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MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

MFS Investment Grade Municipal Trust logo
$8.08 +0.01 (+0.12%)
As of 02/21/2025 03:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for MFS Investment Grade Municipal Trust (NYSE:CXH)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$7.12M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$734.69K
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CXH Institutional Buying and Selling by Quarter

MFS Investment Grade Municipal Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bulldog Investors LLP710,459$5.68M1.5%+58.2%8.664%
2/13/2025 Icon Advisers Inc. Co.244,295$1.95M0.4%+3.3%2.979%
2/13/2025 Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/13/2025 Sit Investment Associates Inc.560,546$4.48M0.1%+50.4%6.836%
2/13/2025 Wells Fargo & Company MN25,369$203K0.0%-29.5%0.309%
2/12/2025 Thomas J. Herzfeld Advisors Inc.97,088$776K0.2%+36.5%1.184%
2/11/2025 LPL Financial LLC18,137$145K0.0%+52.0%0.221%
2/6/2025 Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/5/2025 Noble Wealth Management PBC6,693$53K0.0%N/A0.082%
2/4/2025 Bank of New York Mellon Corp69,402$555K0.0%+41.0%0.846%
1/15/2025 Hennion & Walsh Asset Management Inc.158,542$1.27M0.1%+45.3%1.933%
1/13/2025 Capital Investment Advisors LLC32,862$263K0.0%-9.6%0.401%
12/3/2024 Rivernorth Capital Management LLC402,574$3.31M0.2%+17.7%4.910%
11/4/2024 Wolverine Asset Management LLC6,968$57K0.0%-81.2%0.085%
10/18/2024 Capital Investment Advisors LLC36,362$299K0.0%+4.2%0.443%
8/21/2024 Graham Capital Wealth Management LLC65,918$521K0.7%N/A0.000%
8/16/2024 Almitas Capital LLC477,454$3.77M1.6%-2.9%0.000%
8/15/2024 Logan Stone Capital LLC88,442$699K0.2%-13.4%0.000%
8/14/2024 Whitebox Advisors LLC48,661$384K0.0%N/A0.000%
8/5/2024 Blue Bell Private Wealth Management LLC4,859$38K0.0%+233.0%0.000%
7/31/2024 Rothschild Investment LLC47,681$377K0.0%N/A0.000%
7/26/2024 Bank of New York Mellon Corp29,861$236K0.0%N/A0.000%
7/15/2024 Melfa Wealth Management Inc.78,360$619K0.4%+17.4%0.000%
7/12/2024 Capital Investment Advisors LLC34,900$276K0.0%-17.7%0.000%
5/14/2024 Robinson Capital Management LLC22,779$169K0.1%-31.6%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.110,859$845K0.0%-1.4%0.000%
2/15/2024 Bulldog Investors LLP389,857$2.95M1.0%+28.7%0.000%
2/8/2024 Robinson Capital Management LLC33,292$251K0.1%-23.5%0.000%
2/8/2024 Matisse Capital86,928$658K0.4%-23.5%0.000%
2/6/2024 Fortitude Advisory Group L.L.C.15,802$120K0.1%-16.4%0.000%
2/1/2024 Wolverine Asset Management LLC5,475$41K0.0%N/A0.000%
1/22/2024 Melfa Wealth Management LLC69,426$505K0.5%+2.2%0.000%
1/16/2024Raymond James & Associates27,675$210K0.0%-16.5%0.000%
1/5/2024 Capital Investment Advisors LLC42,400$321K0.0%-11.3%0.000%
11/21/2023 Almitas Capital LLC542,641$3.84M1.8%+5.7%0.000%
11/14/2023 Saba Capital Management L.P.912,986$6.46M0.2%+0.4%0.000%
11/14/2023 Clough Capital Partners L P11,048$78K0.0%N/A0.000%
11/14/2023 Robinson Capital Management LLC43,526$302K0.1%N/A0.000%
11/14/2023 Thomas J. Herzfeld Advisors Inc.50,389$356K0.1%+5,898.7%0.000%
11/8/2023 Fort Point Capital Partners LLC19,601$139K0.0%N/A0.000%
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10/30/2023 Melfa Wealth Management LLC67,900$480K0.5%+9.4%0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.70,616$499K0.0%N/A0.000%
10/24/2023Raymond James & Associates33,131$234K0.0%-8.2%0.000%
8/15/2023 Bulldog Investors LLP149,863$1.10M0.4%+69.1%0.000%
8/11/2023 Almitas Capital LLC513,340$3.91M1.7%+55.0%0.000%
7/31/2023 Americana Partners LLC25,500$188K0.0%-26.3%0.000%
7/25/2023Raymond James & Associates36,108$266K0.0%-5.2%0.000%
7/18/2023 Melfa Wealth Management LLC62,081$457K0.5%-8.5%0.000%
7/17/2023 GPS Wealth Strategies Group LLC6,775$50K0.0%-42.4%0.000%
5/11/2023 Karpus Management Inc.41,528$307K0.0%-23.5%0.456%
5/9/2023 Atlas Wealth LLC30,321$224K0.0%-17.5%0.000%
5/8/2023 Americana Partners LLC34,580$256K0.0%-69.8%0.000%
5/5/2023 Moors & Cabot Inc.55,000$406K0.0%-40.5%0.000%
4/28/2023 Janney Montgomery Scott LLC13,600$101K0.0%-38.3%0.000%
4/20/2023 Melfa Wealth Management LLC67,873$502K0.5%-15.6%0.000%
4/14/2023Raymond James & Associates38,084$281K0.0%+7.2%0.000%
4/13/2023 Bridgewater Advisors Inc.27,216$201K0.0%N/A0.000%
4/10/2023 Capital Investment Advisors LLC47,790$353K0.0%+22.6%0.000%
2/15/2023 Almitas Capital LLC121,048$862K0.4%N/A0.000%
2/14/2023 Atlas Wealth LLC36,772$262K0.1%N/A0.000%
2/10/2023 Moors & Cabot Inc.92,500$659K0.0%+208.3%0.000%
2/1/2023 Wolverine Asset Management LLC5,144$37K0.0%-90.9%0.056%
2/1/2023 Janney Montgomery Scott LLC22,054$157K0.0%-14.7%0.242%
1/31/2023 Melfa Wealth Management LLC80,400$572K0.6%N/A0.000%
1/30/2023 Americana Partners LLC114,630$816K0.1%-6.3%0.000%
1/27/2023 Denver Wealth Management Inc.12,166$87K0.1%N/A0.134%
1/27/2023 Drive Wealth Management LLC19,996$142K0.1%-14.3%0.219%
1/12/2023 Ackerman Capital Advisors LLC44,711$318K0.1%-54.3%0.491%
1/5/2023 Capital Investment Advisors LLC38,982$278K0.0%-24.5%0.428%
11/16/2022 Drive Wealth Management LLC23,331$157K0.1%N/A0.256%
11/16/2022 Saba Capital Management L.P.17,096$115K0.0%N/A0.188%
11/15/2022 Karpus Management Inc.239,153$1.61M0.1%-1.5%2.625%
11/15/2022 Logan Stone Capital LLC91,572$616K0.4%+145.4%1.005%
11/14/2022 Mariner Investment Group LLC58,190$392K0.4%+32.8%0.639%
11/10/2022 Wolverine Asset Management LLC56,521$380K0.0%+85.4%0.620%
11/8/2022 Robinson Capital Management LLC132,478$898K0.7%-6.2%1.454%
11/8/2022 Matisse Capital113,582$764K1.0%+100.2%1.247%
10/25/2022 Janney Montgomery Scott LLC25,848$174K0.0%-11.8%0.284%
10/12/2022QP Wealth Management LLC14,725$100K0.1%-57.6%0.162%
8/15/2022 Bulldog Investors LLP89,587$679K0.2%+36.2%0.983%
8/15/2022 Karpus Management Inc.242,839$1.84M0.1%-19.8%2.666%
8/13/2022 Mariner Investment Group LLC43,817$332K0.4%N/A0.481%
8/11/2022 Denver Wealth Management Inc.14,459$110K0.1%N/A0.159%
8/4/2022 Robinson Capital Management LLC141,272$1.09M0.8%+2.9%1.551%
8/3/2022 Janney Montgomery Scott LLC29,308$217K0.0%-11.1%0.322%
8/3/2022 Wolverine Asset Management LLC30,481$231K0.0%N/A0.335%
7/28/2022 Matisse Capital56,745$430K0.4%+34.2%0.623%
7/22/2022 Ackerman Capital Advisors LLC76,681$581K0.2%+39.6%0.842%
7/19/2022 GPS Wealth Strategies Group LLC11,759$89K0.0%+2,456.3%0.129%
7/8/2022QP Wealth Management LLC34,725$263K0.4%-14.7%0.381%
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7/8/2022 Worth Asset Management LLC5,313$40K0.0%-36.2%0.058%
7/6/2022 Capital Investment Advisors LLC51,637$391K0.0%+17.0%0.567%
5/10/2022 Karpus Management Inc.302,941$2.59M0.1%-2.3%3.325%
5/9/2022 Northwestern Mutual Wealth Management Co.11,509$98K0.0%-21.5%0.126%
5/6/2022 Americana Partners LLC19,030$162K0.0%-86.6%0.209%
5/4/2022 Advisor Group Holdings Inc.68,843$588K0.0%+3.0%0.756%
4/19/2022 Ackerman Capital Advisors LLC54,920$469K0.1%+23.9%0.603%
4/18/2022QP Wealth Management LLC40,725$348K0.4%+3.8%0.447%
4/13/2022 Capital Investment Advisors LLC44,137$377K0.0%+2.9%0.484%
4/12/2022 Matisse Capital42,294$361K0.3%N/A0.464%
(Data available from 1/1/2016 forward)

CXH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CXH shares?

During the previous two years, 35 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($6.46M), Bulldog Investors LLP ($5.68M), Sit Investment Associates Inc. ($4.48M), Almitas Capital LLC ($3.77M), Rivernorth Capital Management LLC ($3.31M), Icon Advisers Inc. Co. ($1.95M), and Hennion & Walsh Asset Management Inc. ($1.27M).Learn more on CXH's institutional investors.

Which institutional investors have been buying MFS Investment Grade Municipal Trust stock?

Of the 25 institutional investors that purchased MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($409.61K), Almitas Capital LLC ($211.44K), Sit Investment Associates Inc. ($187.79K), Hennion & Walsh Asset Management Inc. ($120.04K), Thomas J. Herzfeld Advisors Inc. ($75.51K), Graham Capital Wealth Management LLC ($65.92K), and Rivernorth Capital Management LLC ($60.57K).

How much institutional buying is happening at MFS Investment Grade Municipal Trust?

Institutional investors have bought a total of 1,500,958 shares in the last 24 months. This purchase volume represents approximately $11.56M in transactions.

Which MFS Investment Grade Municipal Trust major shareholders have been selling company stock?

Of the 17 institutional investors that sold MFS Investment Grade Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Americana Partners LLC ($89.13K), Moors & Cabot Inc. ($37.50K), Wolverine Asset Management LLC ($30.11K), Matisse Capital ($26.72K), Robinson Capital Management LLC ($20.75K), Melfa Wealth Management LLC ($18.32K), and Capital Investment Advisors LLC ($16.39K).

How much institutional selling is happening at MFS Investment Grade Municipal Trust?

Institutional investors have sold a total of 325,481 shares in the last 24 months. This volume of shares sold represents approximately $2.47M in transactions.


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This page (NYSE:CXH) was last updated on 2/22/2025 by MarketBeat.com Staff
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