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