Sea Otter Advisors LLC Mfs Investment Grade Municipal Trust Transaction History

Sea Otter Advisors LLC

$15,000
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$6.47 - $7.57 $92,721 - $108,485	14,331 Added 668.42%	16,475 $124,000
Q3 2023 Nov 14, 2023	BUY	$7.07 - $7.67 $15,158 - $16,444	2,144 New	2,144 $15,000

Others Institutions Holding CXH

# of Institutions

34

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

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

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...

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