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

CUSIP: 59318D104

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class
Equity / Common Shares, no par value
Shares outstanding
31,508,451
Total 13F shares
2,770,920
Share change
-40,760
Total reported value
$14,042,000
Price per share
$5.07
Number of holders
31
Value change
-$194,813
Number of buys
12
Number of sells
13

Security key

59318D104

Report period

Q4 2020

Institutions

31

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 Sep 2020
13F Lead comparable stake: 2.9% 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
2.9%
$4,321,000
915,613 shares
30 Sep 2020
HORIZON KINETICS ASSET MANAGEMENT LLC
13F
Company
13F
1.8%
$2,614,000
553,892 shares
30 Sep 2020
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
0.96%
$1,423,000
301,453 shares
30 Sep 2020
WELLS FARGO & COMPANY/MN
13F
Company
13F
0.42%
$619,000
131,123 shares
30 Sep 2020
OSAIC HOLDINGS, INC.
13F
Company
13F
0.35%
$520,000
110,152 shares
30 Sep 2020
VAN ECK ASSOCIATES CORP
13F
Company
13F
0.35%
$514,000
108,794 shares
30 Sep 2020
MORGAN STANLEY
13F
Company
13F
0.3%
$440,000
93,171 shares
30 Sep 2020
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
0.24%
$362,000
76,783 shares
30 Sep 2020
Show 22 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
TOWNSQUARE CAPITAL LLC
13F
Company
13F
0.22%
$323,000
67,992 shares
30 Sep 2020
Traynor Capital Management, Inc.
13F
Company
13F
0.19%
$288,000
61,419 shares
30 Sep 2020
Capital Investment Advisors, LLC
13F
Company
13F
0.14%
$202,000
42,850 shares
30 Sep 2020
TRUIST FINANCIAL CORP
13F
Company
13F
0.13%
$191,000
40,362 shares
30 Sep 2020
Sheaff Brock Investment Advisors, LLC
13F
Company
13F
0.11%
$165,000
35,000 shares
30 Sep 2020
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
0.11%
$164,000
34,674 shares
30 Sep 2020
J.W. COLE ADVISORS, INC.
13F
Company
13F
0.1%
$144,000
30,429 shares
30 Sep 2020
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.08%
$116,000
24,653 shares
30 Sep 2020
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
0.08%
$113,000
23,887 shares
30 Sep 2020
STIFEL FINANCIAL CORP
13F
Company
13F
0.07%
$110,000
23,210 shares
30 Sep 2020
Kestra Advisory Services, LLC
13F
Company
13F
0.07%
$97,000
20,493 shares
30 Sep 2020
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.06%
$88,000
18,751 shares
30 Sep 2020
AVANTAX ADVISORY SERVICES, INC.
13F
Company
13F
0.05%
$80,000
16,829 shares
30 Sep 2020
Cetera Advisors LLC
13F
Company
13F
0.05%
$73,000
15,400 shares
30 Sep 2020
Sound View Wealth Advisors Group, LLC
13F
Company
13F
0.05%
$71,000
15,000 shares
30 Sep 2020
ROYAL BANK OF CANADA
13F
Company
13F
0.04%
$54,000
11,350 shares
30 Sep 2020
RAYMOND JAMES TRUST N.A.
13F
Company
13F
0.03%
$52,000
11,020 shares
30 Sep 2020
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
0.03%
$48,000
10,154 shares
30 Sep 2020
WOLVERINE ASSET MANAGEMENT LLC
13F
Company
13F
0.02%
$30,000
6,535 shares
30 Sep 2020
Parallel Advisors, LLC
13F
Company
13F
0.02%
$29,000
6,200 shares
30 Sep 2020
NFSG Corp
13F
Company
13F
0.01%
$13,000
2,768 shares
30 Sep 2020
Steward Partners Investment Advisory, LLC
13F
Company
13F
0%
$7,000
1,423 shares
30 Sep 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 Q4 2020

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

Institutions
31
Shares
2,770,920
Rows loaded
31
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 Q4 2020 vs Q3 2020 Across Filers

Q3 2020 holders
30
Q4 2020 holders
31
Holder diff
1
Investor Q3 2020 Shares Q4 2020 Shares Share Diff Share Chg % Q3 2020 value Q4 2020 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .