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MFS Investment Grade Muni (CXH)

CUSIP: 59318B108 | US | Financial Services · Asset Management | Micro Cap | 167 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley00.0%No shares heldJun 30, 2026431,408 sh (Mar 31, 2026)
13G/AAlmitas Capital LLC00.0%No shares heldJun 30, 2026454,829 sh (Mar 31, 2026)
13G/AMorgan Stanley0
0.0% of class · Jun 30, 2026No shares held
431,408 sh (Mar 31, 2026)
13G/AAlmitas Capital LLC0
0.0% of class · Jun 30, 2026No shares held
454,829 sh (Mar 31, 2026)

Institutional Holders — Q1 2026

Bulldog Investors, LLPA1,184,498
2.1% of portfolio›$9.5M
Rivernorth Capital Management, LLC576,479
0.2% of portfolio›$4.6M
Almitas Capital LLC454,829
0.8% of portfolio›$3.6M
Morgan Stanley431,408
0.0% of portfolio›$3.4M
Bank of America Corp258,068
0.0% of portfolio›$2.1M
Focus Partners Wealth242,888
0.0% of portfolio›$1.9M
Icon Advisers Inc241,372
0.4% of portfolio›$1.9M
Hennion & Walsh Asset Management, Inc.141,088
0.0% of portfolio›$1.1M
Melfa Wealth Management, Inc.78,360
0.4% of portfolio›$626.1K
Bank of New York Mellon Corp62,969
0.0% of portfolio›$503.1K
Matisse Capital47,998
0.2% of portfolio›$383.5K
Beverly Hills Private Wealth, LLC35,345
0.0% of portfolio›$282.4K
Raymond James Financial Inc33,673
0.0% of portfolio›$269.0K
Osaic Holdings, Inc.32,138
0.0% of portfolio›$256.8K
Capital Investment Advisors, LLC27,962
0.0% of portfolio›$223.4K
Thomas J. Herzfeld Advisors, Inc.23,409
0.1% of portfolio›$187.0K
Rothschild Investment LLC22,975
0.0% of portfolio›$183.6K
Evolve Private Wealth, LLC20,755
0.0% of portfolio›$165.8K
Wells Fargo & Company17,565
0.0% of portfolio›$140.3K
Fortitude Advisory Group L.L.C.15,802
0.1% of portfolio›$126.3K
Closed-End Fund Advisors, Inc.15,498
0.1% of portfolio›$123.8K
Cohen & Steers, Inc.15,000
0.0% of portfolio›$120
Susquehanna International Group, LLP11,503
0.0% of portfolio›$91.9K
Pathstone Holdings, LLC10,651
0.0% of portfolio›$85.1K
Concurrent Investment Advisors, LLC10,251
0.0% of portfolio›$81.9K
UBS Group AG5,867
0.0% of portfolio›$46.9K
Fifth Third Bancorp4,000
0.0% of portfolio›$32.0K
Community Financial Services Group, LLC2,825
0.0% of portfolio›$22.7K
Montag A & Associates Inc2,471
0.0% of portfolio›$19.7K
PNC Financial Services Group, Inc.776
0.0% of portfolio›$6.2K
CWM, LLC640
0.0% of portfolio›$5.1K
Assetmark, Inc480
0.0% of portfolio›$3.8K
Steward Partners Investment Advisory, LLC99
0.0% of portfolio›$791
StyleTurnoverLocationFiled
Bulldog Investors, LLPActivist
1,184,498$9.5M2.1%YieldHighSaddle Brook, NJ2026-05-08
Rivernorth Capital Management, LLC
576,479$4.6M0.2%YieldHighWest Palm Beach, FL2026-05-15
Almitas Capital LLC
454,829$3.6M0.8%YieldMediumSanta Monica, CA2026-05-15
Morgan Stanley
431,408$3.4M0.0%CoreLowNew York, NY2026-05-15
Bank of America Corp
258,068$2.1M0.0%CoreLowCharlotte, NC2026-05-18
Focus Partners Wealth
242,888$1.9M0.0%CoreLowSt Louis, MO2026-05-15
Icon Advisers Inc
241,372$1.9M0.4%Deep ValueHighGreenwood Village, CO2026-05-13
Hennion & Walsh Asset Management, Inc.
141,088$1.1M0.0%ValueMediumParsippany, NJ2026-05-13
Melfa Wealth Management, Inc.
78,360$626.1K0.4%YieldLowWestborough, MA2026-04-10
Bank of New York Mellon Corp
62,969$503.1K0.0%CoreLowNew York, NY2026-05-05
Matisse Capital
47,998$383.5K0.2%ValueMediumPortland, OR2026-05-08
Beverly Hills Private Wealth, LLC
35,345$282.4K0.0%ValueMediumBeverly Hills, CA2026-05-04
Raymond James Financial Inc
33,673$269.0K0.0%IndexLowSt. Petersburg, FL2026-05-14
Osaic Holdings, Inc.
32,138$256.8K0.0%IndexLowScottsdale, AZ2026-05-15
Capital Investment Advisors, LLC
27,962$223.4K0.0%CoreLowAtlanta, GA2026-04-17
Thomas J. Herzfeld Advisors, Inc.
23,409$187.0K0.1%YieldHighMiami Beach, FL2026-05-12
Rothschild Investment LLC
22,975$183.6K0.0%IndexLowChicago, IL2026-05-07
Evolve Private Wealth, LLC
20,755$165.8K0.0%ValueMediumLos Angeles, CA2026-04-16
Wells Fargo & Company
17,565$140.3K0.0%CoreLowSan Francisco, CA2026-07-08
Fortitude Advisory Group L.L.C.
15,802$126.3K0.1%GrowthMediumGig Harbor, WA2026-04-28
Closed-End Fund Advisors, Inc.
15,498$123.8K0.1%YieldMediumRichmond, VA2026-05-11
Cohen & Steers, Inc.
15,000$1200.0%YieldMediumNew York, NY2026-05-15
Susquehanna International Group, LLP
11,503$91.9K0.0%GrowthHighBala Cynwyd, PA2026-05-15
Pathstone Holdings, LLC
10,651$85.1K0.0%IndexLowEnglewood, NJ2026-05-11
Concurrent Investment Advisors, LLC
10,251$81.9K0.0%GrowthMediumTampa, FL2026-04-21
UBS Group AG
5,867$46.9K0.0%CoreMediumZurich, Switzerland2026-05-05
Fifth Third Bancorp
4,000$32.0K0.0%IndexVery LowCincinnati, OH2026-05-01
Community Financial Services Group, LLC
2,825$22.7K0.0%GrowthLowNewport, VT2026-04-08
Montag A & Associates Inc
2,471$19.7K0.0%CoreLowAtlanta, GA2026-04-29
PNC Financial Services Group, Inc.
776$6.2K0.0%GrowthVery LowPittsburgh, PA2026-05-08
CWM, LLC
640$5.1K0.0%GrowthVery LowOmaha, NE2026-05-14
Assetmark, Inc
480$3.8K0.0%ETFLowConcord, CA2026-05-06
Steward Partners Investment Advisory, LLC
99$7910.0%CoreLowStamford, CT2026-05-08