MFS INVESTMENT GRADE MUNICIPAL TRUST - CXH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | History | Added to | 1,201,345 | 9,550 | 2.13% | 1.78% | 1 | +220,851 | 22.52% | Q4 2025 | Feb 13, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 505,483 | 4,018 | 0.19% | 0.21% | 2 | +33,875 | 7.18% | Q4 2025 | Feb 17, 2026 |
| Almitas Capital LLC | History | Reduced | 454,909 | 3,616 | 0.8% | 0.88% | 3 | -32,779 | -6.72% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 272,431 | 2,165 | 0.0% | — | 4 | +272,431 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 258,068 | 2,051 | 0.0% | 0.0% | 5 | +191,118 | 285.46% | Q4 2025 | Feb 17, 2026 |
| ICON ADVISERS INC/CO | History | No change | 244,295 | 1,942 | 0.42% | 0.42% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 242,426 | 1,927 | 0.65% | 0.65% | 7 | +2,055 | 0.85% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 168,737 | 1,341 | 0.0% | 0.0% | 8 | +98,514 | 140.29% | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 112,637 | 895 | 0.03% | 0.01% | 9 | +63,238 | 128.01% | Q4 2025 | Jan 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 110,998 | 882 | 1.08% | 0.06% | 10 | -278,424 | -71.5% | Q4 2025 | Feb 25, 2026 |
| Matisse Capital | History | No change | 86,381 | 686 | 0.31% | 0.31% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 78,360 | 622 | 0.36% | 0.36% | 12 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,893 | 341 | 0.0% | 0.0% | 13 | -21,343 | -33.23% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,378 | 265 | 0.0% | 0.0% | 14 | +1,565 | 4.92% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 30,044 | 238 | 0.0% | 0.0% | 15 | +134 | 0.45% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 27,962 | 222 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 22,975 | 182 | 0.01% | 0.01% | 17 | -2,677 | -10.44% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,993 | 143 | 0.0% | 0.0% | 18 | -446 | -2.42% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,668 | 140 | 0.0% | 0.0% | 19 | +1,854 | 11.72% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 15,802 | 125 | 0.05% | 0.07% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 15,500 | 123 | 0.01% | — | 22 | +15,500 | New | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 15,498 | 123 | 0.07% | — | 21 | +15,498 | New | Q4 2025 | Feb 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 15,000 | 119 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 10,815 | 85 | 0.0% | 0.0% | 24 | -500 | -4.42% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 10,651 | 84 | 0.0% | — | 25 | +10,651 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,251 | 81 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Center for Financial Planning, Inc. | History | No change | 4,589 | 36 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,000 | 31 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,471 | 19 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Noble Wealth Management PBC | History | No change | 2,200 | 17 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 776 | 6 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -270,133 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,775 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -419 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Steward Partners Investment Advisory, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |