Vault-13

PIONEER MUNICIPAL HIGH INCOM XMHIX

COM SHS · Closed-End Fund · CUSIP 723763108

51 institutional holders -3 vs Q1 2024
12,680,03912.7m shares reported held*
$115.9mreported value*
6 new 17 added 15 reduced 9 sold out net sold ≈ $10.8m (-1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.14.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 71Q4 22: 58Q1 23: 64Q2 23: 63Q3 23: 64Q4 23: 60Q1 24: 54Q2 24: 5151Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202271
Q4 202258
Q1 202364
Q2 202363
Q3 202364
Q4 202360
Q1 202454
Q2 202451

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 29 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 39 bought or addedQ1 23: 19 cut or sold outQ2 23: 28 bought or addedQ2 23: 32 cut or sold outQ2 23Q3 23: 33 bought or addedQ3 23: 29 cut or sold outQ4 23: 23 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 31 cut or sold outQ2 24: 23 bought or addedQ2 24: 24 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20222936
Q1 20233919
Q2 20232832
Q3 20233329
Q4 20232335
Q1 20241831
Q2 20242324

Biggest buyers

RIVERNORTH CAPITAL MANAGEMENT, LLC New +546,580+546.6k
Atlas Wealth LLC New +363,910+363.9k
ROYAL BANK OF CANADA Added +176,791+176.8k
SIT INVESTMENT ASSOCIATES INC Added +175,159+175.2k
WHITEBOX ADVISORS LLC Added +107,248+107.2k
CITADEL ADVISORS LLC New +60,125+60.1k
Saba Capital Management, L.P. Added +52,379+52.4k
MacKay Shields LLC Added +25,013+25.0k
GUGGENHEIM CAPITAL LLC Added +22,613+22.6k
Wagner Wealth Management, LLC Added +22,220+22.2k

Biggest sellers

MORGAN STANLEY Reduced -2,496,151-2.5m
AQR Arbitrage LLC Reduced -56,685-56.7k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -36,354-36.4k
OSAIC HOLDINGS, INC. Reduced -32,114-32.1k
RAYMOND JAMES & ASSOCIATES Reduced -19,470-19.5k
Logan Stone Capital, LLC Sold out -17,304-17.3k
VAN ECK ASSOCIATES CORP Reduced -14,089-14.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,717-13.7k
Ironsides Asset Advisors, LLC Sold out -13,040-13.0k
TRUIST FINANCIAL CORP Sold out -11,837-11.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution filed 2025-08-05 11.5% 2.6m 2025-08-05

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Saba Capital Management, L.P. 0.69% of their portfolio NEW YORK, NY 3,453,2233.5m $31.6m $31.6m 0.69% Added +52.4k +52,379
2 SIT INVESTMENT ASSOCIATES INC 0.42% of their portfolio Minneapolis, MN 1,989,5232.0m $18.2m $18.2m 0.42% Added +175.2k +175,159
3 Pathstone Holdings, LLC 0.05% of their portfolio ENGLEWOOD, NJ 1,167,7261.2m $10.7m $10.7m 0.05% Reduced -9.3k -9,301
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,153,3371.2m $10.5m $10.5m 0.00% Reduced -2.5m -2,496,151
5 MacKay Shields LLC 0.22% of their portfolio New York, NY 796,898796.9k $7.3m $7.3m 0.22% Added +25.0k +25,013
6 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.24% of their portfolio WEST PALM BEACH, FL 546,580546.6k $5.0m $5.0m 0.24% New
7 Atlas Wealth LLC 0.39% of their portfolio CINCINNATI, OH 363,910363.9k $3.3m $3.3m 0.39% New
8 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 337,783337.8k $3.1m $3.1m 0.02% Added +22.6k +22,613
9 WHITEBOX ADVISORS LLC 0.12% of their portfolio MINNEAPOLIS, MN 329,238329.2k $3.0m $3.0m 0.12% Added +107.2k +107,248
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 305,635305.6k $2.8m $2.8m 0.00% Added +11.3k +11,252
11 AQR Arbitrage LLC 0.06% of their portfolio Greenwich, CT 266,145266.1k $2.4m $2.4m 0.06% Reduced -56.7k -56,685
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 202,183202.2k $1.8m $1.8m 0.00% Added +176.8k +176,791
13 Almitas Capital LLC 0.70% of their portfolio SANTA MONICA, CA 184,859184.9k $1.7m $1.7m 0.70% Unchanged
14 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 165,818165.8k $1.5m $1.5m 0.00% Reduced -14.1k -14,089
15 Capital Investment Advisors, LLC 0.03% of their portfolio ATLANTA, GA 141,616141.6k $1.3m $1.3m 0.03% Reduced -6.6k -6,618
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,077139.1k $1.3m $1.3m 0.00% Added +300 +300
17 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 118,279118.3k $1.1m $1.1m 0.00% Unchanged
18 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 114,912114.9k $1.1m $1.1m 0.01% Reduced -3.1k -3,110
19 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 88,58188.6k $809.6k $809.6k 0.01% Added +3.0k +2,998
20 Wagner Wealth Management, LLC 0.18% of their portfolio GREENVILLE, SC 66,21766.2k $605.2k $605.2k 0.18% Added +22.2k +22,220
21 SEAMOUNT FINANCIAL GROUP INC 0.46% of their portfolio COLORADO SPRINGS, CO 62,02762.0k $566.9k $566.9k 0.46% Unchanged
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 60,12560.1k $549.5k $549.5k 0.00% New
23 Tyche Wealth Partners LLC 0.13% of their portfolio PLANO, TX 57,31757.3k $523.9k $523.9k 0.13% Reduced -3.0k -2,970
24 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 50,68350.7k $463.2k $463.2k 0.00% Reduced -19.5k -19,470
25 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 49,76049.8k $454.8k $454.8k 0.00% Unchanged
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,63038.6k $353.0k $353.0k 0.00% Reduced -298 -298
27 HOHIMER WEALTH MANAGEMENT, LLC 0.08% of their portfolio SEATTLE, WA 36,00036.0k $329.0k $329.0k 0.08% Unchanged
28 Garden State Investment Advisory Services LLC 0.11% of their portfolio Red Bank, NJ 35,70035.7k $326.3k $326.3k 0.11% Unchanged
29 Gridiron Partners, LLC 0.21% of their portfolio Wexford, PA 35,26135.3k $322.3k $322.3k 0.21% Reduced -2.7k -2,702
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 34,05434.1k $311.3k $311.3k 0.00% Added +397 +397
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,25533.3k $304.0k $304.0k 0.00% Reduced -8.5k -8,492
32 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.06% of their portfolio BLUE BELL, PA 29,80429.8k $272.4k $272.4k 0.06% Added +1.8k +1,800
33 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 26,98727.0k $246.7k $246.7k 0.00% Added +3.7k +3,715
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,12324.1k $220.5k $220.5k 0.00% Added +3.6k +3,612
35 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 22,50022.5k $205.7k $205.7k 0.00% Reduced -1.9k -1,900
36 INTEGRATED CAPITAL MANAGEMENT, INC. 0.15% of their portfolio JESSUP, PA 20,58520.6k $188.1k $188.1k 0.15% Added +1.4k +1,370
37 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 16,70116.7k $152.6k $152.6k 0.01% Unchanged
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,66116.7k $152.3k $152.3k 0.00% Added +1.1k +1,113
39 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,20215.2k $139.0k $139.0k 0.00% Added +1.6k +1,584
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,93614.9k $136.5k $136.5k 0.00% Reduced -13.7k -13,717
41 Onyx Bridge Wealth Group LLC 0.02% of their portfolio TARRYTOWN, NY 12,72112.7k $116.3k $116.3k 0.02% Unchanged
42 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 12,37312.4k $113.1k $113.1k 0.00% Unchanged
43 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,09712.1k $110.6k $110.6k 0.00% Reduced -3.5k -3,474
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,40711.4k $104.3k $104.3k 0.00% New
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,2248.2k $75.2k $75.2k 0.00% Reduced -32.1k -32,114
46 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 5,0005.0k $45.7k $45.7k 0.00% Unchanged
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,6002.6k $23.8k $23.8k 0.00% Unchanged
48 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,0002.0k $18.0k $18.0k 0.00% Unchanged
49 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,0001.0k $9.1k $9.1k 0.00% New
50 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 765765 $7.0k $7.0k 0.00% Unchanged
51 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $9 $9 0.00% New