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 | 1.2M | $9.6M | 23% | Dec 2025 |
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| Rivernorth Capital Management | 472k | $3.7M | 6% | Sep 2025 |
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| Almitas Capital | 455k | $3.6M | -7% | Dec 2025 |
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| Colony | 272k | $2.2M | 100% | Dec 2025 |
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| ICON Advisers | 244k | $1.9M | 0% | Dec 2025 |
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| Thomas J. Herzfeld Advisors | 242k | $1.9M | 1% | Dec 2025 |
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| Hennion & Walsh Asset Management | 113k | $896k | 128% | Dec 2025 |
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| Sit Investment Associates | 111k | $882k | -71% | Dec 2025 |
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| Deschutes Portfolio Strategy | 86k | $687k | 0% | Dec 2025 |
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| Melfa Wealth Management | 78k | $623k | 0% | Dec 2025 |
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| Advisor Group Holdings | 43k | $341k | -33% | Dec 2025 |
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| Raymond James Financial | 33k | $265k | 5% | Dec 2025 |
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| Bank of New York Mellon | 30k | $239k | 0% | Dec 2025 |
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| Capital Investment Advisors | 28k | $222k | 0% | Dec 2025 |
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| Rothschild Investment | 23k | $183k | -10% | Dec 2025 |
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| Wells Fargo & Company | 18k | $143k | -2% | Dec 2025 |
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| Susquehanna International | 18k | $141k | 12% | Dec 2025 |
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| Fortitude Advisory Group | 16k | $126k | 0% | Dec 2025 |
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| Cohen & Steers Capital Management | 15k | $119k | 0% | Dec 2025 |
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| UBS Group | 11k | $86k | -4% | Dec 2025 |
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| Pathstone Holdings | 11k | $85k | 100% | Dec 2025 |
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| Concurrent Investment Advisors | 10k | $82k | 0% | Dec 2025 |
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| Center for Financial Planning | 4.6k | $37k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 4.0k | $32k | 0% | Dec 2025 |
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| A. Montag and Associates | 2.5k | $20k | 0% | Dec 2025 |
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| Noble Wealth Management PBC | 2.2k | $18k | 0% | Dec 2025 |
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| Pnc Financial Services | 776.00 | $6.2k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 99.00 | $787.000500 | 0% | Dec 2025 |
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Who sold out of MFS Investment Grade Municipal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 270k | $2.1M |
| GPS Wealth Strategies Group | Sep 2025 | 6.8k | $53k |
| Royal Bank of Canada | Jun 2025 | 1.1k | $8.0k |
| Independence Bank of Kentucky | Sep 2025 | 648.00 | $5.1k |
| Jones Financial Companies, L.L | Sep 2025 | 419.00 | $3.3k |
| Ameritas Advisory Services | Sep 2025 | 144.00 | $1.1k |