CXH

MFS Investment Grade Municipal Trust
CXH

Overview Fund Activity

40 hedge funds and large institutions have $19.3M invested in MFS Investment Grade Municipal Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$756K
2
AP
2
Americana Partners
Texas
$1.46M
3
RCM
3
Rivernorth Capital Management
Florida
$2.72M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$616K
5
Wells Fargo
5
Wells Fargo
California
$894K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$516K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
AAM
3
Advisors Asset Management
Colorado
$0
4
Bank of America
4
Bank of America
North Carolina
$608K
5
KIM
5
Karpus Investment Management
New York
$3.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$3.2M -$145K -14,093 -4%
RCM
2
Rivernorth Capital Management
Florida
$2.72M +$123K +11,938 +5%
RCM
3
Robinson Capital Management
Michigan
$1.5M – – –
AP
4
Americana Partners
Texas
$1.46M +$129K +12,500 +10%
1CP
5
1607 Capital Partners
Virginia
$1.1M -$106K -10,300 -9%
Wells Fargo
6
Wells Fargo
California
$894K +$82.4K +7,995 +10%
LPL Financial
7
LPL Financial
California
$756K +$264K +25,616 +54%
Morgan Stanley
8
Morgan Stanley
New York
$744K -$107K -10,415 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$689K +$53K +5,139 +8%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$616K +$120K +11,600 +24%
Bank of America
11
Bank of America
North Carolina
$608K -$149K -14,476 -20%
UBS Group
12
UBS Group
Switzerland
$516K -$840K -81,433 -62%
ACA
13
Ackerman Capital Advisors
Texas
$457K -$44.1K -4,281 -9%
CIA
14
Capital Investment Advisors
Georgia
$442K – – –
QWM
15
QP Wealth Management
New Jersey
$404K +$25.7K +2,500 +7%
BFM
16
Broadview Financial Management
Wisconsin
$340K +$3.46K +335 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$340K +$35.6K +3,452 +12%
DWM
18
Dakota Wealth Management
Florida
$313K – – –
BA
19
Bridgewater Advisors
New York
$299K – – –
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$229K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$220K – – –
DWM
22
Drive Wealth Management
Utah
$186K +$186K +18,077 New
FAG
23
Fortitude Advisory Group
Washington
$182K +$182K +17,675 New
DWM
24
Denver Wealth Management
Colorado
$167K +$167K +16,232 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$152K -$109K -10,497 -42%
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