MFS Investment Grade MuniCXH
13F holders, Q3 2025 (September 30)33holders +3
4new positions
2sold out
$7.85avg. 13F price*
At the end of Q3 2025, 33 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, up 3 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Bulldog Investors, LLP ($7.7M), Almitas Capital LLC ($3.8M) and Rivernorth Capital Management, LLC ($3.7M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $282K |
| Exits | 2 | $161K |
All 13F filers, Q2 2025 → Q3 2025: 472,225 shares bought and 435,729 shares sold, net +36,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Bulldog Investors, LLP | 1.79% | Add +9.4% | 980,494 | $7.7M |
| Almitas Capital LLC | 0.88% | Add +8.8% | 487,688 | $3.8M |
| Rivernorth Capital Management, LLC | 0.21% | Add +5.6% | 471,608 | $3.7M |
| Sit Investment Associates Inc. | 0.06% | Reduce -43.3% | 389,422 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +404.8% | 270,133 | $2.1M |
| Icon Advisers Inc. | 0.42% | No change | 244,295 | $1.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Reduce -0.6% | 240,371 | $1.9M |
| Matisse Capital | 0.31% | No change | 86,381 | $679K |
| Melfa Wealth Management, Inc. | 0.36% | No change | 78,360 | $616K |
| Morgan Stanley | 0.00% | Reduce -16.6% | 70,223 | $552K |
| Bank of America Corp. | 0.00% | Add +282.6% | 66,950 | $526K |
| Osaic Holdings, Inc. | 0.00% | Add +12.2% | 64,236 | $485K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -63.8% | 49,399 | $388K |
| Raymond James Financial Inc. | 0.00% | Add +62.3% | 31,813 | $250K |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 29,910 | $235K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.9% | 27,962 | $220K |
| Rothschild Investment LLC | 0.01% | Reduce -33.4% | 25,652 | $202K |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 18,439 | $145K |
| Susquehanna International Group, LLP | 0.00% | New | 15,814 | $124K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 15,802 | $124K |
| Cohen & Steers, Inc. | 0.00% | New | 15,000 | $118K |
| UBS Group AG | 0.00% | Add +21.5% | 11,315 | $89K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 6,775 | $53K |
| Center for Financial Planning, Inc. | 0.00% | New | 4,589 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $19K |
| Noble Wealth Management PBC | 0.01% | — | 2,200 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 648 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 419 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | Add +1.4% | 144 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -51.5% | 99 | $778 |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.