Security key
59318B108
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)
CUSIP: 59318B108
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 2,885,549
- Total 13F value
- $21,822,049
- Share change
- -417,059
- SEC-reported price per share
- $7.57
- Number of holders
- 38
- Value change
- -$3,042,201
- Number of buys
- 15
- Number of sells
- 23
- Shares outstanding
- 8,269,618
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q4 2023
Institutions
38
Top holders
10
CXH full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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
Saba Capital Management, ...
Disclosed value leader
Saba Capital Management, ...
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F
3/4/5
Lead comparable stake: 11%
Showing 1-6 of 15 holder rows.
Quick read
Saba Capital Management, L.P. leads the comparable SEC ownership view at 11%.
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.
Comparable ownership
Top 5
Saba Capital Management, L.P.
11%
Almitas Capital LLC
6.6%
Bulldog Investors, LLP
3.7%
RIVERNORTH CAPITAL MANAGEMENT, LLC
2.4%
Logan Stone Capital, LLC
1.9%
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 |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. |
13F
3/4/5
Company · 10%+ Owner
|
11%
|
$6,454,811
912,986 shares
|
— | 30 Sep 2023 |
| Almitas Capital LLC |
13F
Company
|
6.6%
|
$3,836,472
542,641 shares
|
— | 30 Sep 2023 |
| Bulldog Investors, LLP |
13F
Company
|
3.7%
|
$2,141,715
302,930 shares
|
— | 30 Sep 2023 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$1,429,406
202,179 shares
|
— | 30 Sep 2023 |
| Logan Stone Capital, LLC |
13F
Company
|
1.9%
|
$1,114,289
157,608 shares
|
— | 30 Sep 2023 |
| 1607 Capital Partners, LLC |
13F
Company
|
1.6%
|
$931,366
131,735 shares
|
— | 30 Sep 2023 |
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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
38
Shares
2,885,549
Rows available
38
| 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 Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
38
Q4 2023 holders
38
Holder diff
0
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend