Purchases and Sales Made in Q2 2023 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
182K+ 54.99% |
$1.29M - $1.37M
|
513K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
141K+ 263.88% |
$1M - $1.06M
|
194K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
61.2K+ 69.09% |
$434K - $459K
|
150K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
21.1K+ 2.37% |
$150K - $158K
|
910K
$7.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 12.51% |
$72.3K - $76.4K
|
91.7K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
8.43K+ 5.75% |
$59.7K - $63.2K
|
155K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.15K+ 40.63% |
$43.6K - $46.1K
|
21.3K
$168K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
800New |
$5.67K - $6K
|
800
$6.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-10- 1.18% |
$70.9 - $75
|
840
$6.62K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-926- 7.87% |
$6.57K - $6.95K
|
10.8K
$85.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23K- 2.01% |
$8.74K - $9.25K
|
60.1K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59K- 2.81% |
$11.3K - $12K
|
55.2K
$435K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.98K- 5.19% |
$14K - $14.8K
|
36.1K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.3K- 94.31% |
$16.3K - $17.3K
|
139
$1.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.65K- 13.24% |
$25.9K - $27.4K
|
23.9K
$189K
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-4.31K- 14.21% |
$30.6K - $32.3K
|
26K
$205K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.98K- 42.38% |
$35.3K - $37.4K
|
6.78K
$53.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-5.79K- 8.53% |
$41.1K - $43.4K
|
62.1K
$489K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.84K- 12.5% |
$41.4K - $43.8K
|
40.8K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.01K- 23.43% |
$49.7K - $52.5K
|
22.9K
$180K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-9.08K- 26.26% |
$64.4K - $68.1K
|
25.5K
$201K
|