MFS Investment Grade MuniCXH
13F holders, Q4 2024 (December 31)33holders
4new positions
4sold out
$7.99avg. 13F price*
At the end of Q4 2024, 33 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($5.7M), Sit Investment Associates Inc. ($4.5M) and Almitas Capital LLC ($3.8M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $105K |
| Exits | 4 | $641K |
All 13F filers, Q3 2024 → Q4 2024: 637,787 shares bought and 102,594 shares sold, net +535,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Bulldog Investors, LLP | 1.49% | Add +58.2% | 710,459 | $5.7M |
| Sit Investment Associates Inc. | 0.10% | Add +50.4% | 560,546 | $4.5M |
| Almitas Capital LLC | 0.84% | No change | 477,454 | $3.8M |
| Rivernorth Capital Management, LLC | 0.17% | Add +6.5% | 428,958 | $3.4M |
| Icon Advisers Inc. | 0.45% | Add +3.3% | 244,295 | $2.0M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +45.3% | 158,542 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +53.6% | 113,090 | $904K |
| Thomas J. Herzfeld Advisors, Inc. | 0.25% | Add +36.5% | 97,088 | $776K |
| Matisse Capital | 0.35% | No change | 86,928 | $695K |
| Morgan Stanley | 0.00% | Reduce -9.9% | 82,225 | $657K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 78,360 | $626K |
| Bank of New York Mellon Corp | 0.00% | Add +41.0% | 69,402 | $555K |
| Whitebox Advisors LLC | 0.07% | No change | 49,454 | $395K |
| Rothschild Investment LLC | 0.02% | No change | 45,386 | $363K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.6% | 32,862 | $263K |
| Raymond James Financial Inc. | 0.00% | — | 28,760 | $230K |
| Wells Fargo & Company | 0.00% | Reduce -29.5% | 25,369 | $203K |
| LPL Financial LLC | 0.00% | Add +52.0% | 18,137 | $145K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 15,802 | $126K |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 15,641 | $125K |
| UBS Group AG | 0.00% | Reduce -5.8% | 14,671 | $117K |
| Susquehanna International Group, LLP | 0.00% | New | 12,207 | $98K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $82K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $54K |
| Noble Wealth Management PBC | 0.04% | — | 6,693 | $53K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| Royal Bank of Canada | 0.00% | No change | 1,100 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Independence Bank of Kentucky | 0.00% | New | 648 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 360 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 300 | $2K |
| 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.