MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, no par value
Symbol
CXE on NYSE
Shares outstanding
31,508,451
Price per share
$3.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
11,676,615
Total reported value
$43,433,882
% of total 13F portfolios
0%
Share change
-230,240
Value change
-$850,454
Number of holders
57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Saba Capital Management, L.P. 5% -19% $5,762,770 -$1,296,850 1,565,970 -18% Saba Capital Management, L.P. 09 Dec 2025

As of 30 Sep 2025, 57 institutional investors reported holding 11,676,615 shares of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE). This represents 37% of the company’s total 31,508,451 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Saba Capital Management, L.P. 7% 2,218,692 -7.1% 0.27% $8,253,534
Almitas Capital LLC 3.5% 1,103,430 0% 0.94% $4,104,760
BANK OF AMERICA CORP /DE/ 3.3% 1,049,363 +4% 0% $3,903,631
RIVERNORTH CAPITAL MANAGEMENT, LLC 3% 944,613 0% 0.2% $3,513,960
UBS Group AG 2.2% 700,019 -2.2% 0% $2,604,071
COMMONWEALTH EQUITY SERVICES, LLC 2.1% 665,235 -1.8% 0% $2,475,000
SIT INVESTMENT ASSOCIATES INC 1.9% 602,261 0% 0.05% $2,240,000
Summit Financial, LLC 1.6% 504,050 +10% 0.03% $1,875,066
WHITEBOX ADVISORS LLC 1.5% 483,300 0% 0.03% $1,797,876
Bulldog Investors, LLP 1.4% 449,633 +1.4% 0.39% $1,672,635
Pathstone Holdings, LLC 0.94% 294,823 -3.6% 0% $1,096,740
MORGAN STANLEY 0.85% 267,290 +2.8% 0% $994,320
Hennion & Walsh Asset Management, Inc. 0.74% 231,653 -62% 0.03% $861,749
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.62% 195,885 0% 0.05% $728,692
Logan Stone Capital, LLC 0.52% 163,112 -36% 0.28% $606,777
MELFA WEALTH MANAGEMENT, INC. 0.48% 150,633 +0.11% 0.33% $560,355
Thomas J. Herzfeld Advisors, Inc. 0.39% 121,948 +0.3% 0.16% $453,647
Noble Wealth Management PBC 0.37% 115,675 -19% 0.23% $430,311
Cambridge Investment Research Advisors, Inc. 0.34% 105,709 +1.5% 0% $393,000
CAPTRUST FINANCIAL ADVISORS 0.33% 104,117 0% 0% $387,315
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.32% 100,752 -1.2% 0.06% $374,797
TRUIST FINANCIAL CORP 0.3% 94,195 +5.7% 0% $350,405
NewEdge Advisors, LLC 0.3% 93,180 +185% 0% $346,630
Steward Partners Investment Advisory, LLC 0.28% 87,482 +1619% 0% $325,431
RIVERBRIDGE PARTNERS LLC 0.27% 86,645 0.01% $322,319

Institutional Holders of MFS HIGH INCOME MUNICIPAL TRUST - Common Shares, no par value (CXE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,181,151 $8,075,849 +$1,299,723 $3.70 20
2025 Q3 11,676,615 $43,433,882 -$850,454 $3.72 57
2025 Q2 11,764,270 $42,116,974 -$404,513 $3.58 51
2025 Q1 12,027,334 $44,398,195 +$1,420,467 $3.69 52
2024 Q4 11,638,958 $42,834,788 -$360,546 $3.68 53
2024 Q3 11,568,772 $46,317,715 +$591,661 $4.00 48
2024 Q2 11,419,599 $42,366,378 +$2,710,746 $3.71 52
2024 Q1 10,677,078 $38,758,763 +$1,673,282 $3.63 45
2023 Q4 9,884,703 $35,091,042 +$3,945,209 $3.55 45
2023 Q3 9,161,021 $28,581,545 +$5,534,394 $3.12 43
2023 Q2 7,378,939 $25,678,735 +$3,877,468 $3.48 39
2023 Q1 6,222,220 $22,688,038 +$1,770,560 $3.65 39
2022 Q4 5,813,470 $20,277,584 +$3,676,093 $3.49 43
2022 Q3 4,686,646 $15,793,210 -$1,317,696 $3.37 42
2022 Q2 5,018,704 $18,910,000 +$1,948,651 $3.76 45
2022 Q1 4,730,757 $20,743,000 +$4,958,559 $4.39 44
2021 Q4 3,512,432 $17,856,990 +$1,072,221 $5.09 36
2021 Q3 3,286,476 $17,284,000 -$4,108,273 $5.26 28
2021 Q2 4,063,286 $21,459,000 +$246,363 $5.28 31
2021 Q1 4,018,232 $20,491,257 +$219,999 $5.10 32
2020 Q4 300 $2,000 $0 $6.67 1
2020 Q3 300 $1,000 $0 $3.33 1
2020 Q2 300 $1,000 -$351,001 $3.33 1
2020 Q1 2,685,482 $12,559,300 +$1,340,506 $4.69 32
2019 Q4 3,000,279 $18,129 +$499 $0.01 30
2019 Q3 2,913,874 $18,018 -$54,186 $0.01 33
2019 Q2 2,776,644 $14,501,958 -$586,666 $5.20 31
2019 Q1 2,892,240 $14,777,018 -$282,526 $5.11 32
2018 Q4 2,955,017 $13,702,508 -$947,821 $4.63 37
2018 Q3 3,040,024 $15,018,277 -$1,933,255 $4.94 39
2018 Q2 3,427,448 $17,058,042 +$56,171 $4.98 36
2018 Q1 3,353,516 $16,513,000 +$823,048 $4.92 32
2017 Q4 3,177,018 $16,646,000 -$469,379 $5.24 31
2017 Q3 3,269,527 $17,131,000 -$1,916,586 $5.24 29
2017 Q2 3,635,591 $18,911,000 +$188,624 $5.20 28
2017 Q1 3,603,138 $18,096,000 +$2,745,409 $5.02 27
2016 Q4 3,058,208 $14,995,000 +$1,718,827 $4.90 31
2016 Q3 2,659,529 $14,229,018 -$1,221,692 $5.36 29
2016 Q2 2,916,469 $16,036,018 +$1,419,954 $5.50 33
2016 Q1 2,564,066 $13,184,017 -$1,764,478 $5.14 35
2015 Q4 2,851,165 $14,003,000 -$310,853 $4.91 32
2015 Q3 2,600,071 $12,349,291 +$2,633,898 $4.75 32
2015 Q2 2,048,107 $9,435,766 +$260,270 $4.60 30
2015 Q1 1,989,231 $9,672,860 -$1,084,663 $4.86 30
2014 Q4 2,246,805 $10,962,423 +$1,299,468 $4.88 31
2014 Q3 1,940,583 $9,220,750 +$509,185 $4.75 28
2014 Q2 1,803,309 $8,634,790 +$900,383 $4.79 23
2014 Q1 1,543,882 $7,333,750 +$1,036,213 $4.75 25