MFS HIGH INCOME MUNICIPAL TRUST - CXE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Almitas Capital LLC | History | Added to | 1,266,853 | 4,700 | 1.06% | 0.97% | 1 | +72,967 | 6.11% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,196,892 | 4,440 | 0.0% | 0.0% | 2 | -38,218 | -3.09% | Q1 2026 | May 05, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 1,110,515 | 4,120 | 0.11% | 0.13% | 3 | -93,407 | -7.76% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,029,129 | 3,818 | 0.0% | 0.0% | 4 | +4,334 | 0.42% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 999,681 | 3,708 | 0.01% | 0.01% | 5 | +123,835 | 14.14% | Q1 2026 | May 11, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Reduced | 922,762 | 3,423 | 0.17% | 0.17% | 6 | -21,851 | -2.31% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 665,235 | 2,468 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 644,863 | 2,385 | 1.0% | 0.88% | 8 | +64,788 | 11.17% | Q1 2026 | May 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 633,241 | 2,349 | 0.05% | 0.04% | 9 | +139,777 | 28.33% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Reduced | 576,180 | 2,137 | 0.03% | 0.03% | 10 | -32,620 | -5.36% | Q1 2026 | May 15, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 512,763 | 1,902 | 0.02% | 0.03% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 475,885 | 1,765 | 0.13% | 0.05% | 12 | +280,000 | 142.94% | Q1 2026 | May 15, 2026 |
| Bulldog Investors, LLP | History | No change | 449,633 | 1,668 | 0.37% | 0.37% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 292,643 | 1,085 | 0.0% | 0.0% | 14 | +22,440 | 8.3% | Q1 2026 | May 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 274,770 | 1,019 | 1.04% | 0.59% | 15 | +5,428 | 2.02% | Q1 2026 | May 11, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 165,470 | 613 | 0.35% | 0.35% | 16 | +179 | 0.11% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 108,795 | 404 | 0.0% | 0.0% | 17 | +1,545 | 1.44% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 104,117 | 386 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 103,096 | 382 | 0.05% | 0.05% | 19 | +2,344 | 2.33% | Q1 2026 | May 11, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 101,715 | 377 | 0.01% | 0.01% | 20 | +15,429 | 17.88% | Q1 2026 | Apr 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 88,443 | 328 | 0.11% | 0.21% | 21 | -78,253 | -46.94% | Q1 2026 | May 12, 2026 |
| Catalina Capital Group, LLC | History | Added to | 82,017 | 304 | 0.18% | 0.18% | 22 | +224 | 0.27% | Q1 2026 | Apr 23, 2026 |
| Matisse Capital | History | No change | 73,090 | 271 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Noble Wealth Management PBC | History | Reduced | 72,340 | 268 | 0.13% | 0.2% | 24 | -37,335 | -34.04% | Q1 2026 | Apr 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,791 | 244 | 0.0% | 0.0% | 25 | -21,231 | -24.4% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 64,517 | 239 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 62,922 | 233 | 0.0% | 0.0% | 27 | -419 | -0.66% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56,409 | 209 | 0.0% | 0.0% | 28 | -31,448 | -35.79% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,948 | 203 | 0.0% | 0.0% | 29 | -419 | -0.76% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 201,166 | 201 | 0.01% | 0.0% | 30 | +34,737 | 20.87% | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, LLC | History | Reduced | 49,093 | 182 | 0.05% | 0.14% | 31 | -104,965 | -68.13% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | New | 44,590 | 165 | 0.0% | — | 32 | +44,590 | New | Q1 2026 | Apr 30, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 38,183 | 141 | 0.08% | 0.07% | 33 | +545 | 1.45% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 33,666 | 125 | 0.0% | 0.0% | 34 | +10,082 | 42.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 29,608 | 109 | 0.0% | 0.0% | 36 | +420 | 1.44% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,538 | 109 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 24,282 | 90 | 0.0% | 0.01% | 37 | -618 | -2.48% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Added to | 23,293 | 86 | 0.0% | 0.0% | 38 | +6,673 | 40.15% | Q1 2026 | May 06, 2026 |
| DAVIS R M INC | History | Reduced | 23,104 | 85 | 0.0% | 0.0% | 39 | -8,000 | -25.72% | Q1 2026 | May 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 21,525 | 79 | 0.0% | 0.0% | 40 | -5,189 | -19.42% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 20,143 | 74 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,848 | 69 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | No change | 18,079 | 67 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ACT Advisors, LLC. | History | No change | 17,689 | 65 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,872 | 62 | 0.0% | 0.0% | 45 | -27,121 | -61.65% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | New | 16,496 | 61 | 0.0% | — | 46 | +16,496 | New | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 15,244 | 56 | 0.0% | 0.0% | 47 | -9,483 | -38.35% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 15,000 | 55 | 0.0% | — | 48 | +15,000 | New | Q1 2026 | Apr 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 14,390 | 53 | 0.0% | — | 49 | +14,390 | New | Q1 2026 | Apr 22, 2026 |
| Collar Capital Management, LLC | History | No change | 14,000 | 51 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 13,000 | 48 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,303 | 41 | 0.0% | 0.0% | 52 | -10,481 | -48.11% | Q1 2026 | May 11, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | New | 10,800 | 40 | 0.01% | — | 53 | +10,800 | New | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 10,412 | 38 | 0.0% | — | 54 | +10,412 | New | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | No change | 10,262 | 38 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Indivisible Partners | History | No change | 10,500 | 38 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 2,517 | 9 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,600 | 5 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,053 | -100.0% | Q1 2026 | May 04, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,700 | -100.0% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -22,248 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,191 | -100.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,749 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,737 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,623 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 131 | 0 | — | — | — | +81 | 162.0% | Q1 2026 | May 13, 2026 |