Funds holding MFS INVT GRADE MUN TR
ISIN US59318B1089 · United States · LEI TQV30XJRB3S7V50XRW52
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 4 | 0 | 289,770 | -12.5 % |
| 2026Q1 | 4 | 0 | 331,207 | -0.1 % |
| 2025Q4 | 4 | 0 | 331,417 | +0.0 % |
| 2025Q3 | 4 | 0 | 331,299 | -0.1 % |
| 2025Q2 | 4 | 0 | 331,471 | -0.3 % |
| 2025Q1 | 4 | -1 | 332,358 | -2.8 % |
| 2024Q4 | 5 | 0 | 341,867 | -2.7 % |
| 2024Q3 | 5 | 0 | 351,252 | -4.5 % |
| 2024Q2 | 5 | 0 | 367,810 | +3.4 % |
| 2024Q1 | 5 | +1 | 355,552 | +67.9 % |
| 2023Q4 | 4 | 211,797 |
Institutional managers
34 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Bulldog Investors, LLP | 1,184,498 | 9.5M $ | as of Mar 31, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 576,479 | 4.6M $ | as of Mar 31, 2026 |
| Almitas Capital LLC | 454,829 | 3.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 431,408 | 3.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 258,068 | 2.1M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 242,888 | 1.9M $ | as of Mar 31, 2026 |
| ICON ADVISERS INC/CO | 241,372 | 1.9M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 141,088 | 1.1M $ | as of Mar 31, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | 78,360 | 626.1K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 62,969 | 503.1K $ | as of Mar 31, 2026 |
| Matisse Capital | 47,998 | 383.5K $ | as of Mar 31, 2026 |
| Beverly Hills Private Wealth, LLC | 35,345 | 282.4K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 33,673 | 269K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 32,138 | 256.8K $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 27,962 | 223.4K $ | as of Mar 31, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | 23,409 | 187K $ | as of Mar 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | 22,975 | 183.6K $ | as of Mar 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | 20,755 | 165.8K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 17,565 | 140.3K $ | as of Mar 31, 2026 |
| Fortitude Advisory Group L.L.C. | 15,802 | 126.3K $ | as of Mar 31, 2026 |
| Closed-End Fund Advisors, Inc. | 15,498 | 123.8K $ | as of Mar 31, 2026 |
| COHEN & STEERS, INC. | 15,000 | 120 $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,503 | 91.9K $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 10,651 | 85.1K $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 10,251 | 81.9K $ | as of Mar 31, 2026 |
Declared shareholders of MFS INVT GRADE MUN TR
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Almitas Capital LLC | 0.00 % | 0 | as of Jun 30, 2026 · SCHEDULE 13G |
| Morgan Stanley | 0.00 % | 0 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding MFS INVT GRADE MUN TR". https://titelia.com/en/stocks/mfs-invt-grade-mun-tr-US59318B1089