MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q3 2018 13F Holders as of 30 Sep 2018
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,204,806
- Total 13F shares
- 2,448,785
- Share change
- +213,405
- Total reported value
- $21,964,054
- Price per share
- $8.97
- Number of holders
- 34
- Value change
- +$1,902,842
- Number of buys
- 13
- Number of sells
- 8
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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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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. |
13F
|
Company |
14%
|
1,155,568
|
$10,712,000 | — | 30 Jun 2018 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
3.1%
|
258,329
|
$2,390,000 | — | 30 Jun 2018 | |
| Cornerstone Wealth Management, LLC |
13F
|
Company |
0.15%
|
11,973
|
$1,300,000 | — | 30 Jun 2018 | |
| Laurion Capital Management LP |
13F
|
Company |
1.7%
|
136,950
|
$1,267,000 | — | 30 Jun 2018 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
1.3%
|
105,310
|
$974,000 | — | 30 Jun 2018 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
85,659
|
$792,000 | — | 30 Jun 2018 | |
| Curi Capital, LLC |
13F
|
Company |
1%
|
84,469
|
$781,000 | — | 30 Jun 2018 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.76%
|
62,120
|
$575,000 | — | 30 Jun 2018 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.57%
|
46,494
|
$430,000 | — | 30 Jun 2018 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.43%
|
35,064
|
$324,000 | — | 30 Jun 2018 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
34,723
|
$321,000 | — | 30 Jun 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.41%
|
33,434
|
$309,000 | — | 30 Jun 2018 | |
| LPL Financial LLC |
13F
|
Company |
0.31%
|
25,040
|
$231,000 | — | 30 Jun 2018 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.25%
|
20,642
|
$191,000 | — | 30 Jun 2018 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.25%
|
20,600
|
$191,000 | — | 30 Jun 2018 | |
| LADENBURG THALMANN FINANCIAL SERVICES INC. |
13F
|
Company |
0.24%
|
19,732
|
$185,000 | — | 30 Jun 2018 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.21%
|
17,454
|
$161,000 | — | 30 Jun 2018 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.18%
|
15,112
|
$139,000 | — | 30 Jun 2018 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.18%
|
14,752
|
$136,000 | — | 30 Jun 2018 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.16%
|
12,955
|
$120,000 | — | 30 Jun 2018 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
11,698
|
$108,000 | — | 30 Jun 2018 | |
| Essex Financial Services, Inc. |
13F
|
Company |
0.12%
|
10,180
|
$94,000 | — | 30 Jun 2018 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.11%
|
9,000
|
$83,000 | — | 30 Jun 2018 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
7,468
|
$69,000 | — | 30 Jun 2018 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.05%
|
4,500
|
$42,000 | — | 30 Jun 2018 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.04%
|
3,108
|
$29,000 | — | 30 Jun 2018 | |
| TRUSTCORE FINANCIAL SERVICES, LLC |
13F
|
Company |
0.03%
|
2,071
|
$19,000 | — | 30 Jun 2018 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.02%
|
1,617
|
$15,000 | — | 30 Jun 2018 | |
| Live Your Vision, LLC |
13F
|
Company |
0.01%
|
1,000
|
$9,000 | — | 30 Jun 2018 | |
| Bedel Financial Consulting, Inc. |
13F
|
Company |
0%
|
325
|
$3,000 | — | 30 Jun 2018 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 30 Jun 2018 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0%
|
148
|
$1,000 | — | 30 Jun 2018 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$56 | — | 30 Jun 2018 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q3 2018
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2018 vs Q2 2018 Across Filers
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 Value $ | Q3 2018 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
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