Purchases and Sales Made in Q3 2021 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
324KNew |
$3.22M - $3.45M
|
324K
$2.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
129KNew |
$1.28M - $1.37M
|
129K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
82.6KNew |
$820K - $879K
|
82.6K
$651K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 83.15% |
$215K - $231K
|
47.7K
$376K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$199K - $213K
|
20K
$158K
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17.8K+ 57.6% |
$176K - $189K
|
48.6K
$383K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
12.6KNew |
$125K - $134K
|
12.6K
$99.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.1K+ 82.92% |
$99.8K - $107K
|
22.2K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
6.55K+ 5.24% |
$65.1K - $69.7K
|
131K
$1.04M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.72K+ 54.3% |
$56.8K - $60.8K
|
16.2K
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.39K+ 21.99% |
$23.8K - $25.5K
|
13.3K
$105K
|
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
400+ 1.1% |
$3.97K - $4.26K
|
36.7K
$289K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
331+ 1.03% |
$3.29K - $3.52K
|
32.6K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300+ 0.41% |
$2.98K - $3.19K
|
73.4K
$578K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 0.16% |
$993 - $1.06K
|
61.7K
$486K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36+ 0.12% |
$357 - $383
|
29.5K
$232K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.73K- 41.98% |
$27.1K - $29.1K
|
3.78K
$29.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 10.53% |
$51.9K - $55.6K
|
44.4K
$350K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.33K- 82.88% |
$52.9K - $56.7K
|
1.1K
$8.67K
|
|
|
Nov 15, 2021
Q3 2021
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-5.82K- 4.74% |
$57.8K - $62K
|
117K
$922K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.53K- 7.65% |
$64.8K - $69.4K
|
78.8K
$621K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.4K- 45.97% |
$213K - $228K
|
25.2K
$198K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8KClosed |
$226K - $242K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-24.3K- 33.49% |
$241K - $258K
|
48.2K
$380K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-54.2K- 61.87% |
$538K - $577K
|
33.4K
$263K
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-332KClosed |
$3.3M - $3.54M
|
0
$0
|