Latest Institutional Transactions on Mfs Investment Grade Municipal Trust (CXH)
This table provides information on the latest institutional transactions involving Mfs Investment Grade Municipal Trust (CXH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
648New |
$5.1K - $5.4K
|
648
$5.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
49.4K+ 45.29% |
$389K - $412K
|
159K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$2.36K - $2.5K
|
300
$2.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.5K- 9.63% |
$27.5K - $29.2K
|
32.9K
$262K
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
60.4K+ 17.66% |
$474K - $499K
|
403K
$3.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
672+ 0.74% |
$5.28K - $5.55K
|
91.3K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
793+ 1.63% |
$6.23K - $6.55K
|
49.5K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 14.91% |
$16.5K - $17.3K
|
16.2K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-250- 18.52% |
$1.96K - $2.07K
|
1.1K
$8.76K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.13K- 2.81% |
$16.7K - $17.6K
|
73.6K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-3.44K- 1.43% |
$27K - $28.4K
|
237K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
213K+ 133.43% |
$1.67M - $1.76M
|
373K
$2.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.49K+ 2.14% |
$11.7K - $12.3K
|
71.1K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88+ 0.74% |
$691 - $727
|
11.9K
$95K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-30.1K- 81.21% |
$236K - $249K
|
6.97K
$55.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
990New |
$7.77K - $8.18K
|
990
$7.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-763- 1.16% |
$5.99K - $6.3K
|
65.2K
$519K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.55K+ 30.82% |
$67.1K - $70.6K
|
36.3K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.3K- 4.81% |
$18K - $19K
|
45.4K
$361K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 13.45% |
$100K - $109K
|
88.4K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$77.8K - $84.4K
|
10.6K
$84.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 12.34% |
$31.7K - $34.3K
|
39.4K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 39.95% |
$1.13M - $1.23M
|
233K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-14.5K- 2.95% |
$106K - $115K
|
477K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19K- 34.56% |
$139K - $151K
|
36K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-108- 0.69% |
$789 - $856
|
15.6K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.5K- 53.14% |
$84.1K - $91.2K
|
10.1K
$80.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-6.84K- 1.5% |
$50K - $54.2K
|
449K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 2.86% |
$43.9 - $47.6
|
204
$1.62K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 233.04% |
$24.9K - $27K
|
4.86K
$38.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.58% |
$468 - $508
|
11.1K
$88.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.6K+ 17.43% |
$85K - $92.2K
|
78.4K
$624K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10.5K- 31.58% |
$78.4K - $80.6K
|
22.8K
$181K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$298K - $307K
|
20K
$159K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 63.07% |
$52.3K - $53.7K
|
18.1K
$144K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$7.46K - $7.67K
|
1K
$7.96K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$66.3K - $77.6K
|
10.3K
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 9.38% |
$33.8K - $39.5K
|
60.9K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
14.3K+ 668.42% |
$92.7K - $108K
|
16.5K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-26.7K- 23.51% |
$173K - $202K
|
86.9K
$692K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.47KNew |
$16K - $18.7K
|
2.47K
$19.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.11K- 16.42% |
$20.1K - $23.5K
|
15.8K
$126K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-671- 14.37% |
$4.34K - $5.08K
|
4K
$31.8K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4.75KNew |
$33.6K - $36.4K
|
4.75K
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$78.1K - $84.7K
|
11K
$87.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 1494.96% |
$14.7K - $15.9K
|
2.22K
$17.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.65K- 90.79% |
$54.1K - $58.7K
|
776
$6.18K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 8.82% |
$8.48K - $9.2K
|
12.4K
$98.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 4.74% |
$8.72K - $9.46K
|
27.2K
$217K
|
|