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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 6 | $62 | 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 |
| Sugarloaf Wealth Management, LLC | 437 | $4.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,007 | $10.0K | 0.00% | +1,007 | New |
| Central Trust Co | 1,617 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $21.0K | 0.00% | +2,000 | New |
| CoreFirst Bank & Trust | 4,610 | $47.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,926 | $51.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 10,528 | $108.0K | 0.00% | +17+0.2% | Added |
| Ameriprise Financial Inc | 10,887 | $112.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 12,120 | $125.0K | 0.02% | −10,050−45.3% | Reduced |
| Wealthcare Advisory Partners LLC | 13,154 | $135.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $220.0K | 0.00% | +21,377 | New |
| Raymond James & Associates | 22,782 | $234.0K | 0.00% | −32,947−59.1% | Reduced |
| LPL Financial LLC | 26,071 | $268.0K | 0.00% | +34+0.1% | Added |
| Bridgewater Advisors Inc. | 28,954 | $298.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,466 | $303.0K | 0.00% | +6,012+25.6% | Added |
| Dakota Wealth Management | 30,347 | $312.0K | 0.04% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 30,843 | $317.0K | 0.07% | +2,386+8.4% | Added |
| SJA Financial Advisory, LLC | 32,267 | $332.0K | 0.25% | +356+1.1% | Added |
| QP Wealth Management, LLC | 36,325 | $373.0K | 0.38% | +6,675+22.5% | Added |
| Capital Investment Advisors, LLC | 42,882 | $441.0K | 0.02% | +9,515+28.5% | Added |
| Northwestern Mutual Wealth Management Co | 46,573 | $479.0K | 0.00% | +3,092+7.1% | Added |
| Kestra Advisory Services, LLC | 49,617 | $510.0K | 0.01% | +291+0.6% | Added |
| Advisor Group Holdings, Inc. | 61,568 | $633.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 72,416 | $744.0K | 0.31% | +580+0.8% | Added |
| Bank of America Corp | 73,102 | $751.0K | 0.00% | +11,582+18.8% | Added |
| Morgan Stanley | 77,305 | $795.0K | 0.00% | +2,688+3.6% | Added |
| Wells Fargo & Company | 85,303 | $877.0K | 0.00% | −3,624−4.1% | Reduced |
| Advisors Asset Management, Inc. | 87,590 | $900.0K | 0.01% | −49,011−35.9% | Reduced |
| 1607 Capital Partners, LLC | 122,859 | $1.26M | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 124,930 | $1.28M | 0.00% | −6,126−4.7% | Reduced |
| Robinson Capital Management, LLC | 145,806 | $1.50M | 0.82% | +7,707+5.6% | Added |
| Rivernorth Capital Management, LLC | 251,909 | $2.59M | 0.15% | 00.0% | Unchanged |
| Karpus Management, Inc. | 332,429 | $3.42M | 0.10% | −2,602−0.8% | Reduced |
| 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 |