MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 40 filers reported holding MFS INVT GRADE MUN TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,513 | -3.9% | 113,651 | 0.0% | 0.57% | +9.2% |
| Q2 2023 | $835,903 | -0.5% | 113,651 | 0.0% | 0.52% | -4.2% |
| Q1 2023 | $839,881 | +3.7% | 113,651 | -50.0% | 0.54% | -24.6% |
| Q4 2022 | $810,004 | +6.0% | 227,302 | +100.1% | 0.72% | -25.8% |
| Q3 2022 | $764,000 | +77.7% | 113,582 | +100.2% | 0.97% | +137.5% |
| Q2 2022 | $430,000 | +19.1% | 56,745 | +34.2% | 0.41% | +22.9% |
| Q1 2022 | $361,000 | – | 42,294 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 183,755 | $1,613,000 | 0.59% |
| Karpus Management, Inc. | 1,180,967 | $10,369,000 | 0.43% |
| Thomas J. Herzfeld Advisors, Inc. | 106,600 | $936,000 | 0.37% |
| Broadview Financial Management, LLC | 29,350 | $258,000 | 0.23% |
| Koshinski Asset Management, Inc. | 102,170 | $897,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $343,000 | 0.08% |
| 1607 Capital Partners, LLC | 84,896 | $745,000 | 0.04% |
| Advisors Asset Management, Inc. | 192,628 | $1,685,000 | 0.03% |
| Dynamic Advisor Solutions LLC | 12,475 | $116,000 | 0.02% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 33,979 | $298,000 | 0.02% |