MFS High Yield Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 02/13/2026 | 3.59 M | $12.61 M | 19.99% | 14.10% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 2.63 M | $9.23 M | 2.01% | 10.32% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 1.50 M | $5.26 M | -0.63% | 5.88% |
| ICON ADVISERS INC/CO | 02/13/2026 | 821.46 K | $2.88 M | 0.00% | 3.22% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 568.25 K | $1.99 M | 9.65% | 2.23% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 558.61 K | $1.96 M | 2.23% | 2.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 405.97 K | $1.42 M | 175.07% | 1.59% |
| MORGAN STANLEY | 02/13/2026 | 391.61 K | $1.37 M | 306.36% | 1.54% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 377.11 K | $1.32 M | 0.00% | 1.48% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 318.42 K | $1.12 M | 1.92% | 1.25% |
| MATISSE CAPITAL | 01/29/2026 | 262.21 K | $920.35 K | 0.00% | 1.03% |
| UBS GROUP AG | 01/29/2026 | 238.83 K | $838.29 K | -4.22% | 0.94% |
| LIDO ADVISORS, LLC | 02/10/2026 | 146.37 K | $507.89 K | 0.00% | 0.57% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 124.12 K | $435.67 K | 0.09% | 0.49% |
| 02/17/2026 | 92.60 K | $325.04 K | 100.00% | 0.36% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 64.22 K | $225.43 K | 26.67% | 0.25% |
| LPL FINANCIAL LLC | 02/11/2026 | 59.99 K | $210.57 K | -0.78% | 0.24% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 48.22 K | $169.24 K | -0.10% | 0.19% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 47.36 K | $166.00 K | -95.47% | 0.19% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 32.72 K | $114.86 K | 0.94% | 0.13% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 30.93 K | $108.56 K | 11.54% | 0.12% |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 02/10/2026 | 30.37 K | $106.58 K | 100.00% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 30.25 K | $106.17 K | -15.17% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 26.05 K | $91.00 K | 0.34% | 0.10% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 21.00 K | $73.70 K | 100.00% | 0.08% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 20.92 K | $73.43 K | -4.56% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 20.00 K | $70.20 K | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 18.40 K | $64.57 K | -36.92% | 0.07% |
| SPIREPOINT PRIVATE CLIENT, LLC | 01/22/2026 | 16.25 K | $57.03 K | 0.00% | 0.06% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 15.10 K | $53.00 K | 0.00% | 0.06% |
| COHEN & STEERS, INC. | 02/13/2026 | 15.00 K | $53.00 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 13.70 K | $48.10 K | 100.00% | 0.05% |
| 02/11/2026 | 13.09 K | $45.95 K | 100.00% | 0.05% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 12.86 K | $45.15 K | -2.21% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 12.76 K | $44.77 K | 0.00% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 02/13/2026 | 11.70 K | $41.05 K | -28.02% | 0.05% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 11.67 K | $40.97 K | 1.43% | 0.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.61 K | $33.73 K | 46.79% | 0.04% |
| INDEPENDENCE BANK OF KENTUCKY | 01/20/2026 | 2.86 K | $10.04 K | -42.91% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 1.54 K | $5.40 K | 0.00% | 0.01% |
| MASCOMA WEALTH MANAGEMENT LLC | 02/04/2026 | 844 | $2.96 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| NOMURA HOLDINGS INC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS High Yield Municipal Trust institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of MFS High Yield Municipal Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 377,111
Bank of New York Mellon Corp: 354,378
UBS Group AG: 129,606
MELFA WEALTH MANAGEMENT, LLC: 124,236
Cambridge Investment Research Advisors, Inc.: 26,138
HighTower Advisors, LLC: 17,365
49.49% of MFS High Yield Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.06 M shares in the last 24 months. This purchase volume represents approximately $51.32 M in transactions.