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 2023
Institutional positions in MFS Investment Grade Municipal Trust as of Sep 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
- 38
- +3 vs. Q2 2023
- Shares held
- 3.24M
- +373.7K (+13.0%) vs. Q2 2023
- Total value
- $22.9M
- +$1.68M (+7.9%) vs. Q2 2023
- New holders
- 7
- 15 more added
- Sold out
- 4
- 5 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 912,986 | $6.45M | 0.21% | +3,446+0.4% | Added |
| Almitas Capital LLC | 542,641 | $3.84M | 1.84% | +29,301+5.7% | Added |
| Bulldog Investors, LLP | 302,930 | $2.14M | 0.74% | +153,067+102.1% | Added |
| Rivernorth Capital Management, LLC | 202,179 | $1.43M | 0.07% | +7,774+4.0% | Added |
| Logan Stone Capital, LLC | 157,608 | $1.11M | 0.30% | +2,679+1.7% | Added |
| 1607 Capital Partners, LLC | 131,735 | $931.4K | 0.07% | 00.0% | Unchanged |
| Matisse Capital | 113,651 | $803.5K | 0.57% | 00.0% | Unchanged |
| Morgan Stanley | 94,472 | $667.9K | 0.00% | +2,804+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 70,616 | $499.3K | 0.03% | +70,616 | New |
| Advisor Group Holdings, Inc. | 68,851 | $486.8K | 0.00% | +8,737+14.5% | Added |
| Melfa Wealth Management, LLC | 67,900 | $480.1K | 0.52% | +5,819+9.4% | Added |
| Captrust Financial Advisors | 55,671 | $393.6K | 0.00% | +34,393+161.6% | Added |
| Moors & Cabot, Inc. | 55,000 | $388.9K | 0.03% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 50,389 | $356.3K | 0.14% | +49,549+5,898.7% | Added |
| Capital Investment Advisors, LLC | 47,790 | $337.9K | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 43,526 | $302.1K | 0.13% | +43,526 | New |
| Karpus Management, Inc. | 41,528 | $293.6K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 40,839 | $288.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 33,131 | $234.2K | 0.00% | −2,977−8.2% | Reduced |
| Atlas Wealth LLC | 27,246 | $192.6K | 0.04% | +1,234+4.7% | Added |
| Bank of America Corp | 23,840 | $168.5K | 0.00% | −31,346−56.8% | Reduced |
| UBS Group AG | 23,437 | $165.7K | 0.00% | +546+2.4% | Added |
| Susquehanna International Group, LLP | 20,583 | $145.5K | 0.00% | +20,583 | New |
| LPL Financial LLC | 20,026 | $141.6K | 0.00% | −3,896−16.3% | Reduced |
| Fort Point Capital Partners LLC | 19,601 | $138.6K | 0.02% | +19,601 | New |
| Fortitude Advisory Group L.L.C. | 18,907 | $133.7K | 0.09% | +679+3.7% | Added |
| Janney Montgomery Scott LLC | 12,400 | $88.0K | 0.00% | −1,200−8.8% | Reduced |
| Clough Capital Partners L P | 11,048 | $78.1K | 0.01% | +11,048 | New |
| Cambridge Investment Research Advisors, Inc. | 10,894 | $77.0K | 0.00% | +55+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 6,775 | $47.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 4,748 | $33.6K | 0.02% | +4,748 | New |
| Fifth Third Bancorp | 4,671 | $33.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,217 | $15.7K | 0.00% | +2,078+1,495.0% | Added |
| Sea Otter Advisors LLC | 2,144 | $15.2K | 0.01% | +2,144 | New |
| Royal Bank of Canada | 1,350 | $10.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $5.49K | 0.00% | −7,649−90.8% | Reduced |
| Venturi Wealth Management, LLC | 360 | $2.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 210 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −27,216−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |