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, Q4 2022
Institutional positions in MFS Investment Grade Municipal Trust as of Dec 31, 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
- 0 vs. Q3 2022
- Shares held
- 2.68M
- +579.9K (+27.7%) vs. Q3 2022
- Total value
- $19.1M
- +$4.95M (+35.1%) vs. Q3 2022
- New holders
- 5
- 6 more added
- Sold out
- 5
- 18 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q3 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 | $1.50K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,312 | $9.00K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,806 | $20.0K | 0.00% | −510−15.4% | Reduced |
| Fifth Third Bancorp | 4,926 | $35.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,144 | $36.6K | 0.00% | −51,377−90.9% | Reduced |
| Worth Asset Management, LLC | 5,313 | $37.8K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,425 | $60.0K | 0.00% | +744+9.7% | Added |
| Susquehanna International Group, LLP | 11,345 | $80.8K | 0.00% | −1,823−13.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,704 | $83.0K | 0.00% | −344−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,759 | $83.7K | 0.03% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 12,166 | $87.0K | 0.06% | +12,166 | New |
| Fortitude Advisory Group L.L.C. | 18,228 | $129.8K | 0.11% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 19,996 | $142.4K | 0.07% | −3,335−14.3% | Reduced |
| Janney Montgomery Scott LLC | 22,054 | $157.0K | 0.00% | −3,794−14.7% | Reduced |
| LPL Financial LLC | 31,441 | $223.9K | 0.00% | −17,450−35.7% | Reduced |
| UBS Group AG | 35,079 | $249.8K | 0.00% | −12,197−25.8% | Reduced |
| Raymond James & Associates | 35,539 | $253.0K | 0.00% | +35,539 | New |
| Atlas Wealth LLC | 36,772 | $261.8K | 0.07% | +36,772 | New |
| Capital Investment Advisors, LLC | 38,982 | $278.0K | 0.01% | −12,655−24.5% | Reduced |
| Ackerman Capital Advisors, LLC | 44,711 | $318.3K | 0.09% | −53,160−54.3% | Reduced |
| Wells Fargo & Company | 47,273 | $336.6K | 0.00% | −10,300−17.9% | Reduced |
| Karpus Management, Inc. | 54,264 | $386.4K | 0.01% | −184,889−77.3% | Reduced |
| Mariner Investment Group LLC | 54,932 | $391.0K | 1.18% | −3,258−5.6% | Reduced |
| Bulldog Investors, LLP | 60,598 | $431.5K | 0.13% | −28,989−32.4% | Reduced |
| Advisor Group Holdings, Inc. | 60,747 | $432.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 66,780 | $475.5K | 0.00% | −8,446−11.2% | Reduced |
| Melfa Wealth Management, LLC | 80,400 | $572.4K | 0.60% | +80,400 | New |
| Morgan Stanley | 90,621 | $645.2K | 0.00% | −366−0.4% | Reduced |
| Moors & Cabot, Inc. | 92,500 | $658.6K | 0.05% | +62,500+208.3% | Added |
| Matisse Capital | 113,651 | $809.2K | 0.72% | +69+0.1% | Added |
| Americana Partners, LLC | 114,630 | $816.2K | 0.14% | −7,750−6.3% | Reduced |
| Almitas Capital LLC | 121,048 | $861.9K | 0.40% | +121,048 | New |
| 1607 Capital Partners, LLC | 131,735 | $938.0K | 0.06% | +25,000+23.4% | Added |
| Robinson Capital Management, LLC | 132,478 | $952.5K | 0.49% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 145,060 | $1.03M | 0.39% | +53,488+58.4% | Added |
| Rivernorth Capital Management, LLC | 165,325 | $1.18M | 0.05% | −138,106−45.5% | Reduced |
| Saba Capital Management, L.P. | 784,641 | $5.59M | 0.09% | +767,545+4,489.6% | Added |
| Dakota Wealth Management | 0 | $0 | 0.00% | −28,522−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −22,170−100.0% | Sold out |
| QP Wealth Management, LLC | 0 | $0 | 0.00% | −14,725−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −437−100.0% | Sold out |