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, Q4 2025
Institutional positions in MFS Investment Grade Municipal Trust as of Dec 31, 2025. 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
- 32
- −1 vs. Q3 2025
- Shares held
- 4.04M
- +313.0K (+8.4%) vs. Q3 2025
- Total value
- $32.1M
- +$2.84M (+9.7%) vs. Q3 2025
- New holders
- 4
- 9 more added
- Sold out
- 5
- 6 more reduced
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 99 | $787 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 776 | $6.17K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,200 | $17.5K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,471 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4,589 | $36.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,251 | $81.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,651 | $84.7K | 0.00% | +10,651 | New |
| UBS Group AG | 10,815 | $86.0K | 0.00% | −500−4.4% | Reduced |
| Cohen & Steers, Inc. | 15,000 | $119.0K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 15,498 | $123.2K | 0.07% | +15,498 | New |
| Evolve Private Wealth, LLC | 15,500 | $123.2K | 0.01% | +15,500 | New |
| Fortitude Advisory Group L.L.C. | 15,802 | $125.6K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,668 | $140.5K | 0.00% | +1,854+11.7% | Added |
| Wells Fargo & Company | 17,993 | $143.0K | 0.00% | −446−2.4% | Reduced |
| Rothschild Investment LLC | 22,975 | $182.7K | 0.01% | −2,677−10.4% | Reduced |
| Capital Investment Advisors, LLC | 27,962 | $222.3K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 30,044 | $238.8K | 0.00% | +134+0.4% | Added |
| Raymond James Financial Inc | 33,378 | $265.4K | 0.00% | +1,565+4.9% | Added |
| Advisor Group Holdings, Inc. | 42,893 | $341.0K | 0.00% | −21,343−33.2% | Reduced |
| Melfa Wealth Management, LLC | 78,360 | $623.0K | 0.36% | 00.0% | Unchanged |
| Matisse Capital | 86,381 | $686.7K | 0.31% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 110,998 | $882.0K | 0.02% | −278,424−71.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 112,637 | $895.5K | 0.03% | +63,238+128.0% | Added |
| Morgan Stanley | 168,737 | $1.34M | 0.00% | +98,514+140.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 242,426 | $1.93M | 0.65% | +2,055+0.9% | Added |
| Icon Advisers Inc | 244,295 | $1.94M | 0.42% | 00.0% | Unchanged |
| Bank of America Corp | 258,068 | $2.05M | 0.00% | +191,118+285.5% | Added |
| Colony Group, LLC | 272,431 | $2.17M | 0.00% | +272,431 | New |
| Almitas Capital LLC | 454,909 | $3.62M | 0.80% | −32,779−6.7% | Reduced |
| Rivernorth Capital Management, LLC | 505,483 | $4.02M | 0.19% | +33,875+7.2% | Added |
| Bulldog Investors, LLP | 1,201,345 | $9.55M | 2.13% | +220,851+22.5% | Added |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −270,133−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |