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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
607+ 0.73% |
$4.53K - $4.85K
|
84.3K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
53.5KNew |
$400K - $428K
|
53.5K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
114K+ 19.92% |
$852K - $912K
|
687K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-908- 8.88% |
$6.78K - $7.25K
|
9.32K
$70K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.06K- 24.45% |
$45.3K - $48.4K
|
18.7K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.86K+ 11.89% |
$13.9K - $14.9K
|
17.5K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-22.3K- 4.73% |
$166K - $178K
|
448K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-66.3K- 12.92% |
$495K - $529K
|
447K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
36.6K+ 4.26% |
$273K - $292K
|
896K
$6.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.7K- 12.13% |
$20.2K - $21.6K
|
19.6K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
121K+ 100.51% |
$905K - $968K
|
242K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 2.95% |
$13.4K - $14.4K
|
62.7K
$472K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.29K- 5.62% |
$17.1K - $18.3K
|
38.5K
$290K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.6K- 12.55% |
$146K - $156K
|
136K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
142New |
$1.06K - $1.13K
|
142
$1.07K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.7KNew |
$222K - $237K
|
29.7K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$149K - $160K
|
20K
$150K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$79.6K - $82.8K
|
10.1K
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.22KNew |
$9.57K - $9.96K
|
1.22K
$9.16K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123+ 0.68% |
$967 - $1.01K
|
18.3K
$137K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-547- 0.63% |
$4.3K - $4.47K
|
86.4K
$650K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-693- 10.35% |
$5.45K - $5.67K
|
6K
$45.1K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$96.1K - $102K
|
12.2K
$91.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 3.29% |
$61.2K - $64.8K
|
244K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
648New |
$5.1K - $5.4K
|
648
$4.87K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$2.36K - $2.5K
|
300
$2.26K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-250- 18.52% |
$1.96K - $2.07K
|
1.1K
$8.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
793+ 1.63% |
$6.23K - $6.55K
|
49.5K
$372K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
990New |
$7.77K - $8.18K
|
990
$7.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-763- 1.16% |
$5.99K - $6.3K
|
65.2K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.55K+ 30.82% |
$67.1K - $70.6K
|
36.3K
$273K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 39.95% |
$1.13M - $1.23M
|
233K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 12.34% |
$31.7K - $34.3K
|
39.4K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$77.8K - $84.4K
|
10.6K
$80K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 13.45% |
$100K - $109K
|
88.4K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.5K- 53.14% |
$84.1K - $91.2K
|
10.1K
$76.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 2.86% |
$43.9 - $47.6
|
204
$1.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 233.04% |
$24.9K - $27K
|
4.86K
$36.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.58% |
$468 - $508
|
11.1K
$83.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.6K+ 17.43% |
$85K - $92.2K
|
78.4K
$589K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10.5K- 31.58% |
$78.4K - $80.6K
|
22.8K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$298K - $307K
|
20K
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$7.46K - $7.67K
|
1K
$7.52K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$66.3K - $77.6K
|
10.3K
$77.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 9.38% |
$33.8K - $39.5K
|
60.9K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
14.3K+ 668.42% |
$92.7K - $108K
|
16.5K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.47KNew |
$16K - $18.7K
|
2.47K
$18.6K
|
|
|
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
$119K
|
|