CXH — MFS Invt Grade Mun Tr Institutional Holders · Q1 2026

Name: Who Owns CXH? 37 Institutions Hold $32.3M (Q1 2026)
Creator: ko.io

Who owns MFS Invt Grade Mun Tr (CXH)? 37 institutions reported holding $32.25M in SEC 13F filings for Q1 2026 (period ended 2026-03-31). Largest holders: Bulldog Investors, LLP ($9.5M), Rivernorth Capital Management, LLC ($4.6M), Almitas Capital LLC ($3.6M).

Rank	Institution	Value	Shares	Change
1	Bulldog Investors, LLP	$9.5M	1.2M	Trimmed
2	RIVERNORTH CAPITAL MANAGEMENT, LLC	$4.6M	576,479	Added
3	Almitas Capital LLC	$3.6M	454,829	Trimmed
4	MORGAN STANLEY	$3.4M	431,408	Added
5	BANK OF AMERICA CORP /DE/	$2.1M	258,068	Hold
6	Focus Partners Wealth	$1.9M	242,888	Trimmed
7	ICON ADVISERS INC/CO	$1.9M	241,372	Trimmed
8	Hennion & Walsh Asset Management, Inc.	$1.1M	141,088	Added
9	MELFA WEALTH MANAGEMENT, INC.	$626,100	78,360	Hold
10	Bank of New York Mellon Corp	$503,123	62,969	Added
11	Matisse Capital	$383,504	47,998	Trimmed
12	Beverly Hills Private Wealth, LLC	$282,407	35,345	New
13	RAYMOND JAMES FINANCIAL INC	$269,047	33,673	Added
14	OSAIC HOLDINGS, INC.	$256,798	32,138	Trimmed
15	Capital Investment Advisors, LLC	$223,416	27,962	Hold
16	Thomas J. Herzfeld Advisors, Inc.	$187,038	23,409	Trimmed
17	ROTHSCHILD INVESTMENT LLC	$183,570	22,975	Hold
18	EVOLVE PRIVATE WEALTH, LLC	$165,832	20,755	Added
19	WELLS FARGO & COMPANY/MN	$140,341	17,565	Trimmed
20	Fortitude Advisory Group L.L.C.	$126,258	15,802	Hold
21	Closed-End Fund Advisors, Inc.	$123,829	15,498	Hold
22	COHEN & STEERS, INC.	$120,000	15,000	Hold
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$91,909	11,503	Trimmed
24	Pathstone Holdings, LLC	$85,101	10,651	Hold
25	Concurrent Investment Advisors, LLC	$81,905	10,251	Hold

Source: SEC Form 13F filings · as of 2026-03-31