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 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $22.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
477,454
shares
|
$3.92 Million
1.83% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
449,008
shares
|
$3.68 Million
1.86% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
372,760
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2024
Added 133.43%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
342,149
shares
|
$2.81 Million
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
236,518
shares
|
$1.94 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
109,122
shares
|
$894,800
0.04% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
91,301
shares
|
$748,668
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
86,928
shares
|
$712,809
0.35% of portfolio
|
Q4 2023
Reduced 23.51%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
78,360
shares
|
$642,552
0.43% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
73,628
shares
|
$603,749
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
71,123
shares
|
$583,208
0.19% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Oct 24, 2024 Q3 2024 |
65,155
shares
|
$534,271
0.63% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
49,454
shares
|
$405,522
0.02% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45,386
shares
|
$372,165
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,362
shares
|
$298,168
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,273
shares
|
$297,438
0.0% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
35,978
shares
|
$295,019
0.0% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,182
shares
|
$132,692
0.0% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
15,802
shares
|
$129,576
0.08% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
15,567
shares
|
$127,649
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
11,936
shares
|
$97,875
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,251
shares
|
$84,058
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
6,968
shares
|
$57,137
0.0% of portfolio
|
Q3 2024
Reduced 81.21%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,775
shares
|
$55,554
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
4,859
shares
|
$39,843
0.01% of portfolio
|
Q2 2024
Added 233.04%
|