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 | 05/08/2026 | 1.18 M | $9.46 M | -1.40% | 14.45% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 576.48 K | $4.61 M | 14.05% | 7.03% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 454.83 K | $3.63 M | -0.02% | 5.55% |
| MORGAN STANLEY | 05/15/2026 | 431.41 K | $3.45 M | 155.67% | 5.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 258.07 K | $2.06 M | 0.00% | 3.15% |
| COLONY GROUP, LLC | 05/15/2026 | 242.89 K | $1.94 M | -10.84% | 2.96% |
| ICON ADVISERS INC/CO | 05/13/2026 | 241.37 K | $1.93 M | -1.20% | 2.94% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 141.09 K | $1.13 M | 25.26% | 1.72% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 78.36 K | $626.10 K | 0.00% | 0.96% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 62.97 K | $503.12 K | 109.59% | 0.77% |
| MATISSE CAPITAL | 05/08/2026 | 48.00 K | $383.50 K | -44.43% | 0.59% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 05/04/2026 | 35.35 K | $282.41 K | 100.00% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 33.67 K | $269.05 K | 0.88% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 32.14 K | $256.80 K | -25.07% | 0.39% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 27.96 K | $223.42 K | 0.00% | 0.34% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 23.41 K | $187.04 K | -90.34% | 0.29% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 22.98 K | $183.57 K | 0.00% | 0.28% |
| 04/16/2026 | 20.76 K | $165.83 K | 33.90% | 0.25% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 17.57 K | $140.34 K | -2.38% | 0.21% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 15.80 K | $126.26 K | 0.00% | 0.19% |
| 05/11/2026 | 15.50 K | $123.83 K | 0.00% | 0.19% | |
| COHEN & STEERS, INC. | 05/15/2026 | 15.00 K | $120.00 K | 0.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.50 K | $91.91 K | -34.89% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 10.65 K | $85.10 K | 0.00% | 0.13% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 10.25 K | $81.91 K | 0.00% | 0.13% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 6.78 K | $54.13 K | 100.00% | 0.08% |
| UBS GROUP AG | 05/05/2026 | 5.87 K | $46.88 K | -45.75% | 0.07% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.00 K | $31.96 K | 0.00% | 0.05% |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | 04/08/2026 | 2.83 K | $22.69 K | 100.00% | 0.03% |
| MONTAG A & ASSOCIATES INC | 04/29/2026 | 2.47 K | $19.74 K | 0.00% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 776 | $6.20 K | 0.00% | 0.01% |
| CWM, LLC | 05/14/2026 | 640 | $5.11 K | 100.00% | 0.01% |
| ASSETMARK, INC | 05/06/2026 | 480 | $3.84 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 99 | $791 | 0.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CENTER FOR FINANCIAL PLANNING, INC. | 05/04/2026 | 0 | $0 | -100.00% | 0.00% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 0 | $0 | -100.00% | 0.00% |
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MFS Investment Grade Municipal Trust institutional Ownership - FAQ's
During the previous two years, 49 institutional investors and hedge funds held shares of MFS Investment Grade Municipal Trust. The most heavily invested institutionals were:
Bulldog Investors, LLP: 1.18 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 576,479
Almitas Capital LLC: 454,829
MORGAN STANLEY: 431,408
BANK OF AMERICA CORP /DE/: 258,068
Colony Group, LLC: 242,888
49.23% of MFS Investment Grade Municipal Trust stock is owned by institutional investors.
Institutional investors have bought a total of 4.23 M shares in the last 24 months. This purchase volume represents approximately $34.73 M in transactions.