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.
Q4 2021 vs. Q3 2021
How the institutions holding MFS Investment Grade Municipal Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 40 | 40 | 0 |
| Shares | 1.96M | 1.87M | −95.1K (−4.8%) |
| Value | $19.6M | $19.3M | −$375.1K (−1.9%) |
New holders (4)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Drive Wealth Management, LLC | 18,077 | $186.0K | 0.16% |
| Fortitude Advisory Group L.L.C. | 17,675 | $182.0K | 0.09% |
| Denver Wealth Management, Inc. | 16,232 | $167.0K | 0.16% |
| Van Eck Associates Corp | 4,336 | $45.0K | 0.00% |
Sold out (4)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Kestra Advisory Services, LLC | 44,391 | $444.0K |
| Advisors Asset Management, Inc. | 33,402 | $334.0K |
| Wolverine Asset Management LLC | 3,776 | $37.0K |
| US Bancorp | 2,000 | $20.0K |