CXH — MFS INVESTMENT GRADE MUNI

Ownership history in Bulldog Investors, LLP  ·  16 quarters on record

This page tracks every 13F SEC filing in which Bulldog Investors, LLP reported a position in MFS INVESTMENT GRADE MUNI (CXH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.13% (2025 Q4)
Avg. % of fund
0.98%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,201,345 +220,851 +22.5% 2.13% $9.6M $7.88
2025 Q3 ADDED 980,494 +84,603 +9.4% 1.78% $7.7M $7.69
2025 Q2 ADDED 895,891 +36,583 +4.3% 1.73% $6.8M $7.38
2025 Q1 ADDED 859,308 +148,849 +21.0% 1.84% $6.8M $7.56
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CXH price (monthly, adj. close)

Other funds also holding CXH

As of 2025 Q4 — sorted by position size

Almitas Capital LLC 3Y 7Y 0.8% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 0.65% ICON ADVISERS INC/CO 3Y 7Y 0.42% MELFA WEALTH MANAGEMENT, INC. 3Y 0.36% Matisse Capital 3Y 7Y 0.31% RIVERNORTH CAPITAL MANAGEMENT, LLC 3Y 7Y 0.19% Fortitude Advisory Group L.L.C. 3Y 0.05% Hennion & Walsh Asset Management, Inc. 3Y 0.03% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.02% ROTHSCHILD INVESTMENT LLC 0.01%
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