MFS HIGH INCOME MUNICIPAL TR (CXE) Institutional Ownership Changes & 13F Activity

MFS HIGH INCOME MUNICIPAL TR (CXE). 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 City Of London Investment Management Co Ltd, Sit Investment Associates Inc, Pathstone Holdings, Llc, Logan Stone Capital, Llc, and Saba Capital Management, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-10,481-48.1%11,303$41.93KQ1 2026Jul 08, 2026
Newedge Advisors, LlcBuy+34,737+20.9%201,166$201.17KQ1 2026May 18, 2026
Bank Of America CorpBuy+4,334+0.4%1,029,129$3.82MQ1 2026May 18, 2026
City Of London Investment Management Co LtdBuy+280,000+142.9%475,885$1.77MQ1 2026May 15, 2026
Logan Stone Capital, LlcSell-104,965-68.1%49,093$182.13KQ1 2026May 15, 2026
Saba Capital Management, L.P.Sell-93,407-7.8%1,110,515$4.12MQ1 2026May 15, 2026
Almitas Capital LlcBuy+72,967+6.1%1,266,853$4.70MQ1 2026May 15, 2026
Summit Financial, LlcSell-32,620-5.4%576,180$2.14MQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-27,121-61.6%16,872$62.59KQ1 2026May 15, 2026
Morgan StanleyBuy+22,440+8.3%292,643$1.09MQ1 2026May 15, 2026
Rivernorth Capital Management, LlcSell-21,851-2.3%922,762$3.42MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+10,082+42.7%33,666$125.00KQ1 2026May 15, 2026
Horizon Kinetics Asset Management LlcSell-5,189-19.4%21,525$79.86KQ1 2026May 15, 2026
Raymond James Financial IncSell-21,231-24.4%65,791$244.08KQ1 2026May 14, 2026
Hrt Financial LpBuy+10,412—10,412$38.00KQ1 2026May 14, 2026
Novak & Powell Financial Services, Inc.Buy+545+1.4%38,183$141.66KQ1 2026May 14, 2026
Sit Investment Associates IncBuy+139,777+28.3%633,241$2.35MQ1 2026May 13, 2026
Davis R M IncSell-8,000-25.7%23,104$85.72KQ1 2026May 13, 2026
Mariner, LlcBuy+420+1.4%29,608$109.85KQ1 2026May 13, 2026
Arax Advisory PartnersBuy+81+162.0%131$186.00Q1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-78,253-46.9%88,443$328.12KQ1 2026May 12, 2026
Pathstone Holdings, LlcBuy+123,835+14.1%999,681$3.71MQ1 2026May 11, 2026
Robinson Capital Management, LlcBuy+64,788+11.2%644,863$2.39MQ1 2026May 11, 2026
Adapt Wealth Advisors, LlcBuy+10,800—10,800$40.07KQ1 2026May 11, 2026
Closed-End Fund Advisors, Inc.Buy+5,428+2.0%274,770$1.02MQ1 2026May 11, 2026
Blue Bell Private Wealth Management, LlcBuy+2,344+2.3%103,096$382.49KQ1 2026May 11, 2026
Steward Partners Investment Advisory, LlcSell-31,448-35.8%56,409$209.28KQ1 2026May 08, 2026
Northwestern Mutual Wealth Management CoSell-6,607-80.5%1,600$5.94KQ1 2026May 07, 2026
Lpl Financial LlcBuy+6,673+40.2%23,293$86.42KQ1 2026May 06, 2026
Ubs Group AgSell-38,218-3.1%1,196,892$4.44MQ1 2026May 05, 2026
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Frequently asked questions about CXE activity

  • Which institutional owners are buying CXE?

    Institutional owners buying CXE 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 CXE activity?

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

  • Is institutional interest in CXE increasing?

    Institutional interest in CXE 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.