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, Q2 2022
Institutional positions in MFS Investment Grade Municipal Trust as of Jun 30, 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
- 0 vs. Q1 2022
- Shares held
- 2.08M
- +136.0K (+7.0%) vs. Q1 2022
- Total value
- $15.8M
- −$814.3K (−4.9%) vs. Q1 2022
- New holders
- 6
- 12 more added
- Sold out
- 6
- 13 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 402,577 | $3.05M | 0.12% | +21,896+5.8% | Added |
| Karpus Management, Inc. | 242,839 | $1.84M | 0.06% | −60,102−19.8% | Reduced |
| Robinson Capital Management, LLC | 141,272 | $1.09M | 0.81% | +4,008+2.9% | Added |
| Americana Partners, LLC | 127,080 | $967.0K | 0.17% | +108,050+567.8% | Added |
| 1607 Capital Partners, LLC | 106,735 | $809.0K | 0.06% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 89,587 | $679.0K | 0.19% | +23,805+36.2% | Added |
| Morgan Stanley | 84,639 | $642.0K | 0.00% | +9,106+12.1% | Added |
| Ackerman Capital Advisors, LLC | 76,681 | $581.0K | 0.16% | +21,761+39.6% | Added |
| Advisor Group Holdings, Inc. | 61,614 | $467.0K | 0.00% | −7,229−10.5% | Reduced |
| Bank of America Corp | 61,362 | $465.0K | 0.00% | −16,928−21.6% | Reduced |
| Wells Fargo & Company | 57,831 | $439.0K | 0.00% | −4,431−7.1% | Reduced |
| Matisse Capital | 56,745 | $430.0K | 0.41% | +14,451+34.2% | Added |
| LPL Financial LLC | 54,020 | $409.0K | 0.00% | −9,899−15.5% | Reduced |
| Capital Investment Advisors, LLC | 51,637 | $391.0K | 0.01% | +7,500+17.0% | Added |
| UBS Group AG | 48,719 | $370.0K | 0.00% | +3,905+8.7% | Added |
| Mariner Investment Group LLC | 43,817 | $332.0K | 0.35% | +43,817 | New |
| Logan Stone Capital, LLC | 37,314 | $283.0K | 0.21% | +17,412+87.5% | Added |
| QP Wealth Management, LLC | 34,725 | $263.0K | 0.36% | −6,000−14.7% | Reduced |
| Wolverine Asset Management LLC | 30,481 | $231.0K | 0.00% | +30,481 | New |
| Moors & Cabot, Inc. | 30,000 | $227.0K | 0.02% | +1,000+3.4% | Added |
| Bridgewater Advisors Inc. | 28,954 | $219.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,308 | $217.0K | 0.00% | −3,656−11.1% | Reduced |
| Dakota Wealth Management | 28,522 | $216.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 22,170 | $168.0K | 0.02% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 20,592 | $156.0K | 0.14% | −841−3.9% | Reduced |
| Susquehanna International Group, LLP | 18,885 | $143.0K | 0.00% | +18,885 | New |
| Fortitude Advisory Group L.L.C. | 18,228 | $138.0K | 0.13% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 14,459 | $110.0K | 0.11% | +14,459 | New |
| Cambridge Investment Research Advisors, Inc. | 12,806 | $97.0K | 0.00% | −966−7.0% | Reduced |
| Ameriprise Financial Inc | 12,285 | $93.0K | 0.00% | −1,000−7.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,759 | $89.0K | 0.02% | +11,299+2,456.3% | Added |
| Worth Asset Management, LLC | 5,313 | $40.0K | 0.03% | −3,015−36.2% | Reduced |
| Fifth Third Bancorp | 4,926 | $37.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,316 | $25.0K | 0.00% | −1,020−23.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,092 | $23.0K | 0.00% | −8,417−73.1% | Reduced |
| Almitas Capital LLC | 1,800 | $14.0K | 0.01% | +1,800 | New |
| Roble, Belko & Company, Inc | 1,312 | $10.0K | 0.00% | +1,312 | New |
| Royal Bank of Canada | 1,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,007 | $8.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 179 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJA Financial Advisory, LLC | 0 | $0 | 0.00% | −33,478−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −21,377−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −13,154−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |