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MFS Investment Grade Municipal Trust shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Investment Grade Municipal Trust by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $282k 35k 7.99

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View all positions for Beverly Hills Private Wealth

Top funds holding MFS Investment Grade Municipal Trust

Brooklyn Capital Management
Rivernorth Capital Management
Almitas Capital
Morgan Stanley
Colony
Bank of America Corporation
ICON Advisers
Hennion & Walsh Asset Management
Melfa Wealth Management
Bank of New York Mellon
Deschutes Portfolio Strategy
Advisor Group Holdings
Beverly Hills Private Wealth
Raymond James Financial
Capital Investment Advisors

View all funds holding MFS Investment Grade Municipal Trust