MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q3 2020 13F Holders as of 30 Sep 2020
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,139,774
- Total 13F shares
- 1,774,380
- Share change
- -40,161
- Total reported value
- $16,646,056
- Price per share
- $9.39
- Number of holders
- 35
- Value change
- -$372,425
- Number of buys
- 12
- Number of sells
- 11
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 |
8.2%
|
666,943
|
$6,293,000 | — | 30 Jun 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
2.4%
|
194,098
|
$1,831,000 | — | 30 Jun 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.5%
|
126,097
|
$1,190,000 | — | 30 Jun 2020 | |
| UBS Group AG |
13F
|
Company |
1.1%
|
90,102
|
$850,000 | — | 30 Jun 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.97%
|
78,962
|
$745,000 | — | 30 Jun 2020 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.9%
|
73,658
|
$720,000 | — | 30 Jun 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.89%
|
72,042
|
$680,000 | — | 30 Jun 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.8%
|
64,764
|
$611,000 | — | 30 Jun 2020 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.59%
|
48,351
|
$456,000 | — | 30 Jun 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.56%
|
45,779
|
$432,000 | — | 30 Jun 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.49%
|
39,834
|
$375,000 | — | 30 Jun 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.44%
|
36,124
|
$341,000 | — | 30 Jun 2020 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.38%
|
30,716
|
$290,000 | — | 30 Jun 2020 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
24,352
|
$230,000 | — | 30 Jun 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.29%
|
23,986
|
$227,000 | — | 30 Jun 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.28%
|
23,054
|
$218,000 | — | 30 Jun 2020 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.28%
|
22,467
|
$212,000 | — | 30 Jun 2020 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.27%
|
22,170
|
$209,000 | — | 30 Jun 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.27%
|
21,781
|
$206,000 | — | 30 Jun 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.18%
|
14,770
|
$139,000 | — | 30 Jun 2020 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.16%
|
13,154
|
$124,000 | — | 30 Jun 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.13%
|
10,714
|
$101,000 | — | 30 Jun 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.09%
|
6,925
|
$65,000 | — | 30 Jun 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
5,000
|
$47,000 | — | 30 Jun 2020 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.06%
|
4,500
|
$42,000 | — | 30 Jun 2020 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.04%
|
3,108
|
$29,000 | — | 30 Jun 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.02%
|
1,617
|
$15,000 | — | 30 Jun 2020 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0.01%
|
437
|
$4,000 | — | 30 Jun 2020 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$2,000 | — | 30 Jun 2020 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 30 Jun 2020 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$57 | — | 30 Jun 2020 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q3 2020
As of 30 Sep 2020,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,774,380 shares.
The largest 10 holders included
Karpus Management, Inc., Advisors Asset Management, Inc., 1607 Capital Partners, LLC, UBS Group AG, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, ADVISOR GROUP HOLDINGS, INC., Thomas J. Herzfeld Advisors, Inc., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and Kestra Advisory Services, LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q3 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2020 vs Q2 2020 Across Filers
Q2 2020 holders
32
Q3 2020 holders
35
Holder diff
3
| Investor | Q2 2020 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2020 Value $ | Q3 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.