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, Q4 2021
Institutional positions in MFS Investment Grade Municipal Trust as of Dec 31, 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
- 0 vs. Q3 2021
- Shares held
- 1.87M
- −95.1K (−4.8%) vs. Q3 2021
- Total value
- $19.3M
- −$375.1K (−1.9%) vs. Q3 2021
- New holders
- 4
- 10 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 309,925 | $3.19M | 0.09% | −14,093−4.3% | Reduced |
| Rivernorth Capital Management, LLC | 263,847 | $2.72M | 0.11% | +11,938+4.7% | Added |
| Robinson Capital Management, LLC | 145,806 | $1.50M | 0.93% | 00.0% | Unchanged |
| Americana Partners, LLC | 141,530 | $1.46M | 0.27% | +12,500+9.7% | Added |
| 1607 Capital Partners, LLC | 106,735 | $1.10M | 0.06% | −10,300−8.8% | Reduced |
| Wells Fargo & Company | 86,773 | $894.0K | 0.00% | +7,995+10.1% | Added |
| LPL Financial LLC | 73,364 | $756.0K | 0.00% | +25,616+53.6% | Added |
| Morgan Stanley | 72,201 | $744.0K | 0.00% | −10,415−12.6% | Reduced |
| Advisor Group Holdings, Inc. | 66,807 | $689.0K | 0.00% | +5,139+8.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 59,765 | $616.0K | 0.22% | +11,600+24.1% | Added |
| Bank of America Corp | 58,926 | $608.0K | 0.00% | −14,476−19.7% | Reduced |
| UBS Group AG | 50,049 | $516.0K | 0.00% | −81,433−61.9% | Reduced |
| Ackerman Capital Advisors, LLC | 44,329 | $457.0K | 0.10% | −4,281−8.8% | Reduced |
| Capital Investment Advisors, LLC | 42,882 | $442.0K | 0.01% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 39,225 | $404.0K | 0.43% | +2,500+6.8% | Added |
| SJA Financial Advisory, LLC | 32,933 | $340.0K | 0.24% | +335+1.0% | Added |
| Janney Montgomery Scott LLC | 32,954 | $340.0K | 0.00% | +3,452+11.7% | Added |
| Dakota Wealth Management | 30,347 | $313.0K | 0.03% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 28,954 | $299.0K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 22,170 | $228.6K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $220.0K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 18,077 | $186.0K | 0.16% | +18,077 | New |
| Fortitude Advisory Group L.L.C. | 17,675 | $182.0K | 0.09% | +17,675 | New |
| Denver Wealth Management, Inc. | 16,232 | $167.0K | 0.16% | +16,232 | New |
| Northwestern Mutual Wealth Management Co | 14,667 | $152.0K | 0.00% | −10,497−41.7% | Reduced |
| Ameriprise Financial Inc | 13,285 | $137.0K | 0.00% | +40.0% | Added |
| Wealthcare Advisory Partners LLC | 13,154 | $136.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,772 | $132.0K | 0.00% | −3,473−21.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,600 | $130.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,926 | $51.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,610 | $48.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,336 | $45.0K | 0.00% | +4,336 | New |
| Central Trust Co | 1,617 | $17.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,100 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 | $5.00K | 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 | $62 | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −44,391−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −33,402−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |