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