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 | $3,836,472 | -1.8% | 542,641 | +5.7% | 1.84% | +10.0% |
| Q2 2023 | $3,906,517 | +59.6% | 513,340 | +55.0% | 1.67% | +42.7% |
| Q1 2023 | $2,447,583 | +184.0% | 331,202 | +173.6% | 1.17% | +194.7% |
| Q4 2022 | $861,862 | +6056.2% | 121,048 | +6624.9% | 0.40% | +5571.4% |
| Q2 2022 | $14,000 | – | 1,800 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 145,806 | $1,503,000 | 0.82% |
| QP WEALTH MANAGEMENT, LLC | 36,325 | $373,000 | 0.38% |
| Thomas J. Herzfeld Advisors, Inc. | 72,416 | $744,000 | 0.31% |
| Broadview Financial Management, LLC | 32,267 | $332,000 | 0.25% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 251,909 | $2,590,000 | 0.15% |
| Karpus Management, Inc. | 332,429 | $3,417,000 | 0.10% |
| Bridgewater Advisors Inc. | 28,954 | $298,000 | 0.10% |
| Ackerman Capital Advisors, LLC | 30,843 | $317,000 | 0.07% |
| 1607 Capital Partners, LLC | 122,859 | $1,263,000 | 0.06% |
| Dakota Wealth Management | 30,347 | $312,000 | 0.04% |