MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q2 2022 13F Holders as of 30 Jun 2022
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 8,139,774
- Total 13F shares
- 2,080,722
- Share change
- +119,792
- Total reported value
- $15,791,000
- Price per share
- $7.58
- Number of holders
- 41
- Value change
- +$822,114
- Number of buys
- 17
- Number of sells
- 20
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 |
|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
4.7%
|
380,681
|
$3,251,000 | — | 31 Mar 2022 | |
| Karpus Management, Inc. |
13F
|
Company |
3.7%
|
302,941
|
$2,587,000 | — | 31 Mar 2022 | |
| ROBINSON CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
137,264
|
$1,174,000 | — | 31 Mar 2022 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.3%
|
106,735
|
$912,000 | — | 31 Mar 2022 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.96%
|
78,290
|
$669,000 | — | 31 Mar 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.93%
|
75,533
|
$645,000 | — | 31 Mar 2022 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.85%
|
68,843
|
$588,000 | — | 31 Mar 2022 | |
| Bulldog Investors, LLP |
13F
|
Company |
0.81%
|
65,782
|
$562,000 | — | 31 Mar 2022 | |
| LPL Financial LLC |
13F
|
Company |
0.79%
|
63,919
|
$546,000 | — | 31 Mar 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.76%
|
62,262
|
$532,000 | — | 31 Mar 2022 | |
| Ackerman Capital Advisors, LLC |
13F
|
Company |
0.67%
|
54,920
|
$469,000 | — | 31 Mar 2022 | |
| UBS Group AG |
13F
|
Company |
0.55%
|
44,814
|
$383,000 | — | 31 Mar 2022 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
0.54%
|
44,137
|
$377,000 | — | 31 Mar 2022 | |
| Matisse Capital |
13F
|
Company |
0.52%
|
42,294
|
$361,000 | — | 31 Mar 2022 | |
| QP WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.5%
|
40,725
|
$348,000 | — | 31 Mar 2022 | |
| Broadview Financial Management, LLC |
13F
|
Company |
0.41%
|
33,478
|
$286,000 | — | 31 Mar 2022 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.4%
|
32,964
|
$282,000 | — | 31 Mar 2022 | |
| Moors & Cabot, Inc. |
13F
|
Company |
0.36%
|
29,000
|
$248,000 | — | 31 Mar 2022 | |
| Bridgewater Advisors Inc. |
13F
|
Company |
0.36%
|
28,954
|
$247,000 | — | 31 Mar 2022 | |
| Dakota Wealth Management |
13F
|
Company |
0.35%
|
28,522
|
$244,000 | — | 31 Mar 2022 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.27%
|
22,170
|
$189,332 | — | 31 Mar 2022 | |
| DRIVE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.26%
|
21,433
|
$183,000 | — | 31 Mar 2022 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.26%
|
21,377
|
$183,000 | — | 31 Mar 2022 | |
| Logan Stone Capital, LLC |
13F
|
Company |
0.24%
|
19,902
|
$170,000 | — | 31 Mar 2022 | |
| Americana Partners, LLC |
13F
|
Company |
0.23%
|
19,030
|
$162,000 | — | 31 Mar 2022 | |
| Fortitude Advisory Group L.L.C. |
13F
|
Company |
0.22%
|
18,228
|
$156,000 | — | 31 Mar 2022 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
0.17%
|
13,772
|
$118,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.16%
|
13,285
|
$113,000 | — | 31 Mar 2022 | |
| Wealthcare Advisory Partners LLC |
13F
|
Company |
0.16%
|
13,154
|
$112,000 | — | 31 Mar 2022 | |
| Obermeyer Wealth Partners |
13F
|
Company |
0.15%
|
12,600
|
$108,000 | — | 31 Mar 2022 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.14%
|
11,509
|
$98,000 | — | 31 Mar 2022 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.13%
|
10,200
|
$87,000 | — | 31 Mar 2022 | |
| Worth Asset Management, LLC |
13F
|
Company |
0.1%
|
8,328
|
$64,000 | — | 31 Mar 2022 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.06%
|
4,926
|
$42,000 | — | 31 Mar 2022 | |
| CoreFirst Bank & Trust |
13F
|
Company |
0.06%
|
4,610
|
$39,000 | — | 31 Mar 2022 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.05%
|
4,336
|
$37,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.01%
|
1,100
|
$9,000 | — | 31 Mar 2022 | |
| MV CAPITAL MANAGEMENT, INC. |
13F
|
Company |
0.01%
|
1,007
|
$9,000 | — | 31 Mar 2022 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0.01%
|
776
|
$6,000 | — | 31 Mar 2022 | |
| GPS Wealth Strategies Group, LLC |
13F
|
Company |
0.01%
|
460
|
$4,000 | — | 31 Mar 2022 | |
| Sugarloaf Wealth Management, LLC |
13F
|
Company |
0.01%
|
437
|
$4,000 | — | 31 Mar 2022 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0%
|
210
|
$2,000 | — | 31 Mar 2022 | |
| Pflug Koory, LLC |
13F
|
Company |
0%
|
179
|
$2,000 | — | 31 Mar 2022 |
Institutional Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q2 2022
As of 30 Jun 2022,
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,080,722 shares.
The largest 10 holders included
RIVERNORTH CAPITAL MANAGEMENT, LLC, Karpus Management, Inc., Robinson Capital Management, LLC, Americana Partners, LLC, 1607 Capital Partners, LLC, Bulldog Investors, LLP, MORGAN STANLEY, Ackerman Capital Advisors, LLC, ADVISOR GROUP HOLDINGS, INC., and BANK OF AMERICA CORP /DE/.
This page lists
41
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
43
Q2 2022 holders
41
Holder diff
-2
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 2022 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.