MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q4 2017 13F Holders as of 31 Dec 2017
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,339,364
- Total 13F shares
- 2,777,954
- Share change
- +69,721
- Total reported value
- $26,972,058
- Price per share
- $9.71
- Number of holders
- 29
- Value change
- +$659,205
- Number of buys
- 10
- Number of sells
- 9
Quarterly Holders Quick Answers
What is CUSIP 59318B108?
CUSIP 59318B108 identifies CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock in SEC institutional holdings data.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 59318B108:
Top shareholders of CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. |
13F
|
Company |
11%
|
1,578,705
|
$15,771,000 | — | 30 Sep 2017 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
3.2%
|
464,757
|
$4,643,000 | — | 30 Sep 2017 | |
| ICON ADVISERS INC/CO |
13F
|
Company |
1.1%
|
155,471
|
$1,553,000 | — | 30 Sep 2017 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.51%
|
72,618
|
$725,000 | — | 30 Sep 2017 | |
| MORGAN STANLEY |
13F
|
Company |
0.45%
|
64,480
|
$644,000 | — | 30 Sep 2017 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.42%
|
59,920
|
$599,000 | — | 30 Sep 2017 | |
| UBS Group AG |
13F
|
Company |
0.27%
|
39,003
|
$390,000 | — | 30 Sep 2017 | |
| Curi Capital, LLC |
13F
|
Company |
0.26%
|
37,096
|
$371,000 | — | 30 Sep 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
34,434
|
$344,000 | — | 30 Sep 2017 | |
| LPL Financial LLC |
13F
|
Company |
0.16%
|
23,149
|
$231,000 | — | 30 Sep 2017 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.16%
|
22,454
|
$224,000 | — | 30 Sep 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.13%
|
18,753
|
$187,000 | — | 30 Sep 2017 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.13%
|
18,613
|
$186,000 | — | 30 Sep 2017 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.11%
|
15,112
|
$151,000 | — | 30 Sep 2017 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.1%
|
14,903
|
$149,000 | — | 30 Sep 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.09%
|
13,459
|
$134,000 | — | 30 Sep 2017 | |
| Yellowstone Partners, LLC |
13F
|
Company |
0.08%
|
11,475
|
$115,000 | — | 30 Sep 2017 | |
| Yakira Capital Management, Inc. |
13F
|
Company |
0.08%
|
10,779
|
$108,000 | — | 30 Sep 2017 | |
| Essex Financial Services, Inc. |
13F
|
Company |
0.07%
|
10,180
|
$102,000 | — | 30 Sep 2017 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
9,000
|
$90,000 | — | 30 Sep 2017 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.06%
|
8,203
|
$82,000 | — | 30 Sep 2017 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
5,325
|
$53,000 | — | 30 Sep 2017 | |
| FNY Partners Fund LP |
13F
|
Company |
0.03%
|
4,532
|
$45,000 | — | 30 Sep 2017 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.03%
|
4,500
|
$45,000 | — | 30 Sep 2017 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.02%
|
3,108
|
$31,000 | — | 30 Sep 2017 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
1,617
|
$16,000 | — | 30 Sep 2017 | |
| Live Your Vision, LLC |
13F
|
Company |
0.01%
|
1,000
|
$10,000 | — | 30 Sep 2017 | |
| North Star Investment Management Corp. |
13F
|
Company |
0%
|
500
|
$5,000 | — | 30 Sep 2017 | |
| IFP Advisors, Inc |
13F
|
Company |
0%
|
300
|
$3,000 | — | 30 Sep 2017 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$2,000 | — | 30 Sep 2017 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$60 | — | 30 Sep 2017 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q4 2017
As of 31 Dec 2017,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,777,954 shares.
The largest 10 holders included
Karpus Management, Inc., Advisors Asset Management, Inc., ICON ADVISERS INC/CO, MORGAN STANLEY, RIVERNORTH CAPITAL MANAGEMENT, LLC, PNC FINANCIAL SERVICES GROUP, INC., UBS Group AG, BANK OF AMERICA CORP /DE/, Koshinski Asset Management, Inc., and LPL Financial LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q4 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2017 vs Q3 2017 Across Filers
Q3 2017 holders
31
Q4 2017 holders
29
Holder diff
-2
| Investor | Q3 2017 Shares | Q4 2017 Shares | Share Diff | Share Chg % | Q3 2017 Value $ | Q4 2017 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.