MFS Investment Grade MuniCXH
13F holders, Q1 2025 (March 31)32holders −1
2new positions
4sold out
$7.92avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, down 1 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($6.8M), Sit Investment Associates Inc. ($4.5M) and Rivernorth Capital Management, LLC ($4.1M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $90K |
| Exits | 4 | $496K |
All 13F filers, Q4 2024 → Q1 2025: 286,936 shares bought and 141,179 shares sold, net +145,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Bulldog Investors, LLP | 1.85% | Add +20.9% | 859,308 | $6.8M |
| Sit Investment Associates Inc. | 0.11% | Add +2.2% | 572,689 | $4.5M |
| Rivernorth Capital Management, LLC | 0.22% | Add +19.6% | 512,860 | $4.1M |
| Almitas Capital LLC | 1.24% | Reduce -1.5% | 470,435 | $3.7M |
| Icon Advisers Inc. | 0.46% | No change | 244,295 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -1.7% | 155,870 | $1.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.32% | Add +24.2% | 120,541 | $955K |
| Matisse Capital | 0.36% | Reduce -0.6% | 86,381 | $684K |
| Morgan Stanley | 0.00% | Add +1.7% | 83,643 | $662K |
| Melfa Wealth Management, Inc. | 0.42% | No change | 78,360 | $621K |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 75,105 | $595K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.1% | 60,942 | $483K |
| Rothschild Investment LLC | 0.02% | Reduce -10.1% | 40,796 | $323K |
| Capital Investment Advisors, LLC | 0.01% | No change | 32,862 | $260K |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 24,789 | $196K |
| Raymond James Financial Inc. | 0.00% | Reduce -22.5% | 22,300 | $177K |
| LPL Financial LLC | 0.00% | Add +0.7% | 18,260 | $145K |
| Bank of America Corp. | 0.00% | Reduce -0.0% | 15,640 | $124K |
| Fortitude Advisory Group L.L.C. | 0.09% | No change | 15,802 | $120K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $81K |
| UBS Group AG | 0.00% | Reduce -30.3% | 10,223 | $81K |
| StoneX Group Inc. | 0.00% | New | 10,127 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $54K |
| Noble Wealth Management PBC | 0.03% | Reduce -10.3% | 6,000 | $48K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| Wolverine Asset Management LLC | 0.00% | New | 1,218 | $10K |
| 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% | No change | 648 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 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.