Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

MFS Investment Grade Municipal Trust (CXH) Institutional Ownership

MFS Investment Grade Municipal Trust logo
$7.44 -0.03 (-0.33%)
As of 03:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for MFS Investment Grade Municipal Trust (NYSE:CXH)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$6.91M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$535.65K
Get CXH Insider Trade Alerts

Want to know when executives and insiders are buying or selling MFS Investment Grade Municipal Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CXH Institutional Buying and Selling by Quarter

MFS Investment Grade Municipal Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE17,500$134K0.0%+11.9%0.213%
8/14/2025 Raymond James Financial Inc.19,596$150K0.0%-12.1%0.239%
8/13/2025 Thomas J. Herzfeld Advisors Inc.241,702$1.85M0.7%+100.5%2.948%
8/11/2025 Rothschild Investment LLC38,502$294K0.0%-5.6%0.470%
7/17/2025 Capital Investment Advisors LLC29,712$227K0.0%-9.6%0.362%
7/16/2025 American National Bank & Trust20,000$153K0.0%N/A0.244%
5/16/2025 Almitas Capital LLC470,435$3.73M1.2%-1.5%5.738%
5/14/2025 Thomas J. Herzfeld Advisors Inc.120,541$955K0.3%+24.2%1.470%
5/13/2025 Sit Investment Associates Inc.572,689$4.54M0.1%+2.2%6.985%
4/29/2025 Bank of New York Mellon Corp75,105$595K0.0%+8.2%0.916%
4/10/2025 Hennion & Walsh Asset Management Inc.155,870$1.23M0.1%-1.7%1.901%
4/8/2025 Rothschild Investment LLC40,796$323K0.0%-10.1%0.498%
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%
2/5/2025Noble 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
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%
This is my Christian duty (Ad)

“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

Watch Jim Rickards reveal the Old Testament Wealth Code
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%
(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 Thomas J. Herzfeld Advisors Inc. ($1.85M).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 25 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 ($348.38K), Thomas J. Herzfeld Advisors Inc. ($220.13K), Sit Investment Associates Inc. ($199.93K), Hennion & Walsh Asset Management Inc. ($120.04K), Graham Capital Wealth Management LLC ($65.92K), Rivernorth Capital Management LLC ($60.57K), and Raymond James Financial Inc. ($57.52K).

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

Institutional investors have bought a total of 869,350 shares in the last 24 months. This purchase volume represents approximately $6.91M 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), Wells Fargo & Company MN ($10.61K), Almitas Capital LLC ($7.02K), Rothschild Investment LLC ($6.88K), Capital Investment Advisors LLC ($6.65K), Raymond James Financial Inc. ($2.70K), 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 66,652 shares in the last 24 months. This volume of shares sold represents approximately $535.65K in transactions.


Related Companies

This page (NYSE:CXH) was last updated on 8/21/2025 by MarketBeat.com Staff
From Our Partners
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel