MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q2 2020 13F Holders as of 30 Jun 2020
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,204,806
- Total 13F shares
- 2,432,843
- Share change
- -163,201
- Total reported value
- $22,979,057
- Price per share
- $9.44
- Number of holders
- 32
- Value change
- -$1,536,232
- Number of buys
- 9
- Number of sells
- 13
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.
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 |
8.9%
|
727,528
|
$6,671,000 | — | 31 Mar 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
2.4%
|
195,791
|
$1,795,000 | — | 31 Mar 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.5%
|
126,097
|
$1,156,000 | — | 31 Mar 2020 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
105,337
|
$966,000 | — | 31 Mar 2020 | |
| UBS Group AG |
13F
|
Company |
1.2%
|
100,589
|
$922,000 | — | 31 Mar 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.94%
|
76,822
|
$705,000 | — | 31 Mar 2020 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.87%
|
71,153
|
$652,000 | — | 31 Mar 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.86%
|
70,680
|
$648,000 | — | 31 Mar 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.73%
|
59,657
|
$547,000 | — | 31 Mar 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.62%
|
51,272
|
$469,000 | — | 31 Mar 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.51%
|
41,659
|
$382,000 | — | 31 Mar 2020 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.44%
|
36,358
|
$333,000 | — | 31 Mar 2020 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.37%
|
30,372
|
$279,000 | — | 31 Mar 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.29%
|
23,986
|
$221,000 | — | 31 Mar 2020 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
24,350
|
$217,000 | — | 31 Mar 2020 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.27%
|
22,170
|
$203,000 | — | 31 Mar 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.25%
|
20,843
|
$191,000 | — | 31 Mar 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.18%
|
14,954
|
$137,000 | — | 31 Mar 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.18%
|
14,770
|
$135,000 | — | 31 Mar 2020 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.16%
|
13,154
|
$121,000 | — | 31 Mar 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.14%
|
11,478
|
$105,000 | — | 31 Mar 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.08%
|
6,925
|
$64,000 | — | 31 Mar 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
5,000
|
$46,000 | — | 31 Mar 2020 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.05%
|
4,500
|
$41,000 | — | 31 Mar 2020 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
|
Company |
0.05%
|
3,967
|
$36,000 | — | 31 Mar 2020 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.04%
|
3,108
|
$29,000 | — | 31 Mar 2020 | |
| TRUSTCORE FINANCIAL SERVICES, LLC |
13F
|
Company |
0.03%
|
2,071
|
$19,000 | — | 31 Mar 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.02%
|
1,617
|
$15,000 | — | 31 Mar 2020 | |
| SYNOVUS FINANCIAL CORP |
13F
|
Company |
0.02%
|
1,250
|
$11,000 | — | 31 Mar 2020 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0.01%
|
437
|
$4,000 | — | 31 Mar 2020 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
0%
|
226
|
$2,000 | — | 31 Mar 2020 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 31 Mar 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.12%
|
10,000
|
$1,000 | — | 31 Mar 2020 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$1,000 | — | 31 Mar 2020 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$55 | — | 31 Mar 2020 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q2 2020
As of 30 Jun 2020,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,432,843 shares.
The largest 10 holders included
Karpus Management, Inc., Karpus Management, Inc., Advisors Asset Management, Inc., 1607 Capital Partners, LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, Thomas J. Herzfeld Advisors, Inc., MORGAN STANLEY, RAYMOND JAMES & ASSOCIATES, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
This page lists
32
institutional shareholders reporting positions in this security
for the Q2 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2020 vs Q1 2020 Across Filers
Q1 2020 holders
33
Q2 2020 holders
32
Holder diff
-1
| Investor | Q1 2020 Shares | Q2 2020 Shares | Share Diff | Share Chg % | Q1 2020 Value $ | Q2 2020 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.