MFS INVT GRADE MUN TR

Historical 13F Holders

Symbol
CXH
CUSIP
59318B108
All holders as of
Q1 2026
Type
Equity
Class
SH BEN INT
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 59318B108 since 12/18/2024, newest first.

Filer % of Class Filed
Almitas Capital LLC 13G/A Amendment 2 0% 8/21/2026
Event 6/30/2026
Morgan Stanley 13G/A Amendment 1 0% 7/8/2026
Event 6/30/2026
Almitas Capital LLC 13G/A Amendment 1 5.5% 5/18/2026
Event 3/31/2026
Rivernorth Capital Management, LLC 13G/A Amendment 1 7.0% 5/15/2026
Event 3/31/2026
Morgan Stanley 13G 5.3% 5/11/2026
Event 3/31/2026
Bulldog Investors, LLP 13G/A Amendment 5
2.6% 5/7/2026
Event 4/30/2026
Almitas Capital LLC 13G 5.5% 2/17/2026
Event 12/31/2025
Bulldog Investors, LLP 13G/A Amendment 4
16.9% 2/13/2026
Event 12/31/2025
Bulldog Investors, LLP 13G/A Amendment 3
14.1% 10/15/2025
Event 9/30/2025
Sit Investment Associates, Inc. 13G/A Amendment 1
4.8% 10/2/2025
Event 9/30/2025
Rivernorth Capital Management, LLC 13G 5.6% 5/15/2025
Event 3/31/2025
Bulldog Investors, LLP 13G/A Amendment 2
12.3% 4/24/2025
Event 3/31/2025
Rivernorth Capital Management, LLC 13G 5.2% 2/14/2025
Event 12/31/2024
Sit Investment Associates, Inc. 13G
6.8% 1/3/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q1 33 4.03 M $32.2 M
2025 Q4 32 4.04 M $32.1 M
2025 Q3 34 4.21 M $33.1 M
2025 Q2 32 3.69 M $28.2 M
2025 Q1 33 3.54 M $28.1 M
2024 Q4 35 3.40 M $27.2 M
2024 Q3 34 2.86 M $23.6 M
2024 Q2 41 3.08 M $24.3 M
2024 Q1 41 3.01 M $22.9 M
2023 Q4 40 2.97 M $22.4 M
2023 Q3 39 3.24 M $22.9 M
2023 Q2 37 2.87 M $21.3 M
2023 Q1 41 2.63 M $19.4 M
2022 Q4 41 2.79 M $19.9 M
2022 Q3 40 2.10 M $14.1 M
2022 Q2 44 2.08 M $15.8 M
2022 Q1 44 1.95 M $16.6 M
2021 Q4 41 1.87 M $19.3 M
2021 Q3 41 1.96 M $19.6 M
2021 Q2 40 1.91 M $19.6 M
2021 Q1 41 1.97 M $19.3 M
2020 Q4 39 2.05 M $20.1 M
2020 Q3 36 1.77 M $16.6 M
2020 Q2 33 2.43 M $23.0 M
2020 Q1 36 1.88 M $17.1 M
2019 Q4 41 2.27 M $22.1 M
2019 Q3 33 2.31 M $23.0 M
2019 Q2 37 2.48 M $23.8 M
2019 Q1 35 2.38 M $22.4 M
2018 Q4 37 2.52 M $22.1 M
2018 Q3 37 2.45 M $22.0 M
2018 Q2 33 2.25 M $22.0 M
2018 Q1 29 2.80 M $26.3 M
2017 Q4 29 2.78 M $27.0 M
2017 Q3 32 4.28 M $42.8 M
2017 Q2 30 4.12 M $41.8 M
2017 Q1 30 4.03 M $38.9 M
2016 Q4 34 3.96 M $37.6 M
2016 Q3 33 3.54 M $37.1 M
2016 Q2 28 3.45 M $36.8 M
2016 Q1 25 3.32 M $34.0 M
2015 Q4 27 3.26 M $32.4 M
2015 Q3 28 3.00 M $29.3 M
2015 Q2 30 2.21 M $20.6 M
2015 Q1 35 2.13 M $20.1 M
2014 Q4 34 2.25 M $21.1 M
2014 Q3 32 2.05 M $18.7 M
2014 Q2 30 1.87 M $17.4 M
2014 Q1 32 1.78 M $16.0 M