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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 179 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Roble, Belko & Company, Inc | 1,312 | $10.0K | 0.00% | +1,312 | New |
| Almitas Capital LLC | 1,800 | $14.0K | 0.01% | +1,800 | New |
| Northwestern Mutual Wealth Management Co | 3,092 | $23.0K | 0.00% | −8,417−73.1% | Reduced |
| Van Eck Associates Corp | 3,316 | $25.0K | 0.00% | −1,020−23.5% | Reduced |
| Fifth Third Bancorp | 4,926 | $37.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 5,313 | $40.0K | 0.03% | −3,015−36.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,759 | $89.0K | 0.02% | +11,299+2,456.3% | Added |
| Ameriprise Financial Inc | 12,285 | $93.0K | 0.00% | −1,000−7.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,806 | $97.0K | 0.00% | −966−7.0% | Reduced |
| Denver Wealth Management, Inc. | 14,459 | $110.0K | 0.11% | +14,459 | New |
| Fortitude Advisory Group L.L.C. | 18,228 | $138.0K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,885 | $143.0K | 0.00% | +18,885 | New |
| Drive Wealth Management, LLC | 20,592 | $156.0K | 0.14% | −841−3.9% | Reduced |
| Koshinski Asset Management, Inc. | 22,170 | $168.0K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 28,522 | $216.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,308 | $217.0K | 0.00% | −3,656−11.1% | Reduced |
| Bridgewater Advisors Inc. | 28,954 | $219.0K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 30,000 | $227.0K | 0.02% | +1,000+3.4% | Added |
| Wolverine Asset Management LLC | 30,481 | $231.0K | 0.00% | +30,481 | New |
| QP Wealth Management, LLC | 34,725 | $263.0K | 0.36% | −6,000−14.7% | Reduced |
| Logan Stone Capital, LLC | 37,314 | $283.0K | 0.21% | +17,412+87.5% | Added |
| Mariner Investment Group LLC | 43,817 | $332.0K | 0.35% | +43,817 | New |
| UBS Group AG | 48,719 | $370.0K | 0.00% | +3,905+8.7% | Added |
| Capital Investment Advisors, LLC | 51,637 | $391.0K | 0.01% | +7,500+17.0% | Added |
| LPL Financial LLC | 54,020 | $409.0K | 0.00% | −9,899−15.5% | Reduced |
| Matisse Capital | 56,745 | $430.0K | 0.41% | +14,451+34.2% | Added |
| Wells Fargo & Company | 57,831 | $439.0K | 0.00% | −4,431−7.1% | Reduced |
| Bank of America Corp | 61,362 | $465.0K | 0.00% | −16,928−21.6% | Reduced |
| Advisor Group Holdings, Inc. | 61,614 | $467.0K | 0.00% | −7,229−10.5% | Reduced |
| Ackerman Capital Advisors, LLC | 76,681 | $581.0K | 0.16% | +21,761+39.6% | Added |
| Morgan Stanley | 84,639 | $642.0K | 0.00% | +9,106+12.1% | Added |
| Bulldog Investors, LLP | 89,587 | $679.0K | 0.19% | +23,805+36.2% | Added |
| 1607 Capital Partners, LLC | 106,735 | $809.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 127,080 | $967.0K | 0.17% | +108,050+567.8% | Added |
| Robinson Capital Management, LLC | 141,272 | $1.09M | 0.81% | +4,008+2.9% | Added |
| Karpus Management, Inc. | 242,839 | $1.84M | 0.06% | −60,102−19.8% | Reduced |
| Rivernorth Capital Management, LLC | 402,577 | $3.05M | 0.12% | +21,896+5.8% | Added |
| 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 |