MFS High Income Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALMITAS CAPITAL LLC | 05/15/2026 | 1.27 M | $4.70 M | 6.11% | 4.02% |
| UBS GROUP AG | 05/05/2026 | 1.20 M | $4.44 M | -3.09% | 3.80% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 1.11 M | $4.12 M | -7.76% | 3.52% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.03 M | $3.82 M | 0.42% | 3.26% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 999.68 K | $3.71 M | 14.14% | 3.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 922.76 K | $3.42 M | -2.31% | 2.93% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 665.24 K | $2.47 M | 0.00% | 2.11% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 644.86 K | $2.39 M | 11.17% | 2.05% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 633.24 K | $2.35 M | 28.33% | 2.01% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 576.18 K | $2.14 M | -5.36% | 1.83% |
| WHITEBOX ADVISORS LLC | 05/15/2026 | 512.76 K | $1.90 M | 0.00% | 1.63% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 475.89 K | $1.77 M | 142.94% | 1.51% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 449.63 K | $1.67 M | 0.00% | 1.43% |
| MORGAN STANLEY | 05/15/2026 | 292.64 K | $1.09 M | 8.30% | 0.93% |
| 05/11/2026 | 274.77 K | $1.02 M | 2.02% | 0.87% | |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 201.17 K | $746.32 K | 20.87% | 0.64% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 165.47 K | $613.89 K | 0.11% | 0.52% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 108.80 K | $404.00 K | 1.44% | 0.35% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 104.12 K | $386.27 K | 0.00% | 0.33% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 103.10 K | $382.49 K | 2.33% | 0.33% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 101.72 K | $377.36 K | 17.88% | 0.32% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 88.44 K | $328.12 K | -46.94% | 0.28% |
| CATALINA CAPITAL GROUP, LLC | 04/23/2026 | 82.02 K | $304.28 K | 0.27% | 0.26% |
| MATISSE CAPITAL | 05/08/2026 | 73.09 K | $271.16 K | 0.00% | 0.23% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 72.34 K | $268.38 K | -34.04% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 65.79 K | $244.08 K | -24.40% | 0.21% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 64.52 K | $239.36 K | 0.00% | 0.20% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 62.92 K | $233.44 K | -0.66% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 56.41 K | $209.28 K | -35.79% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 54.95 K | $203.86 K | -0.76% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 49.09 K | $182.14 K | -68.13% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 44.59 K | $165.43 K | 100.00% | 0.14% |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 05/14/2026 | 38.18 K | $141.66 K | 1.45% | 0.12% |
| ROYAL BANK OF CANADA | 05/15/2026 | 33.67 K | $125.00 K | 42.75% | 0.11% |
| MARINER, LLC | 05/13/2026 | 29.61 K | $109.85 K | 1.44% | 0.09% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 29.54 K | $109.59 K | 0.00% | 0.09% |
| 04/16/2026 | 24.28 K | $90.09 K | -2.48% | 0.08% | |
| LPL FINANCIAL LLC | 05/06/2026 | 23.29 K | $86.42 K | 40.15% | 0.07% |
| DAVIS R M INC | 05/13/2026 | 23.10 K | $85.72 K | -25.72% | 0.07% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 21.53 K | $79.86 K | -19.42% | 0.07% |
| BOKF, NA | 05/08/2026 | 20.14 K | $74.73 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 18.85 K | $69.93 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 18.08 K | $67.07 K | 0.00% | 0.06% |
| ACT ADVISORS, LLC. | 04/14/2026 | 17.69 K | $65.63 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 16.87 K | $62.60 K | -61.65% | 0.05% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 16.50 K | $61.20 K | 100.00% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 15.24 K | $56.56 K | -38.35% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 15.00 K | $55.43 K | 100.00% | 0.05% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/22/2026 | 14.39 K | $53.39 K | 100.00% | 0.05% |
| COLLAR CAPITAL MANAGEMENT, LLC | 05/14/2026 | 14.00 K | $51.94 K | 0.00% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
MFS High Income Municipal Trust institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were:
Almitas Capital LLC: 1.27 M
UBS Group AG: 1.2 M
Saba Capital Management, L.P.: 1.11 M
BANK OF AMERICA CORP /DE/: 1.03 M
Pathstone Holdings, LLC: 999,681
RIVERNORTH CAPITAL MANAGEMENT, LLC: 922,762
41.27% of MFS High Income Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.82 M shares in the last 24 months. This purchase volume represents approximately $52.53 M in transactions.