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 | 05/08/2026 | 3.53 M | $12.64 M | -1.72% | 13.85% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.96 M | $10.58 M | 12.36% | 11.60% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 1.50 M | $5.36 M | 0.00% | 5.88% |
| ICON ADVISERS INC/CO | 05/13/2026 | 731.73 K | $2.62 M | -10.92% | 2.87% |
| MORGAN STANLEY | 05/15/2026 | 710.70 K | $2.54 M | 81.48% | 2.79% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 676.12 K | $2.42 M | 18.98% | 2.65% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 405.97 K | $1.45 M | 0.00% | 1.59% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 377.11 K | $1.35 M | 0.00% | 1.48% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 354.38 K | $1.27 M | 11.29% | 1.39% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 315.60 K | $1.13 M | 100.00% | 1.24% |
| LIDO ADVISORS, LLC | 05/13/2026 | 146.37 K | $523.99 K | 0.00% | 0.57% |
| UBS GROUP AG | 05/05/2026 | 129.61 K | $463.99 K | -45.73% | 0.51% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 124.24 K | $444.76 K | 0.09% | 0.49% |
| MATISSE CAPITAL | 05/08/2026 | 98.71 K | $353.39 K | -62.35% | 0.39% |
| 04/16/2026 | 91.33 K | $326.97 K | -1.37% | 0.36% | |
| LPL FINANCIAL LLC | 05/06/2026 | 60.32 K | $215.93 K | 0.54% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 46.11 K | $165.09 K | -28.20% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 43.99 K | $157.48 K | -8.77% | 0.17% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 33.34 K | $117.01 K | 1.87% | 0.13% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 30.93 K | $110.73 K | 0.00% | 0.12% |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 05/14/2026 | 30.79 K | $110.22 K | 1.40% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 30.25 K | $108.29 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 27.37 K | $97.98 K | 48.77% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 26.14 K | $94.00 K | 0.33% | 0.10% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 20.92 K | $74.88 K | -0.02% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 20.00 K | $71.60 K | 0.00% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 18.54 K | $66.37 K | 100.00% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 17.37 K | $62.17 K | 100.00% | 0.07% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 16.85 K | $60.31 K | 100.00% | 0.07% |
| SPIREPOINT PRIVATE CLIENT, LLC | 04/22/2026 | 16.25 K | $58.16 K | 0.00% | 0.06% |
| COHEN & STEERS, INC. | 05/15/2026 | 15.00 K | $54.00 K | 0.00% | 0.06% |
| WEALTHTRUST ASSET MANAGEMENT, LLC | 05/06/2026 | 14.23 K | $50.94 K | 100.00% | 0.06% |
| 05/11/2026 | 13.09 K | $46.87 K | 0.00% | 0.05% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 12.92 K | $46.01 K | 0.47% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 12.76 K | $45.67 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.85 K | $42.43 K | -13.52% | 0.05% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 04/21/2026 | 11.84 K | $42.37 K | 1.39% | 0.05% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 11.70 K | $41.87 K | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 9.61 K | $34.40 K | 0.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 2.02 K | $7.25 K | 100.00% | 0.01% |
| INDEPENDENCE BANK OF KENTUCKY | 04/30/2026 | 2.00 K | $7.16 K | -30.07% | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1.54 K | $5.50 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 1.00 K | $3.58 K | 100.00% | 0.00% |
| MASCOMA WEALTH MANAGEMENT LLC | 04/30/2026 | 844 | $3.02 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 825 | $2.95 K | 100.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/22/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS High Yield Municipal Trust institutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of MFS High Yield Municipal Trust. The most heavily invested institutionals were:
Bulldog Investors, LLP: 3.53 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 2.96 M
Almitas Capital LLC: 1.5 M
ICON ADVISERS INC/CO: 731,734
MORGAN STANLEY: 710,702
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 676,122
49.85% of MFS High Yield Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.53 M shares in the last 24 months. This purchase volume represents approximately $49.40 M in transactions.