MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)

CUSIP: 59318B108

Q1 2020 13F Holders as of 31 Mar 2020

Security type / class
Equity / Common Stock
Total 13F shares
1,868,306
Total 13F value
$17,124,055
Holder snapshot 6 signals
Share change
-381,103
SEC-reported price per share
$9.17
Number of holders
33
Value change
-$3,614,343
Number of buys
13
Number of sells
16
Security identity 1 source field
Shares outstanding
8,269,618

Security key

59318B108

Report period

Q1 2020

Institutions

33

Top holders

10

CXH full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2020 Previous quarter: Q4 2019 MFS INVESTMENT GRADE MUNICIPAL TRUST SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
15/15
Latest evidence
31 Dec 2019
13F Lead comparable stake: 11% Showing 1-6 of 15 holder rows.

Quick read

Karpus Management, Inc. leads the comparable SEC ownership view at 11%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Comparable ownership Top 5
Karpus Management, Inc. 11%
Advisors Asset Management, Inc. 2.1%
ROBINSON CAPITAL MANAGEMENT, LLC 1.6%
1607 Capital Partners, LLC 1.5%
MORGAN STANLEY 1.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Karpus Management, Inc.
13F
Company
13F
11%
$9,100,000
931,725 shares
 — 31 Dec 2019
Advisors Asset Management, Inc.
13F
Company
13F
2.1%
$1,666,000
170,551 shares
 — 31 Dec 2019
ROBINSON CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.6%
$1,316,000
134,773 shares
 — 31 Dec 2019
1607 Capital Partners, LLC
13F
Company
13F
1.5%
$1,247,000
127,697 shares
 — 31 Dec 2019
MORGAN STANLEY
13F
Company
13F
1.3%
$1,089,000
111,468 shares
 — 31 Dec 2019
UBS Group AG
13F
Company
13F
1.2%
$936,000
95,825 shares
 — 31 Dec 2019
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2020

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
33
Shares
1,868,306
Rows available
33
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2020 vs Q4 2019 Across Filers

Q4 2019 holders
39
Q1 2020 holders
33
Holder diff
-6
Investor Q4 2019 Shares Q1 2020 Shares Share Diff Share Chg % Q4 2019 value Q1 2020 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .