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MFS High Yield Municipal Trust received an updated Schedule 13D/A (Amendment No. 12) from Bulldog Investors, LLP and its principals Phillip Goldstein and Andrew Dakos. Based on 25,492,782 shares outstanding as of 11/30/25, Bulldog Investors is deemed the beneficial owner of 2,459,393 shares, or 9.65% of the common stock. Goldstein is deemed to beneficially own 2,842,378 shares, or 11.15% of the company, while Dakos is deemed to beneficially own 2,344,505 shares, or 9.20%. The filing notes recent CMU share sales between 4/24/26 and 4/29/26 at prices around $3.65 per share, executed through Bulldog-managed accounts. Clients of Bulldog Investors and the account owners are entitled to any dividends or sales proceeds.
Bulldog Investors, LLP and its principals Phillip Goldstein and Andrew Dakos filed Amendment No. 11 to their Schedule 13D for MFS High Yield Municipal Trust (CMU), updating their ownership and recent trading.
Using 25,492,782 shares outstanding as of 11/30/25, Bulldog Investors is deemed the beneficial owner of 2,814,161 CMU shares, or 11.04% of the fund. As of April 23, 2026, Mr. Goldstein is deemed to beneficially own 3,197,146 shares (12.54%), and Mr. Dakos 2,699,273 shares (10.59%), primarily through their interests in Bulldog Investors.
The amendment also reports recent CMU share sales between April 14 and April 23, 2026 at prices around $3.66–$3.68 per share, with dividends and sale proceeds for these shares payable to Bulldog Investors’ clients and account owners.
MFS High Yield Municipal Trust (CMU) received an updated Schedule 13D/A from Bulldog Investors, LLP, Phillip Goldstein and Andrew Dakos reflecting their current ownership stakes. Based on 25,492,782 CMU shares outstanding as of 11/30/25, Phillip Goldstein is deemed to beneficially own 3,455,205 shares, or 13.55% of the common stock. Bulldog Investors, LLP is deemed to beneficially own 3,072,220 shares, or 12.05%, while Andrew Dakos is deemed to beneficially own 2,957,332 shares, or 11.60%. The filing notes that Bulldog has sole voting and dispositive power over 120,488 shares and shared power over 2,951,732 shares, with certain clients sharing this power. It also lists recent CMU trading activity over the last 60 days, including purchases and sales around the mid-$3.60 price range.
MFS High Yield Municipal Trust commenced a self-tender offer to purchase for cash up to 50% (12,746,391 shares) of its outstanding common shares. The price payable is 99% of net asset value per share as of the Expiration Date plus any unpaid dividends accrued through May 5, 2026. The Offer commenced on April 6, 2026 and the Schedule TO amendment reports this tender offer and attaches the Offer to Purchase and Letter of Transmittal.
MFS HIGH YIELD MUNICIPAL TRUST submitted a Form 4 identifying Geoffrey Schechter as a reporting person with the role of portfolio manager. The summary data in this filing shows no reported purchases, sales, exercises, gifts, tax withholdings, or other share transactions.
MFS High Yield Municipal Trust has released preliminary communications describing a planned tender offer to purchase for cash up to 50% of the Fund’s outstanding common shares. The announcement states the Offer has not commenced and that the Fund intends to file a Schedule TO with full tender offer documents, including a letter of transmittal.
The communication is informational only and is not an offer or solicitation; timing and final terms are subject to the Fund’s planned filings.
Almitas Capital LLC filed a Schedule 13G reporting beneficial ownership of common shares of MFS High Yield Municipal Trust. The filing states that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of the fund.
MFS High Yield Municipal Trust insiders filed an amended Form 4 after correcting how a recent trade was reported. On 01/20/2026, Phillip Goldstein purchased 678 shares of common stock at $3.50 per share. Following this transaction, he beneficially owned 24,878 shares directly.
The filing is made by Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos. A footnote explains that the shares are held by Phillip Goldstein and that Bulldog Investors, LLP and Andrew Dakos disclaim beneficial interest in these shares except to the extent of any pecuniary interest. The amendment is specifically to show in Table I that the securities were acquired, not disposed of, in the reported transaction.
MFS High Yield Municipal Trust generated a total return of 0.54% at net asset value and 2.11% at market price for the 12 months ended November 30, 2025, compared with 2.64% for the Bloomberg Municipal Bond Index. The fund benefited from falling interest rates, with longer duration and yield-curve positioning helping results, but it lagged the benchmark due to weaker security selection in transportation and power, exposure to non-rated bonds, and an overweight in health care.
The portfolio is concentrated in municipal sectors such as hospitals, long-term care, airports, education, and housing, and holds a mix of investment grade and below investment grade bonds. The fund uses leverage through preferred shares and tender option bonds; as of November 30, 2025, it needed a 1.47% net portfolio return to cover leverage costs. Michael Dawson and Jason Kosty serve as portfolio managers, with Geoffrey Schechter stepping off the team effective September 30, 2025.