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Disclosery

CXE MFS HIGH INCOME MUN TR

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SH BEN INT (common)

52 managers (52 13F filers) reported a position in CXE shares at 2025-06-30, 11,764,270 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
52
New
6
Added
15
Reduced
15
Sold out
5
Shares held by filers
11,764,270

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.2,387,798$8.55M0.23%+138,83713F-HRTimelineGroup
Almitas Capital LLC1,103,430$3.95M1%+56,42813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,008,610$3.61M<0.01%-144,93913F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC944,613$3.38M0.19%013F-HRTimeline
UBS Group AGin group UBS Group AG715,864$2.56M<0.01%+12413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC677,235$2.42M<0.01%+5,00013F-HRTimeline
Hennion & Walsh Asset Management, Inc.606,331$2.17M0.09%-82,67713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC602,261$2.16M0.05%-20,54113F-HRTimelineGroup
WHITEBOX ADVISORS LLC483,300$1.73M0.05%+33,25813F-HRTimeline
Summit Financial, LLC456,700$1.63M0.04%new13F-HRTimeline
Bulldog Investors, LLP443,631$1.59M0.4%+220,64613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC305,885$1.1M<0.01%-68,33413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY259,992$931K<0.01%+9,99713F-HRTimelineGroup
Logan Stone Capital, LLC253,564$908K0.43%-7,00013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…195,885$701K0.07%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.150,472$539K0.34%+15113F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.121,587$435K0.16%+27,70813F-HRTimeline
Cambridge Investment Research Advisors,…104,138$373K<0.01%-432,21813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,117$373K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC101,952$365K0.06%+44813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,101$319K<0.01%-63,33313F-HRTimelineGroup
Matisse Capital73,090$262K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,592$242K<0.01%-3,38613F-HRTimelineGroup
Capital Investment Advisors, LLC66,126$237K<0.01%013F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,591$178K<0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.36,540$131K0.09%+52313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC34,614$124K<0.01%013F-HRTimeline
NewEdge Advisors, LLC32,700$117K<0.01%+10,00013F-HRTimeline
DAVIS R M INC31,104$111K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,044$86.1K<0.01%+13,13113F-HRTimelineGroup
HighTower Advisors, LLC21,885$78.3K<0.01%-54413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,670$77.6K<0.01%new13F-HRTimelineGroup
Collar Capital Management, LLC20,000$71.6K0.06%013F-HRTimeline
Cetera Investment Advisers18,412$65.9K<0.01%+5,90313F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC16,996$60.8K<0.01%-34,43313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC15,255$54.6K<0.01%+21813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,061$53.9K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,225$50.9K<0.01%-3,51713F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC13,524$48.4K<0.01%-1,83413F-HRTimeline
Allworth Financial LP13,000$46.5K<0.01%new13F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC12,623$45K<0.01%013F-HRTimeline
LPL Financial LLC11,050$39.6K<0.01%-14,94813F-HRTimeline
WMG Financial Advisors, LLC10,700$38.3K0.01%013F-HRTimeline
Park Place Capital Corp10,262$36.9K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,228$19K<0.01%-142,00013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…5,089$18.2K<0.01%013F-HRTimeline
Independence Bank of Kentucky3,332$11.9K<0.01%-56813F-HRTimeline
Mascoma Wealth Management LLC2,517$9.01K<0.01%013F-HRTimeline
NFSG Corp978$3.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$1.79K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96$344<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.