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Get Institutions for : 
Mfs Investment Grade Municipal Trust (CXH)  
$7.32 0.01 (0.14%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 37    2
Total shares held : 
 2,827,617  
% of shares held : 
 24.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -417,059  
% of shares held change : 
   -3.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.09  
Last Quarter's Ending Price : 
 $7.57  
Last Quarter's Average Price : 
 $7.10  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (3.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 230,452
 8.15%
 
Increased Positions :
10
 193,127
 6.83%
 
Unchanged Positions :
6
 9,471
 0.33%
 
Decreased Positions :
16
-609,716
-21.56%
 
Closed Positions :
7
-230,922
-8.17%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SABA CAPITAL MANAGEMENT, L.P. 128 - 2023-12-31 525,732 $3,980,000 -387,254
   Almitas Capital LLC 25 - 2023-12-31 491,954 $3,724,000 -50,687
   BROOKLYN CAPITAL MANAGEMENT LLC 34 - 2023-12-31 389,857 $2,951,000 86,927
   RIVERNORTH CAPITAL MANAGEMENT, INC. 167 - 2023-12-31 224,172 $1,697,000 21,993
   ICON ADVISERS INC/CO 111 *New 2023-12-31 200,455 $1,517,000 200,455
   Hennion & Walsh Asset Management Inc. 463 - 2024-03-31 110,859 $845,000 -1,571
   Deschutes Portfolio Strategy LLC 98 - 2023-12-31 86,928 $658,000 -26,723
   Logan Stone Capital LLC 109 - 2023-12-31 80,744 $611,000 -76,864
   MORGAN STANLEY 5039 - 2023-12-31 80,104 $606,000 -14,368
   MELFA WEALTH MANAGEMENT LLC 70 - 2024-03-31 66,730 $508,000 -2,696
   Advisor Group Holdings Inc. 3151 - 2023-12-31 66,624 $504,000 -2,227
   THOMAS J. HERZFELD ADVISORS, INC. 66 - 2023-12-31 64,445 $488,000 14,056
   CAPTRUST FINANCIAL ADVISORS 1783 - 2023-12-31 60,894 $461,000 5,223
   Moors & Cabot Inc. 491 - 2023-12-31 60,000 $454,000 5,000
   Capital Investment Advisors LLC 463 - 2024-03-31 42,400 $323,000 0
   WELLS FARGO & CO/MN 3684 - 2023-12-31 37,659 $285,000 -3,180
   ROBINSON CAPITAL MANAGEMENT LLC 113 - 2023-12-31 33,292 $251,000 -10,234
   RAYMOND JAMES & ASSOCIATES 3532 - 2024-03-31 27,700 $211,000 25
   BANK OF AMERICA CORP /DE/ 5005 - 2023-12-31 26,040 $197,000 2,200
   UBS Group AG 4633 - 2023-12-31 22,989 $174,000 -448
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 733 *New 2023-12-31 20,592 $156,000 20,592
   Sea Otter Advisors LLC 63 - 2023-12-31 16,475 $125,000 14,331
   Fortitude Advisory Group L.L.C. 211 - 2023-12-31 15,802 $120,000 -3,105
   Fort Point Capital Partners LLC 289 - 2023-12-31 13,035 $99,000 -6,566
   LPL FINANCIAL CORP 4466 - 2023-12-31 12,957 $98,000 -7,069
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5273 - 2023-12-31 11,109 $84,000 -9,474
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3143 - 2024-03-31 11,010 $84,000 59
   Concurrent Investment Advisors LLC 812 - 2023-12-31 10,251 $78,000 0
   GPS Wealth Strategies Group LLC 483 - 2023-12-31 6,775 $51,000 0
   WOLVERINE ASSET MANAGEMENT LLC 692 *New 2023-12-31 5,475 $41,000 5,475
   FIFTH THIRD BANCORP 1539 - 2024-03-31 4,000 $30,000 0
   MONTAG A & ASSOCIATES INC 692 *New 2023-12-31 2,471 $19,000 2,471
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 512 - 2024-03-31 1,459 $11,000 0
   ROYAL BANK OF CANADA 5783 - 2023-12-31 1,350 $10,000 0
   PNC FINANCIAL SERVICES GROUP INC 3806 - 2023-12-31 776 $6,000 0
   Venturi Wealth Management LLC 1189 - 2024-03-31 360 $3,000 0
   Steward Partners Investment Advisory LLC 3164 - 2023-12-31 210 $2,000 0
   Atlas Wealth LLC 89 *Closed 2023-12-31 0 $0 -27,246
   JANNEY MONTGOMERY SCOTT LLC 2691 *Closed 2023-12-31 0 $0 -12,400
   1607 CAPITAL PARTNERS, LLC 142 *Closed 2023-12-31 0 $0 -131,735
   KARPUS MANAGEMENT INC 272 *Closed 2023-12-31 0 $0 -41,528
   J P MORGAN CHASE & CO 6013 *Closed 2023-12-31 0 $0 -2,217
   PROEQUITIES INC. 6699 - 2023-12-31 0 $0 0
   CLOUGH CAPITAL PARTNERS L P 231 *Closed 2023-12-31 0 $0 -11,048
   Quarry LP 1449 *Closed 2023-12-31 0 $0 -4,748
  45 Records found
  1    
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