Institutional Ownership
Mfs Invt Grade Mun Tr
CUSIP 59318B108SH BEN INTCXHQ1 2026
Institutional Holders
34
13F filers
Shares Held
4.04M
Aggregate institutional
Institutional Value
$32.13M
Q1 2026
Net New Holders
+3
5 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased6
Decreased10
Sold out2
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.18M | $9.46M | −16.8K | Reduced |
| 2 | Rivernorth Capital Management, LLC | 576.5K | $4.61M | +71.0K | Added |
| 3 | Almitas Capital LLC | 454.8K | $3.63M | −80 | Reduced |
| 4 | Morgan Stanley | 431.4K | $3.45M | +262.7K | Added |
| 5 | Bank Of America Corp /De/ | 258.1K | $2.06M | 0 | Held |
| 6 | Focus Partners Wealth | 242.9K | $1.94M | −29.5K | Reduced |
| 7 | Icon Advisers Inc/Co | 241.4K | $1.93M | −2.9K | Reduced |
| 8 | Hennion & Walsh Asset Management, Inc. | 141.1K | $1.13M | +28.5K | Added |
| 9 | Melfa Wealth Management, Inc. | 78.4K | $626.1K | 0 | Held |
| 10 | Bank Of New York Mellon Corp | 63.0K | $503.1K | +32.9K | Added |
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