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 | $133,672 | -0.3% | 18,907 | +3.7% | 0.09% | -8.2% |
| Q2 2023 | $134,067 | -0.5% | 18,228 | 0.0% | 0.10% | -5.8% |
| Q1 2023 | $134,705 | +3.8% | 18,228 | 0.0% | 0.10% | -5.5% |
| Q4 2022 | $129,783 | +5.5% | 18,228 | 0.0% | 0.11% | -6.0% |
| Q3 2022 | $123,000 | -10.9% | 18,228 | 0.0% | 0.12% | -7.1% |
| Q2 2022 | $138,000 | -11.5% | 18,228 | 0.0% | 0.13% | +51.8% |
| Q1 2022 | $156,000 | -14.3% | 18,228 | +3.1% | 0.08% | -9.8% |
| Q4 2021 | $182,000 | – | 17,675 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 138,615 | $1,361,000 | 0.76% |
| Thomas J. Herzfeld Advisors, Inc. | 59,454 | $583,000 | 0.27% |
| QP WEALTH MANAGEMENT, LLC | 23,058 | $226,000 | 0.25% |
| Broadview Financial Management, LLC | 31,458 | $308,000 | 0.24% |
| Karpus Management, Inc. | 609,876 | $5,977,000 | 0.19% |
| Ackerman Capital Advisors, LLC | 52,038 | $510,000 | 0.13% |
| 1607 Capital Partners, LLC | 123,559 | $1,211,000 | 0.06% |
| Altus Wealth Group LLC | 5,630 | $55,000 | 0.05% |
| Dakota Wealth Management | 37,347 | $366,000 | 0.05% |
| Koshinski Asset Management, Inc. | 22,170 | $217,000 | 0.03% |