MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q2 2021 13F Holders as of 30 Jun 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,339,364
- Total 13F shares
- 1,908,111
- Share change
- -40,914
- Total reported value
- $19,618,062
- Price per share
- $10.28
- Number of holders
- 39
- Value change
- -$414,261
- Number of buys
- 16
- Number of sells
- 10
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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Explore More Reporting Periods
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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 |
2.3%
|
335,031
|
$3,287,000 | — | 31 Mar 2021 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
251,909
|
$2,471,000 | — | 31 Mar 2021 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.96%
|
138,099
|
$1,358,000 | — | 31 Mar 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.95%
|
136,601
|
$1,340,000 | — | 31 Mar 2021 | |
| UBS Group AG |
13F
|
Company |
0.91%
|
131,056
|
$1,286,000 | — | 31 Mar 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.86%
|
122,859
|
$1,205,000 | — | 31 Mar 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.62%
|
88,927
|
$873,000 | — | 31 Mar 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.52%
|
74,617
|
$732,000 | — | 31 Mar 2021 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.5%
|
71,836
|
$705,000 | — | 31 Mar 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.43%
|
61,520
|
$604,000 | — | 31 Mar 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.43%
|
61,568
|
$603,000 | — | 31 Mar 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.39%
|
55,729
|
$547,000 | — | 31 Mar 2021 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.34%
|
49,326
|
$484,000 | — | 31 Mar 2021 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.3%
|
43,481
|
$427,000 | — | 31 Mar 2021 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.23%
|
33,367
|
$327,000 | — | 31 Mar 2021 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.22%
|
31,911
|
$313,000 | — | 31 Mar 2021 | |
| Dakota Wealth Management |
13F
|
Company |
0.21%
|
30,347
|
$298,000 | — | 31 Mar 2021 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.21%
|
29,650
|
$291,000 | — | 31 Mar 2021 | |
| Bridgewater Advisors Inc. |
13F
|
Company |
0.2%
|
28,954
|
$288,000 | — | 31 Mar 2021 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.2%
|
28,457
|
$279,000 | — | 31 Mar 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.18%
|
26,037
|
$255,000 | — | 31 Mar 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.16%
|
23,454
|
$230,000 | — | 31 Mar 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.15%
|
22,170
|
$217,000 | — | 31 Mar 2021 | |
| DENVER WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.11%
|
15,459
|
$132,000 | — | 31 Mar 2021 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.09%
|
13,154
|
$129,000 | — | 31 Mar 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.08%
|
10,887
|
$107,000 | — | 31 Mar 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.07%
|
10,511
|
$103,000 | — | 31 Mar 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.07%
|
9,383
|
$92,000 | — | 31 Mar 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.04%
|
6,425
|
$63,000 | — | 31 Mar 2021 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.03%
|
4,926
|
$48,000 | — | 31 Mar 2021 | |
| CoreFirst Bank & Trust |
13F
|
Company |
0.03%
|
4,610
|
$45,000 | — | 31 Mar 2021 | |
| WEBSTER BANK, N. A. |
13F
|
Company |
0.03%
|
4,500
|
$44,000 | — | 31 Mar 2021 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
0.02%
|
3,108
|
$30,000 | — | 31 Mar 2021 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
1,617
|
$16,000 | — | 31 Mar 2021 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.01%
|
1,600
|
$15,694 | — | 31 Mar 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
776
|
$8,000 | — | 31 Mar 2021 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0%
|
437
|
$4,000 | — | 31 Mar 2021 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 31 Mar 2021 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$59 | — | 31 Mar 2021 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q2 2021
As of 30 Jun 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
1,908,111 shares.
The largest 10 holders included
Karpus Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, ROBINSON CAPITAL MANAGEMENT, LLC, UBS Group AG, 1607 Capital Partners, LLC, Advisors Asset Management, Inc., WELLS FARGO & COMPANY/MN, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, and Thomas J. Herzfeld Advisors, Inc..
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
39
Q2 2021 holders
39
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 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.