Cambridge Investment Research Advisors, Inc. Mfs Investment Grade Municipal Trust Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$7.31 - $7.93 $467 - $507	64 Added 0.58%	11,074 $87,000
Q1 2024 Apr 24, 2024	BUY	$7.46 - $7.67 $440 - $452	59 Added 0.54%	11,010 $84,000
Q4 2023 Feb 09, 2024	BUY	$6.47 - $7.57 $368 - $431	57 Added 0.52%	10,951 $83,000
Q3 2023 Oct 24, 2023	BUY	$7.07 - $7.67 $388 - $421	55 Added 0.51%	10,894 $77,000
Q2 2023 Jul 13, 2023	SELL	$7.09 - $7.5 $6,565 - $6,945	-926 Reduced 7.87%	10,839 $80,000
Q1 2023 May 11, 2023	BUY	$7.1 - $7.73 $433 - $471	61 Added 0.52%	11,765 $87,000
Q4 2022 Feb 08, 2023	SELL	$6.55 - $7.41 $2,253 - $2,549	-344 Reduced 2.86%	11,704 $83,000
Q3 2022 Oct 17, 2022	SELL	$6.73 - $8.24 $5,101 - $6,245	-758 Reduced 5.92%	12,048 $0
Q2 2022 Jul 13, 2022	SELL	$7.25 - $8.52 $7,003 - $8,230	-966 Reduced 7.01%	12,806 $97,000
Q1 2022 May 12, 2022	BUY	$8.32 - $10.13 $8,320 - $10,130	1,000 Added 7.83%	13,772 $117,000
Q4 2021 Feb 03, 2022	SELL	$9.74 - $10.31 $33,827 - $35,806	-3,473 Reduced 21.38%	12,772 $131,000
Q3 2021 Nov 02, 2021	BUY	$9.93 - $10.64 $56,769 - $60,828	5,717 Added 54.3%	16,245 $162,000
Q2 2021 Aug 10, 2021	BUY	$9.83 - $10.28 $167 - $174	17 Added 0.16%	10,528 $108,000
Q1 2021 May 07, 2021	BUY	$9.59 - $10.08 $100,800 - $105,950	10,511 New	10,511 $103,000

Others Institutions Holding CXH

# of Institutions

Shares Held

2.82M

Call Options Held

Put Options Held

Almitas Capital LLC Santa Monica, CA

477K
Shares

$3.76 Million
1.83% of portfolio
Bulldog Investors, LLP Saddle Brook, NJ

449K
Shares

$3.54 Million
1.86% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

403K
Shares

$3.17 Million
0.18% of portfolio
Sit Investment Associates Inc Minneapolis, MN

373K
Shares

$2.94 Million
0.07% of portfolio
Icon Advisers Inc Greenwood Village, CO

237K
Shares

$1.86 Million
0.43% of portfolio

View Full List

About MFS INVESTMENT GRADE MUNICIPAL TRUST

Ticker CXH
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in fixed income markets of the United States. It primarily invests in tax-exempt bonds and tax-exempt notes. The fund benchmarks the performance of its portfolio against Barclays Municipal Bo...

More about CXH

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