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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, Q3 2024

Institutional positions in MFS High Income Municipal Trust as of Sep 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
48
−6 vs. Q2 2024
Shares held
11.6M
+134.1K (+1.2%) vs. Q2 2024
Total value
$46.3M
+$3.91M (+9.2%) vs. Q2 2024
New holders
2
20 more added
Sold out
8
15 more reduced

Compare with Q2 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 holdersQ3 2024: 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 heldQ3 2024: $46.3M
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, Q3 2024

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q2 2024.

Institutions holding CXE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.2,821,296$11.3M0.25%+23,392+0.8%Added
Bank of America Corp1,205,691$4.83M0.00%+63,442+5.6%Added
Rivernorth Capital Management, LLC944,613$3.78M0.18%00.0%Unchanged
UBS Group AG814,244$3.26M0.00%+2,413+0.3%Added
Almitas Capital LLC720,853$2.89M1.02%−1,700−0.2%Reduced
Hennion & Walsh Asset Management, Inc.701,332$2.81M0.13%−4,915−0.7%Reduced
Commonwealth Equity Services, LLC695,235$2.78M0.00%+1,805+0.3%Added
Sit Investment Associates Inc608,798$2.44M0.05%+171,350+39.2%Added
Pathstone Holdings, LLC356,941$1.43M0.01%−11,081−3.0%Reduced
Cambridge Investment Research Advisors, Inc.346,300$1.39M0.00%+135,700+64.4%Added
Morgan Stanley289,444$1.16M0.00%−49,918−14.7%Reduced
Logan Stone Capital, LLC272,324$1.09M0.27%−16,975−5.9%Reduced
City of London Investment Management Co Ltd195,885$784.5K0.07%+14,232+7.8%Added
Royal Bank of Canada157,453$631.0K0.00%−33,000−17.3%Reduced
Truist Financial Corp145,670$583.4K0.00%−691−0.5%Reduced
Melfa Wealth Management, LLC132,893$532.2K0.35%00.0%Unchanged
Whitebox Advisors LLC116,625$467.1K0.02%+10,475+9.9%Added
Captrust Financial Advisors104,117$417.0K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC102,493$410.5K0.08%+10,117+11.0%Added
Sanders Morris Harris LLC93,002$372.5K0.06%00.0%Unchanged
Wolverine Asset Management LLC79,006$316.4K0.01%+27,994+54.9%Added
Raymond James & Associates73,205$293.2K0.00%−14,444−16.5%Reduced
Matisse Capital73,090$292.7K0.14%00.0%Unchanged
Capital Investment Advisors, LLC67,126$268.8K0.01%+3,126+4.9%Added
Thomas J. Herzfeld Advisors, Inc.59,086$236.6K0.08%+59,086New
Envestnet Asset Management Inc46,660$186.9K0.00%−4,127−8.1%Reduced
Horizon Kinetics Asset Management LLC35,414$141.8K0.00%+7,900+28.7%Added
Novak & Powell Financial Services, Inc.35,107$140.6K0.08%+433+1.2%Added
LPL Financial LLC33,566$134.4K0.00%+50.0%Added
Davis R M Inc31,104$124.6K0.00%00.0%Unchanged
Drive Wealth Management, LLC22,500$90.1K0.02%−950−4.1%Reduced
WMG Financial Advisors, LLC21,100$84.5K0.04%00.0%Unchanged
HighTower Advisors, LLC19,138$65.0K0.00%+4,468+30.5%Added
TownSquare Capital, LLC15,358$61.5K0.00%−4,854−24.0%Reduced
Stifel Financial Corp15,061$60.3K0.00%00.0%Unchanged
Mariner, LLC14,659$58.7K0.00%+180+1.2%Added
Cetera Investment Advisers14,066$56.3K0.00%+4,023+40.1%Added
Sanctuary Advisors, LLC14,300$54.1K0.00%+1,925+15.6%Added
Advisor Group Holdings, Inc.13,425$53.8K0.00%−6,974−34.2%Reduced
Sheaff Brock Investment Advisors, LLC13,000$52.1K0.00%00.0%Unchanged
Raymond James Trust N.A.11,426$45.8K0.00%−406−3.4%Reduced
Wells Fargo & Company10,913$43.7K0.00%−2,001−15.5%Reduced
Park Place Capital Corp10,262$41.1K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5,822$23.3K0.00%+6+0.1%Added
Steward Partners Investment Advisory, LLC5,089$20.4K0.00%−1,834−26.5%Reduced
Mascoma Wealth Management LLC2,517$10.1K0.00%00.0%Unchanged
CWM, LLC1,000$4.00K0.00%+1,000New
Bessemer Group Inc563$2.00K0.00%+149+36.0%Added
Fort Point Capital Partners LLC0$00.00%−62,270−100.0%Sold out
Atlas Wealth LLC0$00.00%−53,663−100.0%Sold out
Ameriprise Financial Inc0$00.00%−44,000−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−28,303−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−24,451−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−21,807−100.0%Sold out
Citadel Advisors LLC0$00.00%−14,146−100.0%Sold out
Spire Wealth Management0$00.00%−6,623−100.0%Sold out