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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |