MFS Investment Grade Municipal Trust

NYSE:CXH Stock Report

Market Cap: US$60.0m

MFS Investment Grade Municipal Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:CXH Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Apr 24SellUS$528,575Saba Capital Management, L.P.Company72,262US$7.33
08 Jan 24SellUS$741,458Saba Capital Management, L.P.Company98,100US$7.56
22 Dec 23SellUS$1,174,412Saba Capital Management, L.P.Company157,046US$7.54
24 Oct 23SellUS$4,824Saba Capital Management, L.P.Company732US$6.59
03 Oct 23SellUS$29,505Saba Capital Management, L.P.Company4,203US$7.02
21 Jul 23BuyUS$32,215Saba Capital Management, L.P.Company4,349US$7.46

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of CXH?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders137,1511.67%
Hedge Funds931,58611.4%
Institutions2,064,84625.2%
General Public5,065,63761.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 36.87% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6%
Almitas Capital LLC
491,954US$3.6m-9.34%0.93%
5.36%
Saba Capital Management, L.P.
439,632US$3.2m-16.4%0.07%
4.75%
Bulldog Investors, LLP
389,857US$2.9m28.7%0.86%
3%
Putnam LLC
245,951US$1.8m119%no data
2.73%
RiverNorth Capital Management, LLC
224,172US$1.6m10.9%0.08%
2.44%
ICON Advisers, Inc.
200,455US$1.5m0%0.34%
1.67%
Andrew Dakos
137,151US$1.0m0%no data
1.35%
Hennion & Walsh Asset Management, Inc.
110,859US$811.5k-1.4%0.05%
1.06%
Deschutes Portfolio Strategy, LLC
86,928US$636.3k-23.5%0.31%
0.98%
Logan Stone Capital, LLC
80,744US$591.0k-48.8%0.12%
0.98%
Morgan Stanley, Investment Banking and Brokerage Investments
80,104US$586.4k-15.2%no data
0.81%
Melfa Wealth Management, Inc.
66,730US$488.5k-3.88%0.37%
0.79%
Thomas J. Herzfeld Advisors, Inc.
64,445US$471.7k27.9%0.17%
0.74%
CapFinancial Partners, LLC, Asset Management Arm
60,894US$445.7k9.38%no data
0.73%
Moors & Cabot, Inc., Asset Management Arm
60,000US$439.2k9.09%0.03%
0.52%
Capital Investment Advisors, LLC
42,400US$310.4k0%0.01%
0.51%
Arbor Point Advisors, LLC
42,115US$308.3k5.71%0.01%
0.44%
Wells Fargo & Company, Securities and Brokerage Investments
35,978US$263.4k-11.9%no data
0.41%
Robinson Capital Management, LLC
33,292US$243.7k-23.5%0.09%
0.34%
Raymond James Financial Inc., Asset Management Arm
27,700US$202.8k0.09%no data
0.32%
Merrill Lynch & Co. Inc., Banking Investments
26,040US$190.6k9.23%no data
0.28%
UBS Asset Management AG
22,989US$168.3k-1.91%no data
0.25%
Landscape Capital Management, LLC
20,592US$150.7k0%0.01%
0.2%
Sea Otter Advisors LLC
16,475US$120.6k668%0.23%
0.19%
Fortitude Advisory Group L.L.C.
15,802US$115.7k-16.4%0.07%
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