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, Q2 2021
Institutional positions in MFS Investment Grade Municipal Trust as of Jun 30, 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
- +1 vs. Q1 2021
- Shares held
- 1.91M
- −40.9K (−2.1%) vs. Q1 2021
- Total value
- $19.6M
- +$491.3K (+2.6%) vs. Q1 2021
- New holders
- 3
- 13 more added
- Sold out
- 2
- 8 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 332,429 | $3.42M | 0.10% | −2,602−0.8% | Reduced |
| Rivernorth Capital Management, LLC | 251,909 | $2.59M | 0.15% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 145,806 | $1.50M | 0.82% | +7,707+5.6% | Added |
| UBS Group AG | 124,930 | $1.28M | 0.00% | −6,126−4.7% | Reduced |
| 1607 Capital Partners, LLC | 122,859 | $1.26M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 87,590 | $900.0K | 0.01% | −49,011−35.9% | Reduced |
| Wells Fargo & Company | 85,303 | $877.0K | 0.00% | −3,624−4.1% | Reduced |
| Morgan Stanley | 77,305 | $795.0K | 0.00% | +2,688+3.6% | Added |
| Bank of America Corp | 73,102 | $751.0K | 0.00% | +11,582+18.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 72,416 | $744.0K | 0.31% | +580+0.8% | Added |
| Advisor Group Holdings, Inc. | 61,568 | $633.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 49,617 | $510.0K | 0.01% | +291+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 46,573 | $479.0K | 0.00% | +3,092+7.1% | Added |
| Capital Investment Advisors, LLC | 42,882 | $441.0K | 0.02% | +9,515+28.5% | Added |
| QP Wealth Management, LLC | 36,325 | $373.0K | 0.38% | +6,675+22.5% | Added |
| SJA Financial Advisory, LLC | 32,267 | $332.0K | 0.25% | +356+1.1% | Added |
| Ackerman Capital Advisors, LLC | 30,843 | $317.0K | 0.07% | +2,386+8.4% | Added |
| Dakota Wealth Management | 30,347 | $312.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,466 | $303.0K | 0.00% | +6,012+25.6% | Added |
| Bridgewater Advisors Inc. | 28,954 | $298.0K | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 26,071 | $268.0K | 0.00% | +34+0.1% | Added |
| Raymond James & Associates | 22,782 | $234.0K | 0.00% | −32,947−59.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $220.0K | 0.00% | +21,377 | New |
| Wealthcare Advisory Partners LLC | 13,154 | $135.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,120 | $125.0K | 0.02% | −10,050−45.3% | Reduced |
| Ameriprise Financial Inc | 10,887 | $112.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,528 | $108.0K | 0.00% | +17+0.2% | Added |
| Wolverine Asset Management LLC | 6,508 | $66.0K | 0.00% | −2,875−30.6% | Reduced |
| Royal Bank of Canada | 6,425 | $66.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,926 | $51.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,610 | $47.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $21.0K | 0.00% | +2,000 | New |
| Central Trust Co | 1,617 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,007 | $10.0K | 0.00% | +1,007 | New |
| The PNC Financial Services Group, Inc. | 776 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $2.00K | 0.00% | −1,390−86.9% | Reduced |
| Pflug Koory, LLC | 179 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $62 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Denver Wealth Management, Inc. | – | – | – | – | Not filed |