MFS INVESTMENT GRADE MUNI (CXH) Institutional Ownership Changes & 13F Activity
MFS INVESTMENT GRADE MUNI (CXH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Thomas J. Herzfeld Advisors, Inc., Sit Investment Associates Inc, Rivernorth Capital Management, Llc, and Matisse Capital.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -428 | -2.4% | 17,565 | $140.34K | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +6,775 | — | 6,775 | $54.13K | Q1 2026 | May 19, 2026 |
| Morgan Stanley | Buy | +262,671 | +155.7% | 431,408 | $3.45M | Q1 2026 | May 15, 2026 |
| Rivernorth Capital Management, Llc | Buy | +70,996 | +14.0% | 576,479 | $4.61M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -29,543 | -10.8% | 242,888 | $1.94M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -10,755 | -25.1% | 32,138 | $256.80K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -6,165 | -34.9% | 11,503 | $91.91K | Q1 2026 | May 15, 2026 |
| Almitas Capital Llc | Sell | -80 | -0.0% | 454,829 | $3.63M | Q1 2026 | May 15, 2026 |
| Cwm, Llc | Buy | +640 | — | 640 | $5.11K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +295 | +0.9% | 33,673 | $269.05K | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | Buy | +28,451 | +25.3% | 141,088 | $1.13M | Q1 2026 | May 13, 2026 |
| Icon Advisers Inc/Co | Sell | -2,923 | -1.2% | 241,372 | $1.93M | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Sell | -219,017 | -90.3% | 23,409 | $187.04K | Q1 2026 | May 12, 2026 |
| Matisse Capital | Sell | -38,383 | -44.4% | 47,998 | $383.50K | Q1 2026 | May 08, 2026 |
| Bulldog Investors, Llp | Sell | -16,847 | -1.4% | 1,184,498 | $9.46M | Q1 2026 | May 08, 2026 |
| Assetmark, Inc | Buy | +480 | — | 480 | $3.83K | Q1 2026 | May 06, 2026 |
| Bank Of New York Mellon Corp | Buy | +32,925 | +109.6% | 62,969 | $503.12K | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -4,948 | -45.8% | 5,867 | $46.88K | Q1 2026 | May 05, 2026 |
| Beverly Hills Private Wealth, Llc | Buy | +35,345 | — | 35,345 | $282.41K | Q1 2026 | May 04, 2026 |
| Evolve Private Wealth, Llc | Buy | +5,255 | +33.9% | 20,755 | $165.83K | Q1 2026 | Apr 16, 2026 |
| Community Financial Services Group, Llc | Buy | +2,825 | — | 2,825 | $22.68K | Q1 2026 | Apr 08, 2026 |
| Sit Investment Associates Inc | Sell | -110,998 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 12, 2026 |
| Center For Financial Planning, Inc. | Sell | -4,589 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 05, 2026 |
| Noble Wealth Management Pbc | Sell | -2,200 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 05, 2026 |
Frequently asked questions about CXH activity
Which institutional owners are buying CXH?
Institutional owners buying CXH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CXH activity?
"Buy" means an investor increased their reported position in CXH compared to the prior reporting period. This reflects growing exposure to MFS INVESTMENT GRADE MUNI (CXH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CXH increasing?
Institutional interest in CXH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related CXH Institutional Insights
- CXH Overview
- CXH 13F Institutional Holders
- CXH Superinvestors
- 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