CXH
Mfs Investment Grade Municipal Trust
$8.48
+0.85 (+11.14%)
At close · Jun 8
Market Cap
$31.28M
Shares
4,099,610
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.
Holders: 34
Total Value: $32,250,955
Total Shares: 4,036,417
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 34 13F filers · Δ vs Dec 31, 2025Top Holder
29.3%
−0.4 pts
Top 5
72.0%
+5.3 pts
Top 10
91.0%
+2.5 pts
HHI
1,443
Broadly held+69
Quarterly Activity
vs Dec 31, 2025
New
5
Increased
6
Decreased
10
Sold Out
3
Unchanged
13
Holder count:
+2
Institutional value:
-34.7%
Shares held:
-35.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| 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 | Open |
|---|---|---|---|
| Small Bulldog Investors, LLP | −1,400,942 | 1,184,498 | |
| Small Almitas Capital LLC | −788,745 | 454,829 | |
| 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 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Beverly Hills Private Wealth, LLC | 35,345 | $282,405 | |
| Mid Western Wealth Management, LLC | 6,775 | $54,132 | |
| Small Community Financial Services Group, LLC | 2,825 | $22,571 | |
| Large CWM, LLC | 640 | $5,113 | |
| Large ASSETMARK, INC | 480 | $3,835 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid SIT INVESTMENT ASSOCIATES INC | 110,998 | $882,434 | |
| Small Center for Financial Planning, Inc. | 4,589 | $36,482 | |
| Small Noble Wealth Management PBC | 2,200 | $17,490 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Bulldog Investors, LLP | $9,464,139 | 29.35% | 1,184,498 | Shares | Sole | 2026-05-08 | ||||
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC | $4,606,067 | 14.28% | 576,479 | Shares | Sole | 2026-05-15 | ||||
| Small Almitas Capital LLC | $3,634,083 | 11.27% | 454,829 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $3,446,948 | 10.69% | 431,408 | Shares | Defined | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $2,061,963 | 6.39% | 258,068 | Shares | Defined | 2026-05-18 | ||||
| Large Focus Partners Wealth | $1,940,675 | 6.02% | 242,888 | Shares | Sole | 2026-05-15 | ||||
| Small ICON ADVISERS INC/CO | $1,928,562 | 5.98% | 241,372 | Shares | Sole | 2026-05-13 | ||||
| Mid Hennion & Walsh Asset Management, Inc. | $1,127,293 | 3.50% | 141,088 | Shares | Sole | 2026-05-13 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $626,096 | 1.94% | 78,360 | Shares | Sole | 2026-04-10 | ||||
| Mega Bank of New York Mellon Corp Bank | $503,121 | 1.56% | 62,969 | Shares | Defined | 2026-05-05 | ||||
| Small Matisse Capital | $383,504 | 1.19% | 47,998 | Shares | Sole | 2026-05-08 | ||||
| Small Beverly Hills Private Wealth, LLC | $282,405 | 0.88% | 35,345 | Shares | Defined | 2026-05-04 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $269,047 | 0.83% | 33,673 | Shares | Defined | 2026-05-14 | ||||
| Large OSAIC HOLDINGS, INC. | $256,782 | 0.80% | 32,138 | Shares | Defined | 2026-05-15 | ||||
| Mid Capital Investment Advisors, LLC | $223,416 | 0.69% | 27,962 | Shares | Sole | 2026-04-17 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $187,037 | 0.58% | 23,409 | Shares | Sole | 2026-05-12 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $183,570 | 0.57% | 22,975 | Shares | Sole | 2026-05-07 | ||||
| Mid EVOLVE PRIVATE WEALTH, LLC | $165,832 | 0.51% | 20,755 | Shares | Sole | 2026-04-16 | ||||
| Mega WELLS FARGO & COMPANY/MN | $140,343 | 0.44% | 17,565 | Shares | Defined | 2026-05-11 | ||||
| Small Fortitude Advisory Group L.L.C. | $126,257 | 0.39% | 15,802 | Shares | Sole | 2026-04-28 | ||||
| Micro Closed-End Fund Advisors, Inc. | $123,829 | 0.38% | 15,498 | Shares | Sole | 2026-05-11 | ||||
| Large COHEN & STEERS, INC. | $119,850 | 0.37% | 15,000 | Shares | Sole | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91,908 | 0.28% | 11,503 | Shares | Other | 2026-05-15 | ||||
| Large Pathstone Holdings, LLC | $85,101 | 0.26% | 10,651 | Shares | Sole | 2026-05-11 | ||||
| Mid Concurrent Investment Advisors, LLC | $81,905 | 0.25% | 10,251 | Shares | Sole | 2026-04-21 | ||||
| Mid Western Wealth Management, LLC | $54,132 | 0.17% | 6,775 | Shares | Sole | 2026-05-19 | ||||
| Mega UBS Group AG | $46,877 | 0.15% | 5,867 | Shares | Defined | 2026-05-05 | ||||
| Large FIFTH THIRD BANCORP Bank | $31,960 | 0.10% | 4,000 | Shares | Defined | 2026-05-01 | ||||
| Small Community Financial Services Group, LLC | $22,571 | 0.07% | 2,825 | Shares | Defined | 2026-04-08 | ||||
| Mid MONTAG A & ASSOCIATES INC | $19,743 | 0.06% | 2,471 | Shares | Sole | 2026-04-29 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $6,200 | 0.02% | 776 | Shares | Defined | 2026-05-08 | ||||
| Large CWM, LLC | $5,113 | 0.02% | 640 | Shares | Sole | 2026-05-14 | ||||
| Large ASSETMARK, INC | $3,835 | 0.01% | 480 | Shares | Sole | 2026-05-06 | ||||
| Large Steward Partners Investment Advisory, LLC | $791 | 0.00% | 99 | Shares | Sole | 2026-05-08 | ||||
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