MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 40 filers reported holding MFS INVT GRADE MUN TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $94,000 | -7.8% | 10,180 | 0.0% | 0.02% | -8.0% |
| Q3 2017 | $102,000 | -1.0% | 10,180 | 0.0% | 0.02% | +13.6% |
| Q2 2017 | $103,000 | -6.4% | 10,180 | -10.5% | 0.02% | -12.0% |
| Q1 2017 | $110,000 | +2.8% | 11,380 | 0.0% | 0.02% | +8.7% |
| Q4 2016 | $107,000 | -9.3% | 11,380 | 0.0% | 0.02% | -17.9% |
| Q3 2016 | $118,000 | -1.7% | 11,380 | 0.0% | 0.03% | -3.4% |
| Q2 2016 | $120,000 | +3.4% | 11,380 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $116,000 | +2.7% | 11,380 | 0.0% | 0.03% | +7.4% |
| Q4 2015 | $113,000 | +1.8% | 11,380 | 0.0% | 0.03% | -6.9% |
| Q3 2015 | $111,000 | +3.7% | 11,380 | 0.0% | 0.03% | +7.4% |
| Q1 2015 | $107,000 | 0.0% | 11,380 | 0.0% | 0.03% | -3.6% |
| Q4 2014 | $107,000 | +2.9% | 11,380 | 0.0% | 0.03% | -9.7% |
| Q3 2014 | $104,000 | +2.0% | 11,380 | 0.0% | 0.03% | -6.1% |
| Q1 2014 | $102,000 | +4.1% | 11,380 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $98,000 | -10.9% | 11,380 | -9.9% | 0.03% | -5.7% |
| Q3 2013 | $110,000 | +2.8% | 12,629 | +10.5% | 0.04% | -5.4% |
| Q2 2013 | $107,000 | – | 11,429 | – | 0.04% | – |
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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% |