CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

40 hedge funds and large institutions have $19.6M invested in MFS Investment Grade Municipal Trust in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Americana Partners
Texas
$1.29M
2
LPL Financial
2
LPL Financial
California
$477K
3
ACA
3
Ackerman Capital Advisors
Texas
$486K
4
OWP
4
Obermeyer Wealth Partners
Colorado
$126K
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$222K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$334K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$482K
3
RJA
3
Raymond James & Associates
Florida
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$252K
5
KIM
5
Karpus Investment Management
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.24M -$84.1K -8,411 -3%
RCM
2
Rivernorth Capital Management
Florida
$2.52M – – –
RCM
3
Robinson Capital Management
Michigan
$1.46M – – –
UBS Group
4
UBS Group
Switzerland
$1.32M +$65.5K +6,552 +5%
AP
5
Americana Partners
Texas
$1.29M +$1.29M +129,030 New
1CP
6
1607 Capital Partners
Virginia
$1.17M -$58.2K -5,824 -5%
Morgan Stanley
7
Morgan Stanley
New York
$826K +$53.1K +5,311 +7%
Wells Fargo
8
Wells Fargo
California
$788K -$65.3K -6,525 -8%
Bank of America
9
Bank of America
North Carolina
$734K +$3K +300 +0.4%
Osaic Holdings
10
Osaic Holdings
Arizona
$616K +$999 +100 +0.2%
ACA
11
Ackerman Capital Advisors
Texas
$486K +$178K +17,767 +58%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$482K -$243K -24,251 -33%
LPL Financial
13
LPL Financial
California
$477K +$217K +21,677 +83%
KAS
14
Kestra Advisory Services
Texas
$444K -$52.3K -5,226 -11%
CIA
15
Capital Investment Advisors
Georgia
$429K – – –
QWM
16
QP Wealth Management
New Jersey
$367K +$4K +400 +1%
AAM
17
Advisors Asset Management
Colorado
$334K -$542K -54,188 -62%
BFM
18
Broadview Financial Management
Wisconsin
$326K +$3.31K +331 +1%
DWM
19
Dakota Wealth Management
Florida
$303K – – –
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$295K +$360 +36 +0.1%
BA
21
Bridgewater Advisors
New York
$290K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$252K -$214K -21,409 -46%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$222K +$101K +10,050 +83%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$214K – – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$162K +$57K +5,717 +54%
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