MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU)

Historical Holders from Q1 2014 to Q4 2025

Symbol
CMU on NYSE
Type / Class
Equity / Common Stock
Shares outstanding
25,495,681
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
12,226,392
Holdings value
$42,418,919
% of all portfolios
0%
Number of holders
39
Number of buys
21
Number of sells
12
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bulldog Investors, LLP 16% +10% $14,067,803 +$1,321,227 4,007,921 +10% Phillip Goldstein 12 Dec 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC 10% +33% $8,923,600 +$2,298,644 2,579,075 +35% RIVERNORTH CAPITAL MANAGEMENT, LLC 30 Sep 2025
Almitas Capital LLC 5.9% $5,229,873 1,507,168 Almitas Capital LLC 30 Sep 2025
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 4.8% $4,109,866 1,234,194 City of London Investment Management Company Limited 31 Mar 2025
SIT INVESTMENT ASSOCIATES INC 4.1% -48% $3,616,876 -$3,312,255 1,045,340 -48% Sit Investment Associates, Inc. 30 Sep 2025
As of 30 Sep 2025 MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 12,226,392 shares of 25,495,681 outstanding shares and own 48% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) own 47% of the company based on 13F filings as of 30 Sep 2025

Filer Ownership Holdings Value Nb Shares Share Change %
Bulldog Investors, LLP 12% $10,392,511 2,994,960 +12%
RIVERNORTH CAPITAL MANAGEMENT, LLC 10% $8,949,390 2,579,075 +29%
Almitas Capital LLC 5.9% $5,229,873 1,507,168 +131%
SIT INVESTMENT ASSOCIATES INC 4.1% $3,627,000 1,045,340 -55%
ICON ADVISERS INC/CO 3.2% $2,850,452 821,456 0%
Thomas J. Herzfeld Advisors, Inc. 2.1% $1,896,147 546,440 -0.74%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2% $1,798,324 518,249 +12%
Allspring Global Investments Holdings, LLC 1.5% $1,308,575 377,111 +5.9%
Bank of New York Mellon Corp 1.2% $1,084,080 312,415 +8.7%
Matisse Capital 1% $909,862 262,208 0%
UBS Group AG 0.98% $865,255 249,353 -9.5%
BANK OF AMERICA CORP /DE/ 0.58% $512,131 147,588 +56%
Lido Advisors, LLC 0.57% $507,893 146,367 0%
MELFA WEALTH MANAGEMENT, INC. 0.49% $430,313 124,010 +0.1%
MORGAN STANLEY 0.38% $334,407 96,371 -2%
LPL Financial LLC 0.24% $209,815 60,465 +56%
OSAIC HOLDINGS, INC. 0.2% $171,840 50,702 +90%
RAYMOND JAMES FINANCIAL INC 0.19% $167,473 48,263 +3.2%
Cetera Investment Advisers 0.14% $123,730 35,657 +38%
Equitable Holdings, Inc. 0.13% $112,494 32,419 +1.5%
CITADEL ADVISORS LLC 0.11% $101,189 29,161 +38%
Pathstone Holdings, LLC 0.11% $96,220 27,729 0%
Cambridge Investment Research Advisors, Inc. 0.1% $90,000 25,963 +0.35%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% $76,066 21,921 0%
Rockefeller Capital Management L.P. 0.08% $69,400 20,000

Institutional Holders of MFS HIGH YIELD MUNICIPAL TRUST - Common Stock (CMU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 15,100 $53,001 $3.51 1
2025 Q3 12,226,392 $42,418,919 +$946,743 $3.47 39
2025 Q2 11,973,151 $39,870,326 -$476,442 $3.33 38
2025 Q1 12,135,668 $42,354,332 +$3,547,407 $3.49 39
2024 Q4 11,118,467 $39,161,361 +$6,515,836 $3.52 42
2024 Q3 9,221,748 $33,794,734 +$971,393 $3.66 47
2024 Q2 8,983,657 $30,806,871 +$677,396 $3.43 52
2024 Q1 8,783,335 $29,219,055 -$911,873 $3.33 51
2023 Q4 9,045,712 $29,941,604 -$4,180,662 $3.31 50
2023 Q3 10,689,692 $33,474,788 +$3,919,146 $3.13 49
2023 Q2 9,431,187 $30,368,124 +$4,020,007 $3.22 48
2023 Q1 8,169,887 $26,220,750 +$3,115,302 $3.21 46
2022 Q4 7,222,325 $22,606,284 +$4,457,101 $3.13 46
2022 Q3 5,777,406 $17,383,146 +$1,626,972 $3.01 42
2022 Q2 5,226,511 $17,581,000 +$2,703,671 $3.36 44
2022 Q1 4,402,586 $17,035,000 +$3,934,341 $3.87 38
2021 Q4 3,383,802 $15,285,000 +$2,224,381 $4.52 36
2021 Q3 2,848,595 $13,074,000 +$3,286,914 $4.59 34
2021 Q2 2,131,877 $10,117,000 -$2,086,090 $4.75 29
2021 Q1 2,596,077 $11,589,000 +$1,254,885 $4.46 33
2020 Q4 2,294,011 $10,083,000 +$1,923,319 $4.40 33
2020 Q3 1,855,611 $7,793,000 -$598,639 $4.20 29
2020 Q2 2,004,788 $8,166,000 +$459,050 $4.07 28
2020 Q1 1,893,229 $7,991,000 -$580,434 $4.22 26
2019 Q4 1,996,352 $9,528,000 -$873,839 $4.73 30
2019 Q3 2,193,254 $10,285,000 -$526,154 $4.69 32
2019 Q2 2,304,619 $10,932,334 -$228,157 $4.73 28
2019 Q1 2,346,873 $10,913,806 +$1,492,246 $4.65 28
2018 Q4 2,049,010 $8,542,000 -$6,925 $4.17 36
2018 Q3 1,923,501 $8,751,650 -$507,608 $4.55 31
2018 Q2 2,037,408 $9,188,000 +$244,788 $4.51 31
2018 Q1 1,984,068 $8,835,000 +$616,319 $4.45 28
2017 Q4 1,836,920 $8,485,000 +$1,764,614 $4.62 30
2017 Q3 1,201,760 $5,709,000 -$1,990,049 $4.75 28
2017 Q2 1,663,030 $7,807,000 -$390,923 $4.70 29
2017 Q1 1,746,006 $8,065,000 +$99,142 $4.62 27
2016 Q4 1,726,494 $7,638,000 +$1,046,696 $4.42 24
2016 Q3 1,486,206 $7,505,857 +$203,955 $5.06 26
2016 Q2 1,469,407 $7,226,835 +$1,412,219 $4.92 29
2016 Q1 1,181,770 $5,709,000 -$869,046 $4.82 26
2015 Q4 1,377,061 $6,223,000 +$991,015 $4.51 27
2015 Q3 1,110,903 $4,860,000 -$268,987 $4.37 27
2015 Q2 1,174,962 $4,834,507 +$347,150 $4.11 29
2015 Q1 1,105,401 $4,897,936 -$1,602,123 $4.43 28
2014 Q4 1,472,061 $6,467,955 -$454,681 $4.39 34
2014 Q3 1,748,727 $7,583,008 -$1,710,238 $4.34 29
2014 Q2 1,971,057 $8,516,465 -$652,137 $4.32 26
2014 Q1 2,123,027 $9,380,545 -$108,048 $4.41 21