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 | $1,114,289 | -2.2% | 157,608 | +1.7% | 0.30% | -21.0% |
| Q2 2023 | $1,139,503 | +5.3% | 154,929 | +5.8% | 0.39% | -9.8% |
| Q1 2023 | $1,082,657 | +4.8% | 146,503 | +1.0% | 0.43% | +10.9% |
| Q4 2022 | $1,032,827 | +67.7% | 145,060 | +58.4% | 0.39% | -4.9% |
| Q3 2022 | $616,000 | +117.7% | 91,572 | +145.4% | 0.41% | +95.2% |
| Q2 2022 | $283,000 | +66.5% | 37,314 | +87.5% | 0.21% | +69.1% |
| Q1 2022 | $170,000 | – | 19,902 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
| Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
| Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
| Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
| Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
| 1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
| Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |