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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, Q1 2024

Institutional positions in MFS High Income Municipal Trust as of Mar 31, 2024. 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
−1 vs. Q4 2023
Shares held
10.7M
+470.9K (+4.6%) vs. Q4 2023
Total value
$38.8M
+$2.53M (+7.0%) vs. Q4 2023
New holders
7
20 more added
Sold out
8
11 more reduced

Compare with Q4 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 holdersQ1 2024: 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 heldQ1 2024: $38.8M
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 2024

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q4 2023.

Institutions holding CXE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.2,167,021$7.87M0.17%+65,070+3.1%Added
Bank of America Corp1,184,034$4.30M0.00%+37,728+3.3%Added
Rivernorth Capital Management, LLC945,301$3.43M0.17%−11,799−1.2%Reduced
UBS Group AG797,277$2.89M0.00%+57,451+7.8%Added
Almitas Capital LLC766,961$2.78M1.15%+21,042+2.8%Added
Hennion & Walsh Asset Management, Inc.712,438$2.59M0.14%+120,232+20.3%Added
Commonwealth Equity Services, LLC692,430$2.51M0.00%+4,339+0.6%Added
Logan Stone Capital, LLC533,982$1.94M0.42%+45,594+9.3%Added
Sit Investment Associates Inc369,588$1.34M0.03%+122,624+49.7%Added
Pathstone Holdings, LLC367,497$1.33M0.01%+3,233+0.9%Added
Morgan Stanley337,985$1.23M0.00%+23,035+7.3%Added
Cambridge Investment Research Advisors, Inc.185,100$672.0K0.00%+49,650+36.7%Added
City of London Investment Management Co Ltd181,653$659.4K0.05%−54,903−23.2%Reduced
Truist Financial Corp145,314$527.5K0.00%+97+0.1%Added
Melfa Wealth Management, LLC132,893$482.4K0.35%+277+0.2%Added
Raymond James & Associates116,882$424.3K0.00%+3,549+3.1%Added
Advisor Group Holdings, Inc.111,992$406.5K0.00%−2,300−2.0%Reduced
Captrust Financial Advisors104,117$377.9K0.00%00.0%Unchanged
Sanders Morris Harris LLC93,002$337.6K0.06%+93,002New
Wolverine Asset Management LLC92,440$335.6K0.01%+92,440New
Matisse Capital73,090$265.3K0.13%+73,090New
Capital Investment Advisors, LLC64,000$232.3K0.01%00.0%Unchanged
Royal Bank of Canada45,453$165.0K0.00%+6,600+17.0%Added
Ameriprise Financial Inc44,000$159.7K0.00%+44,000New
Envestnet Asset Management Inc43,431$157.7K0.00%−1,365−3.0%Reduced
Blue Bell Private Wealth Management, LLC40,548$147.2K0.03%+8,836+27.9%Added
Landscape Capital Management, L.L.C.34,432$125.0K0.01%−7,352−17.6%Reduced
Novak & Powell Financial Services, Inc.34,242$124.3K0.09%+401+1.2%Added
LPL Financial LLC33,561$121.8K0.00%−1,000−2.9%Reduced
Horizon Kinetics Asset Management LLC30,507$110.7K0.00%−30,790−50.2%Reduced
Fort Point Capital Partners LLC29,423$106.8K0.01%+29,423New
Drive Wealth Management, LLC23,450$85.1K0.02%−18,612−44.2%Reduced
TownSquare Capital, LLC20,212$73.4K0.00%00.0%Unchanged
Stifel Financial Corp17,118$62.1K0.00%00.0%Unchanged
Susquehanna International Group, LLP14,442$52.4K0.00%+512+3.7%Added
Mariner, LLC14,299$51.9K0.00%+215+1.5%Added
Sheaff Brock Investment Advisors, LLC13,000$47.2K0.00%00.0%Unchanged
Wells Fargo & Company12,913$46.9K0.00%−44,016−77.3%Reduced
Raymond James Trust N.A.12,035$43.7K0.00%+1,015+9.2%Added
Park Place Capital Corp10,262$37.3K0.01%00.0%Unchanged
Cetera Investment Advisers10,043$36.5K0.00%+10,043New
HighTower Advisors, LLC16,030$36.0K0.00%−5,948−27.1%Reduced
Spire Wealth Management6,623$24.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,847$21.2K0.00%+5,847New
Steward Partners Investment Advisory, LLC3,723$13.5K0.00%00.0%Unchanged
Mascoma Wealth Management LLC2,517$9.14K0.00%00.0%Unchanged
Bessemer Group Inc431$2.00K0.00%−133−23.6%Reduced
Van Eck Associates Corp0$00.00%−238,902−100.0%Sold out
XTX Topco Ltd0$00.00%−12,357−100.0%Sold out
Cetera Advisors LLC0$00.00%−10,043−100.0%Sold out
Comerica Bank0$00.00%−4,000−100.0%Sold out
Webster Bank, N. A.0$00.00%−2,288−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,429−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−200−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−990−100.0%Sold out