CXE — MFS High Income Mun Tr Institutional Holders · Q1 2026

Name: Who Owns CXE? 67 Institutions Hold $47.7M (Q1 2026)
Creator: ko.io

Who owns MFS High Income Mun Tr (CXE)? 67 institutions reported holding $47.72M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: Almitas Capital LLC ($4.7M), UBS Group AG ($4.4M), Saba Capital Management, L.P. ($4.1M).

Rank	Institution	Value	Shares	Change
1	Almitas Capital LLC	$4.7M	1.3M	Added
2	UBS Group AG	$4.4M	1.2M	Trimmed
3	Saba Capital Management, L.P.	$4.1M	1.1M	Trimmed
4	BANK OF AMERICA CORP /DE/	$3.8M	1.0M	Added
5	Pathstone Holdings, LLC	$3.7M	999,681	Added
6	RIVERNORTH CAPITAL MANAGEMENT, LLC	$3.4M	922,762	Trimmed
7	COMMONWEALTH EQUITY SERVICES, LLC	$2.5M	665,235	Hold
8	ROBINSON CAPITAL MANAGEMENT, LLC	$2.4M	644,863	Added
9	SIT INVESTMENT ASSOCIATES INC	$2.3M	633,241	Added
10	Summit Financial, LLC	$2.1M	576,180	Trimmed
11	WHITEBOX ADVISORS LLC	$1.9M	512,763	Hold
12	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$1.8M	475,885	Added
13	Bulldog Investors, LLP	$1.7M	449,633	Hold
14	MORGAN STANLEY	$1.1M	292,643	Added
15	Closed-End Fund Advisors, Inc.	$1.0M	274,770	Added
16	MELFA WEALTH MANAGEMENT, INC.	$613,894	165,470	Added
17	Cambridge Investment Research Advisors, Inc.	$404,000	108,795	Added
18	CAPTRUST FINANCIAL ADVISORS	$386,274	104,117	Hold
19	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$382,486	103,096	Added
20	RIVERBRIDGE PARTNERS LLC	$377,364	101,715	Added
21	Thomas J. Herzfeld Advisors, Inc.	$328,124	88,443	Trimmed
22	Catalina Capital Group, LLC	$304,283	82,017	Added
23	Matisse Capital	$271,164	73,090	Hold
24	Noble Wealth Management PBC	$268,381	72,340	Trimmed
25	RAYMOND JAMES FINANCIAL INC	$244,084	65,791	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31