MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 39 filers reported holding MFS INVT GRADE MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $576,000 | +24.1% | 59,003 | +26.2% | 0.00% | +33.3% |
| Q3 2019 | $464,000 | +3.8% | 46,753 | +0.3% | 0.00% | 0.0% |
| Q2 2019 | $447,000 | +3.5% | 46,606 | +1.1% | 0.00% | 0.0% |
| Q1 2019 | $432,000 | +5.6% | 46,093 | -0.9% | 0.00% | -25.0% |
| Q4 2018 | $409,000 | +107.6% | 46,505 | +111.6% | 0.00% | +100.0% |
| Q3 2018 | $197,000 | +6.5% | 21,973 | +11.4% | 0.00% | 0.0% |
| Q2 2018 | $185,000 | 0.0% | 19,732 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $185,000 | +11.4% | 19,732 | +15.5% | 0.00% | 0.0% |
| Q4 2017 | $166,000 | -10.8% | 17,077 | -8.3% | 0.00% | 0.0% |
| Q3 2017 | $186,000 | -36.7% | 18,613 | -35.9% | 0.00% | -33.3% |
| Q2 2017 | $294,000 | +122.7% | 29,017 | +111.6% | 0.00% | +50.0% |
| Q1 2017 | $132,000 | +3.9% | 13,715 | +1.2% | 0.00% | 0.0% |
| Q4 2016 | $127,000 | -15.9% | 13,547 | -7.0% | 0.00% | 0.0% |
| Q3 2016 | $151,000 | -1.3% | 14,565 | +1.1% | 0.00% | 0.0% |
| Q2 2016 | $153,000 | +5.5% | 14,401 | +1.2% | 0.00% | -33.3% |
| Q1 2016 | $145,000 | +4.3% | 14,231 | +1.3% | 0.00% | 0.0% |
| Q4 2015 | $139,000 | +3.0% | 14,053 | +1.6% | 0.00% | 0.0% |
| Q3 2015 | $135,000 | +6.3% | 13,830 | +1.0% | 0.00% | +50.0% |
| Q2 2015 | $127,000 | +1170.0% | 13,687 | +1147.7% | 0.00% | – |
| Q1 2015 | $10,000 | 0.0% | 1,097 | +1.4% | 0.00% | – |
| Q4 2014 | $10,000 | +11.1% | 1,082 | +4.6% | 0.00% | – |
| Q3 2014 | $9,000 | 0.0% | 1,034 | +1.4% | 0.00% | – |
| Q2 2014 | $9,000 | 0.0% | 1,020 | +1.5% | 0.00% | – |
| Q1 2014 | $9,000 | 0.0% | 1,005 | +0.5% | 0.00% | – |
| Q4 2013 | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q3 2013 | $9,000 | 0.0% | 1,000 | 0.0% | 0.00% | – |
| Q2 2013 | $9,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
| Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
| Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
| Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
| Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
| 1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
| Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |