CXE

MFS High Income Municipal Trust
CXE

Overview Fund Activity

30 hedge funds and large institutions have $13.3M invested in MFS High Income Municipal Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$520K
2
Wells Fargo
2
Wells Fargo
California
$619K
3
JWCA
3
J.W. Cole Advisors
Florida
$144K
4
UBS Group
4
UBS Group
Switzerland
$4.32M
5
KAS
5
Kestra Advisory Services
Texas
$97K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
MWPCG
2
Measured Wealth Private Client Group
New Hampshire
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
VanEck Associates
4
VanEck Associates
New York
$514K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$362K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$4.32M 915,613 +22,762 +3%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.61M 553,892 – –
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.42M 301,453 -2,250 -0.7%
Wells Fargo
4
Wells Fargo
California
$619K 131,123 +54,999 +72%
Osaic Holdings
5
Osaic Holdings
Arizona
$520K 110,152 +56,174 +104%
VanEck Associates
6
VanEck Associates
New York
$514K 108,794 -26,389 -20%
Morgan Stanley
7
Morgan Stanley
New York
$440K 93,171 -13,918 -13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$362K 76,783 -15,340 -17%
TC
9
TownSquare Capital
Utah
$323K 67,992 -2,800 -4%
TCM
10
Traynor Capital Management
Pennsylvania
$288K 61,419 +2,543 +4%
CIA
11
Capital Investment Advisors
Georgia
$202K 42,850 – –
Truist Financial
12
Truist Financial
North Carolina
$191K 40,362 – –
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$165K 35,000 – –
RJA
14
Raymond James & Associates
Florida
$164K 34,674 +230 +0.7%
JWCA
15
J.W. Cole Advisors
Florida
$144K 30,429 +30,429 New
Bank of America
16
Bank of America
North Carolina
$116K 24,653 -9,983 -29%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$113K 23,887 +4,329 +22%
Stifel Financial
18
Stifel Financial
Missouri
$110K 23,210 +7,948 +52%
KAS
19
Kestra Advisory Services
Texas
$97K 20,493 +20,493 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$88K 18,751 +5 +0%
AAS
21
Avantax Advisory Services
Texas
$80K 16,829 +16,829 New
CA
22
Cetera Advisors
Colorado
$73K 15,400 – –
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$71K 15,000 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$54K 11,350 -8,000 -41%
RJT
25
Raymond James Trust
Florida
$52K 11,020 – –
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