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, Q3 2022
Institutional positions in MFS Investment Grade Municipal Trust as of Sep 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
- 39
- −4 vs. Q2 2022
- Shares held
- 2.10M
- +14.8K (+0.7%) vs. Q2 2022
- Total value
- $14.1M
- −$1.68M (−10.7%) vs. Q2 2022
- New holders
- 2
- 9 more added
- Sold out
- 6
- 12 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 303,431 | $2.04M | 0.09% | −99,146−24.6% | Reduced |
| Karpus Management, Inc. | 239,153 | $1.61M | 0.06% | −3,686−1.5% | Reduced |
| Robinson Capital Management, LLC | 132,478 | $898.0K | 0.71% | −8,794−6.2% | Reduced |
| Americana Partners, LLC | 122,380 | $823.0K | 0.15% | −4,700−3.7% | Reduced |
| Matisse Capital | 113,582 | $764.0K | 0.97% | +56,837+100.2% | Added |
| 1607 Capital Partners, LLC | 106,735 | $718.0K | 0.06% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 97,871 | $659.0K | 0.19% | +21,190+27.6% | Added |
| Logan Stone Capital, LLC | 91,572 | $616.0K | 0.41% | +54,258+145.4% | Added |
| Morgan Stanley | 90,987 | $612.0K | 0.00% | +6,348+7.5% | Added |
| Bulldog Investors, LLP | 89,587 | $603.0K | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 75,226 | $506.0K | 0.00% | +13,864+22.6% | Added |
| Advisor Group Holdings, Inc. | 60,747 | $408.0K | 0.00% | −867−1.4% | Reduced |
| Mariner Investment Group LLC | 58,190 | $392.0K | 0.44% | +14,373+32.8% | Added |
| Wells Fargo & Company | 57,573 | $387.0K | 0.00% | −258−0.4% | Reduced |
| Wolverine Asset Management LLC | 56,521 | $380.0K | 0.01% | +26,040+85.4% | Added |
| Capital Investment Advisors, LLC | 51,637 | $348.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 48,891 | $329.0K | 0.00% | −5,129−9.5% | Reduced |
| UBS Group AG | 47,276 | $319.0K | 0.00% | −1,443−3.0% | Reduced |
| Moors & Cabot, Inc. | 30,000 | $202.0K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 28,522 | $192.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,848 | $174.0K | 0.00% | −3,460−11.8% | Reduced |
| Drive Wealth Management, LLC | 23,331 | $157.0K | 0.15% | +2,739+13.3% | Added |
| Koshinski Asset Management, Inc. | 22,170 | $149.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,228 | $123.0K | 0.12% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 17,096 | $115.0K | 0.00% | +17,096 | New |
| QP Wealth Management, LLC | 14,725 | $100.0K | 0.14% | −20,000−57.6% | Reduced |
| Susquehanna International Group, LLP | 13,168 | $89.0K | 0.00% | −5,717−30.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,048 | $81.0K | 0.00% | −758−5.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,759 | $79.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,725 | $72.0K | 0.00% | +10,725 | New |
| The PNC Financial Services Group, Inc. | 7,681 | $52.0K | 0.00% | +6,905+889.8% | Added |
| Worth Asset Management, LLC | 5,313 | $36.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,926 | $33.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,316 | $22.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,312 | $9.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 437 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 179 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −28,954−100.0% | Sold out |
| Denver Wealth Management, Inc. | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −12,285−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |