MFS Investment Grade MuniCXH
13F holders, Q4 2025 (December 31)32holders −1
2new positions
5sold out
$7.95avg. 13F price*
At the end of Q4 2025, 32 institutions reported holding MFS Investment Grade Muni (CXH) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 5 sold out. The largest holders were Bulldog Investors, LLP ($9.6M), Rivernorth Capital Management, LLC ($4.0M) and Almitas Capital LLC ($3.6M).
- Company
- MFS Investment Grade Muni
- CUSIP
- 59318B108
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.3M |
| Exits | 5 | $2.2M |
All 13F filers, Q3 2025 → Q4 2025: 896,286 shares bought and 614,288 shares sold, net +281,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Bulldog Investors, LLP | 2.14% | Add +22.5% | 1,201,345 | $9.6M |
| Rivernorth Capital Management, LLC | 0.19% | Add +7.2% | 505,483 | $4.0M |
| Almitas Capital LLC | 0.80% | Reduce -6.7% | 454,909 | $3.6M |
| Focus Partners Wealth | 0.00% | New | 272,431 | $2.2M |
| Bank of America Corp. | 0.00% | Add +285.5% | 258,068 | $2.1M |
| Icon Advisers Inc. | 0.43% | No change | 244,295 | $1.9M |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | Add +0.8% | 242,426 | $1.9M |
| Morgan Stanley | 0.00% | Add +140.3% | 168,737 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +128.0% | 112,637 | $895K |
| Sit Investment Associates Inc. | 0.02% | Reduce -71.5% | 110,998 | $882K |
| Matisse Capital | 0.31% | No change | 86,381 | $687K |
| Melfa Wealth Management, Inc. | 0.36% | No change | 78,360 | $623K |
| Osaic Holdings, Inc. | 0.00% | Reduce -33.2% | 42,893 | $341K |
| Raymond James Financial Inc. | 0.00% | Add +4.9% | 33,378 | $265K |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 30,044 | $239K |
| Capital Investment Advisors, LLC | 0.00% | No change | 27,962 | $222K |
| Rothschild Investment LLC | 0.01% | Reduce -10.4% | 22,975 | $183K |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 17,993 | $143K |
| Susquehanna International Group, LLP | 0.00% | Add +11.7% | 17,668 | $140K |
| Fortitude Advisory Group L.L.C. | 0.05% | No change | 15,802 | $126K |
| Evolve Private Wealth, LLC | 0.01% | — | 15,500 | $123K |
| Closed-End Fund Advisors, Inc. | 0.07% | — | 15,498 | $123K |
| Cohen & Steers, Inc. | 0.00% | No change | 15,000 | $119K |
| UBS Group AG | 0.00% | Reduce -4.4% | 10,815 | $86K |
| Pathstone Holdings, LLC | 0.00% | New | 10,651 | $85K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 10,251 | $81K |
| Center for Financial Planning, Inc. | 0.00% | No change | 4,589 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 4,000 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 2,471 | $20K |
| Noble Wealth Management PBC | 0.01% | No change | 2,200 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 776 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 99 | $787 |
"% of holder's portfolio" is CXH's weight in each manager's 13F, not the share of MFS Investment Grade Muni the manager owns.