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.
Q3 2023 vs. Q2 2023
How the institutions holding MFS Investment Grade Municipal Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 35 | 38 | +3 |
| Shares | 2.87M | 3.24M | +373.7K (+13.0%) |
| Value | $21.3M | $22.9M | +$1.68M (+7.9%) |
New holders (7)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 70,616 | $499.3K | 0.03% |
| Robinson Capital Management, LLC | 43,526 | $302.1K | 0.13% |
| Susquehanna International Group, LLP | 20,583 | $145.5K | 0.00% |
| Fort Point Capital Partners LLC | 19,601 | $138.6K | 0.02% |
| Clough Capital Partners L P | 11,048 | $78.1K | 0.01% |
| Quarry LP | 4,748 | $33.6K | 0.02% |
| Sea Otter Advisors LLC | 2,144 | $15.2K | 0.01% |
Sold out (4)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Bridgewater Advisors Inc. | 27,216 | $200.2K |
| Americana Partners, LLC | 25,500 | $187.6K |
| IFP Advisors, Inc | 800 | $7.37K |
| Pflug Koory, LLC | 179 | $1.32K |