MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q4 2021 13F Holders as of 31 Dec 2021
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 14,339,364
- 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 - 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.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
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 |
2.3%
|
324,018
|
$3,240,000 | — | 30 Sep 2021 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
251,909
|
$2,519,000 | — | 30 Sep 2021 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1%
|
145,806
|
$1,458,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
0.92%
|
131,482
|
$1,315,000 | — | 30 Sep 2021 | |
| Americana Partners, LLC |
13F
|
Company |
0.9%
|
129,030
|
$1,290,000 | — | 30 Sep 2021 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.82%
|
117,035
|
$1,170,000 | — | 30 Sep 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.58%
|
82,616
|
$826,000 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.55%
|
78,778
|
$788,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.51%
|
73,402
|
$734,000 | — | 30 Sep 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.43%
|
61,668
|
$616,000 | — | 30 Sep 2021 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.34%
|
48,610
|
$486,000 | — | 30 Sep 2021 | |
| Thomas J. Herzfeld Advisors, Inc. |
13F
|
Company |
0.34%
|
48,165
|
$482,000 | — | 30 Sep 2021 | |
| LPL Financial LLC |
13F
|
Company |
0.33%
|
47,748
|
$477,000 | — | 30 Sep 2021 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.31%
|
44,391
|
$444,000 | — | 30 Sep 2021 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.3%
|
42,882
|
$429,000 | — | 30 Sep 2021 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.26%
|
36,725
|
$367,000 | — | 30 Sep 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.23%
|
33,402
|
$334,000 | — | 30 Sep 2021 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.23%
|
32,598
|
$326,000 | — | 30 Sep 2021 | |
| Dakota Wealth Management |
13F
|
Company |
0.21%
|
30,347
|
$303,000 | — | 30 Sep 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.21%
|
29,502
|
$295,000 | — | 30 Sep 2021 | |
| Bridgewater Advisors Inc. |
13F
|
Company |
0.2%
|
28,954
|
$290,000 | — | 30 Sep 2021 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.18%
|
25,164
|
$252,000 | — | 30 Sep 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.15%
|
22,170
|
$221,700 | — | 30 Sep 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.15%
|
21,377
|
$214,000 | — | 30 Sep 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.11%
|
16,245
|
$162,000 | — | 30 Sep 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.09%
|
13,281
|
$133,000 | — | 30 Sep 2021 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.09%
|
13,154
|
$132,000 | — | 30 Sep 2021 | |
| Obermeyer Wealth Partners |
13F
|
Company |
0.09%
|
12,600
|
$126,000 | — | 30 Sep 2021 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.03%
|
4,926
|
$49,000 | — | 30 Sep 2021 | |
| CoreFirst Bank & Trust |
13F
|
Company |
0.03%
|
4,610
|
$46,000 | — | 30 Sep 2021 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.03%
|
3,776
|
$37,000 | — | 30 Sep 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
0.01%
|
2,000
|
$20,000 | — | 30 Sep 2021 | |
| CENTRAL TRUST Co |
13F
|
Company |
0.01%
|
1,617
|
$16,000 | — | 30 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.01%
|
1,100
|
$11,000 | — | 30 Sep 2021 | |
| MV CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.01%
|
1,007
|
$10,000 | — | 30 Sep 2021 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
776
|
$8,000 | — | 30 Sep 2021 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0%
|
437
|
$4,000 | — | 30 Sep 2021 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$2,000 | — | 30 Sep 2021 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 30 Sep 2021 | |
| Sutton Wealth Advisors Inc. |
13F
|
Company |
0%
|
6
|
$60 | — | 30 Sep 2021 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q4 2021
As of 31 Dec 2021,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (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
40
Q4 2021 holders
40
Holder diff
0
| 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.