MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q1 2021 13F Holders as of 31 Mar 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,339,364
- Total 13F shares
- 1,964,484
- Share change
- -132,439
- Total reported value
- $19,258,753
- Price per share
- $9.81
- Number of holders
- 39
- Value change
- -$1,300,039
- Number of buys
- 14
- Number of sells
- 15
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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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
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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 |
4.3%
|
609,876
|
$5,977,000 | — | 31 Dec 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.97%
|
138,835
|
$1,361,000 | — | 31 Dec 2020 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.97%
|
138,615
|
$1,361,000 | — | 31 Dec 2020 | |
| UBS Group AG |
13F
|
Company |
0.91%
|
130,911
|
$1,283,000 | — | 31 Dec 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.86%
|
123,559
|
$1,211,000 | — | 31 Dec 2020 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.59%
|
84,570
|
$825,000 | — | 31 Dec 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.55%
|
79,518
|
$779,000 | — | 31 Dec 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.55%
|
79,120
|
$776,000 | — | 31 Dec 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.52%
|
74,153
|
$727,000 | — | 31 Dec 2020 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.41%
|
59,454
|
$583,000 | — | 31 Dec 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.41%
|
59,183
|
$580,000 | — | 31 Dec 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.39%
|
55,702
|
$546,000 | — | 31 Dec 2020 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.36%
|
52,038
|
$510,000 | — | 31 Dec 2020 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.3%
|
43,481
|
$426,000 | — | 31 Dec 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.26%
|
37,347
|
$366,000 | — | 31 Dec 2020 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.22%
|
31,641
|
$310,000 | — | 31 Dec 2020 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.22%
|
31,458
|
$308,000 | — | 31 Dec 2020 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.19%
|
27,867
|
$273,000 | — | 31 Dec 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.17%
|
24,254
|
$238,000 | — | 31 Dec 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.17%
|
23,803
|
$233,000 | — | 31 Dec 2020 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.16%
|
23,058
|
$226,000 | — | 31 Dec 2020 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.15%
|
22,170
|
$217,000 | — | 31 Dec 2020 | |
| Curi Capital, LLC |
13F
|
Company |
0.15%
|
21,724
|
$213,000 | — | 31 Dec 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.11%
|
15,814
|
$155,000 | — | 31 Dec 2020 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.09%
|
13,154
|
$129,000 | — | 31 Dec 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.09%
|
13,133
|
$129,000 | — | 31 Dec 2020 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.07%
|
10,258
|
$101,000 | — | 31 Dec 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
6,425
|
$63,000 | — | 31 Dec 2020 | |
| Altus Wealth Group LLC |
13F
|
Company |
0.04%
|
5,630
|
$55,000 | — | 31 Dec 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.03%
|
4,926
|
$48,000 | — | 31 Dec 2020 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.03%
|
4,500
|
$44,000 | — | 31 Dec 2020 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.02%
|
3,108
|
$30,000 | — | 31 Dec 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
1,617
|
$16,000 | — | 31 Dec 2020 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
776
|
$8,000 | — | 31 Dec 2020 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0%
|
437
|
$4,000 | — | 31 Dec 2020 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$2,000 | — | 31 Dec 2020 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 31 Dec 2020 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$59 | — | 31 Dec 2020 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q1 2021
As of 31 Mar 2021,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,964,484 shares.
The largest 10 holders included
Karpus Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, Robinson Capital Management, LLC, Advisors Asset Management, Inc., UBS Group AG, 1607 Capital Partners, LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, Thomas J. Herzfeld Advisors, Inc., and ADVISOR GROUP HOLDINGS, INC..
This page lists
39
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
38
Q1 2021 holders
39
Holder diff
1
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 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.