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
- 8,204,806
- 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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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 |
7.4%
|
609,876
|
$5,977,000 | — | 31 Dec 2020 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
1.7%
|
138,835
|
$1,361,000 | — | 31 Dec 2020 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
138,615
|
$1,361,000 | — | 31 Dec 2020 | |
| UBS Group AG |
13F
|
Company |
1.6%
|
130,911
|
$1,283,000 | — | 31 Dec 2020 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.5%
|
123,559
|
$1,211,000 | — | 31 Dec 2020 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
1%
|
84,570
|
$825,000 | — | 31 Dec 2020 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.97%
|
79,518
|
$779,000 | — | 31 Dec 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.96%
|
79,120
|
$776,000 | — | 31 Dec 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.9%
|
74,153
|
$727,000 | — | 31 Dec 2020 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.72%
|
59,454
|
$583,000 | — | 31 Dec 2020 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.72%
|
59,183
|
$580,000 | — | 31 Dec 2020 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.68%
|
55,702
|
$546,000 | — | 31 Dec 2020 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.63%
|
52,038
|
$510,000 | — | 31 Dec 2020 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.53%
|
43,481
|
$426,000 | — | 31 Dec 2020 | |
| Dakota Wealth Management |
13F
|
Company |
0.46%
|
37,347
|
$366,000 | — | 31 Dec 2020 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.39%
|
31,641
|
$310,000 | — | 31 Dec 2020 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.38%
|
31,458
|
$308,000 | — | 31 Dec 2020 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.34%
|
27,867
|
$273,000 | — | 31 Dec 2020 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.3%
|
24,254
|
$238,000 | — | 31 Dec 2020 | |
| LPL Financial LLC |
13F
|
Company |
0.29%
|
23,803
|
$233,000 | — | 31 Dec 2020 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.28%
|
23,058
|
$226,000 | — | 31 Dec 2020 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.27%
|
22,170
|
$217,000 | — | 31 Dec 2020 | |
| Curi Capital, LLC |
13F
|
Company |
0.26%
|
21,724
|
$213,000 | — | 31 Dec 2020 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.19%
|
15,814
|
$155,000 | — | 31 Dec 2020 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.16%
|
13,154
|
$129,000 | — | 31 Dec 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.16%
|
13,133
|
$129,000 | — | 31 Dec 2020 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.13%
|
10,258
|
$101,000 | — | 31 Dec 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.08%
|
6,425
|
$63,000 | — | 31 Dec 2020 | |
| Altus Wealth Group LLC |
13F
|
Company |
0.07%
|
5,630
|
$55,000 | — | 31 Dec 2020 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
4,926
|
$48,000 | — | 31 Dec 2020 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.05%
|
4,500
|
$44,000 | — | 31 Dec 2020 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.04%
|
3,108
|
$30,000 | — | 31 Dec 2020 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.02%
|
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 |
0.01%
|
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
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
| 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).
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