MFS INVESTMENT GRADE MUNI (CXH) Institutional Ownership and Insiders Activity
MFS INVESTMENT GRADE MUNI (CXH) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $109,959 based on SEC Form 13F filings for the quarter ended March 31, 2026.
Pathstone Holdings, Llc is the largest disclosed holder, reporting approximately $85,101 in CXH holdings in its latest filing.
Institutional ownership remains highly concentrated, with Pathstone Holdings, Llc representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$109,959
Largest Holder
Pathstone Holdings, Llc
Largest Position
$85,101
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
5
Funds Exiting Positions
3
Top Institutional Owners
View allInvestorReported Balance
- Pathstone Holdings, Llc$85,101
- Montag A & Associates Inc$19,744
- Cwm, Llc$5,114
Related CXH Institutional Insights:
- CXH 13F Institutional Holders
- CXH Superinvestors
- CXH Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- CXH Insider Trading & SEC Form 4 Activity
- CXH Articles
- Top Institutional Investor Stock Rankings