Security Snapshot

MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) Institutional Ownership

CUSIP: 59318B108

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

32

Shares (Excl. Options)

4,036,635

Price

$7.95

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Type / Class
Equity / Common Stock
Symbol
CXH on NYSE
Shares outstanding
14,339,364
Price per share
$8.13
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,036,635
Total reported value
$32,090,587
% of total 13F portfolios
0%
Share change
+281,999
Value change
+$2,268,006
Number of holders
32
Price from insider filings
$8.13
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock is tracked under CUSIP 59318B108.
  • 32 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 32 to 11 between Q4 2025 and Q1 2026.
  • Reported value moved from $32,090,587 to $2,130,307.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 32 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 59318B108?
CUSIP 59318B108 identifies CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bulldog Investors, LLP 17% +20% $11,169,647 +$1,853,098 1,384,095 +20% Phillip Goldstein 31 Dec 2025
Almitas Capital LLC 5.5% $6,364,527 788,665 Almitas Capital LLC 31 Dec 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC 5.6% +8% $3,918,250 +$641,011 512,860 +20% RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Mar 2025
SIT INVESTMENT ASSOCIATES INC 4.8% -29% $3,037,492 -$1,334,767 389,422 -31% Sit Investment Associates, Inc. 30 Sep 2025

As of 31 Dec 2025, 32 institutional investors reported holding 4,036,635 shares of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH). This represents 28% of the company’s total 14,339,364 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) together control 28% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Bulldog Investors, LLP 8.4% 1,201,345 +23% 2.1% $9,550,693
RIVERNORTH CAPITAL MANAGEMENT, LLC 3.5% 505,483 +7.2% 0.19% $4,018,590
Almitas Capital LLC 3.2% 454,909 -6.7% 0.8% $3,616,527
Focus Partners Wealth 1.9% 272,431 0% $2,165,832
BANK OF AMERICA CORP /DE/ 1.8% 258,068 +285% 0% $2,051,640
ICON ADVISERS INC/CO 1.7% 244,295 0% 0.42% $1,942,145
Thomas J. Herzfeld Advisors, Inc. 1.7% 242,426 +0.85% 0.65% $1,927,287
MORGAN STANLEY 1.2% 168,737 +140% 0% $1,341,459
Hennion & Walsh Asset Management, Inc. 0.79% 112,637 +128% 0.03% $895,464
SIT INVESTMENT ASSOCIATES INC 0.77% 110,998 -71% 0.02% $882,000
Matisse Capital 0.6% 86,381 0% 0.31% $686,729
MELFA WEALTH MANAGEMENT, INC. 0.55% 78,360 0% 0.36% $622,965
OSAIC HOLDINGS, INC. 0.3% 42,893 -33% 0% $341,015
RAYMOND JAMES FINANCIAL INC 0.23% 33,378 +4.9% 0% $265,356
Bank of New York Mellon Corp 0.21% 30,044 +0.45% 0% $238,847
Capital Investment Advisors, LLC 0.2% 27,962 0% 0% $222,298
ROTHSCHILD INVESTMENT LLC 0.16% 22,975 -10% 0.01% $182,651
WELLS FARGO & COMPANY/MN 0.13% 17,993 -2.4% 0% $143,044
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.12% 17,668 +12% 0% $140,461
Fortitude Advisory Group L.L.C. 0.11% 15,802 0% 0.05% $125,626
EVOLVE PRIVATE WEALTH, LLC 0.11% 15,500 0% 0.01% $123,225
Closed-End Fund Advisors, Inc. 0.11% 15,498 0% 0.07% $123,209
COHEN & STEERS, INC. 0.1% 15,000 0% 0% $119,000
UBS Group AG 0.08% 10,815 -4.4% 0% $85,979
Pathstone Holdings, LLC 0.07% 10,651 0% $84,675

Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 266,607 $2,130,307 +$516,643 $7.99 11
2025 Q4 4,036,635 $32,090,587 +$2,268,006 $7.95 32
2025 Q3 3,723,638 $29,247,863 +$259,829 $7.86 33
2025 Q2 3,684,942 $28,152,410 +$1,106,761 $7.64 30
2025 Q1 3,544,971 $28,071,873 +$1,150,064 $7.92 32
2024 Q4 3,399,213 $27,162,351 +$4,259,139 $7.99 33
2024 Q3 2,864,841 $23,554,959 -$888,611 $8.22 33
2024 Q2 2,989,280 $23,603,740 +$1,106,360 $7.90 39
2024 Q1 2,852,167 $21,721,133 -$249,372 $7.62 38
2023 Q4 2,885,549 $21,822,049 -$3,042,201 $7.57 38
2023 Q3 3,244,676 $22,934,958 +$2,620,810 $7.07 38
2023 Q2 2,871,012 $21,250,180 +$1,821,904 $7.36 35
2023 Q1 2,629,566 $19,423,000 -$301,353 $7.39 39
2022 Q4 2,675,874 $19,060,903 +$3,324,436 $7.12 39
2022 Q3 2,095,721 $14,109,000 +$45,108 $6.73 38
2022 Q2 2,080,722 $15,791,000 +$822,114 $7.58 41
2022 Q1 1,945,087 $16,608,332 +$615,799 $8.54 43
2021 Q4 1,868,565 $19,259,635 -$1,490,807 $10.31 40
2021 Q3 1,963,703 $19,634,760 +$549,149 $10.00 40
2021 Q2 1,908,111 $19,618,062 -$414,261 $10.28 39
2021 Q1 1,964,484 $19,258,753 -$1,300,039 $9.81 39
2020 Q4 2,052,510 $20,115,059 +$2,660,093 $9.80 38
2020 Q3 1,774,380 $16,646,056 -$372,425 $9.39 35
2020 Q2 2,432,843 $22,979,057 -$1,536,232 $9.44 32
2020 Q1 1,868,306 $17,124,055 -$3,614,343 $9.17 33
2019 Q4 2,258,583 $22,062,059 -$858,042 $9.77 39
2019 Q3 2,313,971 $22,988,060 -$1,590,105 $9.93 32
2019 Q2 2,479,677 $23,751,057 +$989,900 $9.57 36
2019 Q1 2,377,511 $22,402,056 -$1,316,995 $9.39 34
2018 Q4 2,519,668 $22,122,053 +$480,822 $8.78 34
2018 Q3 2,448,785 $21,964,054 +$1,902,842 $8.97 34
2018 Q2 2,235,380 $20,700,056 -$5,297,035 $9.25 30
2018 Q1 2,803,468 $26,291,056 +$344,089 $9.39 29
2017 Q4 2,777,954 $26,972,058 +$659,205 $9.71 29
2017 Q3 2,703,662 $27,009,060 -$14,264,350 $9.99 31
2017 Q2 4,118,971 $41,764,061 +$1,665,377 $10.13 30
2017 Q1 3,955,040 $38,129,054 +$1,065,614 $9.64 29
2016 Q4 3,845,171 $36,039,968 +$3,443,508 $9.37 31
2016 Q3 3,493,240 $36,285,291 +$983,132 $10.38 32
2016 Q2 3,397,205 $35,941,351 +$1,374,340 $10.58 27
2016 Q1 3,267,703 $33,235,222 +$86,494 $10.17 24
2015 Q4 3,261,394 $32,377,089 +$2,554,450 $9.93 27
2015 Q3 3,003,996 $29,293,030 +$7,913,933 $9.75 27
2015 Q2 2,210,853 $20,565,530 +$1,417,963 $9.30 29
2015 Q1 2,133,357 $20,142,590 -$1,518,551 $9.44 34
2014 Q4 2,247,658 $21,067,127 +$1,879,102 $9.37 34
2014 Q3 2,049,288 $18,732,690 +$1,326,425 $9.14 32
2014 Q2 1,873,144 $17,372,802 +$1,134,105 $9.28 30
2014 Q1 1,759,732 $15,741,829 +$2,338,748 $8.94 31
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