Latest Institutional Purchases of Mfs Investment Grade Municipal Trust (CXH)
This list provides information on the latest institutional transactions involving Mfs Investment Grade Municipal Trust (CXH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
213K+ 133.43% |
$1.67M - $1.76M
|
373K
$3.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.55K+ 30.82% |
$67.1K - $70.6K
|
36.3K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 14.91% |
$16.5K - $17.3K
|
16.2K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.49K+ 2.14% |
$11.7K - $12.3K
|
71.1K
$577K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 4.19% |
$11.5K - $12.1K
|
36.4K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
990New |
$7.77K - $8.18K
|
990
$8.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
793+ 1.63% |
$6.23K - $6.55K
|
49.5K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
672+ 0.74% |
$5.28K - $5.55K
|
91.3K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
144+ 0.04% |
$1.13K - $1.19K
|
342K
$2.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88+ 0.74% |
$691 - $727
|
11.9K
$96.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.6K+ 17.43% |
$85K - $92.2K
|
78.4K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$77.8K - $84.4K
|
10.6K
$86.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 12.34% |
$31.7K - $34.3K
|
39.4K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 233.04% |
$24.9K - $27K
|
4.86K
$39.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.58% |
$468 - $508
|
11.1K
$89.8K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 63.07% |
$52.3K - $53.7K
|
18.1K
$147K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$7.46K - $7.67K
|
1K
$8.11K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
14.3K+ 668.42% |
$92.7K - $108K
|
16.5K
$134K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$66.3K - $77.6K
|
10.3K
$83.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 9.38% |
$33.8K - $39.5K
|
60.9K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.47KNew |
$16K - $18.7K
|
2.47K
$20K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$78.1K - $84.7K
|
11K
$89.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4.75KNew |
$33.6K - $36.4K
|
4.75K
$38.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 1494.96% |
$14.7K - $15.9K
|
2.22K
$18K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 4.74% |
$8.72K - $9.46K
|
27.2K
$221K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$5.67K - $6K
|
800
$6.49K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
27.2KNew |
$193K - $210K
|
27.2K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4KNew |
$28.4K - $30.9K
|
4K
$32.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
360New |
$2.56K - $2.78K
|
360
$2.92K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
261New |
$1.85K - $2.02K
|
261
$2.12K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
25K+ 23.42% |
$164K - $185K
|
132K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.2KNew |
$79.7K - $90.2K
|
12.2K
$98.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7KNew |
$72.2K - $88.4K
|
10.7K
$87K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.31KNew |
$9.51K - $11.2K
|
1.31K
$10.6K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 82.92% |
$99.8K - $107K
|
22.2K
$180K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.01KNew |
$9.9K - $10.4K
|
1.01K
$8.17K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$59 - $61.7
|
6
$48.7
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
437New |
$4.22K - $4.35K
|
437
$3.54K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
17.5KNew |
$156K - $162K
|
17.5K
$142K
|
|
| Q1 2018 | |||||||
|
Aug 13, 2018
Q1 2018
|
Pflug Koory, LLC
|
BUY
|
- |
179New |
$1.66K - $1.78K
|
179
$1.45K
|
|