CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

30 hedge funds and large institutions have $28.2M invested in MFS Investment Grade Municipal Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.85M
2
SIA
2
Sit Investment Associates
Minnesota
$5.25M
3
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$409K
4
BI
4
Bulldog Investors
New Jersey
$6.84M
5
ANBT
5
American National Bank & Trust
Texas
$153K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.41M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$229K
3
AC
3
Almitas Capital
California
$3.42M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$1.04M
5
LPL Financial
5
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$5.93K – – –
IBOK
28
Independence Bank of Kentucky
Kentucky
$4.95K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$1.56K – – –
AAS
30
Ameritas Advisory Services
Nebraska
$1.09K +$1.09K +142 New
LPL Financial
31
LPL Financial
California
– -$145K -18,260 Closed
SG
32
StoneX Group
New York
– -$80.2K -10,127 Closed
WAM
33
Wolverine Asset Management
Illinois
– -$9.65K -1,218 Closed
TSMHT
34
Thurston Springer Miller Herd & Titak
Indiana
– -$2.38K -300 Closed
1
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