Who owns MFS Investment Grade Municipal Trust?

Tip: Access positions for across all investors

Analyze quarterly positions in MFS Investment Grade Municipal Trust with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of MFS Investment Grade Municipal Trust stock

Who bought or sold MFS Investment Grade Municipal Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Brooklyn Capital Management 981k $7.7M 9% Sep 2025
 View chart
Almitas Capital 488k $3.8M 9% Sep 2025
 View chart
Rivernorth Capital Management 472k $3.7M 6% Sep 2025
 View chart
Sit Investment Associates 389k $3.1M -43% Sep 2025
 View chart
Kovitz Investment Group Partners 270k $2.1M 405% Sep 2025
 View chart
ICON Advisers 244k $1.9M 0% Sep 2025
 View chart
Thomas J. Herzfeld Advisors 240k $1.9M -1% Sep 2025
 View chart
Deschutes Portfolio Strategy 86k $679k 0% Sep 2025
 View chart
Morgan Stanley 84k $644k 100% Jun 2025
 View chart
Melfa Wealth Management 78k $616k 0% Sep 2025
 View chart
Advisor Group Holdings 64k $505k 12% Sep 2025
 View chart
Hennion & Walsh Asset Management 49k $388k -64% Sep 2025
 View chart
Raymond James Financial 32k $250k 62% Sep 2025
 View chart
Bank of New York Mellon 30k $235k 0% Sep 2025
 View chart
Capital Investment Advisors 28k $220k -6% Sep 2025
 View chart
Rothschild Investment 26k $202k -33% Sep 2025
 View chart
Wells Fargo & Company 18k $145k -2% Sep 2025
 View chart
Susquehanna International 16k $124k 100% Sep 2025
 View chart
Fortitude Advisory Group 16k $124k 0% Sep 2025
 View chart
Cohen & Steers Capital Management 15k $118k 100% Sep 2025
 View chart
UBS Group 11k $89k 21% Sep 2025
 View chart
Concurrent Investment Advisors 10k $81k 0% Sep 2025
 View chart
GPS Wealth Strategies Group 6.8k $53k 0% Sep 2025
 View chart
Center for Financial Planning 4.6k $36k 100% Sep 2025
 View chart
Fifth Third Bancorp 4.0k $31k 0% Sep 2025
 View chart
A. Montag and Associates 2.5k $19k 0% Sep 2025
 View chart
Pnc Financial Services 776.00 $6.1k 0% Sep 2025
 View chart
Independence Bank of Kentucky 648.00 $5.1k 0% Sep 2025
 View chart
Jones Financial Companies, L.L 419.00 $3.3k 100% Sep 2025
 View chart
Ameritas Advisory Services 144.00 $1.1k 1% Sep 2025
 View chart
Steward Partners Investment Advisory 99.00 $778.001400 -51% Sep 2025
 View chart

Who sold out of MFS Investment Grade Municipal Trust?

Fund or Company Name Date Sold Shares Held Valued At
American National Bank Jun 2025 20k $153k
Royal Bank of Canada Jun 2025 1.1k $8.0k