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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,701,840 | +54.8% | 342,005 | +49.3% | 0.13% | +52.4% |
| Q1 2024 | $1,744,988 | +2.8% | 229,001 | +2.2% | 0.08% | +3.7% |
| Q4 2023 | $1,696,982 | +18.7% | 224,172 | +10.9% | 0.08% | +9.5% |
| Q3 2023 | $1,429,406 | -0.1% | 202,179 | +4.0% | 0.07% | +4.2% |
| Q2 2023 | $1,430,821 | +262.4% | 194,405 | +263.9% | 0.07% | +273.7% |
| Q1 2023 | $394,818 | -66.5% | 53,426 | -67.7% | 0.02% | -64.2% |
| Q4 2022 | $1,177,114 | -42.4% | 165,325 | -45.5% | 0.05% | -42.4% |
| Q3 2022 | $2,042,000 | -33.1% | 303,431 | -24.6% | 0.09% | -25.8% |
| Q2 2022 | $3,052,000 | -6.1% | 402,577 | +5.8% | 0.12% | +0.8% |
| Q1 2022 | $3,251,000 | +19.5% | 380,681 | +44.3% | 0.12% | +11.8% |
| Q4 2021 | $2,720,000 | +8.0% | 263,847 | +4.7% | 0.11% | -17.3% |
| Q3 2021 | $2,519,000 | -2.7% | 251,909 | 0.0% | 0.13% | -10.1% |
| Q2 2021 | $2,590,000 | +4.8% | 251,909 | 0.0% | 0.15% | 0.0% |
| Q1 2021 | $2,471,000 | +250.5% | 251,909 | +246.9% | 0.15% | +202.0% |
| Q4 2017 | $705,000 | -2.8% | 72,618 | 0.0% | 0.05% | -16.9% |
| Q3 2017 | $725,000 | -38.7% | 72,618 | -37.7% | 0.06% | -35.2% |
| Q2 2017 | $1,183,000 | +11.1% | 116,646 | +5.6% | 0.09% | +23.0% |
| Q1 2017 | $1,065,000 | – | 110,445 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matisse Capital | 113,582 | $764,000 | 0.97% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 132,478 | $898,000 | 0.71% |
| MARINER INVESTMENT GROUP LLC | 58,190 | $392,000 | 0.44% |
| Logan Stone Capital, LLC | 91,572 | $616,000 | 0.41% |
| Ackerman Capital Advisors, LLC | 97,871 | $659,000 | 0.19% |
| Bulldog Investors, LLP | 89,587 | $603,000 | 0.18% |
| DRIVE WEALTH MANAGEMENT, LLC | 23,331 | $157,000 | 0.15% |
| Americana Partners, LLC | 122,380 | $823,000 | 0.15% |
| QP WEALTH MANAGEMENT, LLC | 14,725 | $100,000 | 0.14% |
| Fortitude Advisory Group L.L.C. | 18,228 | $123,000 | 0.12% |