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MFS Investment Grade Municipal Trust shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 270k 7.86
2025-06-30 $409k 54k 7.64

More positions owned by Kovitz Investment Group Partners

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Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
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View all positions for Kovitz Investment Group Partners

Top funds holding MFS Investment Grade Municipal Trust

Brooklyn Capital Management
Almitas Capital
Rivernorth Capital Management
Sit Investment Associates
Kovitz Investment Group Partners
ICON Advisers
Thomas J. Herzfeld Advisors
Deschutes Portfolio Strategy
Morgan Stanley
Melfa Wealth Management
Advisor Group Holdings
Hennion & Walsh Asset Management
Raymond James Financial
Bank of New York Mellon
Capital Investment Advisors

View all funds holding MFS Investment Grade Municipal Trust