MFS Investment Grade Municipal Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 02/13/2026 | 1.20 M | $9.55 M | 22.52% | 14.65% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 505.48 K | $4.02 M | 7.18% | 6.17% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 454.91 K | $3.62 M | -6.72% | 5.55% |
| COLONY GROUP, LLC | 02/13/2026 | 272.43 K | $2.17 M | 100.00% | 3.32% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 258.07 K | $2.05 M | 285.46% | 3.15% |
| ICON ADVISERS INC/CO | 02/13/2026 | 244.30 K | $1.94 M | 0.00% | 2.98% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 242.43 K | $1.93 M | 0.85% | 2.96% |
| MORGAN STANLEY | 02/13/2026 | 168.74 K | $1.34 M | 140.29% | 2.06% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 112.64 K | $895.46 K | 128.01% | 1.37% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 111.00 K | $882.00 K | -71.50% | 1.35% |
| MATISSE CAPITAL | 01/29/2026 | 86.38 K | $686.73 K | 0.00% | 1.05% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 78.36 K | $622.97 K | 0.00% | 0.96% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 42.89 K | $341.02 K | -33.23% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 33.38 K | $265.36 K | 4.92% | 0.41% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 30.04 K | $238.85 K | 0.45% | 0.37% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 27.96 K | $222.30 K | 0.00% | 0.34% |
| ROTHSCHILD INVESTMENT LLC | 02/10/2026 | 22.98 K | $182.65 K | -10.44% | 0.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 17.99 K | $143.04 K | -2.42% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 17.67 K | $140.46 K | 11.72% | 0.22% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 15.80 K | $125.63 K | 0.00% | 0.19% |
| 02/17/2026 | 15.50 K | $123.23 K | 100.00% | 0.19% | |
| 02/11/2026 | 15.50 K | $123.21 K | 100.00% | 0.19% | |
| COHEN & STEERS, INC. | 02/13/2026 | 15.00 K | $119.00 K | 0.00% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 10.82 K | $85.98 K | -4.42% | 0.13% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 10.65 K | $84.68 K | 100.00% | 0.13% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 10.25 K | $81.50 K | 0.00% | 0.13% |
| CENTER FOR FINANCIAL PLANNING, INC. | 02/05/2026 | 4.59 K | $36.48 K | 0.00% | 0.06% |
| FIFTH THIRD BANCORP | 02/02/2026 | 4.00 K | $31.80 K | 0.00% | 0.05% |
| MONTAG A & ASSOCIATES INC | 02/02/2026 | 2.47 K | $19.65 K | 0.00% | 0.03% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 2.20 K | $17.49 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 776 | $6.17 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 99 | $787 | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/20/2026 | 0 | $0 | -100.00% | 0.00% |
| INDEPENDENCE BANK OF KENTUCKY | 01/20/2026 | 0 | $0 | -100.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS Investment Grade Municipal Trust institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were:
MELFA WEALTH MANAGEMENT, LLC: 78,360
Bank of New York Mellon Corp: 62,969
Beverly Hills Private Wealth, LLC: 35,345
Capital Investment Advisors, LLC: 27,962
Fortitude Advisory Group L.L.C.: 15,802
Concurrent Investment Advisors, LLC: 10,251
49.23% of MFS Investment Grade Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 4.32 M shares in the last 24 months. This purchase volume represents approximately $35.51 M in transactions.