MFS HIGH YIELD MUNICIPAL TR (CMU) Institutional Ownership Changes & 13F Activity

MFS HIGH YIELD MUNICIPAL TR (CMU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rivernorth Capital Management, Llc, Morgan Stanley, Guggenheim Capital Llc, Matisse Capital, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Rivernorth Capital Management, LlcBuy+325,054+12.4%2,955,950$10.58MQ1 2026May 15, 2026
Morgan StanleyBuy+319,091+81.5%710,702$2.54MQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+315,595—315,595$1.13MQ1 2026May 15, 2026
City Of London Investment Management Co LtdBuy+107,873+19.0%676,122$2.42MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+18,540—18,540$66.37KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-18,110-28.2%46,113$165.09KQ1 2026May 15, 2026
Citadel Advisors LlcBuy+8,972+48.8%27,368$97.98KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+2,024—2,024$7.25KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-1,852-13.5%11,851$42.43KQ1 2026May 15, 2026
Larson Financial Group LlcBuy+825—825$2.95KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+611+1.9%33,335$117.01KQ1 2026May 15, 2026
Raymond James Financial IncSell-4,229-8.8%43,988$157.48KQ1 2026May 14, 2026
Novak & Powell Financial Services, Inc.Buy+424+1.4%30,789$110.22KQ1 2026May 14, 2026
Icon Advisers Inc/CoSell-89,722-10.9%731,734$2.62MQ1 2026May 13, 2026
Blue Bell Private Wealth Management, LlcSell-4-0.0%20,917$74.88KQ1 2026May 11, 2026
Matisse CapitalSell-163,496-62.4%98,712$353.39KQ1 2026May 08, 2026
Bulldog Investors, LlpSell-61,925-1.7%3,531,732$12.64MQ1 2026May 08, 2026
Wealthtrust Asset Management, LlcBuy+14,229—14,229$50.94KQ1 2026May 06, 2026
Lpl Financial LlcBuy+323+0.5%60,315$215.93KQ1 2026May 06, 2026
Ubs Group AgSell-109,224-45.7%129,606$463.99KQ1 2026May 05, 2026
Bank Of New York Mellon CorpBuy+35,963+11.3%354,378$1.27MQ1 2026May 05, 2026
Hightower Advisors, LlcBuy+17,365—17,365$62.17KQ1 2026May 05, 2026
Fisher Asset Management, LlcBuy+16,847—16,847$60.31KQ1 2026May 05, 2026
International Assets Investment Management, LlcBuy+60+0.5%12,924$46.01KQ1 2026May 01, 2026
Independence Bank Of KentuckySell-860-30.1%2,000$7.16KQ1 2026Apr 30, 2026
Cambridge Investment Research Advisors, Inc.Buy+87+0.3%26,138$94.00KQ1 2026Apr 30, 2026
Mesirow Financial Investment Management, Inc.Buy+162+1.4%11,835$42.37KQ1 2026Apr 21, 2026
Evolve Private Wealth, LlcSell-1,272-1.4%91,331$326.96KQ1 2026Apr 16, 2026
Melfa Wealth Management, Inc.Buy+113+0.1%124,236$444.76KQ1 2026Apr 10, 2026
Highline Wealth Partners LlcBuy+1,000—1,000$3.58KQ1 2026Apr 06, 2026
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Frequently asked questions about CMU activity

  • Which institutional owners are buying CMU?

    Institutional owners buying CMU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CMU activity?

    "Buy" means an investor increased their reported position in CMU compared to the prior reporting period. This reflects growing exposure to MFS HIGH YIELD MUNICIPAL TR (CMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CMU increasing?

    Institutional interest in CMU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

CMU Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet