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, Q1 2026
Institutional positions in MFS Investment Grade Municipal Trust as of Mar 31, 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, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 33
- +1 vs. Q4 2025
- Shares held
- 4.03M
- −6.99K (−0.2%) vs. Q4 2025
- Total value
- $32.2M
- +$106.5K (+0.3%) vs. Q4 2025
- New holders
- 4
- 6 more added
- Sold out
- 3
- 10 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding MFS Investment Grade Municipal Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 99 | $791 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 480 | $3.83K | 0.00% | +480 | New |
| CWM, LLC | 640 | $5.11K | 0.00% | +640 | New |
| The PNC Financial Services Group, Inc. | 776 | $6.20K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,471 | $19.7K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,825 | $22.7K | 0.00% | +2,825 | New |
| Fifth Third Bancorp | 4,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 5,867 | $46.9K | 0.00% | −4,948−45.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,251 | $81.9K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,651 | $85.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,503 | $91.9K | 0.00% | −6,165−34.9% | Reduced |
| Cohen & Steers, Inc. | 15,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 15,498 | $123.8K | 0.13% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 15,802 | $126.3K | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,565 | $140.3K | 0.00% | −428−2.4% | Reduced |
| Evolve Private Wealth, LLC | 20,755 | $165.8K | 0.01% | +5,255+33.9% | Added |
| Rothschild Investment LLC | 22,975 | $183.6K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 23,409 | $187.0K | 0.06% | −219,017−90.3% | Reduced |
| Capital Investment Advisors, LLC | 27,962 | $223.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,138 | $256.8K | 0.00% | −10,755−25.1% | Reduced |
| Raymond James Financial Inc | 33,673 | $269.0K | 0.00% | +295+0.9% | Added |
| Beverly Hills Private Wealth, LLC | 35,345 | $282.4K | 0.05% | +35,345 | New |
| Matisse Capital | 47,998 | $383.5K | 0.16% | −38,383−44.4% | Reduced |
| Bank of New York Mellon Corp | 62,969 | $503.1K | 0.00% | +32,925+109.6% | Added |
| Melfa Wealth Management, LLC | 78,360 | $626.1K | 0.36% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 141,088 | $1.13M | 0.04% | +28,451+25.3% | Added |
| Icon Advisers Inc | 241,372 | $1.93M | 0.45% | −2,923−1.2% | Reduced |
| Colony Group, LLC | 242,888 | $1.94M | 0.00% | −29,543−10.8% | Reduced |
| Bank of America Corp | 258,068 | $2.06M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 431,408 | $3.45M | 0.00% | +262,671+155.7% | Added |
| Almitas Capital LLC | 454,829 | $3.63M | 0.82% | −800.0% | Reduced |
| Rivernorth Capital Management, LLC | 576,479 | $4.61M | 0.23% | +70,996+14.0% | Added |
| Bulldog Investors, LLP | 1,184,498 | $9.46M | 2.13% | −16,847−1.4% | Reduced |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −110,998−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |