Institutional Ownership
Mfs Invt Grade Mun Tr
CUSIP 59318B108SH BEN INTCXHQ1 2026
13D / 13G Filings
20
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
16.9%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
20 filings · latest Feb 17, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 17, 2026 | Almitas Capital LLC | 13G | 5.5% | 788.7K | SEC |
| 2 | Feb 13, 2026 | Bulldog Investors, LLP | 13G/A | 16.9% | — | SEC |
| 3 | Oct 15, 2025 | Bulldog Investors, LLP | 13G/A | 14.1% | — | SEC |
| 4 | Oct 2, 2025 | Sit Investment Associates, Inc. | 13G/A | 11.0% | 389.4K | SEC |
| 5 | May 15, 2025 | Rivernorth Capital Management, LLC | 13G | 5.6% | 512.9K | SEC |
| 6 | Apr 24, 2025 | Bulldog Investors, LLP | 13G/A | 12.3% | — | SEC |
| 7 | Feb 14, 2025 | Rivernorth Capital Management, LLC | 13G | 5.2% | 429.0K | SEC |
| 8 | Jan 3, 2025 | Sit Investment Associates, Inc. | 13G | 6.8% | 560.5K | SEC |
| 9 | Sep 26, 2024 | Bulldog Investors, LLP | 13G/A | 7.3% | 598.5K | SEC |
| 10 | May 1, 2024 | Saba Capital Management, L.P. | 13D/A | 3.9% | 315.5K | SEC |
10 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Mfs Invt Grade Mun Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.18M | $9.46M |
| 2 | Rivernorth Capital Management, LLC | 576.5K | $4.61M |
| 3 | Almitas Capital LLC | 454.8K | $3.63M |
| 4 | Morgan Stanley | 431.4K | $3.45M |
| 5 | Bank Of America Corp /De/ | 258.1K | $2.06M |
| 6 | Focus Partners Wealth | 242.9K | $1.94M |
| 7 | Icon Advisers Inc/Co | 241.4K | $1.93M |
| 8 | Hennion & Walsh Asset Management, Inc. | 141.1K | $1.13M |
| 9 | Melfa Wealth Management, Inc. | 78.4K | $626.1K |
| 10 | Bank Of New York Mellon Corp | 63.0K | $503.1K |