LPL Financial
MHI

LPL Financial’s Pioneer Municipal High Income Fund MHI Stock Holding History

LPL Financial’s Portfolio MHI Stock Details MHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-34,043
Closed -$312K – 5915
2025
Q2 		$312K Sell
34,043
-5,407
-14% -$49.1K ﹤0.01% 4744
2025
Q1 		$363K Sell
39,450
-452
-1% -$4.24K ﹤0.01% 4447
2024
Q4 		$369K Sell
39,902
-1,606
-4% -$15.2K ﹤0.01% 4345
2024
Q3 		$398K Buy
41,508
+14,521
+54% +$136K ﹤0.01% 4203
2024
Q2 		$247K Buy
26,987
+3,715
+16% +$32.8K ﹤0.01% 4408
2024
Q1 		$206K Sell
23,272
-3,599
-13% -$31.3K ﹤0.01% 4489
2023
Q4 		$232K Sell
26,871
-14,093
-34% -$109K ﹤0.01% 4283
2023
Q3 		$296K Buy
40,964
+8,538
+26% +$69.9K ﹤0.01% 3934
2023
Q2 		$277K Sell
32,426
-4,832
-13% -$41.6K ﹤0.01% 3916
2023
Q1 		$331K Sell
37,258
-5,742
-13% -$51.3K ﹤0.01% 3661
2022
Q4 		$369K Buy
43,000
+5,296
+14% +$45.1K ﹤0.01% 3509
2022
Q3 		$310K Buy
37,704
+7,349
+24% +$69.7K ﹤0.01% 3559
2022
Q2 		$282K Buy
30,355
+4,903
+19% +$47.1K ﹤0.01% 3678
2022
Q1 		$267K Buy
25,452
+5,935
+30% +$66.4K ﹤0.01% 3654
2021
Q4 		$239K Sell
19,517
-388
-2% -$4.71K ﹤0.01% 3860
2021
Q3 		$241K Buy
19,905
+1,570
+9% +$20K ﹤0.01% 3817
2021
Q2 		$238K Sell
18,335
-2,225
-11% -$28.3K ﹤0.01% 3779
2021
Q1 		$254K Buy
20,560
+300
+1% +$3.72K ﹤0.01% 3596
2020
Q4 		$252K Buy
20,260
+25
+0.1% +$298 ﹤0.01% 3349
2020
Q3 		$234K Buy
20,235
+1,835
+10% +$21.6K ﹤0.01% 3091
2020
Q2 		$208K Hold
18,400
– – ﹤0.01% 3104
2020
Q1 		$208K Sell
18,400
-13,003
-41% -$154K ﹤0.01% 2778
2019
Q4 		$379K Sell
31,403
-435
-1% -$5.29K ﹤0.01% 2594
2019
Q3 		$397K Buy
31,838
+7,846
+33% +$97.8K ﹤0.01% 2452
2019
Q2 		$293K Buy
23,992
+4,194
+21% +$50.5K ﹤0.01% 2714
2019
Q1 		$236K Sell
19,798
-2,311
-10% -$26.5K ﹤0.01% 2829
2018
Q4 		$242K Buy
22,109
+7,007
+46% +$76.2K ﹤0.01% 2647
2018
Q3 		$168K Buy
15,102
+1
+0% +$12 ﹤0.01% 3041
2018
Q2 		$172K Sell
15,101
-7,040
-32% -$80K ﹤0.01% 3016
2018
Q1 		$249K Buy
22,141
+9,381
+74% +$108K ﹤0.01% 2790
2017
Q4 		$151K Buy
+12,760
New +$151K ﹤0.01% 2873
2017
Q2 		– Sell
-24,920
Closed -$290K – 2902
2017
Q1 		$290K Sell
24,920
-10,754
-30% -$126K ﹤0.01% 2229
2016
Q4 		$425K Sell
35,674
-1,044
-3% -$12.9K ﹤0.01% 1870
2016
Q3 		$477K Sell
36,718
-594
-2% -$8.18K ﹤0.01% 1763
2016
Q2 		$539K Sell
37,312
-23,904
-39% -$339K ﹤0.01% 1605
2016
Q1 		$855K Buy
61,216
+3,032
+5% +$40.6K ﹤0.01% 1793
2015
Q4 		$773K Buy
58,184
+30,894
+113% +$403K ﹤0.01% 1888
2015
Q3 		$350K Buy
27,290
+4,133
+18% +$50.6K ﹤0.01% 2078
2015
Q2 		$279K Sell
23,157
-18,784
-45% -$252K ﹤0.01% 2365
2015
Q1 		$606K Buy
41,941
+251
+0.6% +$3.63K ﹤0.01% 1718
2014
Q4 		$586K Buy
41,690
+189
+0.5% +$2.78K ﹤0.01% 1669
2014
Q3 		$635K Sell
41,501
-1,941
-4% -$29.3K ﹤0.01% 1605
2014
Q2 		$675K Sell
43,442
-4,648
-10% -$70.6K ﹤0.01% 1586
2014
Q1 		$713K Sell
48,090
-7,359
-13% -$106K ﹤0.01% 1476
2013
Q4 		$754K Sell
55,449
-9,178
-14% -$127K ﹤0.01% 1442
2013
Q3 		$906K Sell
64,627
-45,814
-41% -$640K 0.01% 1248
2013
Q2 		$1.65M Buy
+110,441
New +$1.72M 0.01% 817

Other funds holding MHI

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's MHI Position: Q3 2025 in Review

LPL Financial sold out of Pioneer Municipal High Income Fund (MHI) in Q3 2025, closing a stake of 34,043 shares — an estimated $312K sold.

LPL Financial first reported a position in MHI in Q2 2013 and held it in 47 quarters. The position peaked at $1.65M in Q2 2013. 2 funds tracked by Wall St. Rank hold MHI as of Q3 2025.

  • LPL Financial reported no remaining Pioneer Municipal High Income Fund position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 34,043 Pioneer Municipal High Income Fund shares in Q3 2025, an estimated $312K.
  • LPL Financial first reported a position in Pioneer Municipal High Income Fund in Q2 2013 and held it in 47 quarters.
  • LPL Financial's Pioneer Municipal High Income Fund position peaked at $1.65M in Q2 2013.
  • 2 funds tracked by Wall St. Rank held Pioneer Municipal High Income Fund as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.