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.
Q2 2021 vs. Q1 2021
How the institutions holding MFS Investment Grade Municipal Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Of which not filed for Q2 2021 | Q2 2021 | Change |
|---|---|---|---|---|
| Holders | 39 | 1 | 39 | +1 |
| Shares | 1.96M | 15.5K | 1.91M | −40.9K (−2.1%) |
| Value | $19.3M | $132.0K | $19.6M | +$491.3K (+2.6%) |
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 21,377 | $220.0K | 0.00% |
| US Bancorp | 2,000 | $21.0K | 0.00% |
| MV Capital Management, Inc. | 1,007 | $10.0K | 0.00% |
Sold out (2)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Webster Bank, N. A. | 4,500 | $44.0K |
| First Horizon Advisors, Inc. | 3,108 | $30.0K |
Not filed for Q2 2021 yet (1)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Denver Wealth Management, Inc. | 15,459 | $132.0K |