Purchases and Sales Made in Q2 2022 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
108K+ 567.79% |
$783K - $921K
|
127K
$1M
|
|
|
Aug 09, 2022
Q2 2022
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
43.8KNew |
$318K - $373K
|
43.8K
$345K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.5KNew |
$221K - $260K
|
30.5K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
23.8K+ 36.19% |
$173K - $203K
|
89.6K
$706K
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
21.9K+ 5.75% |
$159K - $187K
|
403K
$3.17M
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
21.8K+ 39.62% |
$158K - $185K
|
76.7K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.9KNew |
$137K - $161K
|
18.9K
$149K
|
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 87.49% |
$126K - $148K
|
37.3K
$294K
|
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
BUY
|
- |
14.5K+ 34.17% |
$105K - $123K
|
56.7K
$447K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.3K+ 2456.3% |
$81.9K - $96.3K
|
11.8K
$92.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.11K+ 12.06% |
$66K - $77.6K
|
84.6K
$667K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.11K+ 12.06% |
$66K - $77.6K
|
84.6K
$667K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.5K+ 16.99% |
$54.4K - $63.9K
|
51.6K
$407K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
4.01K+ 2.92% |
$29.1K - $34.1K
|
141K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
3.91K+ 8.71% |
$28.3K - $33.3K
|
48.7K
$384K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3KNew |
$21.8K - $25.6K
|
3K
$23.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
1.8KNew |
$13.1K - $15.3K
|
1.8K
$14.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.31KNew |
$9.51K - $11.2K
|
1.31K
$10.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 3.45% |
$7.25K - $8.52K
|
30K
$236K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-841- 3.92% |
$6.1K - $7.17K
|
20.6K
$162K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-966- 7.01% |
$7K - $8.23K
|
12.8K
$101K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1K- 7.53% |
$7.25K - $8.52K
|
12.3K
$96.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.02K- 23.52% |
$7.4K - $8.69K
|
3.32K
$26.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.77K- 10.92% |
$12.9K - $15.1K
|
14.5K
$114K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.02K- 36.2% |
$21.9K - $25.7K
|
5.31K
$41.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.66K- 11.09% |
$26.5K - $31.1K
|
29.3K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.43K- 7.12% |
$32.1K - $37.8K
|
57.8K
$456K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.61KClosed |
$33.4K - $39.3K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6K- 14.73% |
$43.5K - $51.1K
|
34.7K
$274K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.23K- 10.5% |
$52.4K - $61.6K
|
61.6K
$486K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.42K- 73.13% |
$61K - $71.7K
|
3.09K
$24.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.9K- 15.49% |
$71.8K - $84.3K
|
54K
$426K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2KClosed |
$74K - $86.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-12.6KClosed |
$91.4K - $107K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.2KClosed |
$95.4K - $112K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.9K- 21.62% |
$123K - $144K
|
61.4K
$484K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.4KClosed |
$155K - $182K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-33.5KClosed |
$243K - $285K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-60.1K- 19.84% |
$436K - $512K
|
243K
$1.91M
|