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Disclosery

CXE MFS HIGH INCOME MUN TR

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SH BEN INT (common)

53 managers (53 13F filers) reported a position in CXE shares at 2025-03-31, 12,027,334 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
53
13F filers
53
New
7
Added
15
Reduced
15
Sold out
9
Shares held by filers
12,027,334

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Saba Capital Management, L.P.in group Saba Capital Management, L.P.2,248,961$8.3M0.23%+70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,153,549$4.26M<0.01%-108,99613F-HRTimelineGroup
Almitas Capital LLC1,047,002$3.86M1.28%+125,16513F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC944,613$3.49M0.18%013F-HRTimeline
UBS Group AGin group UBS Group AG715,740$2.64M<0.01%-73,38413F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.689,008$2.54M0.11%-6,48113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC672,235$2.48M<0.01%-15,00013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC622,802$2.3M0.05%+2,59913F-HRTimelineGroup
Cambridge Investment Research Advisors,…536,356$1.98M0.01%-20,70013F-HRTimeline
WHITEBOX ADVISORS LLC450,042$1.66M0.05%+220,81913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC374,219$1.4M0.01%+19,84113F-HRTimelineGroup
Logan Stone Capital, LLC260,564$961K0.45%+19,72413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY249,995$922K<0.01%-1,24213F-HRTimelineGroup
Bulldog Investors, LLP222,985$823K0.22%new13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…195,885$723K0.08%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,434$562K<0.01%+20,33513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.150,321$555K0.37%+13313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,228$543K<0.01%-8,62513F-HR/ATimelineGroup
Noble Wealth Management PBC142,585$526K0.36%+6,56013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,117$384K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC101,504$375K0.07%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.93,879$346K0.12%+17,84313F-HRTimeline
Matisse Capital73,090$270K0.14%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,978$262K<0.01%-16,27813F-HRTimelineGroup
Capital Investment Advisors, LLC66,126$244K<0.01%-1,00013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC51,429$190K<0.01%-13,38613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,591$183K<0.01%+1,64013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.36,017$133K0.08%+45913F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC34,614$128K<0.01%-80013F-HRTimeline
DAVIS R M INC31,104$115K<0.01%013F-HRTimeline
Quantum Financial Planning Services, In…30,888$114K0.06%new13F-HRTimeline
Catalina Capital Group, LLC29,474$109K0.07%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,674$106K<0.01%new13F-HRTimelineGroup
LPL Financial LLC25,998$95.9K<0.01%+4513F-HRTimeline
NewEdge Advisors, LLC22,700$83.8K<0.01%new13F-HRTimeline
HighTower Advisors, LLC22,429$82.8K<0.01%-10,10213F-HRTimeline
Collar Capital Management, LLC20,000$73.8K0.07%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,742$65.5K<0.01%+2,65413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC15,358$56.7K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,061$55.6K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,037$55.5K<0.01%+19113F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC13,000$48K<0.01%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC12,623$47K<0.01%013F-HRTimeline
Cetera Investment Advisers12,509$46.2K<0.01%-4,09713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,705$43.2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,913$40.3K<0.01%-113F-HRTimelineGroup
WMG Financial Advisors, LLC10,700$39.5K0.02%-5,50013F-HRTimeline
Park Place Capital Corp10,262$37.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…5,089$18.8K<0.01%013F-HRTimeline
Independence Bank of Kentucky3,900$14.4K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC2,517$9.29K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,782$6.56K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.