Purchases and Sales Made in Q1 2025 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q1 2025. 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, 2025
Q1 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
149K+ 20.95% |
$1.17M - $1.22M
|
859K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
83.9K+ 19.56% |
$659K - $686K
|
513K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
23.5K+ 24.16% |
$184K - $192K
|
121K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 2.17% |
$95.4K - $99.3K
|
573K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.1KNew |
$79.6K - $82.8K
|
10.1K
$74.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.21K+ 11.35% |
$48.8K - $50.8K
|
60.9K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42K+ 1.72% |
$11.1K - $11.6K
|
83.6K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.22KNew |
$9.57K - $9.96K
|
1.22K
$8.98K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
123+ 0.68% |
$967 - $1.01K
|
18.3K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1- 0.01% |
$7.86 - $8.18
|
15.6K
$115K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-547- 0.63% |
$4.3K - $4.47K
|
86.4K
$637K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-580- 2.29% |
$4.56K - $4.74K
|
24.8K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-693- 10.35% |
$5.45K - $5.67K
|
6K
$44.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.67K- 1.69% |
$21K - $21.9K
|
156K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.45K- 30.32% |
$35K - $36.4K
|
10.2K
$75.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-4.59K- 10.11% |
$36.1K - $37.5K
|
40.8K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.46K- 22.46% |
$50.8K - $52.8K
|
22.3K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-7.02K- 1.47% |
$55.2K - $57.4K
|
470K
$3.47M
|