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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,000
shares
|
$31,960
0.0% of portfolio
|
Q4 2023
Reduced 14.37%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,471
shares
|
$19,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
2,200
shares
|
$17,578
0.01% of portfolio
|
Q3 2025
Reduced 63.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,000
shares
|
$7,990
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
776
shares
|
$6,200
0.0% of portfolio
|
Q3 2023
Reduced 90.79%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
648
shares
|
$5,177
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
419
shares
|
$3,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
144
shares
|
$1,150
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
99
shares
|
$791
0.0% of portfolio
|
Q3 2025
Reduced 51.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|