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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
11,074
shares
|
$90,696
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,641
shares
|
$87,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
10,251
shares
|
$83,955
0.0% of portfolio
|
Q4 2023
New holding
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
10,143
shares
|
$83,071
0.01% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
6,775
shares
|
$55,487
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
4,859
shares
|
$39,795
0.01% of portfolio
|
Q2 2024
Added 233.04%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
4,000
shares
|
$32,759
0.0% of portfolio
|
Q4 2023
Reduced 14.37%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
2,471
shares
|
$20,237
0.0% of portfolio
|
Q4 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,350
shares
|
$11,056
0.0% of portfolio
|
Q1 2023
Added 22.73%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$8,189
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
776
shares
|
$6,355
0.0% of portfolio
|
Q3 2023
Reduced 90.79%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
360
shares
|
$2,948
0.0% of portfolio
|
Q1 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
204
shares
|
$1,670
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|