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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | Buy | +325,054 | +12.4% | 2,955,950 | $10.58M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +319,091 | +81.5% | 710,702 | $2.54M | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +315,595 | — | 315,595 | $1.13M | Q1 2026 | May 15, 2026 |
| City Of London Investment Management Co Ltd | Buy | +107,873 | +19.0% | 676,122 | $2.42M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +18,540 | — | 18,540 | $66.37K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -18,110 | -28.2% | 46,113 | $165.09K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +8,972 | +48.8% | 27,368 | $97.98K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +2,024 | — | 2,024 | $7.25K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -1,852 | -13.5% | 11,851 | $42.43K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +825 | — | 825 | $2.95K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +611 | +1.9% | 33,335 | $117.01K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -4,229 | -8.8% | 43,988 | $157.48K | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | Buy | +424 | +1.4% | 30,789 | $110.22K | Q1 2026 | May 14, 2026 |
| Icon Advisers Inc/Co | Sell | -89,722 | -10.9% | 731,734 | $2.62M | Q1 2026 | May 13, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -4 | -0.0% | 20,917 | $74.88K | Q1 2026 | May 11, 2026 |
| Matisse Capital | Sell | -163,496 | -62.4% | 98,712 | $353.39K | Q1 2026 | May 08, 2026 |
| Bulldog Investors, Llp | Sell | -61,925 | -1.7% | 3,531,732 | $12.64M | Q1 2026 | May 08, 2026 |
| Wealthtrust Asset Management, Llc | Buy | +14,229 | — | 14,229 | $50.94K | Q1 2026 | May 06, 2026 |
| Lpl Financial Llc | Buy | +323 | +0.5% | 60,315 | $215.93K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Sell | -109,224 | -45.7% | 129,606 | $463.99K | Q1 2026 | May 05, 2026 |
| Bank Of New York Mellon Corp | Buy | +35,963 | +11.3% | 354,378 | $1.27M | Q1 2026 | May 05, 2026 |
| Hightower Advisors, Llc | Buy | +17,365 | — | 17,365 | $62.17K | Q1 2026 | May 05, 2026 |
| Fisher Asset Management, Llc | Buy | +16,847 | — | 16,847 | $60.31K | Q1 2026 | May 05, 2026 |
| International Assets Investment Management, Llc | Buy | +60 | +0.5% | 12,924 | $46.01K | Q1 2026 | May 01, 2026 |
| Independence Bank Of Kentucky | Sell | -860 | -30.1% | 2,000 | $7.16K | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +87 | +0.3% | 26,138 | $94.00K | Q1 2026 | Apr 30, 2026 |
| Mesirow Financial Investment Management, Inc. | Buy | +162 | +1.4% | 11,835 | $42.37K | Q1 2026 | Apr 21, 2026 |
| Evolve Private Wealth, Llc | Sell | -1,272 | -1.4% | 91,331 | $326.96K | Q1 2026 | Apr 16, 2026 |
| Melfa Wealth Management, Inc. | Buy | +113 | +0.1% | 124,236 | $444.76K | Q1 2026 | Apr 10, 2026 |
| Highline Wealth Partners Llc | Buy | +1,000 | — | 1,000 | $3.58K | Q1 2026 | Apr 06, 2026 |
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.
Related CMU Institutional Insights
- CMU Overview
- CMU 13F Institutional Holders
- CMU Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CMU Insider Trading & SEC Form 4 Activity
- CMU Articles
- Top Institutional Investor Stock Rankings