# MFS INVT GRADE MUN TR (CXH)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CXH/

- Reporting holders: 34
- Reported value: $32.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $9.5M | 1,184,498 | 2.1% | 17 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $4.6M | 576,479 | 0.2% | 21 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $3.6M | 454,829 | 0.8% | 14 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $3.4M | 431,408 | 0.0% | 34 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.1M | 258,068 | 0.0% | 30 |
| [Focus Partners Wealth](https://holderbook.com/funds/1542153-focus-partners-wealth/) | $1.9M | 242,888 | 0.0% | 2 |
| [ICON ADVISERS INC/CO](https://holderbook.com/funds/1058470-icon-advisers-inc-co/) | $1.9M | 241,372 | 0.4% | 10 |
| [Hennion & Walsh Asset Management, Inc.](https://holderbook.com/funds/1861642-hennion-walsh-asset-management-inc/) | $1.1M | 141,088 | 0.0% | 11 |
| [MELFA WEALTH MANAGEMENT, INC.](https://holderbook.com/funds/1962465-melfa-wealth-management-inc/) | $626.1K | 78,360 | 0.4% | 14 |
| [Bank of New York Mellon Corp](https://holderbook.com/funds/1390777-bank-of-new-york-mellon-corp/) | $503.1K | 62,969 | 0.0% | 8 |
| [Matisse Capital](https://holderbook.com/funds/1668256-matisse-capital/) | $383.5K | 47,998 | 0.2% | 17 |
| [Beverly Hills Private Wealth, LLC](https://holderbook.com/funds/1965710-beverly-hills-private-wealth-llc/) | $282.4K | 35,345 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $280.7K | 35,130 | 0.0% | 30 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $269.0K | 33,673 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $256.8K | 32,138 | 0.0% | 25 |
| [Capital Investment Advisors, LLC](https://holderbook.com/funds/1582732-capital-investment-advisors-llc/) | $223.4K | 27,962 | 0.0% | 24 |
| [Thomas J. Herzfeld Advisors, Inc.](https://holderbook.com/funds/1509510-thomas-j-herzfeld-advisors-inc/) | $187.0K | 23,409 | 0.1% | 13 |
| [ROTHSCHILD INVESTMENT LLC](https://holderbook.com/funds/85338-rothschild-investment-llc/) | $183.6K | 22,975 | 0.0% | 10 |
| [EVOLVE PRIVATE WEALTH, LLC](https://holderbook.com/funds/2111131-evolve-private-wealth-llc/) | $165.8K | 20,755 | 0.0% | 2 |
| [Fortitude Advisory Group L.L.C.](https://holderbook.com/funds/1928999-fortitude-advisory-group-l-l-c/) | $126.3K | 15,802 | 0.1% | 18 |
| [Closed-End Fund Advisors, Inc.](https://holderbook.com/funds/2103520-closed-end-fund-advisors-inc/) | $123.8K | 15,498 | 0.1% | 2 |
| [COHEN & STEERS, INC.](https://holderbook.com/funds/1284812-cohen-steers-inc/) | $120.0K | 15,000 | 0.0% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $91.9K | 11,503 | 0.0% | 3 |
| [Pathstone Holdings, LLC](https://holderbook.com/funds/2011612-pathstone-holdings-llc/) | $85.1K | 10,651 | 0.0% | 2 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $81.9K | 10,251 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 34 | $32.4M |
| Q4 2025 | 32 | $32.1M |
| Q3 2025 | 33 | $33.1M |
| Q2 2025 | 30 | $28.2M |
| Q1 2025 | 32 | $28.1M |
| Q4 2024 | 33 | $27.2M |
| Q3 2024 | 33 | $23.6M |
| Q2 2024 | 39 | $23.6M |
| Q1 2024 | 38 | $22.9M |
| Q4 2023 | 38 | $22.4M |
| Q3 2023 | 38 | $22.9M |
| Q2 2023 | 35 | $21.3M |