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, Q2 2026
Institutional positions in MFS Investment Grade Municipal Trust as of Jun 30, 2026. 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
CXH is no longer listed, and 13F filings after Q1 2026 list far fewer holders. See Q1 2026
- Institutional holders
- 0
- −32 vs. Q1 2026
- Shares held
- 0
- −4.03M (−100.0%) vs. Q1 2026
- Total value
- $0
- −$32.2M (−100.0%) vs. Q1 2026
- New holders
- 0
- 0 more added
- Sold out
- 32
- 0 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −1,184,498−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −576,479−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −454,829−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −431,408−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −258,068−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −242,888−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −241,372−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −141,088−100.0% | Sold out |
| Melfa Wealth Management, LLC | 0 | $0 | 0.00% | −78,360−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −62,969−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −47,998−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −35,345−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −33,673−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −32,138−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −27,962−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −23,409−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −22,975−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −20,755−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −15,802−100.0% | Sold out |
| Closed-End Fund Advisors, Inc. | 0 | $0 | 0.00% | −15,498−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,503−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,651−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −5,867−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Community Financial Services Group, LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |