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, Q1 2022
Institutional positions in MFS Investment Grade Municipal Trust as of Mar 31, 2022. 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
- 43
- +4 vs. Q4 2021
- Shares held
- 1.95M
- +92.8K (+5.0%) vs. Q4 2021
- Total value
- $16.6M
- −$2.48M (−13.0%) vs. Q4 2021
- New holders
- 7
- 12 more added
- Sold out
- 3
- 8 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 380,681 | $3.25M | 0.12% | +116,834+44.3% | Added |
| Karpus Management, Inc. | 302,941 | $2.59M | 0.08% | −6,984−2.3% | Reduced |
| Robinson Capital Management, LLC | 137,264 | $1.17M | 0.81% | −8,542−5.9% | Reduced |
| 1607 Capital Partners, LLC | 106,735 | $912.0K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 78,290 | $669.0K | 0.00% | +19,364+32.9% | Added |
| Morgan Stanley | 75,533 | $645.0K | 0.00% | +3,332+4.6% | Added |
| Advisor Group Holdings, Inc. | 68,843 | $588.0K | 0.00% | +2,036+3.0% | Added |
| Bulldog Investors, LLP | 65,782 | $562.0K | 0.14% | +65,782 | New |
| LPL Financial LLC | 63,919 | $546.0K | 0.00% | −9,445−12.9% | Reduced |
| Wells Fargo & Company | 62,262 | $532.0K | 0.00% | −24,511−28.2% | Reduced |
| Ackerman Capital Advisors, LLC | 54,920 | $469.0K | 0.11% | +10,591+23.9% | Added |
| UBS Group AG | 44,814 | $383.0K | 0.00% | −5,235−10.5% | Reduced |
| Capital Investment Advisors, LLC | 44,137 | $377.0K | 0.01% | +1,255+2.9% | Added |
| Matisse Capital | 42,294 | $361.0K | 0.33% | +42,294 | New |
| QP Wealth Management, LLC | 40,725 | $348.0K | 0.39% | +1,500+3.8% | Added |
| SJA Financial Advisory, LLC | 33,478 | $286.0K | 0.21% | +545+1.7% | Added |
| Janney Montgomery Scott LLC | 32,964 | $282.0K | 0.00% | +100.0% | Added |
| Moors & Cabot, Inc. | 29,000 | $248.0K | 0.02% | +29,000 | New |
| Bridgewater Advisors Inc. | 28,954 | $247.0K | 0.06% | 00.0% | Unchanged |
| Dakota Wealth Management | 28,522 | $244.0K | 0.02% | −1,825−6.0% | Reduced |
| Koshinski Asset Management, Inc. | 22,170 | $189.3K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $183.0K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 21,433 | $183.0K | 0.15% | +3,356+18.6% | Added |
| Logan Stone Capital, LLC | 19,902 | $170.0K | 0.12% | +19,902 | New |
| Americana Partners, LLC | 19,030 | $162.0K | 0.05% | −122,500−86.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 18,228 | $156.0K | 0.08% | +553+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,772 | $118.0K | 0.00% | +1,000+7.8% | Added |
| Ameriprise Financial Inc | 13,285 | $113.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 13,154 | $112.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 12,600 | $108.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,509 | $98.0K | 0.00% | −3,158−21.5% | Reduced |
| GWM Advisors LLC | 10,200 | $87.0K | 0.00% | +10,200 | New |
| Worth Asset Management, LLC | 8,328 | $64.0K | 0.04% | +8,328 | New |
| Fifth Third Bancorp | 4,926 | $42.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,610 | $39.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,336 | $37.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,007 | $9.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 460 | $4.00K | 0.00% | +460 | New |
| Steward Partners Investment Advisory, LLC | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 179 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −59,765−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Denver Wealth Management, Inc. | – | – | – | – | Not filed |