LPL Financial LLC - MFS INVT GRADE MUN TR ownership

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 Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q3 2023$141,583
-19.5%
20,026
-16.3%
0.00%
Q2 2023$175,943
-13.7%
23,922
-13.2%
0.00%
Q1 2023$203,774
-9.0%
27,574
-12.3%
0.00%
Q4 2022$223,860
-32.0%
31,441
-35.7%
0.00%
Q3 2022$329,000
-19.6%
48,891
-9.5%
0.00%
Q2 2022$409,000
-25.1%
54,020
-15.5%
0.00%
Q1 2022$546,000
-27.8%
63,919
-12.9%
0.00%
-100.0%
Q4 2021$756,000
+58.5%
73,364
+53.6%
0.00%
Q3 2021$477,000
+78.0%
47,748
+83.1%
0.00%
Q2 2021$268,000
+5.1%
26,071
+0.1%
0.00%
Q1 2021$255,000
+9.4%
26,037
+9.4%
0.00%
Q4 2020$233,000
+13.7%
23,803
+9.1%
0.00%
Q3 2020$205,000
-0.5%
21,810
+0.1%
0.00%
Q2 2020$206,000
+7.9%
21,781
+4.5%
0.00%
Q1 2020$191,000
+9.8%
20,843
+7.5%
0.00%
Q3 2018$174,000
-24.7%
19,381
-22.6%
0.00%
-100.0%
Q2 2018$231,000
-14.1%
25,040
-12.5%
0.00%0.0%
Q1 2018$269,000
-15.1%
28,604
-12.4%
0.00%0.0%
Q4 2017$317,000
+37.2%
32,636
+41.0%
0.00%0.0%
Q3 2017$231,000
-9.4%
23,149
-8.1%
0.00%0.0%
Q2 2017$255,000
-50.3%
25,181
-52.5%
0.00%
-66.7%
Q1 2017$513,000
-5.2%
53,034
-7.1%
0.00%
-25.0%
Q4 2016$541,000
-6.2%
57,117
+1.7%
0.00%
-20.0%
Q3 2016$577,000
+0.3%
56,168
+3.5%
0.01%0.0%
Q2 2016$575,000
-44.2%
54,283
-46.1%
0.01%
+66.7%
Q1 2016$1,030,000
+15.6%
100,786
+12.1%
0.00%
+50.0%
Q4 2015$891,000
+101.6%
89,928
+100.0%
0.00%0.0%
Q3 2015$442,000
-38.4%
44,964
-41.2%
0.00%
-50.0%
Q2 2015$718,000
-17.6%
76,449
-16.8%
0.00%0.0%
Q1 2015$871,000
+1.2%
91,921
+0.1%
0.00%
-20.0%
Q4 2014$861,000
+19.1%
91,867
+16.8%
0.01%
+25.0%
Q3 2014$723,000
+1.1%
78,651
+2.1%
0.00%0.0%
Q2 2014$715,000
+4.4%
77,003
+0.5%
0.00%0.0%
Q1 2014$685,000
+3.0%
76,638
-0.7%
0.00%0.0%
Q4 2013$665,000
-2.5%
77,196
-4.2%
0.00%
-20.0%
Q3 2013$682,000
+25.1%
80,562
+38.1%
0.01%
+25.0%
Q2 2013$545,00058,3310.00%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q4 2020
NameSharesValueWeighting ↓
Almitas Capital LLC 331,202$2,447,5831.17%
Matisse Capital 113,651$839,8810.54%
MELFA WEALTH MANAGEMENT, INC. 67,873$501,5840.50%
ROBINSON CAPITAL MANAGEMENT, LLC 132,478$968,4140.45%
Logan Stone Capital, LLC 146,503$1,082,6570.43%
Bulldog Investors, LLP 88,627$654,9540.21%
Saba Capital Management, L.P. 888,453$6,565,6680.12%
Fortitude Advisory Group L.L.C. 18,228$134,7050.10%
1607 Capital Partners, LLC 131,735$973,5220.07%
Bridgewater Advisors Inc. 27,216$201,1260.04%
View complete list of MFS INVT GRADE MUN TR shareholders