MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 39 filers reported holding MFS INVT GRADE MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $111,246 | -39.4% | 14,082 | -41.5% | 0.00% | – |
Q1 2024 | $183,503 | -6.9% | 24,082 | -7.5% | 0.00% | – |
Q4 2023 | $197,123 | +17.0% | 26,040 | +9.2% | 0.00% | – |
Q3 2023 | $168,549 | -58.5% | 23,840 | -56.8% | 0.00% | – |
Q2 2023 | $405,891 | -3.3% | 55,186 | -2.8% | 0.00% | – |
Q1 2023 | $419,604 | -11.8% | 56,780 | -15.0% | 0.00% | – |
Q4 2022 | $475,473 | -6.0% | 66,780 | -11.2% | 0.00% | – |
Q3 2022 | $506,000 | +8.8% | 75,226 | +22.6% | 0.00% | – |
Q2 2022 | $465,000 | -30.5% | 61,362 | -21.6% | 0.00% | – |
Q1 2022 | $669,000 | +10.0% | 78,290 | +32.9% | 0.00% | – |
Q4 2021 | $608,000 | -17.2% | 58,926 | -19.7% | 0.00% | – |
Q3 2021 | $734,000 | -2.3% | 73,402 | +0.4% | 0.00% | – |
Q2 2021 | $751,000 | +24.3% | 73,102 | +18.8% | 0.00% | – |
Q1 2021 | $604,000 | -22.5% | 61,520 | -22.6% | 0.00% | – |
Q4 2020 | $779,000 | +195.1% | 79,518 | +182.7% | 0.00% | – |
Q3 2020 | $264,000 | -22.6% | 28,124 | -22.1% | 0.00% | – |
Q2 2020 | $341,000 | -51.6% | 36,124 | -53.0% | 0.00% | – |
Q1 2020 | $705,000 | +12.1% | 76,822 | +19.2% | 0.00% | – |
Q4 2019 | $629,000 | -4.1% | 64,438 | -2.4% | 0.00% | – |
Q3 2019 | $656,000 | -8.6% | 66,042 | -12.0% | 0.00% | – |
Q2 2019 | $718,000 | +21.9% | 75,045 | +19.7% | 0.00% | – |
Q1 2019 | $589,000 | +24.0% | 62,695 | +15.8% | 0.00% | – |
Q4 2018 | $475,000 | -3.7% | 54,152 | -1.5% | 0.00% | – |
Q3 2018 | $493,000 | +59.5% | 54,952 | +64.4% | 0.00% | – |
Q2 2018 | $309,000 | -7.2% | 33,434 | -5.6% | 0.00% | – |
Q1 2018 | $333,000 | -4.3% | 35,434 | -1.1% | 0.00% | – |
Q4 2017 | $348,000 | +1.2% | 35,834 | +4.1% | 0.00% | – |
Q3 2017 | $344,000 | -1.4% | 34,434 | 0.0% | 0.00% | – |
Q2 2017 | $349,000 | +3.3% | 34,434 | -1.9% | 0.00% | – |
Q1 2017 | $338,000 | +2.7% | 35,100 | 0.0% | 0.00% | – |
Q4 2016 | $329,000 | -8.1% | 35,100 | +1.9% | 0.00% | – |
Q3 2016 | $358,000 | -10.9% | 34,434 | -9.3% | 0.00% | – |
Q2 2016 | $402,000 | -26.6% | 37,950 | -29.6% | 0.00% | – |
Q1 2016 | $548,000 | +4.4% | 53,884 | +2.1% | 0.00% | – |
Q4 2015 | $525,000 | +6.3% | 52,770 | +4.1% | 0.00% | – |
Q3 2015 | $494,000 | -8.7% | 50,711 | -12.9% | 0.00% | – |
Q2 2015 | $541,000 | +20.2% | 58,216 | +22.0% | 0.00% | – |
Q1 2015 | $450,000 | +59.6% | 47,706 | +58.4% | 0.00% | – |
Q4 2014 | $282,000 | +1.1% | 30,118 | -1.3% | 0.00% | – |
Q3 2014 | $279,000 | -72.1% | 30,523 | -71.7% | 0.00% | – |
Q2 2014 | $1,000,000 | +16.6% | 107,774 | +12.3% | 0.00% | – |
Q1 2014 | $858,000 | -2.1% | 95,987 | -5.6% | 0.00% | – |
Q4 2013 | $876,000 | -3.2% | 101,714 | -2.2% | 0.00% | – |
Q3 2013 | $905,000 | -0.8% | 103,985 | +6.7% | 0.00% | – |
Q2 2013 | $912,000 | – | 97,492 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Karpus Management, Inc. | 1,800,810 | $17,558,000 | 0.82% |
Yellowstone Partners, LLC | 24,875 | $243,000 | 0.12% |
Advisors Asset Management, Inc. | 549,010 | $5,353,000 | 0.08% |
Essex Financial Services, Inc. | 11,380 | $111,000 | 0.03% |
Investors Capital Advisory Services | 12,000 | $117,000 | 0.02% |
Global Endowment Management, LP | 12,000 | $117,000 | 0.02% |
First Horizon Advisors, Inc. | 5,000 | $49,000 | 0.01% |
Janney Montgomery Scott LLC | 24,204 | $236,000 | 0.01% |
RAYMOND JAMES & ASSOCIATES | 156,928 | $1,530,000 | 0.01% |
Live Your Vision, LLC | 1,000 | $10,000 | 0.01% |