Security key
59318B108
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q3 2021 13F Holders as of 30 Sep 2021
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,963,703
- Total 13F value
- $19,634,760
- Share change
- +55,592
- SEC-reported price per share
- $10.00
- Number of holders
- 40
- Value change
- +$549,149
- Number of buys
- 14
- Number of sells
- 10
- Shares outstanding
- 8,269,618
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2021
Institutions
40
Top holders
10
CXH full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2021
Previous quarter: Q2 2021
MFS INVESTMENT GRADE MUNICIPAL TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 59318B108
Recent filing periods:
Ownership snapshot
Top reported holders of CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2021
13F
Lead comparable stake: 4%
Showing 1-6 of 15 holder rows.
Quick read
Karpus Management, Inc. leads the comparable SEC ownership view at 4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership
Top 5
Karpus Management, Inc.
4%
RIVERNORTH CAPITAL MANAGEMENT, LLC
3%
ROBINSON CAPITAL MANAGEMENT, LLC
1.8%
UBS Group AG
1.5%
1607 Capital Partners, LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Karpus Management, Inc. |
13F
Company
|
4%
|
$3,417,000
332,429 shares
|
— | 30 Jun 2021 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
3%
|
$2,590,000
251,909 shares
|
— | 30 Jun 2021 |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.8%
|
$1,503,000
145,806 shares
|
— | 30 Jun 2021 |
| UBS Group AG |
13F
Company
|
1.5%
|
$1,284,000
124,930 shares
|
— | 30 Jun 2021 |
| 1607 Capital Partners, LLC |
13F
Company
|
1.5%
|
$1,263,000
122,859 shares
|
— | 30 Jun 2021 |
| Advisors Asset Management, Inc. |
13F
Company
|
1.1%
|
$900,000
87,590 shares
|
— | 30 Jun 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
40
Shares
1,963,703
Rows available
40
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
39
Q3 2021 holders
40
Holder diff
1
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 value | Q3 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend