Steward Partners Investment Advisory, LLC - MFS INVT GRADE MUN TR ownership

MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 44 filers reported holding MFS INVT GRADE MUN TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of MFS INVT GRADE MUN TR
ValueSharesWeighting
Q3 2023$1,485
-3.9%
2100.0%0.00%
Q2 2023$1,545
-0.5%
2100.0%0.00%
Q1 2023$1,552
+3.8%
2100.0%0.00%
Q4 2022$1,495
+49.5%
2100.0%0.00%
Q3 2022$1,000
-50.0%
2100.0%0.00%
Q2 2022$2,0000.0%2100.0%0.00%
Q1 2022$2,0000.0%2100.0%0.00%
Q4 2021$2,0000.0%2100.0%0.00%
Q3 2021$2,0000.0%2100.0%0.00%
Q2 2021$2,000
-100.0%
210
-93.4%
0.00%
Q1 2021$31,388,000
+1569300.0%
3,200
+1423.8%
0.00%
Q4 2020$2,0000.0%2100.0%0.00%
Q3 2020$2,0000.0%2100.0%0.00%
Q2 2020$2,000
+100.0%
2100.0%0.00%
Q1 2020$1,000
-50.0%
2100.0%0.00%
Q4 2019$2,0000.0%2100.0%0.00%
Q3 2019$2,0000.0%2100.0%0.00%
Q2 2019$2,0000.0%2100.0%0.00%
Q3 2018$2,0000.0%2100.0%0.00%
Q4 2017$2,0000.0%2100.0%0.00%
Q3 2017$2,0000.0%2100.0%0.00%
Q2 2017$2,0000.0%2100.0%0.00%
Q1 2017$2,000
+100.0%
2100.0%0.00%
Q4 2016$1,0002100.00%
Other shareholders
MFS INVT GRADE MUN TR shareholders Q1 2022
NameSharesValueWeighting ↓
ROBINSON CAPITAL MANAGEMENT, LLC 138,615$1,361,0000.76%
Thomas J. Herzfeld Advisors, Inc. 59,454$583,0000.27%
QP WEALTH MANAGEMENT, LLC 23,058$226,0000.25%
Broadview Financial Management, LLC 31,458$308,0000.24%
Karpus Management, Inc. 609,876$5,977,0000.19%
Ackerman Capital Advisors, LLC 52,038$510,0000.13%
1607 Capital Partners, LLC 123,559$1,211,0000.06%
Altus Wealth Group LLC 5,630$55,0000.05%
Dakota Wealth Management 37,347$366,0000.05%
Koshinski Asset Management, Inc. 22,170$217,0000.03%
View complete list of MFS INVT GRADE MUN TR shareholders