MFS Investment Grade Muni (CXH)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Bulldog Investors, LLPA

DECREASED

Shares1,184,498 from 1,201,345

Change-16,847 (-1%)

Value$9.5M (-$86.6K)

Filed 2026-05-08

Rivernorth Capital Management, LLC

NEW

Shares576,479

Change+576,479

Value$4.6M

Filed 2026-05-15

Almitas Capital LLC

DECREASED

Shares454,829 from 454,909

Change-80 (0%)

Value$3.6M (+$17.6K)

Filed 2026-05-15

Morgan Stanley

INCREASED

Shares431,408 from 168,737

Change+262,671 (+156%)

Value$3.4M (+$2.1M)

Filed 2026-05-15

Bank of America Corp

UNCHANGED

Shares258,068 from 258,068

Change0 (0%)

Value$2.1M (+$10.3K)

Filed 2026-05-18

Focus Partners Wealth

DECREASED

Shares242,888 from 272,431

Change-29,543 (-11%)

Value$1.9M (-$225.2K)

Filed 2026-05-15

Icon Advisers Inc

DECREASED

Shares241,372 from 244,295

Change-2,923 (-1%)

Value$1.9M (-$13.6K)

Filed 2026-05-13

Hennion & Walsh Asset Management, Inc.

INCREASED

Shares141,088 from 112,637

Change+28,451 (+25%)

Value$1.1M (+$231.8K)

Filed 2026-05-13

Melfa Wealth Management, Inc.

UNCHANGED

Shares78,360 from 78,360

Change0 (0%)

Value$626.1K (+$3.1K)

Filed 2026-04-10

Bank of New York Mellon Corp

INCREASED

Shares62,969 from 30,044

Change+32,925 (+110%)

Value$503.1K (+$264.3K)

Filed 2026-05-05

Matisse Capital

DECREASED

Shares47,998 from 86,381

Change-38,383 (-44%)

Value$383.5K (-$303.2K)

Filed 2026-05-08

Beverly Hills Private Wealth, LLC

NEW

Shares35,345

Change+35,345

Value$282.4K

Filed 2026-05-04

Raymond James Financial Inc

INCREASED

Shares33,673 from 33,378

Change+295 (+1%)

Value$269.0K (+$3.7K)

Filed 2026-05-14

Osaic Holdings, Inc.

DECREASED

Shares32,138 from 42,893

Change-10,755 (-25%)

Value$256.8K (-$84.2K)

Filed 2026-05-15

Capital Investment Advisors, LLC

UNCHANGED

Shares27,962 from 27,962

Change0 (0%)

Value$223.4K (+$1.1K)

Filed 2026-04-17

Thomas J. Herzfeld Advisors, Inc.

DECREASED

Shares23,409 from 242,426

Change-219,017 (-90%)

Value$187.0K (-$1.7M)

Filed 2026-05-12

Rothschild Investment LLC

UNCHANGED

Shares22,975 from 22,975

Change0 (0%)

Value$183.6K (+$919)

Filed 2026-05-07

Evolve Private Wealth, LLC

INCREASED

Shares20,755 from 15,500

Change+5,255 (+34%)

Value$165.8K (+$42.6K)

Filed 2026-04-16

Wells Fargo & Company

DECREASED

Shares17,565 from 17,993

Change-428 (-2%)

Value$140.3K (-$2.7K)

Filed 2026-07-08

Fortitude Advisory Group L.L.C.

UNCHANGED

Shares15,802 from 15,802

Change0 (0%)

Value$126.3K (+$632)

Filed 2026-04-28

Closed-End Fund Advisors, Inc.

UNCHANGED

Shares15,498 from 15,498

Change0 (0%)

Value$123.8K (+$620)

Filed 2026-05-11

Cohen & Steers, Inc.

UNCHANGED

Shares15,000 from 15,000

Change0 (0%)

Value$120 (+$1)

Filed 2026-05-15

Susquehanna International Group, LLP

DECREASED

Shares11,503 from 17,668

Change-6,165 (-35%)

Value$91.9K (-$48.6K)

Filed 2026-05-15

Pathstone Holdings, LLC

UNCHANGED

Shares10,651 from 10,651

Change0 (0%)

Value$85.1K (+$426)

Filed 2026-05-11

Concurrent Investment Advisors, LLC

UNCHANGED

Shares10,251 from 10,251

Change0 (0%)

Value$81.9K (+$410)

Filed 2026-04-21

UBS Group AG

DECREASED

Shares5,867 from 10,815

Change-4,948 (-46%)

Value$46.9K (-$39.1K)

Filed 2026-05-05

Fifth Third Bancorp

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$32.0K (+$160)

Filed 2026-05-01

Community Financial Services Group, LLC

NEW

Shares2,825

Change+2,825

Value$22.7K

Filed 2026-04-08

Montag A & Associates Inc

UNCHANGED

Shares2,471 from 2,471

Change0 (0%)

Value$19.7K (+$99)

Filed 2026-04-29

PNC Financial Services Group, Inc.

UNCHANGED

Shares776 from 776

Change0 (0%)

Value$6.2K (+$30)

Filed 2026-05-08

CWM, LLC

NEW

Shares640

Change+640

Value$5.1K

Filed 2026-05-14

Assetmark, Inc

NEW

Shares480

Change+480

Value$3.8K

Filed 2026-05-06

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$791 (+$4)

Filed 2026-05-08

Center for Financial Planning, Inc.

CLOSED

Shares0 from 4,589

Change-4,589 (-100%)

Value$0 (-$36.5K)

Filed 2026-05-04

Noble Wealth Management PBC

CLOSED

Shares0 from 2,200

Change-2,200 (-100%)

Value$0 (-$17.5K)

Filed 2026-04-02

	Status
Bulldog Investors, LLPA	DECREASED	1,184,498	1,201,345	-16,847	-1%	$9.6M	$9.5M	-$86.6K	2026-05-08
Rivernorth Capital Management, LLC	NEW	576,479	—	+576,479	—	—	$4.6M	—	2026-05-15
Almitas Capital LLC	DECREASED	454,829	454,909	-80	0%	$3.6M	$3.6M	+$17.6K	2026-05-15
Morgan Stanley	INCREASED	431,408	168,737	+262,671	+156%	$1.3M	$3.4M	+$2.1M	2026-05-15
Bank of America Corp	UNCHANGED	258,068	258,068	0	0%	$2.1M	$2.1M	+$10.3K	2026-05-18
Focus Partners Wealth	DECREASED	242,888	272,431	-29,543	-11%	$2.2M	$1.9M	-$225.2K	2026-05-15
Icon Advisers Inc	DECREASED	241,372	244,295	-2,923	-1%	$1.9M	$1.9M	-$13.6K	2026-05-13
Hennion & Walsh Asset Management, Inc.	INCREASED	141,088	112,637	+28,451	+25%	$895.5K	$1.1M	+$231.8K	2026-05-13
Melfa Wealth Management, Inc.	UNCHANGED	78,360	78,360	0	0%	$623.0K	$626.1K	+$3.1K	2026-04-10
Bank of New York Mellon Corp	INCREASED	62,969	30,044	+32,925	+110%	$238.8K	$503.1K	+$264.3K	2026-05-05
Matisse Capital	DECREASED	47,998	86,381	-38,383	-44%	$686.7K	$383.5K	-$303.2K	2026-05-08
Beverly Hills Private Wealth, LLC	NEW	35,345	—	+35,345	—	—	$282.4K	—	2026-05-04
Raymond James Financial Inc	INCREASED	33,673	33,378	+295	+1%	$265.4K	$269.0K	+$3.7K	2026-05-14
Osaic Holdings, Inc.	DECREASED	32,138	42,893	-10,755	-25%	$341.0K	$256.8K	-$84.2K	2026-05-15
Capital Investment Advisors, LLC	UNCHANGED	27,962	27,962	0	0%	$222.3K	$223.4K	+$1.1K	2026-04-17
Thomas J. Herzfeld Advisors, Inc.	DECREASED	23,409	242,426	-219,017	-90%	$1.9M	$187.0K	-$1.7M	2026-05-12
Rothschild Investment LLC	UNCHANGED	22,975	22,975	0	0%	$182.7K	$183.6K	+$919	2026-05-07
Evolve Private Wealth, LLC	INCREASED	20,755	15,500	+5,255	+34%	$123.2K	$165.8K	+$42.6K	2026-04-16
Wells Fargo & Company	DECREASED	17,565	17,993	-428	-2%	$143.0K	$140.3K	-$2.7K	2026-07-08
Fortitude Advisory Group L.L.C.	UNCHANGED	15,802	15,802	0	0%	$125.6K	$126.3K	+$632	2026-04-28
Closed-End Fund Advisors, Inc.	UNCHANGED	15,498	15,498	0	0%	$123.2K	$123.8K	+$620	2026-05-11
Cohen & Steers, Inc.	UNCHANGED	15,000	15,000	0	0%	$119	$120	+$1	2026-05-15
Susquehanna International Group, LLP	DECREASED	11,503	17,668	-6,165	-35%	$140.5K	$91.9K	-$48.6K	2026-05-15
Pathstone Holdings, LLC	UNCHANGED	10,651	10,651	0	0%	$84.7K	$85.1K	+$426	2026-05-11
Concurrent Investment Advisors, LLC	UNCHANGED	10,251	10,251	0	0%	$81.5K	$81.9K	+$410	2026-04-21
UBS Group AG	DECREASED	5,867	10,815	-4,948	-46%	$86.0K	$46.9K	-$39.1K	2026-05-05
Fifth Third Bancorp	UNCHANGED	4,000	4,000	0	0%	$31.8K	$32.0K	+$160	2026-05-01
Community Financial Services Group, LLC	NEW	2,825	—	+2,825	—	—	$22.7K	—	2026-04-08
Montag A & Associates Inc	UNCHANGED	2,471	2,471	0	0%	$19.6K	$19.7K	+$99	2026-04-29
PNC Financial Services Group, Inc.	UNCHANGED	776	776	0	0%	$6.2K	$6.2K	+$30	2026-05-08
CWM, LLC	NEW	640	—	+640	—	—	$5.1K	—	2026-05-14
Assetmark, Inc	NEW	480	—	+480	—	—	$3.8K	—	2026-05-06
Steward Partners Investment Advisory, LLC	UNCHANGED	99	99	0	0%	$787	$791	+$4	2026-05-08
Center for Financial Planning, Inc.	CLOSED	0	4,589	-4,589	-100%	$36.5K	$0	-$36.5K	2026-05-04
Noble Wealth Management PBC	CLOSED	0	2,200	-2,200	-100%	$17.5K	$0	-$17.5K	2026-04-02

Showing 35 of 35 institutions