MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 41 filers reported holding MFS INVT GRADE MUN TR in Q1 2023. 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 | 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% |