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 | $356,250 | +5666.4% | 50,389 | +5898.7% | 0.14% | +6800.0% |
| Q2 2023 | $6,178 | -1.7% | 840 | -1.2% | 0.00% | -33.3% |
| Q1 2023 | $6,282 | -99.0% | 850 | -98.6% | 0.00% | -98.7% |
| Q4 2021 | $616,000 | +27.8% | 59,765 | +24.1% | 0.22% | +5.2% |
| Q3 2021 | $482,000 | -35.2% | 48,165 | -33.5% | 0.21% | -31.3% |
| Q2 2021 | $744,000 | +5.5% | 72,416 | +0.8% | 0.31% | -3.1% |
| Q1 2021 | $705,000 | +20.9% | 71,836 | +20.8% | 0.32% | +17.6% |
| Q4 2020 | $583,000 | +14.5% | 59,454 | +6.4% | 0.27% | -20.5% |
| Q3 2020 | $509,000 | -29.3% | 55,877 | -24.1% | 0.34% | -3.1% |
| Q2 2020 | $720,000 | +10.4% | 73,658 | +3.5% | 0.35% | +1.4% |
| Q1 2020 | $652,000 | -2.0% | 71,153 | +4.5% | 0.35% | +46.2% |
| Q4 2019 | $665,000 | -21.6% | 68,110 | -20.3% | 0.24% | -24.0% |
| Q3 2019 | $848,000 | -10.8% | 85,413 | -14.0% | 0.31% | -13.5% |
| Q2 2019 | $951,000 | +4.7% | 99,369 | +2.8% | 0.36% | +8.7% |
| Q1 2019 | $908,000 | -3.0% | 96,702 | -9.3% | 0.33% | -10.7% |
| Q4 2018 | $936,000 | -1.0% | 106,600 | +1.2% | 0.37% | +11.3% |
| Q3 2018 | $945,000 | -3.0% | 105,310 | 0.0% | 0.34% | -5.9% |
| Q2 2018 | $974,000 | +402.1% | 105,310 | +449.7% | 0.36% | +318.8% |
| Q2 2017 | $194,000 | +4.9% | 19,157 | 0.0% | 0.08% | +4.9% |
| Q1 2017 | $185,000 | +31.2% | 19,157 | +27.7% | 0.08% | +24.6% |
| Q4 2016 | $141,000 | +35.6% | 15,000 | +50.0% | 0.06% | +18.2% |
| Q3 2016 | $104,000 | -52.9% | 10,000 | -52.2% | 0.06% | -53.0% |
| Q2 2016 | $221,000 | +55.6% | 20,921 | +49.4% | 0.12% | +60.3% |
| Q1 2016 | $142,000 | +610.0% | 14,000 | +600.0% | 0.07% | +812.5% |
| Q4 2015 | $20,000 | +900.0% | 2,000 | +700.0% | 0.01% | +700.0% |
| Q3 2014 | $2,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | -94.6% | 250 | -94.0% | 0.00% | -95.5% |
| Q1 2014 | $37,000 | +8.8% | 4,157 | +6.4% | 0.02% | +15.8% |
| Q4 2013 | $34,000 | 0.0% | 3,907 | 0.0% | 0.02% | -13.6% |
| Q3 2013 | $34,000 | -8.1% | 3,907 | 0.0% | 0.02% | -8.3% |
| Q2 2013 | $37,000 | – | 3,907 | – | 0.02% | – |
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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% |