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 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$5.67K - $6K
|
800
$6.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.08K- 26.26% |
$64.4K - $68.1K
|
25.5K
$204K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 42.38% |
$35.3K - $37.4K
|
6.78K
$54.2K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.7K- 23.47% |
$90.4K - $98.4K
|
41.5K
$332K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4KNew |
$28.4K - $30.9K
|
4K
$32K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
360New |
$2.56K - $2.78K
|
360
$2.88K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
261New |
$1.85K - $2.02K
|
261
$2.09K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
27.2KNew |
$193K - $210K
|
27.2K
$218K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.31KClosed |
$37.7K - $41.1K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
25K+ 23.42% |
$164K - $185K
|
132K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-3.26K- 5.6% |
$21.3K - $24.1K
|
54.9K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-510- 15.38% |
$3.34K - $3.78K
|
2.81K
$22.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.2KNew |
$79.7K - $90.2K
|
12.2K
$97.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.34K- 14.29% |
$21.8K - $24.7K
|
20K
$160K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-53.2K- 54.32% |
$348K - $394K
|
44.7K
$358K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7KNew |
$72.2K - $88.4K
|
10.7K
$85.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-20K- 57.6% |
$135K - $165K
|
14.7K
$118K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.61KClosed |
$33.4K - $39.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.2KClosed |
$95.4K - $112K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 7.53% |
$7.25K - $8.52K
|
12.3K
$98.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-12.6KClosed |
$91.4K - $107K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.4KClosed |
$155K - $182K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.31KNew |
$9.51K - $11.2K
|
1.31K
$10.5K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2KClosed |
$74K - $86.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.42K- 73.13% |
$61K - $71.7K
|
3.09K
$24.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-33.5KClosed |
$243K - $285K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$49.9 - $60.8
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.62KClosed |
$13.5K - $16.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-33.4KClosed |
$325K - $344K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-2KClosed |
$19.5K - $20.6K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.4KClosed |
$432K - $458K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 82.92% |
$99.8K - $107K
|
22.2K
$177K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$59 - $61.7
|
6
$48
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.11KClosed |
$30.6K - $32K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.01KNew |
$9.9K - $10.4K
|
1.01K
$8.06K
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-4.5KClosed |
$44.2K - $46.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.63KClosed |
$54K - $56.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21.7KClosed |
$208K - $219K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.8KClosed |
$152K - $159K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$86.2K - $95.3K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.25KClosed |
$10.8K - $11.9K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.07KClosed |
$17.9K - $19.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Xml Financial, LLC
|
SELL
|
- |
-10.8KClosed |
$80.1K - $112K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-448Closed |
$3.31K - $4.63K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
437New |
$4.22K - $4.35K
|
437
$3.5K
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-13.1KClosed |
$118K - $124K
|
0
$0
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.09KClosed |
$9.78K - $10.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-52.9KClosed |
$454K - $476K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-325Closed |
$2.79K - $2.93K
|
0
$0
|
|