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 36 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $26.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
710,459
shares
|
$5.76 Million
2.47% of portfolio
|
Q4 2024
Added 58.23%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
560,546
shares
|
$4.55 Million
0.1% of portfolio
|
Q4 2024
Added 50.38%
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
477,454
shares
|
$3.87 Million
1.85% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
428,958
shares
|
$3.48 Million
0.19% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
244,295
shares
|
$1.98 Million
0.46% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
158,542
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Added 45.29%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
97,088
shares
|
$787,383
0.25% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
86,928
shares
|
$704,986
0.36% of portfolio
|
Q4 2023
Reduced 23.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
82,225
shares
|
$666,844
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
78,360
shares
|
$635,499
0.42% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
54,730
shares
|
$443,860
0.0% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Whitebox Advisors LLC
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
49,454
shares
|
$401,071
0.03% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
45,386
shares
|
$368,080
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,273
shares
|
$294,174
0.0% of portfolio
|
Q3 2024
Added 30.82%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
32,862
shares
|
$266,510
0.01% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
28,760
shares
|
$233,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,369
shares
|
$205,742
0.0% of portfolio
|
Q4 2024
Reduced 29.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,137
shares
|
$147,091
0.0% of portfolio
|
Q4 2024
Added 51.95%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
15,802
shares
|
$128,154
0.08% of portfolio
|
Q4 2023
Reduced 16.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,641
shares
|
$126,848
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,671
shares
|
$118,981
0.0% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,207
shares
|
$98,998
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
10,251
shares
|
$83,135
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
6,775
shares
|
$54,945
0.01% of portfolio
|
Q2 2023
Reduced 42.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
6,693
shares
|
$54,280
0.04% of portfolio
|
Q4 2024
New holding
|