MFS HIGH INCOME MUNICIPAL TRUST - CXE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Added to | 1,235,110 | 4,569 | 0.0% | 0.0% | 1 | +535,091 | 76.44% | Q4 2025 | Jan 29, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 1,203,922 | 4,454 | 0.13% | 0.23% | 2 | -1,014,770 | -45.74% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Added to | 1,193,886 | 4,417 | 0.97% | 0.94% | 3 | +90,456 | 8.2% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,024,795 | 3,791 | 0.0% | 0.0% | 4 | -24,568 | -2.34% | Q4 2025 | Feb 17, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 944,613 | 3,495 | 0.17% | 0.2% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 875,846 | 3,240 | 0.01% | — | 6 | +875,846 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 665,235 | 2,461 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Summit Financial, LLC | History | Added to | 608,800 | 2,252 | 0.03% | 0.03% | 8 | +104,750 | 20.78% | Q4 2025 | Feb 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 580,075 | 2,146 | 0.88% | — | 9 | +580,075 | New | Q4 2025 | Feb 13, 2026 |
| WHITEBOX ADVISORS LLC | History | Added to | 512,763 | 1,897 | 0.03% | 0.03% | 10 | +29,463 | 6.1% | Q4 2025 | Feb 17, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 493,464 | 1,826 | 2.24% | 0.05% | 11 | -108,797 | -18.06% | Q4 2025 | Feb 25, 2026 |
| Bulldog Investors, LLP | History | No change | 449,633 | 1,663 | 0.37% | 0.39% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 270,203 | 999 | 0.0% | 0.0% | 13 | +2,913 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 269,342 | 996 | 0.59% | — | 14 | +269,342 | New | Q4 2025 | Feb 11, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 195,885 | 724 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 166,696 | 616 | 0.21% | 0.16% | 16 | +44,748 | 36.69% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 166,429 | 615 | 0.0% | 0.0% | 17 | +73,249 | 78.61% | Q4 2025 | Feb 18, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 165,291 | 611 | 0.35% | 0.33% | 18 | +14,658 | 9.73% | Q4 2025 | Jan 16, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 154,058 | 570 | 0.14% | 0.28% | 19 | -9,054 | -5.55% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 109,675 | 405 | 0.2% | 0.23% | 20 | -6,000 | -5.19% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,250 | 397 | 0.0% | 0.0% | 21 | +1,541 | 1.46% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 104,117 | 385 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 100,752 | 372 | 0.05% | 0.06% | 23 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 87,857 | 325 | 0.0% | 0.0% | 24 | +375 | 0.43% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 87,022 | 321 | 0.0% | 0.0% | 25 | +17,259 | 24.74% | Q4 2025 | Feb 18, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 86,286 | 319 | 0.01% | 0.01% | 26 | -359 | -0.41% | Q4 2025 | Jan 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 81,793 | 302 | 0.18% | 0.18% | 27 | +2,049 | 2.57% | Q4 2025 | Jan 16, 2026 |
| Matisse Capital | History | No change | 73,090 | 270 | 0.12% | 0.12% | 28 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 64,517 | 238 | 0.0% | 0.0% | 29 | -1,609 | -2.43% | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 63,341 | 234 | 0.0% | 0.0% | 30 | -30,854 | -32.76% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 55,367 | 204 | 0.0% | 0.0% | 31 | +682 | 1.25% | Q4 2025 | Feb 10, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 52,053 | 192 | 0.0% | 0.0% | 32 | +50,024 | 2465.45% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,993 | 162 | 0.0% | 0.0% | 33 | +21,392 | 94.65% | Q4 2025 | Feb 17, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 37,638 | 139 | 0.07% | — | 34 | +37,638 | New | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | No change | 34,700 | 128 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAVIS R M INC | History | No change | 31,104 | 115 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,538 | 109 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 29,188 | 107 | 0.0% | 0.0% | 38 | +13,703 | 88.49% | Q4 2025 | Feb 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 26,714 | 98 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 24,900 | 92 | 0.01% | — | 40 | +24,900 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,727 | 91 | 0.0% | 0.0% | 41 | +3,750 | 17.88% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 23,584 | 88 | 0.0% | — | 42 | +23,584 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 22,248 | 82 | 0.0% | — | 44 | +22,248 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 22,191 | 82 | 0.0% | — | 43 | +22,191 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,784 | 80 | 0.0% | 0.0% | 45 | -1,500 | -6.44% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | New | 20,143 | 74 | 0.0% | — | 46 | +20,143 | New | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,848 | 69 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | No change | 18,079 | 66 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACT Advisors, LLC. | History | Added to | 17,689 | 65 | 0.03% | 0.03% | 49 | +80 | 0.45% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Reduced | 16,620 | 61 | 0.0% | 0.0% | 50 | -3,666 | -18.07% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | New | 15,749 | 58 | 0.0% | — | 51 | +15,749 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 14,737 | 54 | 0.0% | — | 52 | +14,737 | New | Q4 2025 | Mar 25, 2026 |
| Collar Capital Management, LLC | History | No change | 14,000 | 51 | 0.03% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 13,000 | 48 | 0.0% | — | 54 | +13,000 | New | Q4 2025 | Feb 05, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 12,623 | 47 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Indivisible Partners | History | New | 10,500 | 38 | 0.0% | — | 56 | +10,500 | New | Q4 2025 | Feb 03, 2026 |
| Park Place Capital Corp | History | No change | 10,262 | 37 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,517 | 9 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,600 | 5 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -231,653 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,812 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,690 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -3,332 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -978 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arax Advisory Partners | History | New | 50 | 0 | — | — | — | +50 | New | Q4 2025 | Feb 13, 2026 |