MFS Investment Grade MuniCXH
13F holders, Q3 2024 (September 30)33holders −6
1new positions
6sold out
$8.22avg. 13F price*
At the end of Q3 2024, 33 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, down 6 from Q2 2024. 1 opened new positions and 6 sold out. The largest holders were Almitas Capital LLC ($3.9M), Bulldog Investors, LLP ($3.7M) and Rivernorth Capital Management, LLC ($3.3M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 6 | $3.1M |
All 13F filers, Q2 2024 → Q3 2024: 309,141 shares bought and 432,580 shares sold, net −123,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Almitas Capital LLC | 1.39% | No change | 477,454 | $3.9M |
| Bulldog Investors, LLP | 1.24% | No change | 449,008 | $3.7M |
| Rivernorth Capital Management, LLC | 0.16% | Add +17.7% | 402,574 | $3.3M |
| Sit Investment Associates Inc. | 0.07% | Add +133.4% | 372,760 | $3.1M |
| Icon Advisers Inc. | 0.43% | Reduce -1.4% | 236,518 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.0% | 109,122 | $897K |
| Morgan Stanley | 0.00% | Add +0.7% | 91,301 | $750K |
| Matisse Capital | 0.35% | No change | 86,928 | $715K |
| Melfa Wealth Management, Inc. | 0.43% | No change | 78,360 | $644K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 73,628 | $605K |
| Thomas J. Herzfeld Advisors, Inc. | 0.19% | Add +2.1% | 71,123 | $585K |
| Graham Capital Wealth Management, LLC | 0.57% | Reduce -1.2% | 65,155 | $536K |
| Whitebox Advisors LLC | 0.06% | Add +1.6% | 49,454 | $407K |
| Bank of New York Mellon Corp | 0.00% | Add +64.8% | 49,216 | $405K |
| Rothschild Investment LLC | 0.02% | Reduce -4.8% | 45,386 | $373K |
| Capital Investment Advisors, LLC | 0.01% | Add +4.2% | 36,362 | $299K |
| Raymond James & Associates | 0.00% | Add +30.8% | 36,273 | $298K |
| Wells Fargo & Company | 0.00% | No change | 35,978 | $296K |
| Bank of America Corp. | 0.00% | Add +14.9% | 16,182 | $133K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 15,802 | $130K |
| UBS Group AG | 0.00% | No change | 15,567 | $128K |
| LPL Financial LLC | 0.00% | Add +0.7% | 11,936 | $98K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $84K |
| Wolverine Asset Management LLC | 0.01% | Reduce -81.2% | 6,968 | $57K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $56K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 4,859 | $40K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $33K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| Royal Bank of Canada | 0.00% | Reduce -18.5% | 1,100 | $9K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 990 | $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 | 204 | $2K |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.