MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 41 filers reported holding MFS INVT GRADE MUN TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,174 | -0.5% | 27,216 | 0.0% | 0.04% | -9.1% |
| Q1 2023 | $201,126 | -8.2% | 27,216 | -6.0% | 0.04% | -2.2% |
| Q2 2022 | $219,000 | -11.3% | 28,954 | 0.0% | 0.04% | -25.0% |
| Q1 2022 | $247,000 | -17.4% | 28,954 | 0.0% | 0.06% | -9.1% |
| Q4 2021 | $299,000 | +3.1% | 28,954 | 0.0% | 0.07% | -17.5% |
| Q3 2021 | $290,000 | -2.7% | 28,954 | 0.0% | 0.08% | -15.8% |
| Q2 2021 | $298,000 | +3.5% | 28,954 | 0.0% | 0.10% | -34.9% |
| Q1 2021 | $288,000 | – | 28,954 | – | 0.15% | – |
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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% |