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MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

MFS Investment Grade Municipal Trust logo
$7.62 +0.01 (+0.13%)
As of 07/3/2025 03:30 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)
$7.45M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$755.50K
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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
5/16/2025Almitas Capital LLC470,435$3.73M1.2%-1.5%5.738%
5/14/2025Thomas J. Herzfeld Advisors Inc.120,541$955K0.3%+24.2%1.470%
5/13/2025Sit Investment Associates Inc.572,689$4.54M0.1%+2.2%6.985%
4/29/2025Bank of New York Mellon Corp75,105$595K0.0%+8.2%0.916%
4/10/2025Hennion & Walsh Asset Management Inc.155,870$1.23M0.1%-1.7%1.901%
4/8/2025Rothschild Investment LLC40,796$323K0.0%-10.1%0.498%
2/17/2025Bulldog Investors LLP710,459$5.68M1.5%+58.2%8.664%
2/13/2025Icon Advisers Inc. Co.244,295$1.95M0.4%+3.3%2.979%
2/13/2025Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/13/2025Sit Investment Associates Inc.560,546$4.48M0.1%+50.4%6.836%
2/13/2025Wells Fargo & Company MN25,369$203K0.0%-29.5%0.309%
2/12/2025Thomas J. Herzfeld Advisors Inc.97,088$776K0.2%+36.5%1.184%
2/11/2025LPL Financial LLC18,137$145K0.0%+52.0%0.221%
2/6/2025Raymond James Financial Inc.28,760$230K0.0%N/A0.351%
2/5/2025Noble Wealth Management PBC6,693$53K0.0%N/A0.082%
2/4/2025Bank of New York Mellon Corp69,402$555K0.0%+41.0%0.846%
1/15/2025Hennion & Walsh Asset Management Inc.158,542$1.27M0.1%+45.3%1.933%
1/13/2025Capital Investment Advisors LLC32,862$263K0.0%-9.6%0.401%
12/3/2024Rivernorth Capital Management LLC402,574$3.31M0.2%+17.7%4.910%
11/4/2024Wolverine Asset Management LLC6,968$57K0.0%-81.2%0.085%
10/18/2024Capital Investment Advisors LLC36,362$299K0.0%+4.2%0.443%
8/21/2024Graham Capital Wealth Management LLC65,918$521K0.7%N/A0.000%
8/16/2024Almitas Capital LLC477,454$3.77M1.6%-2.9%0.000%
8/15/2024Logan Stone Capital LLC88,442$699K0.2%-13.4%0.000%
8/14/2024Whitebox Advisors LLC48,661$384K0.0%N/A0.000%
8/5/2024Blue Bell Private Wealth Management LLC4,859$38K0.0%+233.0%0.000%
7/31/2024Rothschild Investment LLC47,681$377K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp29,861$236K0.0%N/A0.000%
7/15/2024Melfa Wealth Management Inc.78,360$619K0.4%+17.4%0.000%
7/12/2024Capital Investment Advisors LLC34,900$276K0.0%-17.7%0.000%
5/14/2024Robinson Capital Management LLC22,779$169K0.1%-31.6%0.000%
4/17/2024Hennion & Walsh Asset Management Inc.110,859$845K0.0%-1.4%0.000%
2/15/2024Bulldog Investors LLP389,857$2.95M1.0%+28.7%0.000%
2/8/2024Robinson Capital Management LLC33,292$251K0.1%-23.5%0.000%
2/8/2024Matisse Capital86,928$658K0.4%-23.5%0.000%
2/6/2024Fortitude Advisory Group L.L.C.15,802$120K0.1%-16.4%0.000%
2/1/2024Wolverine Asset Management LLC5,475$41K0.0%N/A0.000%
1/22/2024Melfa Wealth Management LLC69,426$505K0.5%+2.2%0.000%
1/16/2024Raymond James & Associates27,675$210K0.0%-16.5%0.000%
1/5/2024Capital Investment Advisors LLC42,400$321K0.0%-11.3%0.000%
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11/21/2023Almitas Capital LLC542,641$3.84M1.8%+5.7%0.000%
11/14/2023Saba Capital Management L.P.912,986$6.46M0.2%+0.4%0.000%
11/14/2023Clough Capital Partners L P11,048$78K0.0%N/A0.000%
11/14/2023Robinson Capital Management LLC43,526$302K0.1%N/A0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.50,389$356K0.1%+5,898.7%0.000%
11/8/2023Fort Point Capital Partners LLC19,601$139K0.0%N/A0.000%
10/30/2023Melfa Wealth Management LLC67,900$480K0.5%+9.4%0.000%
10/27/2023Hennion & Walsh Asset Management Inc.70,616$499K0.0%N/A0.000%
10/24/2023Raymond James & Associates33,131$234K0.0%-8.2%0.000%
8/15/2023Bulldog Investors LLP149,863$1.10M0.4%+69.1%0.000%
8/11/2023Almitas Capital LLC513,340$3.91M1.7%+55.0%0.000%
7/31/2023Americana Partners LLC25,500$188K0.0%-26.3%0.000%
7/25/2023Raymond James & Associates36,108$266K0.0%-5.2%0.000%
7/18/2023Melfa Wealth Management LLC62,081$457K0.5%-8.5%0.000%
7/17/2023GPS Wealth Strategies Group LLC6,775$50K0.0%-42.4%0.000%
5/11/2023Karpus Management Inc.41,528$307K0.0%-23.5%0.456%
5/9/2023Atlas Wealth LLC30,321$224K0.0%-17.5%0.000%
5/8/2023Americana Partners LLC34,580$256K0.0%-69.8%0.000%
5/5/2023Moors & Cabot Inc.55,000$406K0.0%-40.5%0.000%
4/28/2023Janney Montgomery Scott LLC13,600$101K0.0%-38.3%0.000%
4/20/2023Melfa Wealth Management LLC67,873$502K0.5%-15.6%0.000%
4/14/2023Raymond James & Associates38,084$281K0.0%+7.2%0.000%
4/13/2023Bridgewater Advisors Inc.27,216$201K0.0%N/A0.000%
4/10/2023Capital Investment Advisors LLC47,790$353K0.0%+22.6%0.000%
2/15/2023Almitas Capital LLC121,048$862K0.4%N/A0.000%
2/14/2023Atlas Wealth LLC36,772$262K0.1%N/A0.000%
2/10/2023Moors & Cabot Inc.92,500$659K0.0%+208.3%0.000%
2/1/2023Wolverine Asset Management LLC5,144$37K0.0%-90.9%0.056%
2/1/2023Janney Montgomery Scott LLC22,054$157K0.0%-14.7%0.242%
1/31/2023Melfa Wealth Management LLC80,400$572K0.6%N/A0.000%
1/30/2023Americana Partners LLC114,630$816K0.1%-6.3%0.000%
1/27/2023Denver Wealth Management Inc.12,166$87K0.1%N/A0.134%
1/27/2023Drive Wealth Management LLC19,996$142K0.1%-14.3%0.219%
1/12/2023Ackerman Capital Advisors LLC44,711$318K0.1%-54.3%0.491%
1/5/2023Capital Investment Advisors LLC38,982$278K0.0%-24.5%0.428%
11/16/2022Drive Wealth Management LLC23,331$157K0.1%N/A0.256%
11/16/2022Saba Capital Management L.P.17,096$115K0.0%N/A0.188%
11/15/2022Karpus Management Inc.239,153$1.61M0.1%-1.5%2.625%
11/15/2022Logan Stone Capital LLC91,572$616K0.4%+145.4%1.005%
11/14/2022Mariner Investment Group LLC58,190$392K0.4%+32.8%0.639%
11/10/2022Wolverine Asset Management LLC56,521$380K0.0%+85.4%0.620%
11/8/2022Robinson Capital Management LLC132,478$898K0.7%-6.2%1.454%
11/8/2022Matisse Capital113,582$764K1.0%+100.2%1.247%
10/25/2022Janney Montgomery Scott LLC25,848$174K0.0%-11.8%0.284%
10/12/2022QP Wealth Management LLC14,725$100K0.1%-57.6%0.162%
8/15/2022Bulldog Investors LLP89,587$679K0.2%+36.2%0.983%
8/15/2022Karpus Management Inc.242,839$1.84M0.1%-19.8%2.666%
8/13/2022Mariner Investment Group LLC43,817$332K0.4%N/A0.481%
8/11/2022Denver Wealth Management Inc.14,459$110K0.1%N/A0.159%
8/4/2022Robinson Capital Management LLC141,272$1.09M0.8%+2.9%1.551%
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8/3/2022Janney Montgomery Scott LLC29,308$217K0.0%-11.1%0.322%
8/3/2022Wolverine Asset Management LLC30,481$231K0.0%N/A0.335%
7/28/2022Matisse Capital56,745$430K0.4%+34.2%0.623%
7/22/2022Ackerman Capital Advisors LLC76,681$581K0.2%+39.6%0.842%
7/19/2022GPS 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%
7/8/2022Worth Asset Management LLC5,313$40K0.0%-36.2%0.058%
7/6/2022Capital Investment Advisors LLC51,637$391K0.0%+17.0%0.567%
5/10/2022Karpus Management Inc.302,941$2.59M0.1%-2.3%3.325%
5/9/2022Northwestern Mutual Wealth Management Co.11,509$98K0.0%-21.5%0.126%
(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, 30 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. ($4.54M), Almitas Capital LLC ($3.73M), Rivernorth Capital Management LLC ($3.31M), Icon Advisers Inc. Co. ($1.95M), and Hennion & Walsh Asset Management Inc. ($1.23M).Learn more on MFS Investment Grade Municipal Trust's institutional investors.

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

Of the 23 institutional investors that purchased MFS Investment Grade Municipal Trust's 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. ($199.93K), Hennion & Walsh Asset Management Inc. ($120.04K), Thomas J. Herzfeld Advisors Inc. ($98.97K), 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 933,480 shares in the last 24 months. This purchase volume represents approximately $7.45M in transactions.

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

The following institutional investors have sold MFS Investment Grade Municipal Trust stock in the last 24 months: Wolverine Asset Management LLC ($30.11K), Almitas Capital LLC ($21.52K), Logan Stone Capital LLC ($13.74K), Capital Investment Advisors LLC ($11K), Wells Fargo & Company MN ($10.61K), Rothschild Investment LLC ($4.59K), and Hennion & Walsh Asset Management Inc. ($2.67K).

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

Institutional investors have sold a total of 94,243 shares in the last 24 months. This volume of shares sold represents approximately $755.50K in transactions.


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This page (NYSE:CXH) was last updated on 7/5/2025 by MarketBeat.com Staff
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