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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,772 | +10.1% | 68,851 | +14.5% | 0.00% | 0.0% |
| Q2 2023 | $442,138 | -2.5% | 60,114 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $453,354 | +4.9% | 61,347 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $432,000 | +5.9% | 60,747 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $408,000 | -12.6% | 60,747 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $467,000 | -20.6% | 61,614 | -10.5% | 0.00% | 0.0% |
| Q1 2022 | $588,000 | -14.7% | 68,843 | +3.0% | 0.00% | 0.0% |
| Q4 2021 | $689,000 | +11.9% | 66,807 | +8.3% | 0.00% | 0.0% |
| Q3 2021 | $616,000 | -2.7% | 61,668 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $633,000 | +5.0% | 61,568 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $603,000 | +4.0% | 61,568 | +4.0% | 0.00% | -50.0% |
| Q4 2020 | $580,000 | +1.6% | 59,183 | -2.7% | 0.00% | 0.0% |
| Q3 2020 | $571,000 | +32.2% | 60,816 | +32.8% | 0.00% | +100.0% |
| Q2 2020 | $432,000 | -7.9% | 45,779 | -10.7% | 0.00% | -50.0% |
| Q1 2020 | $469,000 | – | 51,272 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
| Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
| Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
| Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
| Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
| 1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
| Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |