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, Q3 2021
Institutional positions in MFS Investment Grade Municipal Trust as of Sep 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
- 40
- +1 vs. Q2 2021
- Shares held
- 1.96M
- +55.6K (+2.9%) vs. Q2 2021
- Total value
- $19.6M
- +$16.7K (+0.1%) vs. Q2 2021
- New holders
- 2
- 12 more added
- Sold out
- 1
- 9 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 324,018 | $3.24M | 0.10% | −8,411−2.5% | Reduced |
| Rivernorth Capital Management, LLC | 251,909 | $2.52M | 0.13% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 145,806 | $1.46M | 1.30% | 00.0% | Unchanged |
| UBS Group AG | 131,482 | $1.31M | 0.00% | +6,552+5.2% | Added |
| Americana Partners, LLC | 129,030 | $1.29M | 0.31% | +129,030 | New |
| 1607 Capital Partners, LLC | 117,035 | $1.17M | 0.06% | −5,824−4.7% | Reduced |
| Morgan Stanley | 82,616 | $826.0K | 0.00% | +5,311+6.9% | Added |
| Wells Fargo & Company | 78,778 | $788.0K | 0.00% | −6,525−7.6% | Reduced |
| Bank of America Corp | 73,402 | $734.0K | 0.00% | +300+0.4% | Added |
| Advisor Group Holdings, Inc. | 61,668 | $616.0K | 0.00% | +100+0.2% | Added |
| Ackerman Capital Advisors, LLC | 48,610 | $486.0K | 0.11% | +17,767+57.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 48,165 | $482.0K | 0.21% | −24,251−33.5% | Reduced |
| LPL Financial LLC | 47,748 | $477.0K | 0.00% | +21,677+83.1% | Added |
| Kestra Advisory Services, LLC | 44,391 | $444.0K | 0.00% | −5,226−10.5% | Reduced |
| Capital Investment Advisors, LLC | 42,882 | $429.0K | 0.01% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 36,725 | $367.0K | 0.39% | +400+1.1% | Added |
| Advisors Asset Management, Inc. | 33,402 | $334.0K | 0.01% | −54,188−61.9% | Reduced |
| SJA Financial Advisory, LLC | 32,598 | $326.0K | 0.25% | +331+1.0% | Added |
| Dakota Wealth Management | 30,347 | $303.0K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,502 | $295.0K | 0.00% | +36+0.1% | Added |
| Bridgewater Advisors Inc. | 28,954 | $290.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25,164 | $252.0K | 0.00% | −21,409−46.0% | Reduced |
| Koshinski Asset Management, Inc. | 22,170 | $221.7K | 0.02% | +10,050+82.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $214.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 16,245 | $162.0K | 0.00% | +5,717+54.3% | Added |
| Ameriprise Financial Inc | 13,281 | $133.0K | 0.00% | +2,394+22.0% | Added |
| Wealthcare Advisory Partners LLC | 13,154 | $132.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 12,600 | $126.0K | 0.01% | +12,600 | New |
| Fifth Third Bancorp | 4,926 | $49.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,610 | $46.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,776 | $37.0K | 0.00% | −2,732−42.0% | Reduced |
| US Bancorp | 2,000 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,617 | $16.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,100 | $11.0K | 0.00% | −5,325−82.9% | Reduced |
| MV Capital Management, Inc. | 1,007 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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% | 00.0% | Unchanged |
| Pflug Koory, LLC | 179 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 6 | $60 | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 0 | $0 | 0.00% | −22,782−100.0% | Sold out |