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.
Q2 2025 vs. Q1 2025
How the institutions holding MFS Investment Grade Municipal Trust changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 32 | 1 | 30 | −1 |
| Shares | 3.54M | 6.00K | 3.68M | +146.0K (+4.1%) |
| Value | $28.1M | $47.5K | $28.2M | +$128.1K (+0.5%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 53,510 | $408.8K | 0.00% |
| American National Bank | 20,000 | $152.8K | 0.02% |
| Ameritas Advisory Services, LLC | 142 | $1.09K | 0.00% |
Sold out (4)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| LPL Financial LLC | 18,260 | $144.6K |
| StoneX Group Inc. | 10,127 | $80.2K |
| Wolverine Asset Management LLC | 1,218 | $9.65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 300 | $2.38K |
Not filed for Q2 2025 yet (1)
Institutions that held MFS Investment Grade Municipal Trust at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 6,000 | $47.5K |