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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 2026

Institutional positions in MFS High Income Municipal Trust as of Mar 31, 2026. 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

CXE is no longer listed, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.

Institutional holders
60
−1 vs. Q4 2025
Shares held
13.0M
+202.2K (+1.6%) vs. Q4 2025
Total value
$48.3M
+$869.2K (+1.8%) vs. Q4 2025
New holders
6
19 more added
Sold out
7
17 more reduced

Compare with Q4 2025: 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 2026: 60 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 2026: $48.3M
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, Q1 2026

Shares, value and share of portfolio for each institution holding MFS High Income Municipal Trust; share changes are against Q4 2025.

Institutions holding CXE in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SRS Capital Advisors, Inc.131$1860.00%+81+162.0%Added
Highline Wealth Partners LLC1,000$3.71K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,600$5.94K0.00%00.0%Unchanged
Mascoma Wealth Management LLC2,517$9.34K0.00%00.0%Unchanged
HRT Financial LP10,412$38.0K0.00%+10,412New
Park Place Capital Corp10,262$38.1K0.01%00.0%Unchanged
Indivisible Partners10,500$39.0K0.00%00.0%Unchanged
Adapt Wealth Advisors, LLC10,800$40.1K0.01%+10,800New
Wells Fargo & Company11,303$41.9K0.00%−10,481−48.1%Reduced
Allworth Financial LP13,000$48.2K0.00%00.0%Unchanged
Collar Capital Management, LLC14,000$51.9K0.03%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC14,390$53.4K0.00%+14,390New
Farther Finance Advisors, LLC15,000$55.4K0.00%+15,000New
HighTower Advisors, LLC15,244$56.6K0.00%−9,483−38.4%Reduced
Mutual Advisors, LLC16,496$61.2K0.00%+16,496New
Susquehanna International Group, LLP16,872$62.6K0.00%−27,121−61.6%Reduced
ACT Advisors, LLC.17,689$65.6K0.03%00.0%Unchanged
Cetera Investment Advisers18,079$67.1K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.18,848$69.9K0.00%00.0%Unchanged
Bokf, NA20,143$74.7K0.00%00.0%Unchanged
Horizon Kinetics Asset Management LLC21,525$79.9K0.00%−5,189−19.4%Reduced
Davis R M Inc23,104$85.7K0.00%−8,000−25.7%Reduced
LPL Financial LLC23,293$86.4K0.00%+6,673+40.2%Added
Evolve Private Wealth, LLC24,282$90.1K0.00%−618−2.5%Reduced
Stifel Financial Corp29,538$109.6K0.00%00.0%Unchanged
Mariner, LLC29,608$109.8K0.00%+420+1.4%Added
Royal Bank of Canada33,666$125.0K0.00%+10,082+42.7%Added
Novak & Powell Financial Services, Inc.38,183$141.7K0.08%+545+1.4%Added
Kestra Advisory Services, LLC44,590$165.4K0.00%+44,590New
Logan Stone Capital, LLC49,093$182.1K0.05%−104,965−68.1%Reduced
Envestnet Asset Management Inc54,948$203.9K0.00%−419−0.8%Reduced
Steward Partners Investment Advisory, LLC56,409$209.3K0.00%−31,448−35.8%Reduced
Truist Financial Corp62,922$233.4K0.00%−419−0.7%Reduced
Capital Investment Advisors, LLC64,517$239.4K0.00%00.0%Unchanged
Raymond James Financial Inc65,791$244.1K0.00%−21,231−24.4%Reduced
Noble Wealth Management PBC72,340$268.4K0.14%−37,335−34.0%Reduced
Matisse Capital73,090$271.2K0.12%00.0%Unchanged
Catalina Capital Group, LLC82,017$304.3K0.19%+224+0.3%Added
Thomas J. Herzfeld Advisors, Inc.88,443$328.1K0.11%−78,253−46.9%Reduced
Riverbridge Partners LLC101,715$377.4K0.01%+15,429+17.9%Added
Blue Bell Private Wealth Management, LLC103,096$382.5K0.05%+2,344+2.3%Added
Captrust Financial Advisors104,117$386.3K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.108,795$404.0K0.00%+1,545+1.4%Added
Melfa Wealth Management, LLC165,470$613.9K0.35%+179+0.1%Added
GWM Advisors LLC201,166$746.3K0.00%+34,737+20.9%Added
Closed-End Fund Advisors, Inc.274,770$1.02M1.04%+5,428+2.0%Added
Morgan Stanley292,643$1.09M0.00%+22,440+8.3%Added
Bulldog Investors, LLP449,633$1.67M0.37%00.0%Unchanged
City of London Investment Management Co Ltd475,885$1.77M0.13%+280,000+142.9%Added
Whitebox Advisors LLC512,763$1.90M0.03%00.0%Unchanged
Summit Financial, LLC576,180$2.14M0.03%−32,620−5.4%Reduced
Sit Investment Associates Inc633,241$2.35M0.05%+139,777+28.3%Added
Robinson Capital Management, LLC644,863$2.39M1.07%+64,788+11.2%Added
Commonwealth Equity Services, LLC665,235$2.47M0.00%00.0%Unchanged
Rivernorth Capital Management, LLC922,762$3.42M0.17%−21,851−2.3%Reduced
Pathstone Holdings, LLC999,681$3.71M0.01%+123,835+14.1%Added
Bank of America Corp1,029,129$3.82M0.00%+4,334+0.4%Added
Saba Capital Management, L.P.1,110,515$4.12M0.13%−93,407−7.8%Reduced
UBS Group AG1,196,892$4.44M0.00%−38,218−3.1%Reduced
Almitas Capital LLC1,266,853$4.70M1.06%+72,967+6.1%Added
Wolverine Asset Management LLC0$00.00%−52,053−100.0%Sold out
PFG Investments, LLC0$00.00%−34,700−100.0%Sold out
XTX Topco Ltd0$00.00%−22,248−100.0%Sold out
Jane Street Group, LLC0$00.00%−22,191−100.0%Sold out
StoneX Group Inc.0$00.00%−15,749−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−14,737−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−12,623−100.0%Sold out