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 | $9.5M | -1% | Mar 2026 |
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| Rivernorth Capital Management | 577k | $4.6M | 14% | Mar 2026 |
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| Almitas Capital | 455k | $3.6M | 0% | Mar 2026 |
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| Morgan Stanley | 431k | $3.4M | 156% | Mar 2026 |
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| Colony | 272k | $2.2M | 100% | Dec 2025 |
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| Bank of America Corporation | 258k | $2.1M | 100% | Mar 2026 |
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| ICON Advisers | 241k | $1.9M | -1% | Mar 2026 |
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| Hennion & Walsh Asset Management | 141k | $1.1M | 25% | Mar 2026 |
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| Melfa Wealth Management | 78k | $626k | 0% | Mar 2026 |
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| Bank of New York Mellon | 63k | $503k | 110% | Mar 2026 |
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| Deschutes Portfolio Strategy | 48k | $384k | -44% | Mar 2026 |
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| Advisor Group Holdings | 43k | $341k | -33% | Dec 2025 |
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| Beverly Hills Private Wealth | 35k | $282k | 100% | Mar 2026 |
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| Raymond James Financial | 33k | $265k | 5% | Dec 2025 |
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| Capital Investment Advisors | 28k | $223k | 0% | Mar 2026 |
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| Thomas J. Herzfeld Advisors | 23k | $187k | -90% | Mar 2026 |
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| Rothschild Investment | 23k | $184k | 0% | Mar 2026 |
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| Evolve Private Wealth | 21k | $166k | 100% | Mar 2026 |
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| Susquehanna International | 18k | $141k | 12% | Dec 2025 |
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| Wells Fargo & Company | 18k | $140k | -2% | Mar 2026 |
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| Fortitude Advisory Group | 16k | $126k | 0% | Mar 2026 |
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| Closed-End Fund Advisors | 16k | $124k | 100% | Mar 2026 |
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| Cohen & Steers Capital Management | 15k | $119k | 0% | Dec 2025 |
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| Pathstone Holdings | 11k | $85k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 10k | $82k | 0% | Mar 2026 |
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| Western Wealth Management | 6.8k | $54k | 100% | Mar 2026 |
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| UBS Group | 5.9k | $47k | -46% | Mar 2026 |
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| Fifth Third Bancorp | 4.0k | $32k | 0% | Mar 2026 |
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| Community Fin'l Svs | 2.8k | $23k | 100% | Mar 2026 |
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| A. Montag and Associates | 2.5k | $20k | 0% | Mar 2026 |
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| Pnc Financial Services | 776.00 | $6.2k | 0% | Mar 2026 |
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| Assetmark | 480.00 | $3.8k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 99.00 | $791.000100 | 0% | Mar 2026 |
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Who sold out of MFS Investment Grade Municipal Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sit Investment Associates | Dec 2025 | 111k | $882k |
| GPS Wealth Strategies Group | Sep 2025 | 6.8k | $53k |
| Center for Financial Planning | Dec 2025 | 4.6k | $37k |
| Noble Wealth Management PBC | Dec 2025 | 2.2k | $18k |
| Jones Financial Companies, L.L | Sep 2025 | 419.00 | $3.3k |