MFS High Income Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| UBS GROUP AG | 01/29/2026 | 1.24 M | $4.57 M | 76.44% | 3.92% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/17/2026 | 1.20 M | $4.45 M | -45.74% | 3.82% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 1.19 M | $4.42 M | 8.20% | 3.79% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.02 M | $3.79 M | -2.34% | 3.25% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 944.61 K | $3.50 M | 0.00% | 3.00% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 875.85 K | $3.24 M | 197.08% | 2.78% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 665.24 K | $2.46 M | 0.00% | 2.11% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 608.80 K | $2.25 M | 20.78% | 1.93% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 580.08 K | $2.15 M | 100.00% | 1.84% |
| WHITEBOX ADVISORS LLC | 02/17/2026 | 512.76 K | $1.90 M | 6.10% | 1.63% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 493.46 K | $1.83 M | -18.06% | 1.57% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 449.63 K | $1.66 M | 0.00% | 1.43% |
| MORGAN STANLEY | 02/13/2026 | 270.20 K | $999.75 K | 1.09% | 0.86% |
| 02/11/2026 | 269.34 K | $996.57 K | 100.00% | 0.85% | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 195.89 K | $724.77 K | 0.00% | 0.62% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 166.70 K | $616.78 K | 36.69% | 0.53% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 166.43 K | $615.79 K | 78.61% | 0.53% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 165.29 K | $611.58 K | 9.73% | 0.52% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 154.06 K | $570.02 K | -5.55% | 0.49% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 109.68 K | $405.80 K | -5.19% | 0.35% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 107.25 K | $397.00 K | 1.46% | 0.34% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 104.12 K | $385.23 K | 0.00% | 0.33% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 100.75 K | $372.78 K | 0.00% | 0.32% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 87.86 K | $325.07 K | 0.43% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 87.02 K | $321.98 K | 24.74% | 0.28% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 86.29 K | $319.26 K | -0.41% | 0.27% |
| CATALINA CAPITAL GROUP, LLC | 01/16/2026 | 81.79 K | $302.63 K | 2.57% | 0.26% |
| MATISSE CAPITAL | 01/29/2026 | 73.09 K | $270.43 K | 0.00% | 0.23% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 64.52 K | $238.71 K | -2.43% | 0.20% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 63.34 K | $234.36 K | -32.76% | 0.20% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 55.37 K | $204.86 K | 1.25% | 0.18% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 52.05 K | $192.60 K | 2,465.45% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 43.99 K | $162.77 K | 94.65% | 0.14% |
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 02/10/2026 | 37.64 K | $139.26 K | 100.00% | 0.12% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 34.70 K | $128.39 K | 0.00% | 0.11% |
| DAVIS R M INC | 02/12/2026 | 31.10 K | $115.09 K | 0.00% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 29.54 K | $109.29 K | 0.00% | 0.09% |
| MARINER, LLC | 02/13/2026 | 29.19 K | $108.00 K | 88.49% | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 26.71 K | $98.84 K | 0.00% | 0.08% |
| 02/17/2026 | 24.90 K | $92.13 K | 100.00% | 0.08% | |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 24.73 K | $91.49 K | 17.88% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 23.58 K | $88.00 K | 351.11% | 0.07% |
| XTX TOPCO LTD | 02/17/2026 | 22.25 K | $82.32 K | 100.00% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 22.19 K | $82.11 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 21.78 K | $80.60 K | -6.44% | 0.07% |
| BOKF, NA | 02/03/2026 | 20.14 K | $74.53 K | 100.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 18.85 K | $69.74 K | 0.00% | 0.06% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 18.08 K | $66.89 K | 0.00% | 0.06% |
| ACT ADVISORS, LLC. | 01/14/2026 | 17.69 K | $65.45 K | 0.45% | 0.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 16.62 K | $61.49 K | -18.07% | 0.05% |
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MFS High Income Municipal Trust institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of MFS High Income Municipal Trust. The most heavily invested institutionals were:
UBS Group AG: 1.2 M
COMMONWEALTH EQUITY SERVICES, LLC: 665,235
MELFA WEALTH MANAGEMENT, LLC: 165,470
Cambridge Investment Research Advisors, Inc.: 108,795
RIVERBRIDGE PARTNERS LLC: 101,715
Catalina Capital Group, LLC: 82,017
40.63% of MFS High Income Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 13.59 M shares in the last 24 months. This purchase volume represents approximately $51.63 M in transactions.