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.
Q2 2022 vs. Q1 2022
How the institutions holding MFS Investment Grade Municipal Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 43 | 43 | 0 |
| Shares | 1.95M | 2.08M | +136.0K (+7.0%) |
| Value | $16.6M | $15.8M | −$814.3K (−4.9%) |
New holders (6)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mariner Investment Group LLC | 43,817 | $332.0K | 0.35% |
| Wolverine Asset Management LLC | 30,481 | $231.0K | 0.00% |
| Susquehanna International Group, LLP | 18,885 | $143.0K | 0.00% |
| Denver Wealth Management, Inc. | 14,459 | $110.0K | 0.11% |
| Almitas Capital LLC | 1,800 | $14.0K | 0.01% |
| Roble, Belko & Company, Inc | 1,312 | $10.0K | 0.00% |
Sold out (6)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| SJA Financial Advisory, LLC | 33,478 | $286.0K |
| Raymond James Financial Services Advisors, Inc. | 21,377 | $183.0K |
| Wealthcare Advisory Partners LLC | 13,154 | $112.0K |
| Obermeyer Wood Investment Counsel, LLLP | 12,600 | $108.0K |
| GWM Advisors LLC | 10,200 | $87.0K |
| CoreFirst Bank & Trust | 4,610 | $39.0K |