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 39 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $24.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2024 Q2 2024 |
477,454
shares
|
$3.91 Million
1.63% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 09, 2024 Q2 2024 |
449,008
shares
|
$3.68 Million
1.68% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2024 Q2 2024 |
342,005
shares
|
$2.8 Million
0.14% of portfolio
|
Q2 2024
Added 49.35%
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 14, 2024 Q2 2024 |
239,953
shares
|
$1.97 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
232,815
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
159,686
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
110,180
shares
|
$902,374
0.05% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
90,629
shares
|
$742,251
0.0% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Logan Stone Capital, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
88,442
shares
|
$724,339
0.21% of portfolio
|
Q2 2024
Reduced 13.45%
|
|
Matisse Capital
|
Jul 30, 2024 Q2 2024 |
86,928
shares
|
$711,940
0.34% of portfolio
|
Q4 2023
Reduced 23.51%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 15, 2024 Q2 2024 |
78,360
shares
|
$641,768
0.43% of portfolio
|
Q2 2024
Added 17.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
75,756
shares
|
$620,441
0.0% of portfolio
|
Q2 2024
Added 12.63%
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
69,631
shares
|
$570,277
0.19% of portfolio
|
Q2 2024
Reduced 18.75%
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 21, 2024 Q2 2024 |
65,918
shares
|
$539,868
0.78% of portfolio
|
Q2 2024
New holding
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
48,661
shares
|
$398,533
0.02% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
47,681
shares
|
$390,507
0.03% of portfolio
|
Q2 2024
New holding
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
39,422
shares
|
$322,866
0.04% of portfolio
|
Q2 2024
Added 12.34%
|
|
Wolverine Asset Management LLC
|
Aug 01, 2024 Q2 2024 |
37,082
shares
|
$303,701
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
35,978
shares
|
$294,659
0.0% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
34,900
shares
|
$285,831
0.01% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
27,727
shares
|
$227,084
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
15,802
shares
|
$129,418
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
15,567
shares
|
$127,493
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
14,082
shares
|
$115,331
0.0% of portfolio
|
Q2 2024
Reduced 41.52%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
11,848
shares
|
$97,035
0.0% of portfolio
|
Q2 2024
Reduced 8.35%
|