MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 40 filers reported holding MFS INVT GRADE MUN TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $101,000 | -29.4% | 10,258 | -31.2% | 0.02% | +45.5% |
| Q2 2019 | $143,000 | -14.9% | 14,905 | -16.8% | 0.01% | -31.2% |
| Q1 2019 | $168,000 | -43.6% | 17,905 | -47.3% | 0.02% | -36.0% |
| Q4 2018 | $298,000 | +42.6% | 33,979 | +46.1% | 0.02% | +66.7% |
| Q3 2018 | $209,000 | +9.4% | 23,258 | +12.9% | 0.02% | -6.2% |
| Q2 2018 | $191,000 | +89.1% | 20,600 | +91.7% | 0.02% | +14.3% |
| Q4 2016 | $101,000 | -40.9% | 10,745 | -41.4% | 0.01% | -51.7% |
| Q2 2015 | $171,000 | +4.9% | 18,335 | +6.0% | 0.03% | -32.6% |
| Q1 2015 | $163,000 | +3.8% | 17,290 | +3.3% | 0.04% | -44.2% |
| Q4 2014 | $157,000 | -4.3% | 16,733 | -6.6% | 0.08% | -31.9% |
| Q3 2014 | $164,000 | +42.6% | 17,917 | +44.7% | 0.11% | +44.9% |
| Q2 2014 | $115,000 | – | 12,386 | – | 0.08% | – |
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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% |