MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 44 filers reported holding MFS INVT GRADE MUN TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,600 | -3.9% | 41,528 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $305,435 | -0.5% | 41,528 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $306,889 | -20.6% | 41,528 | -23.5% | 0.01% | -23.1% |
| Q4 2022 | $386,356 | -76.0% | 54,264 | -77.3% | 0.01% | -76.8% |
| Q3 2022 | $1,609,000 | -12.6% | 239,153 | -1.5% | 0.06% | -9.7% |
| Q2 2022 | $1,841,000 | -28.8% | 242,839 | -19.8% | 0.06% | -21.5% |
| Q1 2022 | $2,587,000 | -19.0% | 302,941 | -2.3% | 0.08% | -14.1% |
| Q4 2021 | $3,195,000 | -1.4% | 309,925 | -4.3% | 0.09% | -4.2% |
| Q3 2021 | $3,240,000 | -5.2% | 324,018 | -2.5% | 0.10% | -5.0% |
| Q2 2021 | $3,417,000 | +4.0% | 332,429 | -0.8% | 0.10% | +2.0% |
| Q1 2021 | $3,287,000 | -45.0% | 335,031 | -45.1% | 0.10% | -47.3% |
| Q4 2020 | $5,977,000 | -1.9% | 609,876 | -6.0% | 0.19% | -14.5% |
| Q3 2020 | $6,095,000 | -3.1% | 649,148 | -2.7% | 0.22% | -7.9% |
| Q2 2020 | $6,293,000 | -5.7% | 666,943 | -8.3% | 0.24% | -6.6% |
| Q1 2020 | $6,671,000 | -26.7% | 727,528 | -21.9% | 0.26% | -15.8% |
| Q4 2019 | $9,100,000 | -16.0% | 931,725 | -14.6% | 0.30% | -26.7% |
| Q3 2019 | $10,838,000 | -0.6% | 1,091,278 | -4.2% | 0.42% | +4.8% |
| Q2 2019 | $10,898,000 | +0.3% | 1,138,787 | -0.9% | 0.40% | 0.0% |
| Q1 2019 | $10,866,000 | +4.8% | 1,148,582 | -2.7% | 0.40% | -7.7% |
| Q4 2018 | $10,369,000 | -3.8% | 1,180,967 | -1.7% | 0.43% | -1.4% |
| Q3 2018 | $10,774,000 | +0.6% | 1,201,094 | +3.9% | 0.44% | -7.2% |
| Q2 2018 | $10,712,000 | -30.6% | 1,155,568 | -29.7% | 0.47% | -32.3% |
| Q1 2018 | $15,444,000 | +1.5% | 1,644,778 | +5.0% | 0.69% | -1.3% |
| Q4 2017 | $15,211,000 | -51.8% | 1,566,493 | -50.4% | 0.70% | -12.9% |
| Q3 2017 | $31,542,000 | +16.4% | 3,157,410 | +18.1% | 0.81% | -41.2% |
| Q2 2017 | $27,103,000 | +4.6% | 2,672,835 | -0.6% | 1.37% | +2.2% |
| Q1 2017 | $25,919,000 | +7.9% | 2,688,646 | +4.9% | 1.34% | -2.9% |
| Q4 2016 | $24,022,000 | -0.1% | 2,563,672 | +10.8% | 1.38% | +8.7% |
| Q3 2016 | $24,040,000 | -1.2% | 2,313,753 | +0.6% | 1.27% | +1.7% |
| Q2 2016 | $24,344,000 | +3.4% | 2,300,942 | -0.6% | 1.25% | +16.7% |
| Q1 2016 | $23,533,000 | +6.9% | 2,313,967 | +4.5% | 1.07% | +8.2% |
| Q4 2015 | $22,013,000 | +25.4% | 2,214,613 | +23.0% | 0.99% | +21.3% |
| Q3 2015 | $17,558,000 | +337.6% | 1,800,810 | +317.4% | 0.82% | +333.5% |
| Q2 2015 | $4,012,000 | +54.4% | 431,405 | +56.7% | 0.19% | +55.4% |
| Q1 2015 | $2,599,000 | +0.2% | 275,366 | -0.5% | 0.12% | -1.6% |
| Q4 2014 | $2,593,000 | +2.5% | 276,766 | 0.0% | 0.12% | 0.0% |
| Q3 2014 | $2,530,000 | -2.3% | 276,766 | -0.8% | 0.12% | -0.8% |
| Q2 2014 | $2,590,000 | +30.9% | 279,133 | +26.2% | 0.12% | +20.4% |
| Q1 2014 | $1,978,000 | +172.5% | 221,220 | +162.5% | 0.10% | +157.5% |
| Q4 2013 | $726,000 | +180.3% | 84,271 | +183.5% | 0.04% | +135.3% |
| Q3 2013 | $259,000 | -6.8% | 29,722 | 0.0% | 0.02% | -10.5% |
| Q2 2013 | $278,000 | – | 29,722 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 138,615 | $1,361,000 | 0.76% |
| Thomas J. Herzfeld Advisors, Inc. | 59,454 | $583,000 | 0.27% |
| QP WEALTH MANAGEMENT, LLC | 23,058 | $226,000 | 0.25% |
| Broadview Financial Management, LLC | 31,458 | $308,000 | 0.24% |
| Karpus Management, Inc. | 609,876 | $5,977,000 | 0.19% |
| Ackerman Capital Advisors, LLC | 52,038 | $510,000 | 0.13% |
| 1607 Capital Partners, LLC | 123,559 | $1,211,000 | 0.06% |
| Altus Wealth Group LLC | 5,630 | $55,000 | 0.05% |
| Dakota Wealth Management | 37,347 | $366,000 | 0.05% |
| Koshinski Asset Management, Inc. | 22,170 | $217,000 | 0.03% |