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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $93,000 | -17.7% | 12,285 | -7.5% | 0.00% | – |
| Q1 2022 | $113,000 | -17.5% | 13,285 | 0.0% | 0.00% | – |
| Q4 2021 | $137,000 | +3.0% | 13,285 | +0.0% | 0.00% | – |
| Q3 2021 | $133,000 | +18.8% | 13,281 | +22.0% | 0.00% | – |
| Q2 2021 | $112,000 | +4.7% | 10,887 | 0.0% | 0.00% | – |
| Q1 2021 | $107,000 | -17.1% | 10,887 | -17.1% | 0.00% | – |
| Q4 2020 | $129,000 | +30.3% | 13,133 | +24.2% | 0.00% | – |
| Q3 2020 | $99,000 | -2.0% | 10,573 | -1.3% | 0.00% | – |
| Q2 2020 | $101,000 | -3.8% | 10,714 | -6.7% | 0.00% | – |
| Q1 2020 | $105,000 | -8.7% | 11,478 | -2.4% | 0.00% | – |
| Q4 2019 | $115,000 | -10.2% | 11,765 | -8.4% | 0.00% | – |
| Q3 2019 | $128,000 | +30.6% | 12,846 | +25.0% | 0.00% | – |
| Q2 2019 | $98,000 | -25.8% | 10,279 | -30.3% | 0.00% | – |
| Q3 2018 | $132,000 | -2.9% | 14,752 | 0.0% | 0.00% | – |
| Q2 2018 | $136,000 | -14.5% | 14,752 | -12.9% | 0.00% | – |
| Q1 2018 | $159,000 | -24.3% | 16,934 | -21.8% | 0.00% | – |
| Q4 2017 | $210,000 | +12.3% | 21,653 | +15.5% | 0.00% | – |
| Q3 2017 | $187,000 | -17.3% | 18,753 | -15.9% | 0.00% | – |
| Q2 2017 | $226,000 | +27.7% | 22,307 | +21.2% | 0.00% | – |
| Q1 2017 | $177,000 | +145.8% | 18,400 | +123.3% | 0.00% | – |
| Q3 2013 | $72,000 | – | 8,240 | – | 0.00% | – |
Download | ||||||
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% |