MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 44 filers reported holding MFS INVT GRADE MUN TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,070 | -68.8% | 43,526 | -67.1% | 0.14% | -70.3% |
| Q1 2023 | $968,414 | +1.7% | 132,478 | 0.0% | 0.45% | -6.6% |
| Q4 2022 | $952,517 | +6.1% | 132,478 | 0.0% | 0.49% | -31.8% |
| Q3 2022 | $898,000 | -17.8% | 132,478 | -6.2% | 0.71% | -12.4% |
| Q2 2022 | $1,093,000 | -6.9% | 141,272 | +2.9% | 0.81% | +1.0% |
| Q1 2022 | $1,174,000 | -21.6% | 137,264 | -5.9% | 0.81% | -13.5% |
| Q4 2021 | $1,498,000 | +2.7% | 145,806 | 0.0% | 0.93% | -28.5% |
| Q3 2021 | $1,458,000 | -3.0% | 145,806 | 0.0% | 1.30% | +59.6% |
| Q2 2021 | $1,503,000 | +10.7% | 145,806 | +5.6% | 0.82% | +12.4% |
| Q1 2021 | $1,358,000 | -0.2% | 138,099 | -0.4% | 0.73% | -4.7% |
| Q4 2020 | $1,361,000 | +3.4% | 138,615 | +2.9% | 0.76% | +63.7% |
| Q4 2019 | $1,316,000 | -41.6% | 134,773 | -40.4% | 0.47% | -37.5% |
| Q3 2019 | $2,252,000 | +4.1% | 226,308 | +1.0% | 0.75% | +4.3% |
| Q2 2019 | $2,163,000 | +20.4% | 223,958 | +17.1% | 0.72% | +27.7% |
| Q1 2019 | $1,796,000 | +11.3% | 191,246 | +4.1% | 0.56% | -4.8% |
| Q4 2018 | $1,613,000 | +7.0% | 183,755 | +9.3% | 0.59% | +30.4% |
| Q3 2018 | $1,507,000 | +173.0% | 168,060 | +216.0% | 0.45% | +62.8% |
| Q3 2016 | $552,000 | -11.3% | 53,176 | -9.5% | 0.28% | -23.1% |
| Q2 2016 | $622,000 | – | 58,782 | – | 0.36% | – |
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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% |