MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 1 filers reported holding MFS INVT GRADE MUN TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Karpus Management, Inc. | 2,214,613 | $22,013,000 | 0.99% |
| Yellowstone Partners, LLC | 25,875 | $257,000 | 0.12% |
| Advisors Asset Management, Inc. | 501,108 | $4,946,000 | 0.08% |
| Essex Financial Services, Inc. | 11,380 | $113,000 | 0.03% |
| Global Endowment Management, LP | 12,000 | $118,000 | 0.02% |
| Investors Capital Advisory Services | 10,400 | $103,000 | 0.02% |
| First Horizon Advisors, Inc. | 5,000 | $50,000 | 0.01% |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $20,000 | 0.01% |
| Janney Montgomery Scott LLC | 22,954 | $228,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,053 | $139,000 | 0.00% |