Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Common Stock
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Shares outstanding
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8.2M
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Number of holders
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32
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Total 13F shares, excl. options
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3.54M
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Shares change
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+146K
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Total reported value, excl. options
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$28.1M
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Value change
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+$1.15M
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Number of buys
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9
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Number of sells
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-13
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Price
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$7.92
Significant Holders of MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) as of Q1 2025
35 filings reported holding CXH - MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock as of Q1 2025.
MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.54M shares
of 8.2M outstanding shares and own 43.23% of the company stock.
Largest 10 shareholders include Bulldog Investors, LLP (859K shares), SIT INVESTMENT ASSOCIATES INC (573K shares), RIVERNORTH CAPITAL MANAGEMENT, LLC (513K shares), Almitas Capital LLC (470K shares), ICON ADVISERS INC/CO (244K shares), Hennion & Walsh Asset Management, Inc. (156K shares), Thomas J. Herzfeld Advisors, Inc. (121K shares), Matisse Capital (86.4K shares), MORGAN STANLEY (83.6K shares), and MELFA WEALTH MANAGEMENT, INC. (78.4K shares).
This table shows the top 32 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.