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 | $288,729 | -3.9% | 40,839 | 0.0% | 0.00% | – |
| Q2 2023 | $300,374 | -12.9% | 40,839 | -12.5% | 0.00% | – |
| Q1 2023 | $344,931 | +2.5% | 46,675 | -1.3% | 0.00% | – |
| Q4 2022 | $336,584 | -13.0% | 47,273 | -17.9% | 0.00% | – |
| Q3 2022 | $387,000 | -11.8% | 57,573 | -0.4% | 0.00% | – |
| Q2 2022 | $439,000 | -17.5% | 57,831 | -7.1% | 0.00% | – |
| Q1 2022 | $532,000 | -40.5% | 62,262 | -28.2% | 0.00% | – |
| Q4 2021 | $894,000 | +13.5% | 86,773 | +10.1% | 0.00% | – |
| Q3 2021 | $788,000 | -10.1% | 78,778 | -7.6% | 0.00% | – |
| Q2 2021 | $877,000 | +0.5% | 85,303 | -4.1% | 0.00% | – |
| Q1 2021 | $873,000 | +12.5% | 88,927 | +12.4% | 0.00% | – |
| Q4 2020 | $776,000 | +18.7% | 79,120 | +13.6% | 0.00% | – |
| Q3 2020 | $654,000 | -12.2% | 69,650 | -11.8% | 0.00% | – |
| Q2 2020 | $745,000 | +15.0% | 78,962 | +11.7% | 0.00% | – |
| Q1 2020 | $648,000 | -10.0% | 70,680 | -4.1% | 0.00% | – |
| Q4 2019 | $720,000 | -23.4% | 73,683 | -22.1% | 0.00% | – |
| Q3 2019 | $940,000 | +279.0% | 94,622 | +264.8% | 0.00% | – |
| Q2 2019 | $248,000 | +51.2% | 25,941 | +48.5% | 0.00% | – |
| Q1 2019 | $164,000 | +382.4% | 17,470 | +345.0% | 0.00% | – |
| Q4 2018 | $34,000 | -66.7% | 3,926 | -65.5% | 0.00% | – |
| Q3 2018 | $102,000 | -5.6% | 11,373 | -2.8% | 0.00% | – |
| Q2 2018 | $108,000 | -11.5% | 11,698 | -9.3% | 0.00% | – |
| Q1 2018 | $122,000 | -15.3% | 12,903 | -13.4% | 0.00% | – |
| Q4 2017 | $144,000 | -3.4% | 14,903 | 0.0% | 0.00% | – |
| Q3 2017 | $149,000 | +13.7% | 14,903 | +16.0% | 0.00% | – |
| Q2 2017 | $131,000 | +5.6% | 12,847 | -0.0% | 0.00% | – |
| Q1 2017 | $124,000 | -8.8% | 12,848 | -11.9% | 0.00% | – |
| Q4 2016 | $136,000 | -9.9% | 14,583 | +0.2% | 0.00% | – |
| Q3 2016 | $151,000 | +14.4% | 14,547 | +16.1% | 0.00% | – |
| Q2 2016 | $132,000 | +13.8% | 12,531 | +9.6% | 0.00% | – |
| Q1 2016 | $116,000 | +1.8% | 11,433 | 0.0% | 0.00% | – |
| Q4 2015 | $114,000 | -31.7% | 11,433 | -33.0% | 0.00% | – |
| Q3 2015 | $167,000 | -6.7% | 17,061 | -11.2% | 0.00% | – |
| Q2 2015 | $179,000 | -63.2% | 19,217 | -62.7% | 0.00% | – |
| Q1 2015 | $486,000 | +118.9% | 51,456 | +116.9% | 0.00% | – |
| Q4 2014 | $222,000 | -16.5% | 23,720 | -18.5% | 0.00% | – |
| Q3 2014 | $266,000 | -68.9% | 29,114 | -68.4% | 0.00% | – |
| Q2 2014 | $855,000 | +10.8% | 92,075 | +6.6% | 0.00% | – |
| Q1 2014 | $772,000 | +2.0% | 86,391 | -1.7% | 0.00% | – |
| Q4 2013 | $757,000 | +151.5% | 87,872 | +153.8% | 0.00% | – |
| Q3 2013 | $301,000 | -1.0% | 34,628 | +6.5% | 0.00% | – |
| Q2 2013 | $304,000 | – | 32,527 | – | 0.00% | – |
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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% |