MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) — Institutional Holders, Q1 2026
34 institutional investment managers reported a CXH position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $32.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CXH in Q1 2026: what funds did
Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +262,671 sh+$2.1M
- BANK OF AMERICAAdded · +235,596 sh+$1.9M
- RIVERNORTH CAPITAL MANAGEMENTAdded · +70,996 sh+$567.3K
- Beverly Hills Private WealthNew · +35,345 sh+$282.4K
- Bank of New York MellonAdded · +32,925 sh+$263.1K
Biggest sellers
- Thomas J. Herzfeld AdvisorsTrimmed · -219,017 sh-$1.7M
- SIT INVESTMENT ASSOCIATESSold out · -110,998 sh-$886.9K
- Matisse CapitalTrimmed · -38,383 sh-$306.7K
- Focus Partners WealthTrimmed · -29,543 sh-$236.0K
- Bulldog Investors, LLPTrimmed · -16,847 sh-$134.6K
CXH 13F holders ranked 1–34 of 34
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP#1 · 1,184,498 sh | 1,184,498 | $9.5M | — | -1.4% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT#2 · 576,479 sh | 576,479 | $4.6M | — | +14.0% |
| 3 | Almitas Capital#3 · 454,829 sh | 454,829 | $3.6M | — | 0.0% |
| 4 | MORGAN STANLEY#4 · 431,408 sh | 431,408 | $3.4M | — | +155.7% |
| 5 | BANK OF AMERICA#5 · 258,068 sh | 258,068 | $2.1M | — | +1048.4% |
| 6 | Focus Partners Wealth#6 · 242,888 sh | 242,888 | $1.9M | — | -10.8% |
| 7 | ICON ADVISERS#7 · 241,372 sh | 241,372 | $1.9M | — | -1.2% |
| 8 | Hennion & Walsh Asset Management#8 · 141,088 sh | 141,088 | $1.1M | — | +25.3% |
| 9 | MELFA WEALTH MANAGEMENT#9 · 78,360 sh | 78,360 | $626.1K | — | 0.0% |
| 10 | Bank of New York Mellon#10 · 62,969 sh | 62,969 | $503.1K | — | +109.6% |
| 11 | Matisse Capital#11 · 47,998 sh | 47,998 | $383.5K | — | -44.4% |
| 12 | Beverly Hills Private Wealth#12 · 35,345 sh | 35,345 | $282.4K | — | New |
| 13 | RAYMOND JAMES FINANCIAL#13 · 33,673 sh | 33,673 | $269.0K | — | +0.9% |
| 14 | OSAIC#14 · 32,138 sh | 32,138 | $256.8K | — | -25.1% |
| 15 | Capital Investment Advisors#15 · 27,962 sh | 27,962 | $223.4K | — | 0.0% |
| 16 | Thomas J. Herzfeld Advisors#16 · 23,409 sh | 23,409 | $187.0K | — | -90.3% |
| 17 | ROTHSCHILD INVESTMENT#17 · 22,975 sh | 22,975 | $183.6K | — | 0.0% |
| 18 | EVOLVE PRIVATE WEALTH#18 · 20,755 sh | 20,755 | $165.8K | — | +33.9% |
| 19 | WELLS FARGO & COMPANY#19 · 17,565 sh | 17,565 | $140.3K | — | -2.4% |
| 20 | Fortitude Advisory Group L.L.C.#20 · 15,802 sh | 15,802 | $126.3K | — | 0.0% |
| 21 | Closed-End Fund Advisors#21 · 15,498 sh | 15,498 | $123.8K | — | 0.0% |
| 22 | COHEN & STEERS#22 · 15,000 sh | 15,000 | $120.0K | — | 0.0% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#23 · 11,503 sh | 11,503 | $91.9K | — | -34.9% |
| 24 | Pathstone#24 · 10,651 sh | 10,651 | $85.1K | — | 0.0% |
| 25 | Concurrent Investment Advisors#25 · 10,251 sh | 10,251 | $81.9K | — | 0.0% |
| 26 | Western Wealth Management#26 · 6,775 sh | 6,775 | $54.1K | — | New |
| 27 | UBS Group AG#27 · 5,867 sh | 5,867 | $46.9K | — | -45.8% |
| 28 | FIFTH THIRD BANCORP#28 · 4,000 sh | 4,000 | $32.0K | — | 0.0% |
| 29 | Community Financial Services Group#29 · 2,825 sh | 2,825 | $22.7K | — | New |
| 30 | MONTAG A & ASSOCIATES#30 · 2,471 sh | 2,471 | $19.7K | — | 0.0% |
| 31 | PNC FINANCIAL SERVICES GROUP#31 · 776 sh | 776 | $6.2K | — | 0.0% |
| 32 | CWM#32 · 640 sh | 640 | $5.1K | 0.00% | New |
| 33 | ASSETMARK#33 · 480 sh | 480 | $3.8K | — | New |
| 34 | Steward Partners Investment Advisory#34 · 99 sh | 99 | $791.00 | — | 0.0% |
Funds that sold out of CXH in Q1 2026 (3)
Held CXH at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q4 2025 |
|---|---|---|
| SIT INVESTMENT ASSOCIATES110,998 sh | 110,998 | $882.0K |
| Center for Financial Planning4,589 sh | 4,589 | $36.5K |
| Noble Wealth Management PBC2,200 sh | 2,200 | $17.5K |
Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.