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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 2024

Institutional positions in MFS High Income Municipal Trust as of Jun 30, 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
54
+7 vs. Q1 2024
Shares held
11.4M
+741.1K (+6.9%) vs. Q1 2024
Total value
$42.4M
+$3.61M (+9.3%) vs. Q1 2024
New holders
7
17 more added
Sold out
0
15 more reduced

Compare with Q1 2024: 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 2024: 54 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 2024: $42.4M
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 2024

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q1 2024.

Institutions holding CXE in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc414$2.00K0.00%−17−3.9%Reduced
Mascoma Wealth Management LLC2,517$9.34K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,816$21.6K0.00%−31−0.5%Reduced
Spire Wealth Management6,623$24.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,923$25.7K0.00%+3,200+86.0%Added
HighTower Advisors, LLC14,670$35.0K0.00%−1,360−8.5%Reduced
Cetera Investment Advisers10,043$37.3K0.00%00.0%Unchanged
Park Place Capital Corp10,262$38.1K0.01%00.0%Unchanged
Sanctuary Advisors, LLC12,375$43.4K0.00%+12,375New
Raymond James Trust N.A.11,832$43.9K0.00%−203−1.7%Reduced
Wells Fargo & Company12,914$47.9K0.00%+10.0%Added
Sheaff Brock Investment Advisors, LLC13,000$48.2K0.00%00.0%Unchanged
Citadel Advisors LLC14,146$52.5K0.00%+14,146New
Mariner, LLC14,479$53.7K0.00%+180+1.3%Added
Stifel Financial Corp15,061$55.9K0.00%−2,057−12.0%Reduced
TownSquare Capital, LLC20,212$75.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.20,399$75.7K0.00%−91,593−81.8%Reduced
WMG Financial Advisors, LLC21,100$78.3K0.04%+21,100New
Landscape Capital Management, L.L.C.21,807$80.9K0.01%−12,625−36.7%Reduced
Drive Wealth Management, LLC23,450$87.0K0.02%00.0%Unchanged
Simplicity Wealth,LLC24,451$90.7K0.00%+24,451New
Horizon Kinetics Asset Management LLC27,514$102.1K0.00%−2,993−9.8%Reduced
Susquehanna International Group, LLP28,303$105.0K0.00%+13,861+96.0%Added
Davis R M Inc31,104$115.4K0.00%+31,104New
LPL Financial LLC33,561$124.5K0.00%00.0%Unchanged
Novak & Powell Financial Services, Inc.34,674$128.6K0.08%+432+1.3%Added
Ameriprise Financial Inc44,000$163.2K0.00%00.0%Unchanged
Envestnet Asset Management Inc50,787$188.4K0.00%+7,356+16.9%Added
Wolverine Asset Management LLC51,012$189.3K0.00%−41,428−44.8%Reduced
Atlas Wealth LLC53,663$200.7K0.03%+53,663New
Fort Point Capital Partners LLC62,270$231.0K0.03%+32,847+111.6%Added
Capital Investment Advisors, LLC64,000$237.4K0.01%00.0%Unchanged
Matisse Capital73,090$271.2K0.13%00.0%Unchanged
Raymond James & Associates87,649$325.2K0.00%−29,233−25.0%Reduced
Blue Bell Private Wealth Management, LLC92,376$342.7K0.07%+51,828+127.8%Added
Sanders Morris Harris LLC93,002$345.0K0.06%00.0%Unchanged
Captrust Financial Advisors104,117$386.3K0.00%00.0%Unchanged
Whitebox Advisors LLC106,150$393.8K0.02%+106,150New
Melfa Wealth Management, LLC132,893$493.0K0.34%00.0%Unchanged
Truist Financial Corp146,361$543.0K0.00%+1,047+0.7%Added
City of London Investment Management Co Ltd181,653$673.9K0.06%00.0%Unchanged
Royal Bank of Canada190,453$707.0K0.00%+145,000+319.0%Added
Cambridge Investment Research Advisors, Inc.210,600$781.0K0.00%+25,500+13.8%Added
Logan Stone Capital, LLC289,299$1.07M0.28%−244,683−45.8%Reduced
Morgan Stanley339,362$1.26M0.00%+1,377+0.4%Added
Pathstone Holdings, LLC368,022$1.37M0.01%+525+0.1%Added
Sit Investment Associates Inc437,448$1.62M0.04%+67,860+18.4%Added
Commonwealth Equity Services, LLC693,430$2.57M0.00%+1,000+0.1%Added
Hennion & Walsh Asset Management, Inc.706,247$2.62M0.13%−6,191−0.9%Reduced
Almitas Capital LLC722,553$2.68M1.11%−44,408−5.8%Reduced
UBS Group AG811,831$3.01M0.00%+14,554+1.8%Added
Rivernorth Capital Management, LLC944,613$3.50M0.17%−688−0.1%Reduced
Bank of America Corp1,142,249$4.24M0.00%−41,785−3.5%Reduced
Saba Capital Management, L.P.2,797,904$10.4M0.23%+630,883+29.1%Added