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 | $388,850 | -3.9% | 55,000 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $404,525 | -0.5% | 55,000 | 0.0% | 0.03% | -3.6% |
| Q1 2023 | $406,450 | -38.3% | 55,000 | -40.5% | 0.03% | -39.1% |
| Q4 2022 | $658,600 | +226.0% | 92,500 | +208.3% | 0.05% | +206.7% |
| Q3 2022 | $202,000 | -11.0% | 30,000 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $227,000 | -8.5% | 30,000 | +3.4% | 0.02% | +6.7% |
| Q1 2022 | $248,000 | – | 29,000 | – | 0.02% | – |
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% |