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 2023 | $320,968 | -5.0% | 42,400 | -11.3% | 0.01% | -11.1% |
| Q3 2023 | $337,875 | -3.9% | 47,790 | 0.0% | 0.01% | -18.2% |
| Q2 2023 | $351,495 | -0.5% | 47,790 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $353,168 | +126938.8% | 47,790 | +22.6% | 0.01% | +25.0% |
| Q4 2022 | $278 | -99.9% | 38,982 | -24.5% | 0.01% | -33.3% |
| Q3 2022 | $348,000 | -11.0% | 51,637 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $391,000 | +3.7% | 51,637 | +17.0% | 0.01% | +8.3% |
| Q1 2022 | $377,000 | -14.7% | 44,137 | +2.9% | 0.01% | -7.7% |
| Q4 2021 | $442,000 | +3.0% | 42,882 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $429,000 | -2.7% | 42,882 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $441,000 | +34.9% | 42,882 | +28.5% | 0.02% | +25.0% |
| Q1 2021 | $327,000 | +19.8% | 33,367 | +19.7% | 0.01% | +9.1% |
| Q4 2020 | $273,000 | +4.2% | 27,867 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $262,000 | +23.6% | 27,867 | +24.0% | 0.01% | +18.2% |
| Q2 2020 | $212,000 | +41.3% | 22,467 | +45.9% | 0.01% | +57.1% |
| Q4 2019 | $150,000 | – | 15,401 | – | 0.01% | – |
Download | ||||||
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% |