MFS INVT GRADE MUN TR's ticker is CXH and the CUSIP is 59318B108. A total of 33 filers reported holding MFS INVT GRADE MUN TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,486 | -91.1% | 776 | -90.8% | 0.00% | – |
| Q2 2023 | $61,966 | -0.5% | 8,425 | 0.0% | 0.00% | – |
| Q1 2023 | $62,260 | +3.8% | 8,425 | 0.0% | 0.00% | – |
| Q4 2022 | $59,987 | +15.4% | 8,425 | +9.7% | 0.00% | – |
| Q3 2022 | $52,000 | +766.7% | 7,681 | +889.8% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 776 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -25.0% | 776 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 776 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 776 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 776 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 776 | 0.0% | 0.00% | – |
| Q4 2020 | $8,000 | -96.5% | 776 | -96.8% | 0.00% | – |
| Q3 2020 | $226,000 | -0.4% | 23,986 | 0.0% | 0.00% | – |
| Q2 2020 | $227,000 | +2.7% | 23,986 | 0.0% | 0.00% | – |
| Q1 2020 | $221,000 | -63.5% | 23,986 | -61.3% | 0.00% | -100.0% |
| Q4 2019 | $605,000 | -5.8% | 61,916 | -4.1% | 0.00% | 0.0% |
| Q3 2019 | $642,000 | -5.3% | 64,575 | -8.8% | 0.00% | 0.0% |
| Q2 2019 | $678,000 | -9.4% | 70,811 | -11.2% | 0.00% | 0.0% |
| Q1 2019 | $748,000 | +6.7% | 79,706 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $701,000 | -1.8% | 79,706 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $714,000 | +66.0% | 79,706 | +71.4% | 0.00% | – |
| Q2 2018 | $430,000 | -23.6% | 46,494 | -22.4% | 0.00% | -100.0% |
| Q1 2018 | $563,000 | -3.4% | 59,920 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $583,000 | -2.7% | 59,920 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $599,000 | -41.2% | 59,920 | -40.4% | 0.00% | 0.0% |
| Q2 2017 | $1,018,000 | +5.2% | 100,500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $968,000 | -2.1% | 100,500 | -4.7% | 0.00% | 0.0% |
| Q4 2016 | $989,000 | -30.5% | 105,500 | -22.9% | 0.00% | -50.0% |
| Q3 2016 | $1,423,000 | -1.7% | 136,900 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,448,000 | +6.4% | 136,900 | +2.2% | 0.00% | 0.0% |
| Q1 2016 | $1,361,000 | +2.3% | 133,900 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $1,330,000 | +1.9% | 133,900 | -0.1% | 0.00% | 0.0% |
| Q3 2015 | $1,305,000 | +4109.7% | 133,975 | +3867.3% | 0.00% | – |
| Q2 2015 | $31,000 | -49.2% | 3,377 | -47.0% | 0.00% | – |
| Q1 2015 | $61,000 | +103.3% | 6,377 | +93.2% | 0.00% | – |
| Q4 2014 | $30,000 | 0.0% | 3,300 | 0.0% | 0.00% | – |
| Q3 2014 | $30,000 | +66.7% | 3,300 | +65.0% | 0.00% | – |
| Q2 2014 | $18,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q1 2014 | $18,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q4 2013 | $18,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q3 2013 | $18,000 | 0.0% | 2,000 | 0.0% | 0.00% | – |
| Q2 2013 | $18,000 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | 191,246 | $1,796,000 | 0.56% |
| Karpus Management, Inc. | 1,148,582 | $10,866,000 | 0.40% |
| Thomas J. Herzfeld Advisors, Inc. | 96,702 | $908,000 | 0.33% |
| Koshinski Asset Management, Inc. | 102,170 | $959,000 | 0.26% |
| Broadview Financial Management, LLC | 29,350 | $276,000 | 0.22% |
| Dakota Wealth Management | 39,120 | $368,000 | 0.07% |
| 1607 Capital Partners, LLC | 90,996 | $854,000 | 0.05% |
| Dynamic Advisor Solutions LLC | 13,475 | $127,000 | 0.02% |
| Advisors Asset Management, Inc. | 132,954 | $1,248,000 | 0.02% |
| Wealthcare Advisory Partners LLC | 13,154 | $124,000 | 0.02% |