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 Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $686,731 | +3.7% | 86,928 | 0.0% | 0.34% | +6.6% |
| Q1 2024 | $662,391 | +0.7% | 86,928 | 0.0% | 0.32% | -9.1% |
| Q4 2023 | $658,045 | -18.1% | 86,928 | -23.5% | 0.35% | -38.1% |
| 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 | 138,099 | $1,358,000 | 0.73% |
| Thomas J. Herzfeld Advisors, Inc. | 71,836 | $705,000 | 0.32% |
| QP WEALTH MANAGEMENT, LLC | 29,650 | $291,000 | 0.32% |
| Broadview Financial Management, LLC | 31,911 | $313,000 | 0.24% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 251,909 | $2,471,000 | 0.15% |
| Bridgewater Advisors Inc. | 28,954 | $288,000 | 0.15% |
| DENVER WEALTH MANAGEMENT, INC. | 15,459 | $132,000 | 0.14% |
| Karpus Management, Inc. | 335,031 | $3,287,000 | 0.10% |
| Ackerman Capital Advisors, LLC | 28,457 | $279,000 | 0.07% |
| 1607 Capital Partners, LLC | 122,859 | $1,205,000 | 0.06% |