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