MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 1 filers reported holding MFS INVT GRADE MUN TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
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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% |