MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest (CXH)

Q: What does CUSIP 59318B108 represent in this 13F holders report?

CUSIP 59318B108 is the security identifier for CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest used to aggregate holder disclosures.

Q: How many institutions held CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest in Q4 2021?

40 institutional investors reported CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest for Q4 2021. Use the holders table for investor-level position and value details.

CUSIP: 59318B108

Q4 2021 13F Holders as of 31 Dec 2021

Type / Class: Equity / Shares of Beneficial Interest
Shares outstanding: 8,200,270
Total 13F shares: 1,868,565
Share change: -147,122
Total reported value: $19,259,635
Price per share: $10.31
Number of holders: 40
Value change: -$1,490,807
Number of buys: 11
Number of sells: 12

Quarterly Holders Quick Answers

What is CUSIP 59318B108?
CUSIP 59318B108 identifies CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest in SEC institutional holdings data.

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Newer quarter: Q1 2022
Previous quarter: Q3 2021

Recent filing periods for CUSIP 59318B108:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest (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%	324,018	$3,240,000	—	30 Sep 2021	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	3.1%	251,909	$2,519,000	—	30 Sep 2021	13F
ROBINSON CAPITAL MANAGEMENT, LLC	13F	Company	1.8%	145,806	$1,458,000	—	30 Sep 2021	13F
UBS Group AG	13F	Company	1.6%	131,482	$1,315,000	—	30 Sep 2021	13F
Americana Partners, LLC	13F	Company	1.6%	129,030	$1,290,000	—	30 Sep 2021	13F
1607 Capital Partners, LLC	13F	Company	1.4%	117,035	$1,170,000	—	30 Sep 2021	13F
MORGAN STANLEY	13F	Company	1%	82,616	$826,000	—	30 Sep 2021	13F
WELLS FARGO & COMPANY/MN	13F	Company	0.96%	78,778	$788,000	—	30 Sep 2021	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.9%	73,402	$734,000	—	30 Sep 2021	13F
OSAIC HOLDINGS, INC.	13F	Company	0.75%	61,668	$616,000	—	30 Sep 2021	13F
Ackerman Capital Advisors, LLC	13F	Company	0.59%	48,610	$486,000	—	30 Sep 2021	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	0.59%	48,165	$482,000	—	30 Sep 2021	13F
LPL Financial LLC	13F	Company	0.58%	47,748	$477,000	—	30 Sep 2021	13F
Kestra Advisory Services, LLC	13F	Company	0.54%	44,391	$444,000	—	30 Sep 2021	13F
Capital Investment Advisors, LLC	13F	Company	0.52%	42,882	$429,000	—	30 Sep 2021	13F
QP WEALTH MANAGEMENT, LLC	13F	Company	0.45%	36,725	$367,000	—	30 Sep 2021	13F
Advisors Asset Management, Inc.	13F	Company	0.41%	33,402	$334,000	—	30 Sep 2021	13F
Broadview Financial Management, LLC	13F	Company	0.4%	32,598	$326,000	—	30 Sep 2021	13F
Dakota Wealth Management	13F	Company	0.37%	30,347	$303,000	—	30 Sep 2021	13F
Janney Montgomery Scott LLC	13F	Company	0.36%	29,502	$295,000	—	30 Sep 2021	13F
Bridgewater Advisors Inc.	13F	Company	0.35%	28,954	$290,000	—	30 Sep 2021	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	0.31%	25,164	$252,000	—	30 Sep 2021	13F
Koshinski Asset Management, Inc.	13F	Company	0.27%	22,170	$221,700	—	30 Sep 2021	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.26%	21,377	$214,000	—	30 Sep 2021	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.2%	16,245	$162,000	—	30 Sep 2021	13F
AMERIPRISE FINANCIAL INC	13F	Company	0.16%	13,281	$133,000	—	30 Sep 2021	13F
Wealthcare Advisory Partners LLC	13F	Company	0.16%	13,154	$132,000	—	30 Sep 2021	13F
Obermeyer Wealth Partners	13F	Company	0.15%	12,600	$126,000	—	30 Sep 2021	13F
FIFTH THIRD BANCORP	13F	Company	0.06%	4,926	$49,000	—	30 Sep 2021	13F
CoreFirst Bank & Trust	13F	Company	0.06%	4,610	$46,000	—	30 Sep 2021	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	0.05%	3,776	$37,000	—	30 Sep 2021	13F
US BANCORP \DE\	13F	Company	0.02%	2,000	$20,000	—	30 Sep 2021	13F
CENTRAL TRUST Co	13F	Company	0.02%	1,617	$16,000	—	30 Sep 2021	13F
ROYAL BANK OF CANADA	13F	Company	0.01%	1,100	$11,000	—	30 Sep 2021	13F
MV CAPITAL MANAGEMENT, INC.	13F	Company	0.01%	1,007	$10,000	—	30 Sep 2021	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.01%	776	$8,000	—	30 Sep 2021	13F
Sugarloaf Wealth Management, LLC	13F	Company	0.01%	437	$4,000	—	30 Sep 2021	13F
Steward Partners Investment Advisory, LLC	13F	Company	0%	210	$2,000	—	30 Sep 2021	13F
Pflug Koory, LLC	13F	Company	0%	179	$2,000	—	30 Sep 2021	13F
Sutton Wealth Advisors Inc.	13F	Company	0%	6	$60	—	30 Sep 2021	13F

Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest (CXH) as of Q4 2021

As of 31 Dec 2021, MFS INVESTMENT GRADE MUNICIPAL TRUST - Shares of Beneficial Interest (CXH) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,868,565 shares. The largest 10 holders included Karpus Management, Inc., RIVERNORTH CAPITAL MANAGEMENT, LLC, Robinson Capital Management, LLC, Americana Partners, LLC, 1607 Capital Partners, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, MORGAN STANLEY, ADVISOR GROUP HOLDINGS, INC., and Thomas J. Herzfeld Advisors, Inc.. This page lists 40 institutional shareholders reporting positions in this security for the Q4 2021 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders

Q4 2021 holders

Holder diff

Investor	Q3 2021 Shares	Q4 2021 Shares	Share Diff	Share Chg %	Q3 2021 Value $	Q4 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.