CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

48 hedge funds and large institutions have $46.3M invested in MFS High Income Municipal Trust in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.44M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.39M
3
Bank of America
3
Bank of America
North Carolina
$4.83M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$237K
5
WAM
5
Wolverine Asset Management
Illinois
$316K

Top Sellers

1
FPCP
1
Fort Point Capital Partners
California
$0
2
AW
2
Atlas Wealth
Ohio
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.16M
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$631K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$187K -$16.5K -4,127 -8%
HKAM
27
Horizon Kinetics Asset Management
New York
$142K +$31.6K +7,900 +29%
NPFS
28
Novak & Powell Financial Services
Florida
$141K +$1.73K +433 +1%
LPL Financial
29
LPL Financial
California
$134K +$20 +5 +0%
RMDI
30
R.M. Davis Inc
Maine
$125K – – –
DWM
31
Drive Wealth Management
Utah
$90.1K -$3.81K -950 -4%
WFA
32
WMG Financial Advisors
Tennessee
$84.5K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$65K +$15.2K +4,468 +30%
TC
34
TownSquare Capital
Utah
$61.5K -$19.4K -4,854 -24%
Stifel Financial
35
Stifel Financial
Missouri
$60.3K – – –
Mariner
36
Mariner
Kansas
$58.7K +$721 +180 +1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$56.3K +$16.1K +4,023 +40%
SA
38
Sanctuary Advisors
Indiana
$54.1K +$7.28K +1,925 +16%
Osaic Holdings
39
Osaic Holdings
Arizona
$53.8K -$27.9K -6,974 -34%
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$52.1K – – –
RJT
41
Raymond James Trust
Florida
$45.8K -$1.63K -406 -3%
Wells Fargo
42
Wells Fargo
California
$43.7K -$8.01K -2,001 -15%
PPC
43
Park Place Capital
Alabama
$41.1K – – –
AWM
44
Avior Wealth Management
Nebraska
$23.3K +$24 +6 +0.1%
SPIA
45
Steward Partners Investment Advisory
New York
$20.4K -$7.35K -1,834 -26%
MWM
46
Mascoma Wealth Management
New Hampshire
$10.1K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +1,000 New
Bessemer Group
48
Bessemer Group
New Jersey
$2K +$529 +149 +36%
FPCP
49
Fort Point Capital Partners
California
– -$231K -62,270 Closed
AW
50
Atlas Wealth
Ohio
– -$201K -53,663 Closed
1
2
3