CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

52 hedge funds and large institutions have $29.3M invested in MFS High Yield Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.87M
2
WAM
2
Wolverine Asset Management
Illinois
$412K
3
BI
3
Bulldog Investors
New Jersey
$4.59M
4
IA
4
Icon Advisers
Colorado
$2.76M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$651K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.96M
2
Lido Advisors
2
Lido Advisors
California
$487K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$447K
5
AWS
5
Atria Wealth Solutions
New York
$56.8K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Drive Wealth Management
Utah
$113K 34,000 – –
Nomura Holdings
27
Nomura Holdings
Japan
$111K 33,224 +33,224 New
EH
28
Equitable Holdings
New York
$99.5K 29,887 +316 +1%
NPFS
29
Novak & Powell Financial Services
Florida
$92.3K 27,704 +313 +1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$91.1K 27,371 – –
FPCP
31
Fort Point Capital Partners
California
$90.9K 27,301 +27,301 New
WFA
32
WMG Financial Advisors
Tennessee
$76.6K 23,000 +3,000 +15%
RJT
33
Raymond James Trust
Florida
$65.8K 19,759 – –
PAG
34
Private Advisor Group
New Jersey
$63.6K 19,093 – –
AWS
35
Atria Wealth Solutions
New York
$56.8K 17,068 -60,807 -78%
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$55.1K 16,547 – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$55K 16,442 +136 +0.8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$54.9K 16,487 +16,487 New
CIA
39
Capital Investment Advisors
Georgia
$51.7K 15,515 -1,650 -10%
WAM
40
WealthTrust Asset Management
Florida
$42.7K 12,809 +186 +1%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$41.6K 12,490 – –
CAN
42
Cetera Advisor Networks
California
$41K 12,302 +889 +8%
IAIM
43
International Assets Investment Management
Florida
$40.9K 12,356 -34,679 -74%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$39K 11,614 +11,614 New
Citadel Advisors
45
Citadel Advisors
Florida
$38.2K 11,462 +11,462 New
RJA
46
Raymond James & Associates
Florida
$38K 11,415 – –
MFIM
47
Mesirow Financial Investment Management
Illinois
$35.5K 10,650 +121 +1%
Wells Fargo
48
Wells Fargo
California
$32.6K 9,789 – –
RTL
49
Red Tortoise LLC
Georgia
$9K 2,702 – –
RIL
50
Rothschild Investment LLC
Illinois
$5.12K 1,537 – –
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