CMU — MFS HIGH YIELD MUNI TRUST

Ownership history in Bulldog Investors, LLP  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bulldog Investors, LLP reported a position in MFS HIGH YIELD MUNI TRUST (CMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.81% (2025 Q4)
Avg. % of fund
1.41%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,593,657 +598,697 +20.0% 2.81% $12.6M $3.48
2025 Q3 ADDED 2,994,960 +323,923 +12.1% 2.41% $10.4M $3.39
2025 Q2 ADDED 2,671,037 +45,521 +1.7% 2.25% $8.9M $3.20
2025 Q1 ADDED 2,625,516 +280,073 +11.9% 2.48% $9.2M $3.31
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CMU price (monthly, adj. close)

Other funds also holding CMU

As of 2025 Q4 — sorted by position size

Almitas Capital LLC 3Y 7Y 1.16% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.66% ICON ADVISERS INC/CO 3Y 7Y 0.62% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.44% Matisse Capital 3Y 7Y 0.41% MELFA WEALTH MANAGEMENT, INC. 3Y 0.25% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 0.15% Novak & Powell Financial Services, Inc. 0.06% EVOLVE PRIVATE WEALTH, LLC 0.02% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.01%
← Back to Bulldog Investors, LLP Holdings