Who Owns MFS HIGH INCOME MUN TR (CXE)? -- Institutional Holders (2026-03-31)

67 institutions reported holding $47.7M of MFS HIGH INCOME MUN TR (CXE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Almitas Capital LLC ($4.7M), UBS Group AG ($4.4M), Saba Capital Management, L.P. ($4.1M), BANK OF AMERICA CORP /DE/ ($3.8M), Pathstone Holdings, LLC ($3.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Almitas Capital LLC$4.7M1.3MAdded
2UBS Group AG$4.4M1.2MTrimmed
3Saba Capital Management, L.P.$4.1M1.1MTrimmed
4BANK OF AMERICA CORP /DE/$3.8M1.0MAdded
5Pathstone Holdings, LLC$3.7M999,681Added
6RIVERNORTH CAPITAL MANAGEMENT, LLC$3.4M922,762Trimmed
7COMMONWEALTH EQUITY SERVICES, LLC$2.5M665,235Hold
8ROBINSON CAPITAL MANAGEMENT, LLC$2.4M644,863Added
9SIT INVESTMENT ASSOCIATES INC$2.3M633,241Added
10Summit Financial, LLC$2.1M576,180Trimmed
11WHITEBOX ADVISORS LLC$1.9M512,763Hold
12CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.8M475,885Added
13Bulldog Investors, LLP$1.7M449,633Hold
14MORGAN STANLEY$1.1M292,643Added
15Closed-End Fund Advisors, Inc.$1.0M274,770Added
16MELFA WEALTH MANAGEMENT, INC.$613,894165,470Added
17Cambridge Investment Research Advisors, Inc.$404,000108,795Added
18CAPTRUST FINANCIAL ADVISORS$386,274104,117Hold
19BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$382,486103,096Added
20RIVERBRIDGE PARTNERS LLC$377,364101,715Added
21Thomas J. Herzfeld Advisors, Inc.$328,12488,443Trimmed
22Catalina Capital Group, LLC$304,28382,017Added
23Matisse Capital$271,16473,090Hold
24Noble Wealth Management PBC$268,38172,340Trimmed
25RAYMOND JAMES FINANCIAL INC$244,08465,791Trimmed

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