MFS Investment Grade MuniCXH
13F holders, Q1 2024 (March 31)38holders
$7.62avg. 13F price*
At the end of Q1 2024, 38 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings. The largest holders were Almitas Capital LLC ($3.7M), Bulldog Investors, LLP ($3.5M) and Saba Capital Management, L.P. ($3.0M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8K |
| Exits | 2 | $586K |
Ownership 38 holders
| Almitas Capital LLC | 1.73% | No change | 491,954 | $3.7M |
| Bulldog Investors, LLP | 1.15% | Add +16.9% | 455,848 | $3.5M |
| Saba Capital Management, L.P. | 0.07% | Reduce -26.3% | 387,707 | $3.0M |
| Icon Advisers Inc. | 0.43% | Add +26.0% | 252,561 | $1.9M |
| Rivernorth Capital Management, LLC | 0.08% | Add +2.1% | 229,001 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -1.4% | 110,859 | $845K |
| Logan Stone Capital, LLC | 0.17% | Add +26.6% | 102,181 | $779K |
| Matisse Capital | 0.32% | No change | 86,928 | $662K |
| Thomas J. Herzfeld Advisors, Inc. | 0.23% | Add +33.0% | 85,704 | $653K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 79,730 | $608K |
| Osaic Holdings, Inc. | 0.00% | Add +0.9% | 67,258 | $513K |
| Melfa Wealth Management, Inc. | 0.37% | Reduce -3.9% | 66,730 | $508K |
| Wells Fargo & Company | 0.00% | Add +46.0% | 54,978 | $419K |
| Rothschild Investment LLC | 0.03% | No change | 47,681 | $363K |
| Capital Investment Advisors, LLC | 0.01% | No change | 42,400 | $323K |
| Wolverine Asset Management LLC | 0.02% | Add +578.8% | 37,164 | $283K |
| Fort Point Capital Partners LLC | 0.04% | Add +169.2% | 35,092 | $267K |
| Raymond James & Associates | 0.00% | Add +0.1% | 27,700 | $211K |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 24,082 | $184K |
| Robinson Capital Management, LLC | 0.06% | Reduce -31.6% | 22,779 | $169K |
| Landscape Capital Management, L.L.C. | 0.01% | Add +5.1% | 21,646 | $165K |
| Moors & Cabot, Inc. | 0.01% | Reduce -66.7% | 20,000 | $152K |
| Susquehanna International Group, LLP | 0.00% | Add +63.1% | 18,116 | $138K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 15,802 | $120K |
| UBS Group AG | 0.00% | Reduce -31.8% | 15,675 | $119K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 12,928 | $99K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 11,010 | $84K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $78K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $19K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,459 | $11K |
| Royal Bank of Canada | 0.00% | No change | 1,350 | $10K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 1,000 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 360 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 210 | $2K |
| FMR LLC | 0.00% | New | 1 | $8 |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.