MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 41 filers reported holding MFS INVT GRADE MUN TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $931,366 | -3.9% | 131,735 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $968,911 | -0.5% | 131,735 | 0.0% | 0.07% | 0.0% |
| Q1 2023 | $973,522 | +3.8% | 131,735 | 0.0% | 0.07% | +7.8% |
| Q4 2022 | $937,953 | +30.6% | 131,735 | +23.4% | 0.06% | +14.3% |
| Q3 2022 | $718,000 | -11.2% | 106,735 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $809,000 | -11.3% | 106,735 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $912,000 | -17.1% | 106,735 | 0.0% | 0.05% | -8.6% |
| Q4 2021 | $1,100,000 | -6.0% | 106,735 | -8.8% | 0.06% | -1.7% |
| Q3 2021 | $1,170,000 | -7.4% | 117,035 | -4.7% | 0.06% | -3.3% |
| Q2 2021 | $1,263,000 | +4.8% | 122,859 | 0.0% | 0.06% | +5.2% |
| Q1 2021 | $1,205,000 | -0.5% | 122,859 | -0.6% | 0.06% | -4.9% |
| Q4 2020 | $1,211,000 | +9.9% | 123,559 | +5.3% | 0.06% | +1.7% |
| Q3 2020 | $1,102,000 | -7.4% | 117,309 | -7.0% | 0.06% | -7.7% |
| Q2 2020 | $1,190,000 | +2.9% | 126,097 | 0.0% | 0.06% | -5.8% |
| Q1 2020 | $1,156,000 | -7.3% | 126,097 | -1.3% | 0.07% | +6.2% |
| Q4 2019 | $1,247,000 | -1.7% | 127,697 | 0.0% | 0.06% | -5.8% |
| Q3 2019 | $1,268,000 | +3.8% | 127,697 | 0.0% | 0.07% | +4.5% |
| Q2 2019 | $1,222,000 | +43.1% | 127,697 | +40.3% | 0.07% | +40.4% |
| Q1 2019 | $854,000 | +14.6% | 90,996 | +7.2% | 0.05% | +4.4% |
| Q4 2018 | $745,000 | +1420.4% | 84,896 | +1443.6% | 0.04% | +1400.0% |
| Q3 2018 | $49,000 | – | 5,500 | – | 0.00% | – |
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% |