Purchases and Sales Made in Q1 2023 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q1 2023. 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 15, 2023
Q1 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
210K+ 173.61% |
$1.49M - $1.62M
|
331K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
104K+ 13.23% |
$737K - $802K
|
888K
$7.1M
|
|
|
May 15, 2023
Q1 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
28K+ 46.25% |
$199K - $217K
|
88.6K
$708K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
27.2KNew |
$193K - $210K
|
27.2K
$217K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1KNew |
$107K - $117K
|
15.1K
$121K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.81K+ 22.6% |
$62.5K - $68.1K
|
47.8K
$382K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4KNew |
$28.4K - $30.9K
|
4K
$32K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.55K+ 7.16% |
$18.1K - $19.7K
|
38.1K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.44KNew |
$17.3K - $18.9K
|
2.44K
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 0.99% |
$10.2K - $11.2K
|
147K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
850New |
$6.04K - $6.57K
|
850
$6.79K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
600+ 0.99% |
$4.26K - $4.64K
|
61.3K
$490K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
360New |
$2.56K - $2.78K
|
360
$2.88K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
261New |
$1.85K - $2.02K
|
261
$2.09K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
250+ 22.73% |
$1.78K - $1.93K
|
1.35K
$10.8K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61+ 0.52% |
$433 - $472
|
11.8K
$94K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-255- 5.18% |
$1.81K - $1.97K
|
4.67K
$37.3K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-598- 1.26% |
$4.25K - $4.62K
|
46.7K
$373K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.87K- 12.3% |
$27.5K - $29.9K
|
27.6K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.18K- 14.77% |
$36.8K - $40.1K
|
29.9K
$239K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-5.31KClosed |
$37.7K - $41.1K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-6.45K- 17.54% |
$45.8K - $49.9K
|
30.3K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.45K- 38.33% |
$60K - $65.3K
|
13.6K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.14K- 10.09% |
$64.9K - $70.7K
|
81.5K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10K- 14.97% |
$71K - $77.3K
|
56.8K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-12.5K- 15.58% |
$88.9K - $96.8K
|
67.9K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.7K- 23.47% |
$90.4K - $98.4K
|
41.5K
$332K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-37.5K- 40.54% |
$266K - $290K
|
55K
$439K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-80.1K- 69.83% |
$568K - $619K
|
34.6K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-112K- 67.68% |
$794K - $865K
|
53.4K
$427K
|