS High Income Municipal Trust

CXEDelisted Jun 8, 2026

MFS High Income Municipal Trust was delisted on Jun 8, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 60 institutions reported holding it in 13F filings for Q1 2026, worth $48.3M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in MFS High Income Municipal Trust as of Mar 31, 2021. 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
32
No complete 13F data for Q4 2020
Shares held
4.02M
No complete 13F data for Q4 2020
Total value
$20.5M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting CXE 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 2021: 32 institutions
Q1 2021: 32 institutionsQ2 2021: 31 institutionsQ3 2021: 28 institutionsQ4 2021: 37 institutionsQ1 2022: 45 institutionsQ2 2022: 47 institutionsQ3 2022: 44 institutionsQ4 2022: 44 institutionsQ1 2023: 43 institutionsQ2 2023: 41 institutionsQ3 2023: 45 institutionsQ4 2023: 48 institutionsQ1 2024: 47 institutionsQ2 2024: 54 institutionsQ3 2024: 48 institutionsQ4 2024: 54 institutionsQ1 2025: 52 institutionsQ2 2025: 51 institutionsQ3 2025: 57 institutionsQ4 2025: 61 institutionsQ1 2026: 60 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $20.5M
Q1 2021: $20.5MQ2 2021: $21.5MQ3 2021: $17.3MQ4 2021: $17.9MQ1 2022: $20.7MQ2 2022: $18.9MQ3 2022: $15.8MQ4 2022: $20.3MQ1 2023: $22.9MQ2 2023: $25.7MQ3 2023: $28.6MQ4 2023: $36.3MQ1 2024: $38.8MQ2 2024: $42.4MQ3 2024: $46.3MQ4 2024: $42.9MQ1 2025: $44.4MQ2 2025: $42.1MQ3 2025: $43.4MQ4 2025: $47.4MQ1 2026: $48.3MQ2 2026: $0
Institutions holding CXE and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 202660$48.3M
Q4 202561$47.4M
Q3 202557$43.4M
Q2 202551$42.1M
Q1 202552$44.4M
Q4 202454$42.9M
Q3 202448$46.3M
Q2 202454$42.4M
Q1 202447$38.8M
Q4 202348$36.3M
Q3 202345$28.6M
Q2 202341$25.7M
Q1 202343$22.9M
Q4 202244$20.3M
Q3 202244$15.8M
Q2 202247$18.9M
Q1 202245$20.7M
Q4 202137$17.9M
Q3 202128$17.3M
Q2 202131$21.5M
Q1 202132$20.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CXE in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Motco1,240$6.00K0.00%––
Steward Partners Investment Advisory, LLC1,423$7.26K0.00%––
FNY Investment Advisers, LLC2,010$10.0K0.00%––
Newbridge Financial Services Group, Inc.2,768$14.0K0.01%––
CoreFirst Bank & Trust4,000$20.0K0.01%––
Parallel Advisors, LLC6,200$32.0K0.00%––
Raymond James Trust N.A.11,020$56.0K0.00%––
WoodTrust Financial Corp11,750$60.0K0.02%––
Sheaff Brock Investment Advisors, LLC13,000$66.0K0.01%––
TownSquare Capital, LLC13,524$69.0K0.00%––
Sound View Wealth Advisors Group, LLC15,000$77.0K0.02%––
Cetera Advisors LLC17,350$88.0K0.00%––
Commonwealth Equity Services, LLC20,262$103.0K0.00%––
Stifel Financial Corp21,210$108.0K0.00%––
Northwestern Mutual Wealth Management Co24,526$126.0K0.00%––
Royal Bank of Canada24,878$127.0K0.00%––
Bank of America Corp25,338$129.0K0.00%––
Wedbush Securities Inc27,861$142.0K0.01%––
Raymond James & Associates29,501$150.0K0.00%––
Capital Investment Advisors, LLC39,850$203.0K0.01%––
Kestra Advisory Services, LLC41,561$212.0K0.00%––
Traynor Capital Management, Inc.51,578$263.0K0.04%––
Truist Financial Corp56,886$290.0K0.00%––
Raymond James Financial Services Advisors, Inc.61,359$313.0K0.00%––
Morgan Stanley105,167$536.0K0.00%––
Advisor Group Holdings, Inc.123,801$631.0K0.00%––
Wells Fargo & Company128,618$656.0K0.00%––
Van Eck Associates Corp137,660$702.0K0.00%––
Cambridge Investment Research Advisors, Inc.327,788$1.67M0.01%––
Horizon Kinetics Asset Management LLC488,614$2.49M0.06%––
UBS Group AG905,897$4.62M0.00%––
Hennion & Walsh Asset Management, Inc.1,276,592$6.51M0.39%––