Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in MFS High Yield Municipal Trust include .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21,725 | 14.49 | 72 | 9.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,002 | 0.02 | 43 | -4.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 25,746 | 26.82 | 86 | 21.43 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 651,635 | 56.44 | 2,170 | 49.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 94,893 | 46.23 | 316 | 39.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,872 | 0.33 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31,944 | 1.39 | 106 | -2.75 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 2,328,607 | 6.85 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 2,671,037 | 1.73 | 8,895 | -2.94 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 123,892 | 0.09 | 413 | -4.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,192 | 71 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 550,525 | 55.82 | 1,833 | 48.66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 98,359 | 0.01 | 328 | -4.66 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 29,500 | 1.40 | 98 | -2.97 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,998,686 | 4.38 | 6,656 | -0.40 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11,340 | 1.40 | 38 | -5.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 275,578 | 2.46 | 918 | -2.24 |
