MFS INVESTMENT GRADE MUNICIPAL TRUST - Common Stock (CXH)

CUSIP: 59318B108

Q2 2025 13F Holders as of 30 Jun 2025

Security identity
Shares outstanding
8,269,618
Holder snapshot
Share change
+145,971
Reported price per share
$7.64
Number of holders
30
Value change
+$1,106,761
Number of buys
8
Number of sells
14

Security key

59318B108

Report period

Q2 2025

Institutions

30

Top holders

10

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.

Lead holder
Bulldog Investors, LLP
13D/G signal
Evidence rows
15
Latest as of
31 Mar 2025
13F Lead comparable stake: 10% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
Bulldog Investors, LLP
13F
Company
13F
10%
$6,805,719
859,308 shares
31 Mar 2025
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
6.9%
$4,536,000
572,689 shares
31 Mar 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
6.2%
$4,061,851
512,860 shares
31 Mar 2025
Almitas Capital LLC
13F
Company
13F
5.7%
$3,725,845
470,435 shares
31 Mar 2025
ICON ADVISERS INC/CO
13F
Company
13F
3%
$1,934,816
244,295 shares
31 Mar 2025
Hennion & Walsh Asset Management, Inc.
13F
Company
13F
1.9%
$1,234,490
155,870 shares
31 Mar 2025
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 Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
30
Shares
3,684,942
Rows available
30
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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 failed the local validity check.

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
32
Q2 2025 holders
30
Holder diff
-2
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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