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 2023
Institutional positions in MFS Investment Grade Municipal Trust as of Jun 30, 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
- 35
- −4 vs. Q1 2023
- Shares held
- 2.87M
- +245.4K (+9.3%) vs. Q1 2023
- Total value
- $21.3M
- +$1.83M (+9.4%) vs. Q1 2023
- New holders
- 1
- 7 more added
- Sold out
- 5
- 13 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 139 | $1.02K | 0.00% | −2,303−94.3% | Reduced |
| Pflug Koory, LLC | 179 | $1.32K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $1.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 360 | $2.65K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 840 | $6.18K | 0.00% | −10−1.2% | Reduced |
| IFP Advisors, Inc | 800 | $7.37K | 0.00% | +800 | New |
| Royal Bank of Canada | 1,350 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,671 | $34.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,775 | $49.8K | 0.01% | −4,984−42.4% | Reduced |
| The PNC Financial Services Group, Inc. | 8,425 | $62.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,839 | $80.0K | 0.00% | −926−7.9% | Reduced |
| Janney Montgomery Scott LLC | 13,600 | $100.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,228 | $134.1K | 0.10% | 00.0% | Unchanged |
| Captrust Financial Advisors | 21,278 | $156.5K | 0.00% | +6,147+40.6% | Added |
| UBS Group AG | 22,891 | $168.4K | 0.00% | −7,006−23.4% | Reduced |
| LPL Financial LLC | 23,922 | $175.9K | 0.00% | −3,652−13.2% | Reduced |
| Americana Partners, LLC | 25,500 | $187.6K | 0.02% | −9,080−26.3% | Reduced |
| Atlas Wealth LLC | 26,012 | $193.0K | 0.04% | −4,309−14.2% | Reduced |
| Bridgewater Advisors Inc. | 27,216 | $200.2K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 36,108 | $265.6K | 0.00% | −1,976−5.2% | Reduced |
| Wells Fargo & Company | 40,839 | $300.4K | 0.00% | −5,836−12.5% | Reduced |
| Karpus Management, Inc. | 41,528 | $305.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 47,790 | $351.5K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 55,000 | $404.5K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 55,186 | $405.9K | 0.00% | −1,594−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 60,114 | $442.1K | 0.00% | −1,233−2.0% | Reduced |
| Melfa Wealth Management, LLC | 62,081 | $456.6K | 0.46% | −5,792−8.5% | Reduced |
| Morgan Stanley | 91,668 | $674.2K | 0.00% | +10,191+12.5% | Added |
| Matisse Capital | 113,651 | $835.9K | 0.52% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 131,735 | $968.9K | 0.07% | 00.0% | Unchanged |
| Bulldog Investors, LLP | 149,863 | $1.10M | 0.37% | +61,236+69.1% | Added |
| Logan Stone Capital, LLC | 154,929 | $1.14M | 0.39% | +8,426+5.8% | Added |
| Rivernorth Capital Management, LLC | 194,405 | $1.43M | 0.07% | +140,979+263.9% | Added |
| Almitas Capital LLC | 513,340 | $3.91M | 1.67% | +182,138+55.0% | Added |
| Saba Capital Management, L.P. | 909,540 | $6.69M | 0.22% | +21,087+2.4% | Added |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −132,478−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |