MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 36 filers reported holding MFS INVT GRADE MUN TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $318,342 | -51.7% | 44,711 | -54.3% | 0.09% | -54.0% |
| Q3 2022 | $659,000 | +13.4% | 97,871 | +27.6% | 0.19% | +19.9% |
| Q2 2022 | $581,000 | +23.9% | 76,681 | +39.6% | 0.16% | +41.8% |
| Q1 2022 | $469,000 | +2.6% | 54,920 | +23.9% | 0.11% | +4.8% |
| Q4 2021 | $457,000 | -6.0% | 44,329 | -8.8% | 0.10% | -5.4% |
| Q3 2021 | $486,000 | +53.3% | 48,610 | +57.6% | 0.11% | +50.0% |
| Q2 2021 | $317,000 | +13.6% | 30,843 | +8.4% | 0.07% | +8.8% |
| Q1 2021 | $279,000 | -45.3% | 28,457 | -45.3% | 0.07% | -47.7% |
| Q4 2020 | $510,000 | +347.4% | 52,038 | +329.9% | 0.13% | +306.2% |
| Q3 2020 | $114,000 | -70.6% | 12,106 | -69.5% | 0.03% | -72.2% |
| Q4 2019 | $388,000 | +69.4% | 39,690 | +71.9% | 0.12% | +45.6% |
| Q3 2019 | $229,000 | +33.9% | 23,088 | +28.8% | 0.08% | +7800.0% |
| Q2 2019 | $171,000 | +50.0% | 17,919 | +47.2% | 0.00% | 0.0% |
| Q1 2019 | $114,000 | – | 12,171 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Karpus Management, Inc. | 2,214,613 | $22,013,000 | 0.99% |
| Yellowstone Partners, LLC | 25,875 | $257,000 | 0.12% |
| Advisors Asset Management, Inc. | 501,108 | $4,946,000 | 0.08% |
| Essex Financial Services, Inc. | 11,380 | $113,000 | 0.03% |
| Global Endowment Management, LP | 12,000 | $118,000 | 0.02% |
| Investors Capital Advisory Services | 10,400 | $103,000 | 0.02% |
| First Horizon Advisors, Inc. | 5,000 | $50,000 | 0.01% |
| Thomas J. Herzfeld Advisors, Inc. | 2,000 | $20,000 | 0.01% |
| Janney Montgomery Scott LLC | 22,954 | $228,000 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 14,053 | $139,000 | 0.00% |