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, Q1 2023
Institutional positions in MFS Investment Grade Municipal Trust as of Mar 31, 2023. 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. Q4 2022
- Shares held
- 2.63M
- −50.3K (−1.9%) vs. Q4 2022
- Total value
- $19.4M
- +$362.1K (+1.9%) vs. Q4 2022
- New holders
- 7
- 9 more added
- Sold out
- 7
- 13 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 179 | $1.32K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 261 | $1.93K | 0.00% | +261 | New |
| Venturi Wealth Management, LLC | 360 | $2.66K | 0.00% | +360 | New |
| Thomas J. Herzfeld Advisors, Inc. | 850 | $6.28K | 0.00% | +850 | New |
| Roble, Belko & Company, Inc | 1,312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,350 | $10.0K | 0.00% | +250+22.7% | Added |
| JPMorgan Chase & Co | 2,442 | $18.0K | 0.00% | +2,442 | New |
| Van Eck Associates Corp | 2,806 | $21.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $29.6K | 0.00% | – | New |
| Fifth Third Bancorp | 4,671 | $34.5K | 0.00% | −255−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,425 | $62.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,759 | $86.9K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,765 | $87.0K | 0.00% | +61+0.5% | Added |
| Janney Montgomery Scott LLC | 13,600 | $101.0K | 0.00% | −8,454−38.3% | Reduced |
| Captrust Financial Advisors | 15,131 | $111.8K | 0.00% | +15,131 | New |
| Fortitude Advisory Group L.L.C. | 18,228 | $134.7K | 0.11% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 27,216 | $201.1K | 0.04% | +27,216 | New |
| LPL Financial LLC | 27,574 | $203.8K | 0.00% | −3,867−12.3% | Reduced |
| UBS Group AG | 29,897 | $220.9K | 0.00% | −5,182−14.8% | Reduced |
| Atlas Wealth LLC | 30,321 | $224.1K | 0.04% | −6,451−17.5% | Reduced |
| Americana Partners, LLC | 34,580 | $255.5K | 0.04% | −80,050−69.8% | Reduced |
| Raymond James & Associates | 38,084 | $281.4K | 0.00% | +2,545+7.2% | Added |
| Karpus Management, Inc. | 41,528 | $306.9K | 0.01% | −12,736−23.5% | Reduced |
| Wells Fargo & Company | 46,675 | $344.9K | 0.00% | −598−1.3% | Reduced |
| Capital Investment Advisors, LLC | 47,790 | $353.2K | 0.01% | +8,808+22.6% | Added |
| Rivernorth Capital Management, LLC | 53,426 | $394.8K | 0.02% | −111,899−67.7% | Reduced |
| Moors & Cabot, Inc. | 55,000 | $406.4K | 0.03% | −37,500−40.5% | Reduced |
| Bank of America Corp | 56,780 | $419.6K | 0.00% | −10,000−15.0% | Reduced |
| Advisor Group Holdings, Inc. | 61,347 | $453.4K | 0.00% | +600+1.0% | Added |
| Melfa Wealth Management, LLC | 67,873 | $501.6K | 0.50% | −12,527−15.6% | Reduced |
| Morgan Stanley | 81,477 | $602.1K | 0.00% | −9,144−10.1% | Reduced |
| Bulldog Investors, LLP | 88,627 | $655.0K | 0.21% | +28,029+46.3% | Added |
| Matisse Capital | 113,651 | $839.9K | 0.54% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 132,478 | $968.4K | 0.45% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 131,735 | $973.5K | 0.07% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 146,503 | $1.08M | 0.43% | +1,443+1.0% | Added |
| Almitas Capital LLC | 331,202 | $2.45M | 1.17% | +210,154+173.6% | Added |
| Saba Capital Management, L.P. | 888,453 | $6.57M | 0.16% | +103,812+13.2% | Added |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −5,313−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −54,932−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −44,711−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −19,996−100.0% | Sold out |
| Denver Wealth Management, Inc. | 0 | $0 | 0.00% | −12,166−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,345−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |