MFS Investment Grade MuniCXH
13F holders, Q2 2025 (June 30)30holders −2
3new positions
4sold out
$7.64avg. 13F price*
At the end of Q2 2025, 30 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, down 2 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were Bulldog Investors, LLP ($6.8M), Sit Investment Associates Inc. ($5.2M) and Almitas Capital LLC ($3.4M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $563K |
| Exits | 4 | $237K |
All 13F filers, Q1 2025 → Q2 2025: 347,968 shares bought and 201,996 shares sold, net +145,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Bulldog Investors, LLP | 1.74% | Add +4.3% | 895,891 | $6.8M |
| Sit Investment Associates Inc. | 0.11% | Add +19.9% | 686,794 | $5.2M |
| Almitas Capital LLC | 0.87% | Reduce -4.7% | 448,169 | $3.4M |
| Rivernorth Capital Management, LLC | 0.19% | Reduce -12.9% | 446,608 | $3.4M |
| Icon Advisers Inc. | 0.43% | No change | 244,295 | $1.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.66% | Add +100.5% | 241,702 | $1.8M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -12.6% | 136,303 | $1.0M |
| Matisse Capital | 0.31% | No change | 86,381 | $660K |
| Morgan Stanley | 0.00% | Add +0.7% | 84,250 | $644K |
| Melfa Wealth Management, Inc. | 0.38% | No change | 78,360 | $599K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.1% | 57,248 | $437K |
| NorthCoast Asset Management LLC | 0.00% | New | 53,510 | $409K |
| Rothschild Investment LLC | 0.02% | Reduce -5.6% | 38,502 | $294K |
| Bank of New York Mellon Corp | 0.00% | Reduce -60.2% | 29,909 | $229K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -9.6% | 29,712 | $227K |
| American National Bank & Trust | 0.02% | New | 20,000 | $153K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.1% | 19,596 | $150K |
| Wells Fargo & Company | 0.00% | Reduce -24.4% | 18,729 | $143K |
| Bank of America Corp. | 0.00% | Add +11.9% | 17,500 | $134K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 15,802 | $121K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $78K |
| UBS Group AG | 0.00% | Reduce -8.9% | 9,315 | $71K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $19K |
| Royal Bank of Canada | 0.00% | No change | 1,100 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 648 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 204 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 142 | $1K |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.