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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,000
shares
|
$32,800
0.0% of portfolio
|
Q4 2023
Reduced 14.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,471
shares
|
$20,262
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$9,020
0.0% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
990
shares
|
$8,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
776
shares
|
$6,363
0.0% of portfolio
|
Q3 2023
Reduced 90.79%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
360
shares
|
$2,951
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
204
shares
|
$1,672
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|