MFS Investment Grade MuniCXH
13F holders, Q1 2026 (March 31)33holders +1
4new positions
3sold out
$7.99avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Bulldog Investors, LLP ($9.5M), Rivernorth Capital Management, LLC ($4.6M) and Almitas Capital LLC ($3.6M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $314K |
| Exits | 3 | $936K |
All 13F filers, Q4 2025 → Q1 2026: 439,883 shares bought and 446,876 shares sold, net −6,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Bulldog Investors, LLP | 2.14% | Reduce -1.4% | 1,184,498 | $9.5M |
| Rivernorth Capital Management, LLC | 0.23% | Add +14.1% | 576,479 | $4.6M |
| Almitas Capital LLC | 0.82% | Reduce -0.0% | 454,829 | $3.6M |
| Morgan Stanley | 0.00% | Add +155.7% | 431,408 | $3.4M |
| Bank of America Corp. | 0.00% | No change | 258,068 | $2.1M |
| Focus Partners Wealth | 0.00% | Reduce -10.8% | 242,888 | $1.9M |
| Icon Advisers Inc. | 0.45% | Reduce -1.2% | 241,372 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +25.3% | 141,088 | $1.1M |
| Melfa Wealth Management, Inc. | 0.36% | No change | 78,360 | $626K |
| Bank of New York Mellon Corp | 0.00% | Add +109.6% | 62,969 | $503K |
| Matisse Capital | 0.16% | Reduce -44.4% | 47,998 | $384K |
| Beverly Hills Private Wealth, LLC | 0.05% | New | 35,345 | $282K |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 33,673 | $269K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.1% | 32,138 | $257K |
| Capital Investment Advisors, LLC | 0.00% | No change | 27,962 | $223K |
| Thomas J. Herzfeld Advisors, Inc. | 0.06% | Reduce -90.3% | 23,409 | $187K |
| Rothschild Investment LLC | 0.01% | No change | 22,975 | $184K |
| Evolve Private Wealth, LLC | 0.01% | Add +33.9% | 20,755 | $166K |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 17,565 | $140K |
| Fortitude Advisory Group L.L.C. | 0.06% | No change | 15,802 | $126K |
| Closed-End Fund Advisors, Inc. | 0.13% | No change | 15,498 | $124K |
| Cohen & Steers, Inc. | 0.00% | No change | 15,000 | $120K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.9% | 11,503 | $92K |
| Pathstone Holdings, LLC | 0.00% | No change | 10,651 | $85K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $82K |
| UBS Group AG | 0.00% | Reduce -45.8% | 5,867 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $32K |
| Community Financial Services Group, LLC | 0.00% | New | 2,825 | $23K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Cwm, LLC | 0.00% | New | 640 | $5K |
| Assetmark, Inc. | 0.00% | New | 480 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 99 | $791 |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.