Institutional Ownership Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
980,494
shares
|
$7.83 Million
2.77% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
487,688
shares
|
$3.9 Million
1.81% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
471,608
shares
|
$3.77 Million
0.33% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
389,422
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 43.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
270,133
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 404.83%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
244,295
shares
|
$1.95 Million
0.44% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
240,371
shares
|
$1.92 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
86,381
shares
|
$690,184
0.32% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
78,360
shares
|
$626,096
0.36% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
70,223
shares
|
$561,081
0.0% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
66,950
shares
|
$534,930
0.0% of portfolio
|
Q3 2025
Added 282.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
64,236
shares
|
$513,245
0.0% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
49,399
shares
|
$394,698
0.02% of portfolio
|
Q3 2025
Reduced 63.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,273
shares
|
$289,821
0.0% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
31,813
shares
|
$254,185
0.0% of portfolio
|
Q3 2025
Added 62.34%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
27,962
shares
|
$223,416
0.0% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
25,652
shares
|
$204,959
0.01% of portfolio
|
Q3 2025
Reduced 33.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
18,439
shares
|
$147,327
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
15,814
shares
|
$126,353
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
15,802
shares
|
$126,257
0.07% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$119,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
11,315
shares
|
$90,406
0.0% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,251
shares
|
$81,905
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
6,775
shares
|
$54,132
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
6,000
shares
|
$47,940
0.04% of portfolio
|
Q1 2025
Reduced 10.35%
|
|