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 Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,141,715 | +94.3% | 302,930 | +102.1% | 0.74% | +103.8% |
| Q2 2023 | $1,102,242 | +68.3% | 149,863 | +69.1% | 0.36% | +73.0% |
| Q1 2023 | $654,954 | +51.8% | 88,627 | +46.3% | 0.21% | +62.3% |
| Q4 2022 | $431,458 | -28.4% | 60,598 | -32.4% | 0.13% | -26.1% |
| Q3 2022 | $603,000 | -11.2% | 89,587 | 0.0% | 0.18% | -6.4% |
| Q2 2022 | $679,000 | +20.8% | 89,587 | +36.2% | 0.19% | +30.6% |
| Q1 2022 | $562,000 | – | 65,782 | – | 0.14% | – |
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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% |