MFS HIGH YIELD MUNICIPAL TRUST - CMU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | History | Reduced | 3,531,732 | 12,643 | 2.84% | 2.81% | 1 | -61,925 | -1.72% | Q1 2026 | May 08, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 2,955,950 | 10,582 | 0.53% | 0.44% | 2 | +325,054 | 12.36% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | No change | 1,497,718 | 5,361 | 1.21% | 1.16% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 731,734 | 2,619 | 0.6% | 0.62% | 4 | -89,722 | -10.92% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 710,702 | 2,544 | 0.0% | 0.0% | 5 | +319,091 | 81.48% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 676,122 | 2,420 | 0.18% | 0.15% | 6 | +107,873 | 18.98% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 405,971 | 1,453 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 377,111 | 1,350 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 354,378 | 1,268 | 0.0% | 0.0% | 9 | +35,963 | 11.29% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 315,595 | 1,129 | 0.01% | — | 10 | +315,595 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | No change | 146,367 | 523 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 129,606 | 463 | 0.0% | 0.0% | 12 | -109,224 | -45.73% | Q1 2026 | May 05, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 124,236 | 444 | 0.25% | 0.25% | 13 | +113 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Matisse Capital | History | Reduced | 98,712 | 353 | 0.15% | 0.41% | 14 | -163,496 | -62.35% | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 91,331 | 326 | 0.02% | 0.02% | 15 | -1,272 | -1.37% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 60,315 | 215 | 0.0% | 0.0% | 16 | +323 | 0.54% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,113 | 165 | 0.0% | 0.0% | 17 | -18,110 | -28.2% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 43,988 | 157 | 0.0% | 0.0% | 18 | -4,229 | -8.77% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 33,335 | 117 | 0.0% | 0.0% | 19 | +611 | 1.87% | Q1 2026 | May 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 30,789 | 110 | 0.06% | 0.06% | 20 | +424 | 1.4% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 30,929 | 110 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | No change | 30,249 | 108 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,368 | 97 | 0.0% | 0.0% | 23 | +8,972 | 48.77% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,138 | 94 | 0.0% | 0.0% | 24 | +87 | 0.33% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 20,917 | 74 | 0.01% | 0.01% | 25 | -4 | -0.02% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,000 | 71 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 18,540 | 66 | 0.0% | — | 27 | +18,540 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 17,365 | 62 | 0.0% | — | 28 | +17,365 | New | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, LLC | History | New | 16,847 | 60 | 0.0% | — | 29 | +16,847 | New | Q1 2026 | May 05, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 16,247 | 58 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COHEN & STEERS, INC. | History | No change | 15,000 | 54 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthTrust Asset Management, LLC | History | New | 14,229 | 50 | 0.03% | — | 32 | +14,229 | New | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 12,924 | 46 | 0.0% | 0.0% | 33 | +60 | 0.47% | Q1 2026 | May 01, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 13,091 | 46 | 0.05% | 0.03% | 34 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 12,756 | 45 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,851 | 42 | 0.0% | 0.0% | 36 | -1,852 | -13.52% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 11,835 | 42 | 0.0% | 0.0% | 37 | +162 | 1.39% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,696 | 41 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,609 | 34 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,024 | 7 | 0.0% | — | 40 | +2,024 | New | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,000 | 7 | 0.0% | 0.0% | 41 | -860 | -30.07% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,537 | 5 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 1,000 | 3 | 0.0% | — | 44 | +1,000 | New | Q1 2026 | Apr 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 844 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | New | 825 | 2 | 0.0% | — | 45 | +825 | New | Q1 2026 | May 15, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.66% | — | -558,611 | -100.0% | Q1 2026 | May 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,357 | -100.0% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,998 | -100.0% | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,100 | -100.0% | Q1 2026 | Apr 02, 2026 |