MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, no par value
Symbol
CXE on NYSE
Shares outstanding
31,508,451
Price per share
$3.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
12,808,712
Total reported value
$47,393,290
% of total 13F portfolios
0%
Share change
+828,571
Value change
+$3,060,220
Number of holders
61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 5% -19% $5,888,047 -$1,325,043 1,565,970 -18% Saba Capital Management, L.P. 09 Dec 2025

As of 31 Dec 2025, 61 institutional investors reported holding 12,808,712 shares of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE). This represents 41% of the company’s total 31,508,451 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
UBS Group AG 3.9% 1,235,110 +76% 0% $4,569,907
Saba Capital Management, L.P. 3.8% 1,203,922 -46% 0.15% $4,454,511
Almitas Capital LLC 3.8% 1,193,886 +8.2% 0.97% $4,417,378
BANK OF AMERICA CORP /DE/ 3.3% 1,024,795 -2.3% 0% $3,791,742
RIVERNORTH CAPITAL MANAGEMENT, LLC 3% 944,613 0% 0.17% $3,495,068
Pathstone Holdings, LLC 2.8% 875,846 +197% 0.01% $3,240,632
COMMONWEALTH EQUITY SERVICES, LLC 2.1% 665,235 0% 0% $2,461,370
Summit Financial, LLC 1.9% 608,800 +21% 0.03% $2,252,560
ROBINSON CAPITAL MANAGEMENT, LLC 1.8% 580,075 0.9% $2,146,278
WHITEBOX ADVISORS LLC 1.6% 512,763 +6.1% 0.03% $1,897,223
SIT INVESTMENT ASSOCIATES INC 1.6% 493,464 -18% 0.04% $1,826,000
Bulldog Investors, LLP 1.4% 449,633 0% 0.37% $1,663,642
MORGAN STANLEY 0.86% 270,203 +1.1% 0% $999,751
Closed-End Fund Advisors, Inc. 0.85% 269,342 0% 0.59% $996,565
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.62% 195,885 0% 0.05% $724,774
Thomas J. Herzfeld Advisors, Inc. 0.53% 166,696 +37% 0.21% $616,775
NewEdge Advisors, LLC 0.53% 166,429 +79% 0% $615,788
MELFA WEALTH MANAGEMENT, INC. 0.52% 165,291 +9.7% 0.35% $611,575
Logan Stone Capital, LLC 0.49% 154,058 -5.6% 0.14% $570,015
Noble Wealth Management PBC 0.35% 109,675 -5.2% 0.2% $405,798
Cambridge Investment Research Advisors, Inc. 0.34% 107,250 +1.5% 0% $397,000
CAPTRUST FINANCIAL ADVISORS 0.33% 104,117 0% 0% $385,233
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.32% 100,752 0% 0.05% $372,782
Steward Partners Investment Advisory, LLC 0.28% 87,857 +0.43% 0% $325,069
RAYMOND JAMES FINANCIAL INC 0.28% 87,022 +25% 0% $321,981

Institutional Holders of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 12,808,712 $47,393,290 +$3,060,220 $3.70 61
2025 Q3 11,676,615 $43,433,882 -$850,459 $3.72 57
2025 Q2 11,764,270 $42,116,974 -$404,508 $3.58 51
2025 Q1 12,027,334 $44,398,195 +$1,420,469 $3.69 52
2024 Q4 11,654,046 $42,890,311 -$300,665 $3.68 54
2024 Q3 11,568,772 $46,317,715 +$591,660 $4.00 48
2024 Q2 11,419,599 $42,366,378 +$2,710,748 $3.71 52
2024 Q1 10,677,078 $38,758,763 +$1,756,910 $3.63 45
2023 Q4 10,199,651 $36,209,108 +$2,690,282 $3.55 46
2023 Q3 9,161,021 $28,581,545 +$5,547,123 $3.12 43
2023 Q2 7,378,939 $25,678,735 +$3,871,983 $3.48 39
2023 Q1 6,250,948 $22,793,038 +$1,713,226 $3.65 40
2022 Q4 5,826,768 $20,323,947 +$3,671,427 $3.49 43
2022 Q3 4,686,646 $15,793,210 -$1,317,671 $3.37 42
2022 Q2 5,019,097 $18,911,000 +$1,761,306 $3.76 46
2022 Q1 4,730,757 $20,743,000 +$4,959,153 $4.39 44
2021 Q4 3,512,532 $17,857,990 +$1,073,218 $5.09 37
2021 Q3 3,286,476 $17,284,000 -$4,108,225 $5.26 28
2021 Q2 4,063,286 $21,459,000 +$246,374 $5.28 31
2021 Q1 4,018,232 $20,491,257 -$146,377 $5.10 32
2020 Q4 2,770,920 $14,042,000 -$194,813 $5.07 31
2020 Q3 2,811,380 $13,271,000 -$151,284 $4.72 30
2020 Q2 2,824,602 $13,173,050 +$644,722 $4.66 30
2020 Q1 2,685,182 $12,558,300 -$2,040,785 $4.69 31
2019 Q4 3,000,279 $16,131,616 +$496,497 $5.38 30
2019 Q3 2,913,574 $16,018,683 +$755,317 $5.50 32
2019 Q2 2,776,644 $14,501,958 -$586,669 $5.20 31
2019 Q1 2,892,240 $14,777,018 -$282,526 $5.11 32
2018 Q4 2,955,017 $13,702,508 -$947,825 $4.63 37
2018 Q3 3,040,024 $15,018,277 -$1,933,314 $4.94 39
2018 Q2 3,427,448 $17,058,042 +$256,870 $4.98 36
2018 Q1 3,353,516 $16,513,000 +$823,042 $4.92 32
2017 Q4 3,177,018 $16,646,000 -$469,390 $5.24 31
2017 Q3 3,269,527 $17,131,000 -$1,916,603 $5.24 29
2017 Q2 3,635,591 $18,911,000 +$188,628 $5.20 28
2017 Q1 3,603,138 $18,096,000 +$2,745,397 $5.02 27
2016 Q4 3,058,208 $14,995,000 +$1,718,830 $4.90 31
2016 Q3 2,659,529 $14,229,018 -$1,221,698 $5.36 29
2016 Q2 2,916,469 $16,036,018 +$1,977,962 $5.50 33
2016 Q1 2,564,066 $13,184,017 -$1,763,637 $5.14 35
2015 Q4 2,944,150 $14,460,000 -$322,368 $4.91 33
2015 Q3 2,600,071 $12,349,291 +$2,633,891 $4.75 32
2015 Q2 2,048,107 $9,435,766 +$260,271 $4.60 30
2015 Q1 1,989,231 $9,672,860 -$1,083,941 $4.86 30
2014 Q4 2,251,807 $10,986,423 +$1,285,631 $4.88 32
2014 Q3 1,940,583 $9,220,750 +$509,186 $4.75 28
2014 Q2 1,803,309 $8,634,790 +$900,386 $4.79 23
2014 Q1 1,543,882 $7,333,750 +$1,036,206 $4.75 25