MFS Investment Grade Municipal Trust
CXHDelisted Jun 8, 2026- SEC CIK
- 0000847411
MFS Investment Grade Municipal Trust was delisted on Jun 8, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 33 institutions reported holding it in 13F filings for Q1 2026, worth $32.2M in total; no superinvestor held it.
13F holders, Q1 2026
Institutional positions in MFS Investment Grade Municipal Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
CXH is no longer listed, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 33
- +1 vs. Q4 2025
- Shares held
- 4.03M
- −6.99K (−0.2%) vs. Q4 2025
- Total value
- $32.2M
- +$106.5K (+0.3%) vs. Q4 2025
- New holders
- 4
- 6 more added
- Sold out
- 3
- 10 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CXH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 33 | $32.2M |
| Q4 2025 | 32 | $32.1M |
| Q3 2025 | 33 | $29.2M |
| Q2 2025 | 30 | $28.2M |
| Q1 2025 | 32 | $28.1M |
| Q4 2024 | 33 | $27.2M |
| Q3 2024 | 33 | $23.6M |
| Q2 2024 | 39 | $23.6M |
| Q1 2024 | 38 | $21.7M |
| Q4 2023 | 38 | $21.8M |
| Q3 2023 | 38 | $22.9M |
| Q2 2023 | 35 | $21.3M |
| Q1 2023 | 39 | $19.4M |
| Q4 2022 | 39 | $19.1M |
| Q3 2022 | 39 | $14.1M |
| Q2 2022 | 43 | $15.8M |
| Q1 2022 | 43 | $16.6M |
| Q4 2021 | 40 | $19.3M |
| Q3 2021 | 40 | $19.6M |
| Q2 2021 | 39 | $19.6M |
| Q1 2021 | 39 | $19.3M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 1,184,498 | $9.46M | 2.13% | −16,847−1.4% | Reduced |
| Rivernorth Capital Management, LLC | 576,479 | $4.61M | 0.23% | +70,996+14.0% | Added |
| Almitas Capital LLC | 454,829 | $3.63M | 0.82% | −800.0% | Reduced |
| Morgan Stanley | 431,408 | $3.45M | 0.00% | +262,671+155.7% | Added |
| Bank of America Corp | 258,068 | $2.06M | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 242,888 | $1.94M | 0.00% | −29,543−10.8% | Reduced |
| Icon Advisers Inc | 241,372 | $1.93M | 0.45% | −2,923−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 141,088 | $1.13M | 0.04% | +28,451+25.3% | Added |
| Melfa Wealth Management, LLC | 78,360 | $626.1K | 0.36% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 62,969 | $503.1K | 0.00% | +32,925+109.6% | Added |
| Matisse Capital | 47,998 | $383.5K | 0.16% | −38,383−44.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 35,345 | $282.4K | 0.05% | +35,345 | New |
| Raymond James Financial Inc | 33,673 | $269.0K | 0.00% | +295+0.9% | Added |
| Advisor Group Holdings, Inc. | 32,138 | $256.8K | 0.00% | −10,755−25.1% | Reduced |
| Capital Investment Advisors, LLC | 27,962 | $223.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 23,409 | $187.0K | 0.06% | −219,017−90.3% | Reduced |
| Rothschild Investment LLC | 22,975 | $183.6K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 20,755 | $165.8K | 0.01% | +5,255+33.9% | Added |
| Wells Fargo & Company | 17,565 | $140.3K | 0.00% | −428−2.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,802 | $126.3K | 0.06% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 15,498 | $123.8K | 0.13% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 15,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,503 | $91.9K | 0.00% | −6,165−34.9% | Reduced |
| Pathstone Holdings, LLC | 10,651 | $85.1K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,251 | $81.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,867 | $46.9K | 0.00% | −4,948−45.8% | Reduced |
| Fifth Third Bancorp | 4,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,825 | $22.7K | 0.00% | +2,825 | New |
| Montag A & Associates Inc | 2,471 | $19.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $6.20K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 640 | $5.11K | 0.00% | +640 | New |
| Assetmark, Inc | 480 | $3.83K | 0.00% | +480 | New |
| Steward Partners Investment Advisory, LLC | 99 | $791 | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −110,998−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |