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Get Institutions for : 
Mfs High Income Municipal Trust (CXE)  
$3.61 0.01 (0.14%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 48    2
Total shares held : 
10,188,780  
% of shares held : 
32.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
740,912  
% of shares held change : 
  2.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.11  
Last Quarter's Ending Price : 
$3.55  
Last Quarter's Average Price
$3.28  
Change from last quarter's     
avg. price to the last closing  : 
0.33 (10.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 129,560
 1.27%
 
Increased Positions :
17
 1,255,541
 12.32%
 
Unchanged Positions :
14
 841,471
 8.26%
 
Decreased Positions :
9
-465,987
-4.57%
 
Closed Positions :
6
-178,202
-1.75%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SABA CAPITAL MANAGEMENT, L.P. 94 - 2023-12-31 2,101,951 $7,462,000 282,764
   BANK OF AMERICA CORP /DE/ 2999 - 2023-12-31 1,146,306 $4,069,000 12,300
   RIVERNORTH CAPITAL MANAGEMENT, INC. 109 - 2023-12-31 957,100 $3,398,000 -52,500
   Almitas Capital LLC 33 - 2023-12-31 745,919 $2,648,000 399,301
   UBS Group AG 2579 - 2023-12-31 739,826 $2,626,000 35,069
   Hennion & Walsh Asset Management Inc. 204 - 2024-03-31 712,438 $2,586,000 120,232
   COMMONWEALTH EQUITY SERVICES LLC. 1614 - 2024-03-31 692,430 $2,514,000 4,339
   Logan Stone Capital LLC 74 - 2023-12-31 488,388 $1,734,000 64,552
   Pathstone Holdings LLC 937 - 2023-12-31 364,264 $1,293,000 0
   MORGAN STANLEY 4717 - 2023-12-31 314,950 $1,118,000 -353,382
   Kestra Advisory Services LLC 1125 *New 2023-12-31 990 $980,000 990
   SIT INVESTMENT ASSOCIATES INC 367 - 2023-12-31 246,964 $877,000 17,230
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2008 - 2024-03-31 185,100 $672,000 49,650
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 88 - 2024-03-31 181,653 $659,000 -54,903
   BB&T CORP 1907 - 2023-12-31 145,217 $516,000 40,258
   MELFA WEALTH MANAGEMENT LLC 74 - 2024-03-31 132,893 $482,000 277
   RAYMOND JAMES & ASSOCIATES 3122 - 2024-03-31 116,882 $424,000 3,549
   Advisor Group Holdings Inc. 3081 - 2024-03-31 111,992 $407,000 -2,300
   CAPTRUST FINANCIAL ADVISORS 1963 - 2023-12-31 104,117 $370,000 -64
   SANDERS MORRIS HARRIS INC/FA 198 *New 2024-03-31 93,002 $338,000 93,002
   ADVISOR PARTNERS II LLC 956 *New 2023-09-30 96,273 $300,000 96,273
   Deschutes Portfolio Strategy LLC 165 *New 2024-03-31 73,090 $265,000 73,090
   Capital Investment Advisors LLC 544 - 2024-03-31 64,000 $232,000 0
   HORIZON ASSET MANAGEMENT INC/NY 267 - 2023-12-31 61,297 $218,000 0
   ENVESTNET ASSET MANAGEMENT INC 3848 *New 2023-12-31 44,796 $159,000 44,796
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 216 - 2024-03-31 40,548 $147,000 8,836
   ROYAL BANK OF CANADA 4744 - 2023-12-31 38,853 $138,000 0
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 652 - 2024-03-31 34,432 $125,000 -7,352
   LPL FINANCIAL CORP 4529 - 2024-03-31 33,561 $122,000 -1,000
   Novak & Powell Financial Services Inc. 146 - 2023-12-31 33,841 $120,000 0
   DRIVE WEALTH MANAGEMENT LLC 311 - 2024-03-31 23,450 $85,000 -18,612
   TOWNSQUARE CAPITAL LLC 1098 - 2023-12-31 20,212 $72,000 0
   STIFEL FINANCIAL CORP 3194 - 2023-12-31 17,118 $61,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4990 - 2024-03-31 14,442 $52,000 512
   MARINER WEALTH ADVISORS, LLC 2929 *New 2023-12-31 14,084 $50,000 14,084
   WELLS FARGO & CO/MN 4691 - 2024-03-31 12,913 $47,000 -44,016
   Sheaff Brock Investment Advisors LLC 462 - 2023-12-31 13,000 $46,000 0
   RAYMOND JAMES TRUST CO 1245 - 2024-03-31 12,035 $44,000 1,015
   XTX Topco Ltd 1249 *New 2023-12-31 12,357 $44,000 12,357
   Park Place Capital Corp 452 - 2024-03-31 10,262 $37,000 0
   MULTIFINANCIAL SECURITIES CORP 1724 - 2023-12-31 10,043 $36,000 -7,999
   HIGHTOWER ADVISORS, LLC 3190 - 2024-03-31 16,030 $36,000 -5,948
   Spire Wealth Management 1446 - 2024-03-31 6,623 $24,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1576 *New 2024-03-31 5,847 $21,000 5,847
   COMERICA BANK 3022 - 2023-12-31 4,000 $14,000 -80
   Steward Partners Investment Advisory LLC 2565 - 2023-12-31 3,723 $13,000 0
   Mascoma Wealth Management LLC 322 - 2024-03-31 2,517 $9,000 0
   BESSEMER GROUP INC 2046 - 2023-12-31 564 $2,000 117
   VAN ECK ASSOCIATES CORP 1366 *Closed 2024-03-31 0 $0 -238,902
   WEBSTER BANK 616 *Closed 2024-03-31 0 $0 -2,288
   ADVISORY SERVICES NETWORK, LLC 2711 *Closed 2024-03-31 0 $0 -1,429
   PROEQUITIES INC. 5493 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6015 *Closed 2023-12-31 0 $0 -81,265
   Goss Wealth Management LLC 3800 *Closed 2023-12-31 0 $0 -11,300
   Integrated Wealth Concepts LLC 1643 *Closed 2023-12-31 0 $0 -10,613
   PARKSIDE FINANCIAL BANK & TRUST 2083 *Closed 2024-03-31 0 $0 -200
   WOLVERINE ASSET MANAGEMENT LLC 1458 *Closed 2023-12-31 0 $0 -8,396

  57 Records found
  1    
  Page 1 of 1
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