MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 37 filers reported holding MFS INVT GRADE MUN TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,238 | -11.8% | 33,131 | -8.2% | 0.00% | – |
| Q2 2023 | $265,577 | -5.6% | 36,108 | -5.2% | 0.00% | – |
| Q1 2023 | $281,443 | +11.2% | 38,084 | +7.2% | 0.00% | – |
| Q4 2022 | $253,038 | +8.1% | 35,539 | +56.0% | 0.00% | – |
| Q2 2021 | $234,000 | -57.2% | 22,782 | -59.1% | 0.00% | -100.0% |
| Q1 2021 | $547,000 | +0.2% | 55,729 | +0.0% | 0.00% | 0.0% |
| Q4 2020 | $546,000 | +32.2% | 55,702 | +26.7% | 0.00% | 0.0% |
| Q3 2020 | $413,000 | -32.4% | 43,958 | -32.1% | 0.00% | 0.0% |
| Q2 2020 | $611,000 | +11.7% | 64,764 | +8.6% | 0.00% | 0.0% |
| Q1 2020 | $547,000 | +53.2% | 59,657 | +63.2% | 0.00% | – |
| Q4 2019 | $357,000 | -18.9% | 36,561 | -17.4% | 0.00% | -100.0% |
| Q3 2019 | $440,000 | -21.7% | 44,264 | -24.6% | 0.00% | 0.0% |
| Q2 2019 | $562,000 | +16.1% | 58,743 | +13.9% | 0.00% | 0.0% |
| Q1 2019 | $484,000 | -2.8% | 51,576 | -9.1% | 0.00% | 0.0% |
| Q4 2018 | $498,000 | +115.6% | 56,748 | +120.0% | 0.00% | – |
| Q3 2018 | $231,000 | +117.9% | 25,794 | +145.9% | 0.00% | – |
| Q2 2017 | $106,000 | -31.6% | 10,489 | -29.8% | 0.00% | – |
| Q3 2016 | $155,000 | -1.9% | 14,940 | 0.0% | 0.00% | – |
| Q2 2016 | $158,000 | -43.8% | 14,940 | -45.9% | 0.00% | -100.0% |
| Q1 2016 | $281,000 | -48.0% | 27,610 | -49.2% | 0.00% | -50.0% |
| Q4 2015 | $540,000 | -64.7% | 54,334 | -65.4% | 0.00% | -66.7% |
| Q3 2015 | $1,530,000 | -58.0% | 156,928 | -59.9% | 0.01% | -57.1% |
| Q2 2015 | $3,642,000 | +1.8% | 391,644 | +3.4% | 0.01% | -12.5% |
| Q1 2015 | $3,577,000 | +9.3% | 378,869 | +8.4% | 0.02% | 0.0% |
| Q4 2014 | $3,274,000 | +16.8% | 349,360 | +13.9% | 0.02% | 0.0% |
| Q3 2014 | $2,804,000 | +43.8% | 306,835 | +46.0% | 0.02% | +33.3% |
| Q2 2014 | $1,950,000 | +53.4% | 210,153 | +47.8% | 0.01% | +33.3% |
| Q1 2014 | $1,271,000 | – | 142,179 | – | 0.01% | – |
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% |