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.
Q4 2023 vs. Q3 2023
How the institutions holding MFS Investment Grade Municipal Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 38 | 38 | 0 |
| Shares | 3.24M | 2.89M | −359.1K (−11.1%) |
| Value | $22.9M | $21.8M | −$1.11M (−4.9%) |
New holders (7)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Icon Advisers Inc | 200,455 | $1.52M | 0.35% |
| Rothschild Investment LLC | 47,681 | $360.9K | 0.03% |
| Landscape Capital Management, L.L.C. | 20,592 | $155.9K | 0.01% |
| Concurrent Investment Advisors, LLC | 10,251 | $77.6K | 0.00% |
| Wolverine Asset Management LLC | 5,475 | $41.4K | 0.00% |
| Montag A & Associates Inc | 2,471 | $18.7K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 1,459 | $11.0K | 0.00% |
Sold out (7)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| 1607 Capital Partners, LLC | 131,735 | $931.4K |
| Karpus Management, Inc. | 41,528 | $293.6K |
| Atlas Wealth LLC | 27,246 | $192.6K |
| Janney Montgomery Scott LLC | 12,400 | $88.0K |
| Clough Capital Partners L P | 11,048 | $78.1K |
| Quarry LP | 4,748 | $33.6K |
| JPMorgan Chase & Co | 2,217 | $15.7K |