Institutional Ownership Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH). We have compiled data on the 33 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $27.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
895,891
shares
|
$6.74 Million
2.57% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
686,794
shares
|
$5.16 Million
0.11% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
448,169
shares
|
$3.37 Million
1.62% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
446,608
shares
|
$3.36 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.92%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
244,295
shares
|
$1.84 Million
0.44% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
241,702
shares
|
$1.82 Million
0.66% of portfolio
|
Q2 2025
Added 100.51%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
136,303
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
86,381
shares
|
$649,585
0.32% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
84,250
shares
|
$633,560
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
78,360
shares
|
$589,267
0.38% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
62,739
shares
|
$471,797
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
53,510
shares
|
$402,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
38,502
shares
|
$289,535
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,273
shares
|
$272,772
0.0% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,712
shares
|
$223,434
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
20,000
shares
|
$150,400
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
19,596
shares
|
$147,361
0.0% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
18,729
shares
|
$140,842
0.0% of portfolio
|
Q2 2025
Reduced 24.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
17,500
shares
|
$131,600
0.0% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
15,802
shares
|
$118,831
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,251
shares
|
$77,087
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,315
shares
|
$70,048
0.0% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,775
shares
|
$50,948
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$45,120
0.04% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$30,080
0.0% of portfolio
|
Q4 2023
Reduced 14.37%
|