Purchases and Sales Made in Q1 2022 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q1 2022. The information is specifically focused on institutions that hold shares of MFS INVESTMENT GRADE MUNICIPAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
117K+ 44.28% |
$972K - $1.18M
|
381K
$3M
|
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
65.8KNew |
$547K - $666K
|
65.8K
$518K
|
|
|
Apr 12, 2022
Q1 2022
|
Matisse Capital
|
BUY
|
- |
42.3KNew |
$352K - $428K
|
42.3K
$333K
|
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$166K - $202K
|
19.9K
$157K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.4K+ 32.86% |
$161K - $196K
|
78.3K
$617K
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 23.89% |
$88.1K - $107K
|
54.9K
$433K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.2KNew |
$84.9K - $103K
|
10.2K
$80.4K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9K+ 45.0% |
$74.9K - $91.2K
|
29K
$229K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
8.33KNew |
$69.3K - $84.4K
|
8.33K
$65.6K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.18K+ 11.63% |
$59.7K - $72.7K
|
68.8K
$542K
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.36K+ 18.57% |
$27.9K - $34K
|
21.4K
$169K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.33K+ 4.61% |
$27.7K - $33.8K
|
75.5K
$595K
|
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.5K+ 3.82% |
$12.5K - $15.2K
|
40.7K
$321K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 2.93% |
$10.4K - $12.7K
|
44.1K
$348K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 7.83% |
$8.32K - $10.1K
|
13.8K
$109K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
553+ 3.13% |
$4.6K - $5.6K
|
18.2K
$144K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
545+ 1.65% |
$4.53K - $5.52K
|
33.5K
$264K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
460New |
$3.83K - $4.66K
|
460
$3.62K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.03% |
$83.2 - $101
|
33K
$260K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6Closed |
$49.9 - $60.8
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.62KClosed |
$13.5K - $16.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.83K- 6.01% |
$15.2K - $18.5K
|
28.5K
$225K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.16K- 21.53% |
$26.3K - $32K
|
11.5K
$90.7K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.24K- 10.46% |
$43.6K - $53K
|
44.8K
$353K
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-6.98K- 2.25% |
$58.1K - $70.7K
|
303K
$2.39M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
SELL
|
- |
-8.54K- 5.86% |
$71.1K - $86.5K
|
137K
$1.08M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.11K- 10.76% |
$75.8K - $92.2K
|
75.5K
$595K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.45K- 12.87% |
$78.6K - $95.7K
|
63.9K
$504K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.5K- 28.25% |
$204K - $248K
|
62.3K
$491K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-59.8KClosed |
$497K - $605K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-123K- 86.55% |
$1.02M - $1.24M
|
19K
$150K
|