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

CUSIP: 59318D104

Q3 2020 13F Holders as of 30 Sep 2020

Type / Class
Equity / Common Shares, no par value
Shares outstanding
31,508,451
Total 13F shares
2,811,380
Share change
-36,483
Total reported value
$13,271,000
Price per share
$4.72
Number of holders
30
Value change
-$151,284
Number of buys
11
Number of sells
13

Security key

59318D104

Report period

Q3 2020

Institutions

30

Top holders

10

Ownership snapshot

Top shareholders of CXE - MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
UBS Group AG
13D/G signal
Evidence rows
30
Latest as of
30 Jun 2020
13F Lead comparable stake: 2.8% Showing first 8 of 30 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
UBS Group AG
13F
Company
13F
2.8%
$4,161,000
892,851 shares
30 Jun 2020
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
13F
1.8%
$2,581,000
553,892 shares
30 Jun 2020
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
0.96%
$1,415,000
303,703 shares
30 Jun 2020
VAN ECK ASSOCIATES CORP
13F
Company
13F
0.43%
$630,000
135,183 shares
30 Jun 2020
MORGAN STANLEY
13F
Company
13F
0.34%
$499,000
107,089 shares
30 Jun 2020
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
0.29%
$429,000
92,123 shares
30 Jun 2020
WELLS FARGO & COMPANY/MN
13F
Company
13F
0.24%
$355,000
76,124 shares
30 Jun 2020
TOWNSQUARE CAPITAL LLC
13F
Company
13F
0.22%
$352,000
70,792 shares
30 Jun 2020
Show 22 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Traynor Capital Management, Inc.
13F
Company
13F
0.19%
$274,000
58,876 shares
30 Jun 2020
GUGGENHEIM CAPITAL LLC
13F
Company
13F
0.18%
$270,000
57,859 shares
30 Jun 2020
OSAIC HOLDINGS, INC.
13F
Company
13F
0.17%
$251,000
53,920 shares
30 Jun 2020
Capital Investment Advisors, LLC
13F
Company
13F
0.14%
$200,000
42,850 shares
30 Jun 2020
Measured Wealth Private Client Group, LLC
13F
Company
13F
0.13%
$195,000
41,950 shares
30 Jun 2020
TRUIST FINANCIAL CORP
13F
Company
13F
0.13%
$188,000
40,362 shares
30 Jun 2020
Ackerman Capital Advisors, LLC
13F
Company
13F
0.13%
$187,000
40,155 shares
30 Jun 2020
Sheaff Brock Investment Advisors, LLC
13F
Company
13F
0.11%
$163,000
35,000 shares
30 Jun 2020
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.11%
$161,000
34,636 shares
30 Jun 2020
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
0.11%
$161,000
34,444 shares
30 Jun 2020
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
0.06%
$91,000
19,558 shares
30 Jun 2020
ROYAL BANK OF CANADA
13F
Company
13F
0.06%
$90,000
19,350 shares
30 Jun 2020
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.06%
$87,000
18,746 shares
30 Jun 2020
Cetera Advisors LLC
13F
Company
13F
0.05%
$72,000
15,400 shares
30 Jun 2020
STIFEL FINANCIAL CORP
13F
Company
13F
0.05%
$71,000
15,262 shares
30 Jun 2020
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
0.05%
$70,000
15,084 shares
30 Jun 2020
Sound View Wealth Advisors Group, LLC
13F
Company
13F
0.05%
$70,000
15,000 shares
30 Jun 2020
Hayden Royal, LLC
13F
Company
13F
0.05%
$61,050
15,000 shares
30 Jun 2020
RAYMOND JAMES TRUST N.A.
13F
Company
13F
0.03%
$51,000
11,020 shares
30 Jun 2020
Parallel Advisors, LLC
13F
Company
13F
0.02%
$28,000
6,200 shares
30 Jun 2020
Steward Partners Investment Advisory, LLC
13F
Company
13F
0%
$7,000
1,423 shares
30 Jun 2020
Private Advisor Group, LLC
13F
Company
13F
0%
$3,000
750 shares
30 Jun 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
30
Shares
2,811,380
Rows loaded
30
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q3 2020 vs Q2 2020 Across Filers

Q2 2020 holders
30
Q3 2020 holders
30
Holder diff
0
Investor Q2 2020 Shares Q3 2020 Shares Share Diff Share Chg % Q2 2020 value Q3 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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