Purchases and Sales Made in Q2 2024 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
160KNew |
$1.17M - $1.27M
|
160K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
113K+ 49.35% |
$826K - $896K
|
342K
$2.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
65.9KNew |
$482K - $523K
|
65.9K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
- |
48.7KNew |
$356K - $386K
|
48.7K
$389K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
47.7KNew |
$349K - $378K
|
47.7K
$381K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.6K+ 17.43% |
$85K - $92.2K
|
78.4K
$626K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 13.67% |
$79.7K - $86.4K
|
90.6K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.9K+ 13.67% |
$79.7K - $86.4K
|
90.6K
$724K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$77.8K - $84.4K
|
10.6K
$85K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.5K+ 12.63% |
$62.1K - $67.4K
|
75.8K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.33K+ 12.34% |
$31.7K - $34.3K
|
39.4K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.4K+ 233.04% |
$24.9K - $27K
|
4.86K
$38.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64+ 0.58% |
$468 - $508
|
11.1K
$88.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27+ 0.1% |
$197 - $214
|
27.7K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 2.86% |
$43.9 - $47.6
|
204
$1.63K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-82- 0.22% |
$599 - $650
|
37.1K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-108- 0.69% |
$789 - $856
|
15.6K
$124K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-679- 0.61% |
$4.96K - $5.38K
|
110K
$880K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 8.35% |
$7.89K - $8.56K
|
11.8K
$94.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-6.84K- 1.5% |
$50K - $54.2K
|
449K
$3.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.5K- 17.69% |
$54.8K - $59.5K
|
34.9K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10K- 41.52% |
$73.1K - $79.3K
|
14.1K
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.5K- 53.14% |
$84.1K - $91.2K
|
10.1K
$81K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-12.6K- 4.99% |
$92.2K - $100K
|
240K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 13.45% |
$100K - $109K
|
88.4K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-14.5K- 2.95% |
$106K - $115K
|
477K
$3.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-16.1K- 18.75% |
$117K - $127K
|
69.6K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19K- 34.56% |
$139K - $151K
|
36K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 39.95% |
$1.13M - $1.23M
|
233K
$1.86M
|