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 34 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
859,308
shares
|
$6.56 Million
2.9% of portfolio
|
Q1 2025
Added 20.95%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
572,689
shares
|
$4.37 Million
0.11% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
512,860
shares
|
$3.91 Million
0.27% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
May 15, 2025 Q1 2025 |
470,435
shares
|
$3.59 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
244,295
shares
|
$1.86 Million
0.47% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
155,870
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
120,541
shares
|
$919,727
0.32% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
86,381
shares
|
$659,087
0.37% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
83,643
shares
|
$638,196
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
78,360
shares
|
$597,886
0.42% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
60,942
shares
|
$464,987
0.0% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40,796
shares
|
$311,273
0.02% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,273
shares
|
$276,762
0.0% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
32,862
shares
|
$250,737
0.01% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
24,789
shares
|
$189,140
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,300
shares
|
$170,149
0.0% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
18,260
shares
|
$139,323
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
15,802
shares
|
$120,569
0.09% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
15,640
shares
|
$119,333
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,251
shares
|
$78,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,223
shares
|
$78,001
0.0% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
10,127
shares
|
$77,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
6,775
shares
|
$51,693
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$45,780
0.04% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,000
shares
|
$30,520
0.0% of portfolio
|
Q4 2023
Reduced 14.37%
|