Who Owns MFS INVT GRADE MUN TR (CXH)? -- Institutional Holders (2026-03-31)

37 institutions reported holding $32.3M of MFS INVT GRADE MUN TR (CXH) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bulldog Investors, LLP ($9.5M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($4.6M), Almitas Capital LLC ($3.6M), MORGAN STANLEY ($3.4M), BANK OF AMERICA CORP /DE/ ($2.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bulldog Investors, LLP$9.5M1.2MTrimmed
2RIVERNORTH CAPITAL MANAGEMENT, LLC$4.6M576,479Added
3Almitas Capital LLC$3.6M454,829Trimmed
4MORGAN STANLEY$3.4M431,408Added
5BANK OF AMERICA CORP /DE/$2.1M258,068Hold
6Focus Partners Wealth$1.9M242,888Trimmed
7ICON ADVISERS INC/CO$1.9M241,372Trimmed
8Hennion & Walsh Asset Management, Inc.$1.1M141,088Added
9MELFA WEALTH MANAGEMENT, INC.$626,10078,360Hold
10Bank of New York Mellon Corp$503,12362,969Added
11Matisse Capital$383,50447,998Trimmed
12Beverly Hills Private Wealth, LLC$282,40735,345New
13RAYMOND JAMES FINANCIAL INC$269,04733,673Added
14OSAIC HOLDINGS, INC.$256,79832,138Trimmed
15Capital Investment Advisors, LLC$223,41627,962Hold
16Thomas J. Herzfeld Advisors, Inc.$187,03823,409Trimmed
17ROTHSCHILD INVESTMENT LLC$183,57022,975Hold
18EVOLVE PRIVATE WEALTH, LLC$165,83220,755Added
19WELLS FARGO & COMPANY/MN$140,34117,565Trimmed
20Fortitude Advisory Group L.L.C.$126,25815,802Hold
21Closed-End Fund Advisors, Inc.$123,82915,498Hold
22COHEN & STEERS, INC.$120,00015,000Hold
23SUSQUEHANNA INTERNATIONAL GROUP, LLP$91,90911,503Trimmed
24Pathstone Holdings, LLC$85,10110,651Hold
25Concurrent Investment Advisors, LLC$81,90510,251Hold

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