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 2024 vs. Q3 2024
How the institutions holding MFS Investment Grade Municipal Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 33 | 1 | 33 | +1 |
| Shares | 2.86M | 36.3K | 3.40M | +570.6K (+20.2%) |
| Value | $23.6M | $298.2K | $27.2M | +$3.91M (+16.8%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 28,760 | $229.8K | 0.00% |
| Susquehanna International Group, LLP | 12,207 | $97.5K | 0.00% |
| Noble Wealth Management PBC | 6,693 | $53.5K | 0.04% |
| Independence Bank of Kentucky | 648 | $5.18K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.40K | 0.00% |
Sold out (4)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Graham Capital Wealth Management, LLC | 65,155 | $535.6K |
| Wolverine Asset Management LLC | 6,968 | $57.3K |
| Blue Bell Private Wealth Management, LLC | 4,859 | $39.9K |
| Claris Advisors, LLC | 990 | $8.14K |
Not filed for Q4 2024 yet (1)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 36,273 | $298.2K |