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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, Q4 2022

Institutional positions in MFS High Income 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
44
+1 vs. Q3 2022
Shares held
5.83M
+1.18M (+25.4%) vs. Q3 2022
Total value
$20.3M
+$4.67M (+29.8%) vs. Q3 2022
New holders
10
14 more added
Sold out
9
10 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 44 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 heldQ4 2022: $20.3M
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, Q4 2022

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q3 2022.

Institutions holding CXE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust404$1.41K0.00%+6+1.5%Added
Bessemer Group Inc786$3.00K0.00%+46+6.2%Added
Steward Partners Investment Advisory, LLC1,423$4.97K0.00%00.0%Unchanged
Advisory Services Network, LLC1,429$4.99K0.00%+1,429New
Fiduciary Alliance LLC1,530$5.34K0.00%+1,530New
Allworth Financial LP2,000$6.98K0.00%+2,000New
JPMorgan Chase & Co2,000$7.00K0.00%+2,000New
Mascoma Wealth Management LLC2,517$8.78K0.00%00.0%Unchanged
Spire Wealth Management6,623$23.0K0.00%+6,623New
Integrated Wealth Concepts LLC10,613$37.0K0.00%00.0%Unchanged
Raymond James Trust N.A.11,020$38.0K0.00%00.0%Unchanged
GWM Advisors LLC11,300$39.4K0.00%+300+2.7%Added
Citadel Advisors LLC11,490$40.1K0.00%+11,490New
Quantedge Capital Pte Ltd12,537$43.8K0.01%−5,130−29.0%Reduced
Sheaff Brock Investment Advisors, LLC13,000$45.4K0.01%00.0%Unchanged
Hilltop Holdings Inc.15,000$52.4K0.01%00.0%Unchanged
Cetera Advisors LLC16,600$57.9K0.00%00.0%Unchanged
LPL Financial LLC17,561$61.3K0.00%00.0%Unchanged
Traynor Capital Management, Inc.19,793$69.1K0.01%−4,664−19.1%Reduced
TownSquare Capital, LLC24,732$86.3K0.00%+11,133+81.9%Added
Drive Wealth Management, LLC25,333$88.4K0.04%+15,134+148.4%Added
Landscape Capital Management, L.L.C.25,527$89.1K0.01%+6,797+36.3%Added
StoneX Group Inc.27,038$94.4K0.01%+27,038New
Royal Bank of Canada31,728$111.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.33,193$115.8K0.00%−9,000−21.3%Reduced
HighTower Advisors, LLC39,098$118.0K0.00%+39,098New
Capital Investment Advisors, LLC37,000$129.0K0.00%−2,850−7.2%Reduced
Horizon Kinetics Asset Management LLC74,346$259.5K0.00%−316,048−81.0%Reduced
Raymond James & Associates83,545$291.6K0.00%+40,859+95.7%Added
Wells Fargo & Company97,712$341.0K0.00%−869−0.9%Reduced
Truist Financial Corp99,140$346.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.103,527$361.0K0.00%−2,046−1.9%Reduced
Melfa Wealth Management, LLC135,279$472.1K0.49%+135,279New
Van Eck Associates Corp194,210$678.0K0.00%+31,105+19.1%Added
Sit Investment Associates Inc210,519$735.0K0.02%+109,357+108.1%Added
Invesco Ltd.226,285$789.7K0.00%−33,172−12.8%Reduced
Robinson Capital Management, LLC258,056$908.4K0.46%+89,700+53.3%Added
Logan Stone Capital, LLC352,277$1.23M0.46%+309,480+723.1%Added
UBS Group AG510,127$1.78M0.00%+142,774+38.9%Added
Morgan Stanley669,362$2.34M0.00%−20,485−3.0%Reduced
Saba Capital Management, L.P.739,729$2.58M0.04%+739,729New
Commonwealth Equity Services, LLC775,861$2.71M0.01%+31,628+4.2%Added
Bank of America Corp895,518$3.13M0.00%+206,159+29.9%Added
IFP Advisors, Inc68––−4−5.6%Reduced
Cambridge Investment Research Advisors, Inc.0$00.00%−110,249−100.0%Sold out
Ackerman Capital Advisors, LLC0$00.00%−70,460−100.0%Sold out
Bulldog Investors, LLP0$00.00%−68,602−100.0%Sold out
Ionic Capital Management LLC0$00.00%−53,688−100.0%Sold out
Brookstone Capital Management0$00.00%−31,475−100.0%Sold out
Silverlake Wealth Management LLC0$00.00%−17,273−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−17,350−100.0%Sold out
Sound View Wealth Advisors Group, LLC0$00.00%−15,000−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−2,000−100.0%Sold out
Hightower 6M Holding, LLC––––Not filed