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

Q1 2026

Institutions Reporting

34

Shares (Excl. Options)

4,036,417

Price

$7.99

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Type / Class
Equity / Common Stock
Symbol
CXH on NYSE
Shares outstanding
8,269,618
Price per share
$7.95
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
4,036,417
Total reported value
$32,251,253
% of total 13F portfolios
0%
Share change
-218
Value change
+$3,510
Number of holders
34
Price from insider filings
$7.95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock is tracked under CUSIP 59318B108.
  • 34 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 32 to 34 between Q4 2025 and Q1 2026.
  • Reported value moved from $32,090,587 to $32,251,253.

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

Latest holder context comes from 34 institutions filings for Q1 2026.

Open SEC Evidence

Security key

59318B108

Latest holder period

Q1 2026

13F holders

34

13D/G owners

5

CIK / CUSIP context first

Open Q1 2026 holders CXH full holder history MFS INVESTMENT GRADE MUNICIPAL TRUST SEC filings MFS INVESTMENT GRADE MUNICIPAL TRUST insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
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
MORGAN STANLEY 5.3% $3,507,347 431,408 Morgan Stanley 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, 34 institutional investors reported holding 4,036,417 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
49
Latest
Q1 2026
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 4,036,417 $32,251,253 +$3,510 $7.99 34
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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