Latest Period
Q1 2026
Security Snapshot
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) Institutional Ownership
CUSIP: 59318B108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
33
Shares (Excl. Options)
4,029,642
Price
$7.99
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- Security type / class
- Equity / Common Stock
- Symbol
- CXH
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,029,642
- Total 13F value
- $32,197,121
- Portfolio coverage rank
- 0%
- Share change
- -6,993
- Value change
- -$50,622
- Number of holders
- 33
- Shares outstanding
- 8,269,618
- SEC-reported price per share
- $7.63
- Insider filing price
- $7.63
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock is tracked under CUSIP 59318B108.
- 33 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 33 to 0 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $32,197,121 to $0.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 33 institutions filings for Q1 2026.
Security key
59318B108
Latest holder period
Q1 2026
13F holders
33
13D/G owners
4
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 59318B108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
CXH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 7% | +23% | $4,686,774 | +$517,222 | 576,479 | +12% | RIVERNORTH CAPITAL MANAGEMENT, LLC | 31 Mar 2026 |
| Almitas Capital LLC | 5.5% | 0% | $3,797,822 | -$2,787,531 | 454,829 | -42% | Almitas Capital LLC | 31 Mar 2026 |
| SIT INVESTMENT ASSOCIATES INC | 4.8% | -29% | $3,037,492 | -$1,334,767 | 389,422 | -31% | Sit Investment Associates, Inc. | 30 Sep 2025 |
| Bulldog Investors, LLP | 2.6% | -84% | $1,720,991 | -$9,531,701 | 211,684 | -85% | Phillip Goldstein | 30 Apr 2026 |
As of 31 Mar 2026, 33 institutional investors reported holding 4,029,642 shares of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH). This represents 49% of the company’s total 8,269,618 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
49%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 14% | 1,184,498 | -1.4% | 2.1% | $9,464,139 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 7% | 576,479 | +14% | 0.23% | $4,606,067 |
| Almitas Capital LLC | 5.5% | 454,829 | -0.02% | 0.82% | $3,634,084 |
| MORGAN STANLEY | 5.2% | 431,408 | +156% | 0% | $3,446,951 |
| BANK OF AMERICA CORP /DE/ | 3.1% | 258,068 | 0% | 0% | $2,061,963 |
| Focus Partners Wealth | 2.9% | 242,888 | -11% | 0% | $1,940,678 |
| ICON ADVISERS INC/CO | 2.9% | 241,372 | -1.2% | 0.45% | $1,928,562 |
| Hennion & Walsh Asset Management, Inc. | 1.7% | 141,088 | +25% | 0.04% | $1,127,293 |
| MELFA WEALTH MANAGEMENT, INC. | 0.95% | 78,360 | 0% | 0.36% | $626,100 |
| Bank of New York Mellon Corp | 0.76% | 62,969 | +110% | 0% | $503,123 |
| Matisse Capital | 0.58% | 47,998 | -44% | 0.16% | $383,504 |
| Beverly Hills Private Wealth, LLC | 0.43% | 35,345 | 0.05% | $282,407 | |
| RAYMOND JAMES FINANCIAL INC | 0.41% | 33,673 | +0.88% | 0% | $269,047 |
| OSAIC HOLDINGS, INC. | 0.39% | 32,138 | -25% | 0% | $256,798 |
| Capital Investment Advisors, LLC | 0.34% | 27,962 | 0% | 0% | $223,416 |
| Thomas J. Herzfeld Advisors, Inc. | 0.28% | 23,409 | -90% | 0.06% | $187,038 |
| ROTHSCHILD INVESTMENT LLC | 0.28% | 22,975 | 0% | 0.01% | $183,570 |
| EVOLVE PRIVATE WEALTH, LLC | 0.25% | 20,755 | +34% | 0.01% | $165,832 |
| WELLS FARGO & COMPANY/MN | 0.21% | 17,565 | -2.4% | 0% | $140,341 |
| Fortitude Advisory Group L.L.C. | 0.19% | 15,802 | 0% | 0.06% | $126,258 |
| Closed-End Fund Advisors, Inc. | 0.19% | 15,498 | 0% | 0.13% | $123,829 |
| COHEN & STEERS, INC. | 0.18% | 15,000 | 0% | 0% | $120,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.14% | 11,503 | -35% | 0% | $91,909 |
| Pathstone Holdings, LLC | 0.13% | 10,651 | 0% | 0% | $85,101 |
| Concurrent Investment Advisors, LLC | 0.12% | 10,251 | 0% | 0% | $81,905 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 0 | $0 | -$1,902,336 | $7.63 | 0 |
| 2026 Q1 | 4,029,642 | $32,197,121 | -$50,622 | $7.99 | 33 |
| 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 |