Purchases and Sales Made in Q1 2024 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q1 2024. 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 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
66K+ 16.93% |
$492K - $506K
|
456K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
52.1K+ 25.99% |
$389K - $400K
|
253K
$2.02M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.7K+ 578.79% |
$236K - $243K
|
37.2K
$297K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
22.1K+ 169.21% |
$165K - $169K
|
35.1K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 26.55% |
$160K - $164K
|
102K
$816K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
21.3K+ 32.99% |
$159K - $163K
|
85.7K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.3K+ 45.99% |
$129K - $133K
|
55K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01K+ 63.07% |
$52.3K - $53.7K
|
18.1K
$145K
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.83K+ 2.15% |
$36K - $37K
|
229K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
1.05K+ 5.12% |
$7.86K - $8.08K
|
21.6K
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1KNew |
$7.46K - $7.67K
|
1K
$7.99K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
634+ 0.95% |
$4.73K - $4.86K
|
67.3K
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59+ 0.54% |
$440 - $453
|
11K
$88K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25+ 0.09% |
$187 - $192
|
27.7K
$221K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29- 0.22% |
$216 - $222
|
12.9K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-374- 0.47% |
$2.79K - $2.87K
|
79.7K
$637K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-374- 0.47% |
$2.79K - $2.87K
|
79.7K
$637K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.57K- 1.4% |
$11.7K - $12K
|
111K
$886K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.96K- 7.52% |
$14.6K - $15K
|
24.1K
$192K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.7K- 3.88% |
$20.1K - $20.7K
|
66.7K
$533K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.31K- 31.82% |
$54.6K - $56.1K
|
15.7K
$125K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10.5K- 31.58% |
$78.4K - $80.6K
|
22.8K
$182K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 12.03% |
$81.3K - $83.6K
|
79.7K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-40K- 66.67% |
$298K - $307K
|
20K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-138K- 26.25% |
$1.03M - $1.06M
|
388K
$3.1M
|