Who owns MFS Investment Grade Municipal Trust?
- Ticker: CXH
- CUSIP Number: 59318B108
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
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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 | 711k | $5.7M | 58% | Dec 2024 |
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| Sit Investment Associates | 561k | $4.5M | 50% | Dec 2024 |
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| Almitas Capital | 478k | $3.8M | 0% | Dec 2024 |
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| Rivernorth Capital Management | 429k | $3.4M | 7% | Dec 2024 |
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| ICON Advisers | 244k | $2.0M | 3% | Dec 2024 |
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| Hennion & Walsh Asset Management | 159k | $1.3M | 45% | Dec 2024 |
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| Thomas J. Herzfeld Advisors | 97k | $776k | 37% | Dec 2024 |
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| Deschutes Portfolio Strategy | 87k | $695k | 0% | Dec 2024 |
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| Morgan Stanley | 82k | $657k | -10% | Dec 2024 |
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| Melfa Wealth Management | 78k | $626k | 0% | Dec 2024 |
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| Bank of New York Mellon | 69k | $555k | 41% | Dec 2024 |
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| Advisor Group Holdings | 55k | $450k | -26% | Dec 2024 |
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| Whitebox Advisors | 50k | $395k | 0% | Dec 2024 |
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| Rothschild Investment | 45k | $373k | -5% | Sep 2024 |
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| Raymond James & Associates | 36k | $298k | 31% | Sep 2024 |
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| Capital Investment Advisors | 33k | $263k | -10% | Dec 2024 |
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| Raymond James Financial | 29k | $230k | 100% | Dec 2024 |
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| Wells Fargo & Company | 25k | $203k | -29% | Dec 2024 |
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| LPL Financial | 18k | $145k | 52% | Dec 2024 |
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| Fortitude Advisory Group | 16k | $126k | 0% | Dec 2024 |
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| Bank of America Corporation | 16k | $125k | -3% | Dec 2024 |
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| UBS Group | 15k | $117k | -6% | Dec 2024 |
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| Susquehanna International | 12k | $98k | 100% | Dec 2024 |
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| Concurrent Investment Advisors | 10k | $82k | 0% | Dec 2024 |
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| GPS Wealth Strategies Group | 6.8k | $54k | 0% | Dec 2024 |
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| Noble Wealth Management PBC | 6.7k | $54k | 100% | Dec 2024 |
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| Fifth Third Bancorp | 4.0k | $32k | 0% | Dec 2024 |
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| A. Montag and Associates | 2.5k | $20k | 0% | Dec 2024 |
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| Royal Bank of Canada | 1.1k | $9.0k | 0% | Dec 2024 |
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| Pnc Financial Services | 776.00 | $6.2k | 0% | Dec 2024 |
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| Independence Bank of Kentucky | 648.00 | $5.2k | 100% | Dec 2024 |
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| Venturi Wealth Management | 360.00 | $2.9k | 0% | Dec 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 300.00 | $2.4k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 204.00 | $1.6k | 0% | Dec 2024 |
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Who sold out of MFS Investment Grade Municipal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Logan Stone Capital | Jun 2024 | 88k | $699k |
| Graham Capital Wealth Management | Sep 2024 | 65k | $536k |
| Wolverine Asset Management | Sep 2024 | 7.0k | $57k |
| Blue Bell Private Wealth Management | Sep 2024 | 4.9k | $40k |
| Claris Advisors, Llc / Mo / | Sep 2024 | 990.00 | $8.1k |