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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnSell-428-2.4%17,565$140.34KQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+6,775—6,775$54.13KQ1 2026May 19, 2026
Morgan StanleyBuy+262,671+155.7%431,408$3.45MQ1 2026May 15, 2026
Rivernorth Capital Management, LlcBuy+70,996+14.0%576,479$4.61MQ1 2026May 15, 2026
Focus Partners WealthSell-29,543-10.8%242,888$1.94MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-10,755-25.1%32,138$256.80KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-6,165-34.9%11,503$91.91KQ1 2026May 15, 2026
Almitas Capital LlcSell-80-0.0%454,829$3.63MQ1 2026May 15, 2026
Cwm, LlcBuy+640—640$5.11KQ1 2026May 14, 2026
Raymond James Financial IncBuy+295+0.9%33,673$269.05KQ1 2026May 14, 2026
Hennion & Walsh Asset Management, Inc.Buy+28,451+25.3%141,088$1.13MQ1 2026May 13, 2026
Icon Advisers Inc/CoSell-2,923-1.2%241,372$1.93MQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Sell-219,017-90.3%23,409$187.04KQ1 2026May 12, 2026
Matisse CapitalSell-38,383-44.4%47,998$383.50KQ1 2026May 08, 2026
Bulldog Investors, LlpSell-16,847-1.4%1,184,498$9.46MQ1 2026May 08, 2026
Assetmark, IncBuy+480—480$3.83KQ1 2026May 06, 2026
Bank Of New York Mellon CorpBuy+32,925+109.6%62,969$503.12KQ1 2026May 05, 2026
Ubs Group AgSell-4,948-45.8%5,867$46.88KQ1 2026May 05, 2026
Beverly Hills Private Wealth, LlcBuy+35,345—35,345$282.41KQ1 2026May 04, 2026
Evolve Private Wealth, LlcBuy+5,255+33.9%20,755$165.83KQ1 2026Apr 16, 2026
Community Financial Services Group, LlcBuy+2,825—2,825$22.68KQ1 2026Apr 08, 2026
Sit Investment Associates IncSell-110,998-100.0%0$0.00Q1 2026Feb 12, 2026
Center For Financial Planning, Inc.Sell-4,589-100.0%0$0.00Q1 2026Feb 05, 2026
Noble Wealth Management PbcSell-2,200-100.0%0$0.00Q1 2026Jan 05, 2026
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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.