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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
29.7KNew |
$222K - $237K
|
29.7K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
20KNew |
$149K - $160K
|
20K
$147K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
142New |
$1.06K - $1.13K
|
142
$1.05K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
149K+ 20.95% |
$1.17M - $1.22M
|
859K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
83.9K+ 19.56% |
$659K - $686K
|
513K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23.5K+ 24.16% |
$184K - $192K
|
121K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 2.17% |
$95.4K - $99.3K
|
573K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$79.6K - $82.8K
|
10.1K
$74.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42K+ 1.72% |
$11.1K - $11.6K
|
83.6K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.22KNew |
$9.57K - $9.96K
|
1.22K
$8.98K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123+ 0.68% |
$967 - $1.01K
|
18.3K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.1K+ 85.57% |
$410K - $434K
|
113K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.2KNew |
$96.1K - $102K
|
12.2K
$90K
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 3.29% |
$61.2K - $64.8K
|
244K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
648New |
$5.1K - $5.4K
|
648
$4.78K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$2.36K - $2.5K
|
300
$2.21K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.55K+ 30.82% |
$67.1K - $70.6K
|
36.3K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
990New |
$7.77K - $8.18K
|
990
$7.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
793+ 1.63% |
$6.23K - $6.55K
|
49.5K
$364K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.6K+ 17.43% |
$85K - $92.2K
|
78.4K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$77.8K - $84.4K
|
10.6K
$78.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 12.34% |
$31.7K - $34.3K
|
39.4K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 233.04% |
$24.9K - $27K
|
4.86K
$35.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.58% |
$468 - $508
|
11.1K
$81.6K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$7.46K - $7.67K
|
1K
$7.37K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
14.3K+ 668.42% |
$92.7K - $108K
|
16.5K
$121K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$66.3K - $77.6K
|
10.3K
$75.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 9.38% |
$33.8K - $39.5K
|
60.9K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.47KNew |
$16K - $18.7K
|
2.47K
$18.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$78.1K - $84.7K
|
11K
$81.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4.75KNew |
$33.6K - $36.4K
|
4.75K
$35K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 1494.96% |
$14.7K - $15.9K
|
2.22K
$16.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 4.74% |
$8.72K - $9.46K
|
27.2K
$201K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$5.67K - $6K
|
800
$5.9K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
27.2KNew |
$193K - $210K
|
27.2K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4KNew |
$28.4K - $30.9K
|
4K
$29.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
360New |
$2.56K - $2.78K
|
360
$2.65K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
25K+ 23.42% |
$164K - $185K
|
132K
$971K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.2KNew |
$79.7K - $90.2K
|
12.2K
$89.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.7KNew |
$72.2K - $88.4K
|
10.7K
$79K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.31KNew |
$9.51K - $11.2K
|
1.31K
$9.67K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 82.92% |
$99.8K - $107K
|
22.2K
$163K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.01KNew |
$9.9K - $10.4K
|
1.01K
$7.42K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$59 - $61.7
|
6
$44.2
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
437New |
$4.22K - $4.35K
|
437
$3.22K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
17.5KNew |
$156K - $162K
|
17.5K
$129K
|
|
| Q1 2018 | |||||||
|
Aug 13, 2018
Q1 2018
|
Pflug Koory, LLC
|
BUY
|
- |
179New |
$1.66K - $1.78K
|
179
$1.32K
|
|