CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

48 hedge funds and large institutions have $38.8M invested in MFS High Income Municipal Trust in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$1.34M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.59M
3
SMH
3
Sanders Morris Harris
Texas
$338K
4
WAM
4
Wolverine Asset Management
Illinois
$336K
5
MC
5
Matisse Capital
Oregon
$265K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.23M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
VanEck Associates
3
VanEck Associates
New York
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$659K
5
Wells Fargo
5
Wells Fargo
California
$46.9K
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$147K 40,548 +8,836 +28%
LCM
27
Landscape Capital Management
New Jersey
$125K 34,432 -7,352 -18%
NPFS
28
Novak & Powell Financial Services
Florida
$124K 34,242 +401 +1%
LPL Financial
29
LPL Financial
California
$122K 33,561 -1,000 -3%
HKAM
30
Horizon Kinetics Asset Management
New York
$111K 30,507 -30,790 -50%
FPCP
31
Fort Point Capital Partners
California
$107K 29,423 +29,423 New
DWM
32
Drive Wealth Management
Utah
$85.1K 23,450 -18,612 -44%
TC
33
TownSquare Capital
Utah
$73.4K 20,212 – –
Stifel Financial
34
Stifel Financial
Missouri
$62.1K 17,118 – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$52.4K 14,442 +512 +4%
Mariner
36
Mariner
Kansas
$51.9K 14,299 +215 +2%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$47.2K 13,000 – –
Wells Fargo
38
Wells Fargo
California
$46.9K 12,913 -44,016 -77%
RJT
39
Raymond James Trust
Florida
$43.7K 12,035 +1,015 +9%
PPC
40
Park Place Capital
Alabama
$37.3K 10,262 – –
CA
41
Cetera Advisors
Colorado
$36.5K 10,043 – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$36.5K 10,043 +10,043 New
HighTower Advisors
43
HighTower Advisors
Illinois
$36K 16,030 -5,948 -27%
SWM
44
Spire Wealth Management
Virginia
$24K 6,623 – –
AWM
45
Avior Wealth Management
Nebraska
$21.2K 5,847 +5,847 New
SPIA
46
Steward Partners Investment Advisory
New York
$13.5K 3,723 – –
MWM
47
Mascoma Wealth Management
New Hampshire
$9.14K 2,517 – –
Bessemer Group
48
Bessemer Group
New Jersey
$2K 431 -133 -24%
VanEck Associates
49
VanEck Associates
New York
– – -238,902 Closed
XT
50
XTX Topco
Cayman Islands
– – -12,357 Closed
1
2
3