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 | Reduced | 1,184,498 | 9,464 | 2.13% | 2.13% | 1 | -16,847 | -1.4% | Q1 2026 | May 08, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 576,479 | 4,606 | 0.23% | 0.19% | 2 | +70,996 | 14.05% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | Reduced | 454,829 | 3,634 | 0.82% | 0.8% | 3 | -80 | -0.02% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 431,408 | 3,446 | 0.0% | 0.0% | 4 | +262,671 | 155.67% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 258,068 | 2,061 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 242,888 | 1,940 | 0.0% | 0.0% | 6 | -29,543 | -10.84% | Q1 2026 | May 14, 2026 |
| ICON ADVISERS INC/CO | History | Reduced | 241,372 | 1,928 | 0.45% | 0.42% | 7 | -2,923 | -1.2% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 141,088 | 1,127 | 0.04% | 0.03% | 8 | +28,451 | 25.26% | Q1 2026 | May 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 78,360 | 626 | 0.36% | 0.36% | 9 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 62,969 | 503 | 0.0% | 0.0% | 10 | +32,925 | 109.59% | Q1 2026 | May 05, 2026 |
| Matisse Capital | History | Reduced | 47,998 | 383 | 0.16% | 0.31% | 11 | -38,383 | -44.43% | Q1 2026 | May 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 35,345 | 282 | 0.05% | — | 12 | +35,345 | New | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,673 | 269 | 0.0% | 0.0% | 13 | +295 | 0.88% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,138 | 256 | 0.0% | 0.0% | 14 | -10,755 | -25.07% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 27,962 | 223 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 23,409 | 187 | 0.06% | 0.65% | 16 | -219,017 | -90.34% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22,975 | 183 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 20,755 | 165 | 0.01% | 0.01% | 18 | +5,255 | 33.9% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,565 | 140 | 0.0% | 0.0% | 19 | -428 | -2.38% | Q1 2026 | May 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 15,802 | 126 | 0.06% | 0.05% | 20 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 15,498 | 123 | 0.13% | 0.07% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COHEN & STEERS, INC. | History | No change | 15,000 | 120 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,503 | 91 | 0.0% | 0.0% | 23 | -6,165 | -34.89% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,651 | 85 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,251 | 81 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 6,775 | 54 | 0.0% | — | 26 | +6,775 | New | Q1 2026 | May 19, 2026 |
| UBS Group AG | History | Reduced | 5,867 | 46 | 0.0% | 0.0% | 27 | -4,948 | -45.75% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,000 | 31 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 2,825 | 22 | 0.0% | — | 29 | +2,825 | New | Q1 2026 | Apr 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,471 | 19 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 776 | 6 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | New | 640 | 5 | 0.0% | — | 32 | +640 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 480 | 3 | 0.0% | — | 33 | +480 | New | Q1 2026 | May 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.02% | — | -110,998 | -100.0% | Q1 2026 | May 13, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,589 | -100.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,200 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |