Purchases and Sales Made in Q3 2023 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
153K+ 102.14% |
$1.08M - $1.17M
|
303K
$2.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
70.6KNew |
$499K - $542K
|
70.6K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
50.4KNew |
$356K - $386K
|
50.4K
$397K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
43.5KNew |
$308K - $334K
|
43.5K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.4K+ 161.64% |
$243K - $264K
|
55.7K
$439K
|
|
|
Nov 21, 2023
Q3 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
29.3K+ 5.71% |
$207K - $225K
|
543K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$146K - $158K
|
20.6K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19.6KNew |
$139K - $150K
|
19.6K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
11KNew |
$78.1K - $84.7K
|
11K
$87.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.74K+ 14.53% |
$61.8K - $67K
|
68.9K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
7.77K+ 4.0% |
$55K - $59.6K
|
202K
$1.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.82K+ 9.37% |
$41.1K - $44.6K
|
67.9K
$535K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
4.75KNew |
$33.6K - $36.4K
|
4.75K
$37.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
3.45K+ 0.38% |
$24.4K - $26.4K
|
913K
$7.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.8K+ 3.06% |
$19.8K - $21.5K
|
94.5K
$744K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 1.73% |
$18.9K - $20.5K
|
158K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
2.14KNew |
$15.2K - $16.4K
|
2.14K
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08K+ 1494.96% |
$14.7K - $15.9K
|
2.22K
$17.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 4.74% |
$8.72K - $9.46K
|
27.2K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
679+ 3.73% |
$4.8K - $5.21K
|
18.9K
$149K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
546+ 2.39% |
$3.86K - $4.19K
|
23.4K
$185K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55+ 0.51% |
$389 - $422
|
10.9K
$85.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.2K- 8.82% |
$8.48K - $9.2K
|
12.4K
$97.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.98K- 8.24% |
$21K - $22.8K
|
33.1K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.9K- 16.29% |
$27.5K - $29.9K
|
20K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.65K- 90.79% |
$54.1K - $58.7K
|
776
$6.11K
|