MFS INVT GRADE MUN TR (CXH)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
33
Reporting holders
$32.3M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | $9.5M | 1,184,498 | 2.13% | 17q | -1.4%-$134.6K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.6M | 576,479 | 0.23% | 21q | +14.0%+$567.3K |
| Almitas Capital LLC | $3.6M | 454,829 | 0.82% | 14q | HELD |
| MORGAN STANLEY | $3.4M | 431,408 | 0.00% | 34q | +155.7%+$2.1M |
| BANK OF AMERICA CORP /DE/ | $2.1M | 258,068 | 0.00% | 30q | HELD |
| Focus Partners Wealth | $1.9M | 242,888 | 0.00% | 2q | -10.8%-$236.0K |
| ICON ADVISERS INC/CO | $1.9M | 241,372 | 0.45% | 10q | -1.2%-$23.4K |
| Hennion & Walsh Asset Management, Inc. | $1.1M | 141,088 | 0.04% | 11q | +25.3%+$227.3K |
| MELFA WEALTH MANAGEMENT, INC. | $626.1K | 78,360 | 0.36% | 14q | HELD |
| Bank of New York Mellon Corp | $503.1K | 62,969 | 0.00% | 8q | +109.6%+$263.1K |
| Matisse Capital | $383.5K | 47,998 | 0.16% | 17q | -44.4%-$306.7K |
| Beverly Hills Private Wealth, LLC | $282.4K | 35,345 | 0.05% | new | NEW |
| WELLS FARGO & COMPANY/MN | $280.7K | 35,130 | 0.00% | 30q | +95.2%+$136.9K |
| RAYMOND JAMES FINANCIAL INC | $269.0K | 33,673 | 0.00% | 6q | +0.9%+$2.4K |
| OSAIC HOLDINGS, INC. | $256.8K | 32,138 | 0.00% | 25q | -25.1%-$85.9K |
| Capital Investment Advisors, LLC | $223.4K | 27,962 | 0.00% | 24q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $187.0K | 23,409 | 0.06% | 13q | -90.3%-$1.7M |
| ROTHSCHILD INVESTMENT LLC | $183.6K | 22,975 | 0.01% | 10q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $165.8K | 20,755 | 0.01% | 2q | +33.9%+$42.0K |
| Fortitude Advisory Group L.L.C. | $126.3K | 15,802 | 0.06% | 18q | HELD |
| Closed-End Fund Advisors, Inc. | $123.8K | 15,498 | 0.13% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $91.9K | 11,503 | 0.00% | 3q | -34.9%-$49.3K |
| Pathstone Holdings, LLC | $85.1K | 10,651 | 0.00% | 2q | HELD |
| Concurrent Investment Advisors, LLC | $81.9K | 10,251 | 0.00% | 10q | HELD |
| Western Wealth Management, LLC | $54.1K | 6,775 | 0.00% | new | NEW |
| UBS Group AG | $46.9K | 5,867 | 0.00% | 30q | -45.8%-$39.5K |
| FIFTH THIRD BANCORP | $32.0K | 4,000 | 0.00% | 30q | HELD |
| Community Financial Services Group, LLC | $22.7K | 2,825 | 0.00% | new | NEW |
| MONTAG A & ASSOCIATES INC | $19.7K | 2,471 | 0.00% | 10q | HELD |
| PNC FINANCIAL SERVICES GROUP, INC. | $6.2K | 776 | 0.00% | 30q | HELD |
| CWM, LLC | $5.1K | 640 | 0.00% | new | NEW |
| ASSETMARK, INC | $3.8K | 480 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $791 | 99 | 0.00% | 28q | HELD |
| COHEN & STEERS, INC. | $120 | 15,000 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-21 | 13G/A | Almitas Capital LLC | 0.0% |
| 2026-07-08 | 13G/A | Morgan Stanley | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 33 | $32.3M | 4,038,982 | 5 | 7 | 8 | 0.0% |
| Q4 2025 | 30 | $31.1M | 3,910,637 | 2 | 8 | 5 | 0.0% |
| Q3 2025 | 31 | $29.9M | 3,806,905 | 3 | 9 | 8 | 0.0% |
| Q2 2025 | 29 | $22.9M | 2,999,249 | 3 | 5 | 10 | 0.0% |
| Q1 2025 | 31 | $23.5M | 2,972,282 | 2 | 6 | 9 | 0.0% |
| Q4 2024 | 32 | $22.7M | 2,838,668 | 3 | 8 | 5 | 0.0% |
| Q3 2024 | 32 | $20.5M | 2,492,081 | 1 | 9 | 7 | 0.0% |
| Q2 2024 | 36 | $22.2M | 2,817,520 | 4 | 5 | 15 | 0.0% |
| Q1 2024 | 36 | $22.8M | 2,999,617 | 1 | 12 | 7 | 0.0% |
| Q4 2023 | 37 | $22.3M | 2,954,702 | 5 | 10 | 15 | 0.0% |
| Q3 2023 | 36 | $22.8M | 3,221,382 | 7 | 13 | 4 | 0.0% |
| Q2 2023 | 33 | $21.1M | 2,847,373 | 1 | 7 | 12 | 0.0% |
| Q1 2023 | 35 | $19.2M | 2,600,083 | 7 | 8 | 13 | 0.0% |
| Q4 2022 | 32 | $18.1M | 2,657,556 | 3 | 6 | 12 | 0.0% |
| Q3 2022 | 39 | $14.1M | 2,095,931 | 2 | 9 | 11 | 0.0% |
| Q2 2022 | 43 | $15.8M | 2,081,111 | 5 | 12 | 14 | 0.0% |
| Q1 2022 | 43 | $16.6M | 1,945,087 | 6 | 11 | 8 | 0.0% |
| Q4 2021 | 40 | $19.3M | 1,868,565 | 1 | 10 | 8 | 0.0% |
| Q3 2021 | 40 | $19.6M | 1,963,703 | 2 | 9 | 9 | 0.0% |
| Q2 2021 | 39 | $19.6M | 1,908,111 | 3 | 11 | 8 | 0.0% |
| Q1 2021 | 39 | $19.3M | 1,966,084 | 3 | 9 | 10 | 0.0% |
| Q4 2020 | 38 | $20.1M | 2,052,510 | 2 | 16 | 7 | 0.0% |
| Q3 2020 | 35 | $16.6M | 1,774,380 | 3 | 8 | 11 | 0.0% |
| Q2 2020 | 31 | $16.7M | 1,765,900 | 1 | 7 | 8 | 0.0% |
| Q1 2020 | 34 | $18.9M | 2,064,307 | 3 | 10 | 9 | 0.0% |
| Q4 2019 | 39 | $22.1M | 2,258,583 | 5 | 6 | 12 | 0.0% |
| Q3 2019 | 32 | $24.6M | 2,473,731 | 1 | 8 | 8 | 0.0% |
| Q2 2019 | 36 | $25.1M | 2,617,940 | 4 | 11 | 7 | 0.0% |
| Q1 2019 | 34 | $23.7M | 2,510,465 | 3 | 5 | 8 | 0.0% |
| Q4 2018 | 35 | $23.8M | 2,712,475 | 0 | 1 | 1 | 0.0% |