Capital Investment Advisors, LLC - MFS INVT GRADE MUN TR ownership

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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q4 2023$320,968
-5.0%
42,400
-11.3%
0.01%
-11.1%
Q3 2023$337,875
-3.9%
47,7900.0%0.01%
-18.2%
Q2 2023$351,495
-0.5%
47,7900.0%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%
51,6370.0%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%
42,8820.0%0.01%
-7.1%
Q3 2021$429,000
-2.7%
42,8820.0%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%
27,8670.0%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$150,00015,4010.01%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q3 2022
NameSharesValueWeighting ↓
Karpus Management, Inc. 2,214,613$22,013,0000.99%
Yellowstone Partners, LLC 25,875$257,0000.12%
Advisors Asset Management, Inc. 501,108$4,946,0000.08%
Essex Financial Services, Inc. 11,380$113,0000.03%
Global Endowment Management, LP 12,000$118,0000.02%
Investors Capital Advisory Services 10,400$103,0000.02%
First Horizon Advisors, Inc. 5,000$50,0000.01%
Thomas J. Herzfeld Advisors, Inc. 2,000$20,0000.01%
Janney Montgomery Scott LLC 22,954$228,0000.01%
LADENBURG THALMANN FINANCIAL SERVICES INC. 14,053$139,0000.00%
View complete list of MFS INVT GRADE MUN TR shareholders