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MFS High Income Municipal Trust

CXEDelisted Jun 8, 2026
SEC CIK
0000845606

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, Q2 2022

Institutional positions in MFS High Income 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
+3 vs. Q1 2022
Shares held
5.02M
+488.9K (+10.8%) vs. Q1 2022
Total value
$18.9M
−$951.0K (−4.8%) vs. Q1 2022
New holders
9
12 more added
Sold out
6
16 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

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 holdersQ2 2022: 47 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 heldQ2 2022: $18.9M
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, Q2 2022

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q1 2022.

Institutions holding CXE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley568,313$2.14M0.00%+375,859+195.3%Added
Commonwealth Equity Services, LLC506,840$1.91M0.00%+486,537+2,396.4%Added
Bank of America Corp489,353$1.84M0.00%+195,058+66.3%Added
Horizon Kinetics Asset Management LLC475,971$1.79M0.04%−3,324−0.7%Reduced
UBS Group AG422,218$1.59M0.00%−354,603−45.6%Reduced
Cambridge Investment Research Advisors, Inc.282,673$1.06M0.01%−66,200−19.0%Reduced
Rivernorth Capital Management, LLC266,858$1.00M0.04%−99,214−27.1%Reduced
Invesco Ltd.264,336$994.0K0.00%−4,477−1.7%Reduced
Robinson Capital Management, LLC192,411$755.0K0.56%−107,510−35.8%Reduced
Van Eck Associates Corp162,222$610.0K0.00%−27,678−14.6%Reduced
Sanders Morris Harris LLC116,251$445.0K0.10%00.0%Unchanged
Advisor Group Holdings, Inc.115,538$434.0K0.00%−18,987−14.1%Reduced
Truist Financial Corp114,940$432.0K0.00%+25,854+29.0%Added
Ackerman Capital Advisors, LLC114,327$430.0K0.12%+77,157+207.6%Added
Wells Fargo & Company103,231$388.0K0.00%−103,017−49.9%Reduced
Sit Investment Associates Inc85,240$321.0K0.01%+85,240New
Matisse Capital70,988$267.0K0.25%+35,379+99.4%Added
Bulldog Investors, LLP68,602$258.0K0.07%−37,079−35.1%Reduced
Ionic Capital Management LLC64,100$241.0K0.04%+64,100New
Logan Stone Capital, LLC47,879$180.0K0.13%+1,793+3.9%Added
Raymond James & Associates44,770$168.0K0.00%+8,857+24.7%Added
Raymond James Financial Services Advisors, Inc.42,193$159.0K0.00%−3,775−8.2%Reduced
Landscape Capital Management, L.L.C.42,023$158.0K0.02%+17,732+73.0%Added
Capital Investment Advisors, LLC39,850$150.0K0.00%00.0%Unchanged
Hightower 6M Holding, LLC39,073$147.0K0.01%−4,320−10.0%Reduced
Royal Bank of Canada33,778$127.0K0.00%+1,200+3.7%Added
Quantedge Capital Pte Ltd29,567$111.0K0.02%+29,567New
Traynor Capital Management, Inc.24,323$91.0K0.02%−10,947−31.0%Reduced
Nomura Holdings Inc19,000$73.0K0.00%+19,000New
LPL Financial LLC17,561$66.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co17,350$65.0K0.00%−7,858−31.2%Reduced
TownSquare Capital, LLC16,374$62.0K0.00%−4,000−19.6%Reduced
Cetera Advisors LLC16,600$62.0K0.00%−2,000−10.8%Reduced
Hilltop Holdings Inc.15,000$56.0K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC15,000$56.0K0.01%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC13,000$49.0K0.01%00.0%Unchanged
GWM Advisors LLC11,700$44.0K0.00%+400+3.5%Added
Raymond James Trust N.A.11,020$41.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC10,918$41.0K0.00%+10,918New
Integrated Wealth Concepts LLC10,613$40.0K0.00%+10,613New
Drive Wealth Management, LLC10,071$38.0K0.03%+10,071New
Mascoma Wealth Management LLC2,517$9.00K0.00%+2,517New
Tilia Fiduciary Partners, Inc.2,000$8.00K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,423$5.00K0.00%00.0%Unchanged
Bessemer Group Inc689$3.00K0.00%+7+1.0%Added
Parkside Financial Bank & Trust393$1.00K0.00%+393New
IFP Advisors, Inc72––00.0%Unchanged
Worth Asset Management, LLC0$00.00%−29,642−100.0%Sold out
Albion Financial Group0$00.00%−35,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−29,795−100.0%Sold out
Stifel Financial Corp0$00.00%−15,264−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−4,000−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−634−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed