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MFS Investment Grade Municipal Trust

CXHDelisted Jun 8, 2026

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 2021

Institutional positions in MFS Investment Grade Municipal Trust as of Mar 31, 2021. 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

Institutional holders
39
No complete 13F data for Q4 2020
Shares held
1.96M
No complete 13F data for Q4 2020
Total value
$19.3M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 39 institutions
Q1 2021: 39 institutionsQ2 2021: 39 institutionsQ3 2021: 40 institutionsQ4 2021: 40 institutionsQ1 2022: 43 institutionsQ2 2022: 43 institutionsQ3 2022: 39 institutionsQ4 2022: 39 institutionsQ1 2023: 39 institutionsQ2 2023: 35 institutionsQ3 2023: 38 institutionsQ4 2023: 38 institutionsQ1 2024: 38 institutionsQ2 2024: 39 institutionsQ3 2024: 33 institutionsQ4 2024: 33 institutionsQ1 2025: 32 institutionsQ2 2025: 30 institutionsQ3 2025: 33 institutionsQ4 2025: 32 institutionsQ1 2026: 33 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $19.3M
Q1 2021: $19.3MQ2 2021: $19.6MQ3 2021: $19.6MQ4 2021: $19.3MQ1 2022: $16.6MQ2 2022: $15.8MQ3 2022: $14.1MQ4 2022: $19.1MQ1 2023: $19.4MQ2 2023: $21.3MQ3 2023: $22.9MQ4 2023: $21.8MQ1 2024: $21.7MQ2 2024: $23.6MQ3 2024: $23.6MQ4 2024: $27.2MQ1 2025: $28.1MQ2 2025: $28.2MQ3 2025: $29.2MQ4 2025: $32.1MQ1 2026: $32.2MQ2 2026: $0
Institutions holding CXH and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 202633$32.2M
Q4 202532$32.1M
Q3 202533$29.2M
Q2 202530$28.2M
Q1 202532$28.1M
Q4 202433$27.2M
Q3 202433$23.6M
Q2 202439$23.6M
Q1 202438$21.7M
Q4 202338$21.8M
Q3 202338$22.9M
Q2 202335$21.3M
Q1 202339$19.4M
Q4 202239$19.1M
Q3 202239$14.1M
Q2 202243$15.8M
Q1 202243$16.6M
Q4 202140$19.3M
Q3 202140$19.6M
Q2 202139$19.6M
Q1 202139$19.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CXH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Karpus Management, Inc.335,031$3.29M0.10%––
Rivernorth Capital Management, LLC251,909$2.47M0.15%––
Robinson Capital Management, LLC138,099$1.36M0.73%––
Advisors Asset Management, Inc.136,601$1.34M0.02%––
UBS Group AG131,056$1.29M0.00%––
1607 Capital Partners, LLC122,859$1.21M0.06%––
Wells Fargo & Company88,927$873.0K0.00%––
Morgan Stanley74,617$732.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.71,836$705.0K0.32%––
Bank of America Corp61,520$604.0K0.00%––
Advisor Group Holdings, Inc.61,568$603.0K0.00%––
Raymond James & Associates55,729$547.0K0.00%––
Kestra Advisory Services, LLC49,326$484.0K0.01%––
Northwestern Mutual Wealth Management Co43,481$427.0K0.00%––
Capital Investment Advisors, LLC33,367$327.0K0.01%––
SJA Financial Advisory, LLC31,911$313.0K0.24%––
Dakota Wealth Management30,347$298.0K0.04%––
QP Wealth Management, LLC29,650$291.0K0.32%––
Bridgewater Advisors Inc.28,954$288.0K0.15%––
Ackerman Capital Advisors, LLC28,457$279.0K0.07%––
LPL Financial LLC26,037$255.0K0.00%––
Janney Montgomery Scott LLC23,454$230.0K0.00%––
Koshinski Asset Management, Inc.22,170$217.0K0.02%––
Denver Wealth Management, Inc.15,459$132.0K0.14%––
Wealthcare Advisory Partners LLC13,154$129.0K0.01%––
Ameriprise Financial Inc10,887$107.0K0.00%––
Cambridge Investment Research Advisors, Inc.10,511$103.0K0.00%––
Wolverine Asset Management LLC9,383$92.0K0.00%––
Royal Bank of Canada6,425$63.0K0.00%––
Fifth Third Bancorp4,926$48.0K0.00%––
CoreFirst Bank & Trust4,610$45.0K0.03%––
Webster Bank, N. A.4,500$44.0K0.01%––
First Horizon Advisors, Inc.3,108$30.0K0.00%––
Central Trust Co1,617$16.0K0.00%––
Steward Partners Investment Advisory, LLC1,600$15.7K0.00%––
The PNC Financial Services Group, Inc.776$8.00K0.00%––
Sugarloaf Wealth Management, LLC437$4.00K0.00%––
Pflug Koory, LLC179$2.00K0.00%––
Sutton Wealth Advisors Inc.6$590.00%––