Purchases and Sales Made in Q4 2022 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
768K+ 4489.62% |
$5.03M - $5.69M
|
785K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
121KNew |
$793K - $897K
|
121K
$954K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
92.5KNew |
$606K - $685K
|
92.5K
$729K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
80.4KNew |
$527K - $596K
|
80.4K
$634K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
53.5K+ 58.41% |
$350K - $396K
|
145K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
36.8KNew |
$241K - $272K
|
36.8K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.5KNew |
$233K - $263K
|
35.5K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
25K+ 23.42% |
$164K - $185K
|
132K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
12.2KNew |
$79.7K - $90.2K
|
12.2K
$95.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
744+ 9.69% |
$4.87K - $5.51K
|
8.43K
$66.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
69+ 0.06% |
$452 - $511
|
114K
$896K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-344- 2.86% |
$2.25K - $2.55K
|
11.7K
$92.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 0.4% |
$2.4K - $2.71K
|
90.6K
$714K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-510- 15.38% |
$3.34K - $3.78K
|
2.81K
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.82K- 13.84% |
$11.9K - $13.5K
|
11.3K
$89.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-3.26K- 5.6% |
$21.3K - $24.1K
|
54.9K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.34K- 14.29% |
$21.8K - $24.7K
|
20K
$158K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.79K- 14.68% |
$24.9K - $28.1K
|
22.1K
$174K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-7.75K- 6.33% |
$50.8K - $57.4K
|
115K
$903K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.45K- 11.23% |
$55.3K - $62.6K
|
66.8K
$526K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 17.89% |
$67.5K - $76.3K
|
47.3K
$373K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.2K- 25.8% |
$79.9K - $90.4K
|
35.1K
$276K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.7K- 24.51% |
$82.9K - $93.8K
|
39K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.5K- 35.69% |
$114K - $129K
|
31.4K
$248K
|
|
|
Feb 14, 2023
Q4 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-29K- 32.36% |
$190K - $215K
|
60.6K
$478K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-51.4K- 90.9% |
$337K - $381K
|
5.14K
$40.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-53.2K- 54.32% |
$348K - $394K
|
44.7K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-138K- 45.51% |
$905K - $1.02M
|
165K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-185K- 77.31% |
$1.21M - $1.37M
|
54.3K
$428K
|