Purchases and Sales Made in Q4 2023 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
200KNew |
$1.3M - $1.52M
|
200K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
86.9K+ 28.7% |
$562K - $658K
|
390K
$3.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41.8K+ 59.21% |
$271K - $317K
|
112K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
22K+ 10.88% |
$142K - $166K
|
224K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20.6KNew |
$133K - $156K
|
20.6K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
14.3K+ 668.42% |
$92.7K - $108K
|
16.5K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14.1K+ 27.89% |
$90.9K - $106K
|
64.4K
$515K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.3KNew |
$66.3K - $77.6K
|
10.3K
$81.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.48KNew |
$35.4K - $41.4K
|
5.48K
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.22K+ 9.38% |
$33.8K - $39.5K
|
60.9K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5K+ 9.09% |
$32.4K - $37.9K
|
60K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.47KNew |
$16K - $18.7K
|
2.47K
$19.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.53K+ 2.25% |
$9.87K - $11.6K
|
69.4K
$555K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$9.44K - $11K
|
1.46K
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57+ 0.52% |
$369 - $431
|
11K
$87.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-448- 1.91% |
$2.9K - $3.39K
|
23K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-671- 14.37% |
$4.34K - $5.08K
|
4K
$32K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.23K- 3.23% |
$14.4K - $16.9K
|
66.6K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.11K- 16.42% |
$20.1K - $23.5K
|
15.8K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.18K- 7.79% |
$20.6K - $24.1K
|
37.7K
$301K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.39K- 11.28% |
$34.9K - $40.8K
|
42.4K
$339K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.46K- 16.47% |
$35.3K - $41.3K
|
27.7K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 33.5% |
$42.5K - $49.7K
|
13K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.07K- 35.3% |
$45.7K - $53.5K
|
13K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.47K- 46.03% |
$61.3K - $71.7K
|
11.1K
$88.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Robinson Capital Management, LLC
|
SELL
|
- |
-10.2K- 23.51% |
$66.2K - $77.5K
|
33.3K
$266K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.5K- 11.61% |
$68.1K - $79.7K
|
80.1K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 15.21% |
$93K - $109K
|
80.1K
$640K
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
SELL
|
- |
-26.7K- 23.51% |
$173K - $202K
|
86.9K
$695K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.1K- 52.81% |
$189K - $221K
|
26K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-50.7K- 9.34% |
$328K - $384K
|
492K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-76.9K- 48.77% |
$497K - $582K
|
80.7K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-387K- 42.42% |
$2.51M - $2.93M
|
526K
$4.2M
|