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 |
|---|---|---|---|---|---|
| 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 |
| GPS Wealth Strategies Group, LLC | 460 | $4.00K | 0.00% | +460 | New |
| The PNC Financial Services Group, Inc. | 776 | $6.00K | 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 |
| Van Eck Associates Corp | 4,336 | $37.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,610 | $39.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,926 | $42.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 8,328 | $64.0K | 0.04% | +8,328 | New |
| GWM Advisors LLC | 10,200 | $87.0K | 0.00% | +10,200 | New |
| Northwestern Mutual Wealth Management Co | 11,509 | $98.0K | 0.00% | −3,158−21.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,600 | $108.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 13,154 | $112.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 13,285 | $113.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,772 | $118.0K | 0.00% | +1,000+7.8% | Added |
| Fortitude Advisory Group L.L.C. | 18,228 | $156.0K | 0.08% | +553+3.1% | Added |
| Americana Partners, LLC | 19,030 | $162.0K | 0.05% | −122,500−86.6% | Reduced |
| Logan Stone Capital, LLC | 19,902 | $170.0K | 0.12% | +19,902 | New |
| 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 |
| Koshinski Asset Management, Inc. | 22,170 | $189.3K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 28,522 | $244.0K | 0.02% | −1,825−6.0% | Reduced |
| Bridgewater Advisors Inc. | 28,954 | $247.0K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 29,000 | $248.0K | 0.02% | +29,000 | New |
| Janney Montgomery Scott LLC | 32,964 | $282.0K | 0.00% | +100.0% | Added |
| SJA Financial Advisory, LLC | 33,478 | $286.0K | 0.21% | +545+1.7% | Added |
| QP Wealth Management, LLC | 40,725 | $348.0K | 0.39% | +1,500+3.8% | Added |
| Matisse Capital | 42,294 | $361.0K | 0.33% | +42,294 | New |
| Capital Investment Advisors, LLC | 44,137 | $377.0K | 0.01% | +1,255+2.9% | Added |
| UBS Group AG | 44,814 | $383.0K | 0.00% | −5,235−10.5% | Reduced |
| Ackerman Capital Advisors, LLC | 54,920 | $469.0K | 0.11% | +10,591+23.9% | Added |
| Wells Fargo & Company | 62,262 | $532.0K | 0.00% | −24,511−28.2% | Reduced |
| LPL Financial LLC | 63,919 | $546.0K | 0.00% | −9,445−12.9% | Reduced |
| Bulldog Investors, LLP | 65,782 | $562.0K | 0.14% | +65,782 | New |
| Advisor Group Holdings, Inc. | 68,843 | $588.0K | 0.00% | +2,036+3.0% | Added |
| Morgan Stanley | 75,533 | $645.0K | 0.00% | +3,332+4.6% | Added |
| Bank of America Corp | 78,290 | $669.0K | 0.00% | +19,364+32.9% | Added |
| 1607 Capital Partners, LLC | 106,735 | $912.0K | 0.05% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 137,264 | $1.17M | 0.81% | −8,542−5.9% | Reduced |
| Karpus Management, Inc. | 302,941 | $2.59M | 0.08% | −6,984−2.3% | Reduced |
| Rivernorth Capital Management, LLC | 380,681 | $3.25M | 0.12% | +116,834+44.3% | Added |
| 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 |