Purchases and Sales Made in Q3 2025 in Mfs Investment Grade Municipal Trust (CXH)
This table provides information about the institutional ownership of Mfs Investment Grade Municipal Trust (CXH) during Q3 2025. The information is specifically focused on institutions that hold shares of MFS INVESTMENT GRADE MUNICIPAL TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
217K+ 404.83% |
$1.59M - $1.72M
|
270K
$2.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
84.6K+ 9.44% |
$622K - $670K
|
980K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.5K+ 282.57% |
$363K - $392K
|
67K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
39.5K+ 8.82% |
$290K - $313K
|
488K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
25K+ 5.6% |
$184K - $198K
|
472K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$116K - $125K
|
15.8K
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15KNew |
$110K - $119K
|
15K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.2K+ 62.34% |
$89.8K - $96.8K
|
31.8K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.99K+ 12.21% |
$51.4K - $55.3K
|
64.2K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.59KNew |
$33.7K - $36.3K
|
4.59K
$36.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2K+ 21.47% |
$14.7K - $15.8K
|
11.3K
$90.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
419New |
$3.08K - $3.32K
|
419
$3.35K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2+ 1.41% |
$14.7 - $15.8
|
144
$1.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 51.47% |
$772 - $832
|
99
$791
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-290- 1.55% |
$2.13K - $2.3K
|
18.4K
$147K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.33K- 0.55% |
$9.78K - $10.5K
|
240K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 5.89% |
$12.9K - $13.9K
|
28K
$223K
|
|
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.8K- 63.33% |
$27.9K - $30.1K
|
2.2K
$17.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-12.9K- 33.37% |
$94.4K - $102K
|
25.7K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14K- 16.65% |
$103K - $111K
|
70.2K
$561K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-86.9K- 63.76% |
$639K - $688K
|
49.4K
$395K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-297K- 43.3% |
$2.19M - $2.36M
|
389K
$3.11M
|
|