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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 2023

Institutional positions in MFS High Income Municipal Trust as of Dec 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
48
+4 vs. Q3 2023
Shares held
10.2M
+1.14M (+12.5%) vs. Q3 2023
Total value
$36.3M
+$7.95M (+28.1%) vs. Q3 2023
New holders
10
17 more added
Sold out
6
9 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 48 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 2023: $36.3M
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 2023

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q3 2023.

Institutions holding CXE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.2,101,951$7.46M0.18%+282,764+15.5%Added
Bank of America Corp1,146,306$4.07M0.00%+12,300+1.1%Added
Rivernorth Capital Management, LLC957,100$3.40M0.16%−52,500−5.2%Reduced
Almitas Capital LLC745,919$2.65M0.91%+399,301+115.2%Added
UBS Group AG739,826$2.63M0.00%+35,069+5.0%Added
Commonwealth Equity Services, LLC688,091$2.44M0.00%−49,244−6.7%Reduced
Hennion & Walsh Asset Management, Inc.592,206$2.10M0.12%+295,796+99.8%Added
Logan Stone Capital, LLC488,388$1.73M0.35%+64,552+15.2%Added
Pathstone Holdings, LLC364,264$1.29M0.01%+364,264New
Morgan Stanley314,950$1.12M0.00%−353,382−52.9%Reduced
Sit Investment Associates Inc246,964$877.0K0.02%+17,230+7.5%Added
Van Eck Associates Corp238,902$848.0K0.00%+29,936+14.3%Added
City of London Investment Management Co Ltd236,556$839.8K0.07%00.0%Unchanged
Truist Financial Corp145,217$515.5K0.00%+40,258+38.4%Added
Cambridge Investment Research Advisors, Inc.135,450$481.0K0.00%+32,440+31.5%Added
Melfa Wealth Management, LLC132,616$470.8K0.44%+263+0.2%Added
Advisor Group Holdings, Inc.114,292$405.7K0.00%−1,000−0.9%Reduced
Raymond James & Associates113,333$402.3K0.00%+11,229+11.0%Added
Captrust Financial Advisors104,117$369.6K0.00%−64−0.1%Reduced
Capital Investment Advisors, LLC64,000$227.2K0.01%00.0%Unchanged
Horizon Kinetics Asset Management LLC61,297$217.6K0.00%00.0%Unchanged
Wells Fargo & Company56,929$202.1K0.00%+160.0%Added
Envestnet Asset Management Inc44,796$159.0K0.00%+44,796New
Drive Wealth Management, LLC42,062$149.3K0.05%+950+2.3%Added
Landscape Capital Management, L.L.C.41,784$148.3K0.01%+29,751+247.2%Added
Royal Bank of Canada38,853$138.0K0.00%00.0%Unchanged
LPL Financial LLC34,561$122.7K0.00%−1,500−4.2%Reduced
Novak & Powell Financial Services, Inc.33,841$120.1K0.08%+33,841New
Blue Bell Private Wealth Management, LLC31,712$112.6K0.03%+31,712New
TownSquare Capital, LLC20,212$71.8K0.00%00.0%Unchanged
HighTower Advisors, LLC21,978$61.0K0.00%+3,569+19.4%Added
Stifel Financial Corp17,118$60.8K0.00%00.0%Unchanged
Mariner, LLC14,084$50.0K0.00%+14,084New
Susquehanna International Group, LLP13,930$49.5K0.00%+13,930New
Sheaff Brock Investment Advisors, LLC13,000$46.1K0.00%00.0%Unchanged
XTX Topco Ltd12,357$43.9K0.01%+12,357New
Raymond James Trust N.A.11,020$39.1K0.00%00.0%Unchanged
Park Place Capital Corp10,262$36.4K0.01%+10,262New
Cetera Advisors LLC10,043$35.7K0.00%−7,999−44.3%Reduced
Spire Wealth Management6,623$23.2K0.00%00.0%Unchanged
Comerica Bank4,000$14.2K0.00%−80−2.0%Reduced
Steward Partners Investment Advisory, LLC3,723$13.2K0.00%00.0%Unchanged
Mascoma Wealth Management LLC2,517$8.94K0.00%00.0%Unchanged
Webster Bank, N. A.2,288$8.12K0.00%00.0%Unchanged
Advisory Services Network, LLC1,429$5.07K0.00%+1,429New
Bessemer Group Inc564$2.00K0.00%+117+26.2%Added
Parkside Financial Bank & Trust200$7100.00%−218−52.2%Reduced
Kestra Advisory Services, LLC990––+990New
Citadel Advisors LLC0$00.00%−81,265−100.0%Sold out
Atlas Wealth LLC0$00.00%−51,628−100.0%Sold out
Sound View Wealth Advisors Group, LLC0$00.00%−15,000−100.0%Sold out
GWM Advisors LLC0$00.00%−11,300−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−10,613−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−8,396−100.0%Sold out
Advisor Partners II, LLC––––Not filed