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 40 filers reported holding MFS INVT GRADE MUN TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
Karpus Management, Inc. 2,688,646$25,919,0001.34%
ICON ADVISERS INC/CO 223,096$2,151,0000.15%
Thomas J. Herzfeld Advisors, Inc. 19,157$185,0000.08%
RIVERNORTH CAPITAL MANAGEMENT, LLC 110,445$1,065,0000.07%
Advisors Asset Management, Inc. 422,580$4,074,0000.07%
Essex Financial Services, Inc. 11,380$110,0000.02%
WEBSTER BANK, N. A. 4,500$43,0000.01%
First Horizon Advisors, Inc. 5,212$50,0000.01%
Live Your Vision, LLC 1,000$10,0000.00%
Fiera Capital Corp 72,333$697,0000.00%
View complete list of MFS INVT GRADE MUN TR shareholders