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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CXH on NYSE
Shares outstanding
8,199,339
Price per share
$7.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,723,638
Total reported value
$29,247,863
% of total 13F portfolios
0%
Share change
+32,696
Value change
+$259,829
Number of holders
33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 14% +15% $9,073,649 +$1,144,224 1,154,467 +14% Phillip Goldstein 30 Sep 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 30 Sep 2025, 33 institutional investors reported holding 3,723,638 shares of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH). This represents 45% of the company’s total 8,199,339 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) together control 45% 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 12% 980,494 +9.4% 1.8% $7,706,683
Almitas Capital LLC 5.9% 487,688 +8.8% 0.88% $3,833,228
RIVERNORTH CAPITAL MANAGEMENT, LLC 5.8% 471,608 +5.6% 0.21% $3,706,839
SIT INVESTMENT ASSOCIATES INC 4.7% 389,422 -43% 0.06% $3,061,000
Kovitz Investment Group Partners, LLC 3.3% 270,133 +405% 0.01% $2,123,251
ICON ADVISERS INC/CO 3% 244,295 0% 0.42% $1,920,159
Thomas J. Herzfeld Advisors, Inc. 2.9% 240,371 -0.55% 0.65% $1,889,316
Matisse Capital 1.1% 86,381 0% 0.31% $678,955
MELFA WEALTH MANAGEMENT, INC. 0.96% 78,360 0% 0.36% $615,913
MORGAN STANLEY 0.86% 70,222 -17% 0% $551,945
BANK OF AMERICA CORP /DE/ 0.82% 66,950 +283% 0% $526,227
OSAIC HOLDINGS, INC. 0.78% 64,236 +12% 0% $484,712
Hennion & Walsh Asset Management, Inc. 0.6% 49,399 -64% 0.01% $388,276
RAYMOND JAMES FINANCIAL INC 0.39% 31,813 +62% 0% $250,048
Bank of New York Mellon Corp 0.36% 29,910 +0% 0% $235,097
Capital Investment Advisors, LLC 0.34% 27,962 -5.9% 0% $219,781
ROTHSCHILD INVESTMENT LLC 0.31% 25,652 -33% 0.01% $201,625
WELLS FARGO & COMPANY/MN 0.22% 18,439 -1.5% 0% $144,929
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.19% 15,814 0% $124,298
Fortitude Advisory Group L.L.C. 0.19% 15,802 0% 0.07% $124,204
COHEN & STEERS, INC. 0.18% 15,000 0% $118,000
UBS Group AG 0.14% 11,315 +21% 0% $88,936
Concurrent Investment Advisors, LLC 0.13% 10,251 0% 0% $80,573
GPS Wealth Strategies Group, LLC 0.08% 6,775 0% 0.01% $53,252
Center for Financial Planning, Inc. 0.06% 4,589 0% $36,070

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
2025 Q4 221,159 $1,758,217 +$497,649 $7.95 4
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