CXH · Mfs Investment Grade Municipal Trust · Holdings

$7.63 +0.04 (+0.53%) At close · Jun 5

Market Cap

$31.28M

4.10M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 34

Total Value: $0

Total Shares: 4,036,417

Institutional Ownership Trend

25 quarters

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: —

Shares held: -0.0%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega MORGAN STANLEY	+262,671	431,408
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	+70,996	576,479
Mega Bank of New York Mellon Corp	+32,925	62,969
Mid Hennion & Walsh Asset Management, Inc.	+28,451	141,088
Mid EVOLVE PRIVATE WEALTH, LLC	+5,255	20,755

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Small Thomas J. Herzfeld Advisors, Inc.	−219,017	23,409
Small Matisse Capital	−38,383	47,998
Large Focus Partners Wealth	−29,543	242,888
Small Bulldog Investors, LLP	−16,847	1,184,498
Large OSAIC HOLDINGS, INC.	−10,755	32,138

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Mid Western Wealth Management, LLC	6,775	$0
Small Community Financial Services Group, LLC	2,825	$0
Large CWM, LLC	640	$0
Small Beverly Hills Private Wealth, LLC	35,345	$0
Large ASSETMARK, INC	480	$0

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Small Center for Financial Planning, Inc.	4,589	$0
Mid SIT INVESTMENT ASSOCIATES INC	110,998	$0
Small Noble Wealth Management PBC	2,200	$0

Filter: New 5 Increased 6 Reduced 10 Sold out 3 Unchanged 13

Showing 34 of 34

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Western Wealth Management, LLC

—

6,775

ICON ADVISERS INC/CO

—

241,372

BANK OF AMERICA CORP /DE/

—

258,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	235,596	$0	—	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	22,472	$0	—	Defined

ROTHSCHILD INVESTMENT LLC

—

22,975

Fortitude Advisory Group L.L.C.

—

15,802

Almitas Capital LLC

—

454,829

MONTAG A & ASSOCIATES INC

—

2,471

Steward Partners Investment Advisory, LLC

—

Pathstone Holdings, LLC

—

10,651

UBS Group AG

—

5,867

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	5,867	$0	—	Defined

RIVERNORTH CAPITAL MANAGEMENT, LLC

—

576,479

OSAIC HOLDINGS, INC.

—

32,138

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	31,377	$0	—	Defined
Osaic Advisory Services, LLC	761	$0	—	Defined

Hennion & Walsh Asset Management, Inc.

—

141,088

Matisse Capital

—

47,998

Community Financial Services Group, LLC

—

2,825

Focus Partners Wealth

—

242,888

COHEN & STEERS, INC.

—

15,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	15,000	$0	—	Sole

Capital Investment Advisors, LLC

—

27,962

CWM, LLC

—

640

RAYMOND JAMES FINANCIAL INC

—

33,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	33,673	$0	—	Defined

Concurrent Investment Advisors, LLC

—

10,251

Bank of New York Mellon Corp

—

62,969

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	62,967	$0	—	Defined
Held directly	2	$0	—	Defined

MORGAN STANLEY

—

431,408

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	362,565	$0	—	Defined
MORGAN STANLEY SMITH BARNEY LLC	68,843	$0	—	Defined

ASSETMARK, INC

—

480

MELFA WEALTH MANAGEMENT, INC.

—

78,360

EVOLVE PRIVATE WEALTH, LLC

—

20,755

Thomas J. Herzfeld Advisors, Inc.

—

23,409

WELLS FARGO & COMPANY/MN

—

17,565

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	8,959	$0	—	Defined
WELLS FARGO CLEARING SERVICES, LLC	8,606	$0	—	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

—

11,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	11,503	$0	—	Other

PNC FINANCIAL SERVICES GROUP, INC.

—

776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	776	$0	—	Defined

Bulldog Investors, LLP

—

1,184,498

Closed-End Fund Advisors, Inc.

—

15,498

FIFTH THIRD BANCORP

—

4,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	4,000	$0	—	Defined

Beverly Hills Private Wealth, LLC

—

35,345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equalis Financial	2,943	$0	—	Defined
Held directly	32,402	$0	—	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	110,998	$0	—	Sole

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