CMU

MFS High Yield Municipal Trust
CMU

Overview Fund Activity

29 hedge funds and large institutions have $7.79M invested in MFS High Yield Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 7 closing their positions.

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.05M
2
UBS Group
2
UBS Group
Switzerland
$1.93M
3
Wells Fargo
3
Wells Fargo
California
$272K
4
CRC
4
Curi RMB Capital
Illinois
$79K
5
AAS
5
Avantax Advisory Services
Texas
$63K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$0
3
Invesco
3
Invesco
Georgia
$0
4
WAM
4
Wolverine Asset Management
Illinois
$28K
5
IP
5
Intellectus Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$1.93M 459,725 +63,478 +16%
CC
2
Claybrook Capital
Massachusetts
$1.61M 382,584 – –
Osaic Holdings
3
Osaic Holdings
Arizona
$1.05M 250,584 +65,853 +36%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$710K 168,939 – –
Morgan Stanley
5
Morgan Stanley
New York
$396K 94,229 -1,363 -1%
Wells Fargo
6
Wells Fargo
California
$272K 64,905 +54,150 +503%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$241K 57,348 +669 +1%
LPL Financial
8
LPL Financial
California
$217K 51,551 +8,036 +18%
Stifel Financial
9
Stifel Financial
Missouri
$197K 46,846 +12,019 +35%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$140K 33,308 – –
CIA
11
Capital Investment Advisors
Georgia
$116K 27,715 – –
KF
12
Krilogy Financial
Missouri
$110K 26,078 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$109K 25,965 -6,240 -19%
GLLW
14
Graves Light Lenhart Wealth
Virginia
$80K 19,098 – –
PAG
15
Private Advisor Group
New Jersey
$79K 18,785 +5,393 +40%
CRC
16
Curi RMB Capital
Illinois
$79K 18,893 +18,893 New
AAS
17
Avantax Advisory Services
Texas
$63K 14,894 +14,894 New
HR
18
Hayden Royal
North Carolina
$63K 15,000 +15,000 New
SWM
19
Stockman Wealth Management
Montana
$62K 14,800 +14,800 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$57K 13,458 +132 +1%
RJA
21
Raymond James & Associates
Florida
$50K 12,000 -2,125 -15%
RJT
22
Raymond James Trust
Florida
$46K 11,013 – –
WAM
23
Wolverine Asset Management
Illinois
$28K 6,875 -18,981 -73%
WT
24
Whittier Trust
California
$23K 5,500 +5,500 New
GWS
25
Glassman Wealth Services
Virginia
$21K 5,000 +5,000 New
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