Vault-13

MFS INVT GRADE MUN TR

SH BEN INT · CUSIP 59318B108

0 institutional holders -33 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 32 sold out net sold ≈ $32.2m (-4.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 40Q4 22: 40Q1 23: 41Q2 23: 36Q3 23: 39Q4 23: 39Q1 24: 39Q2 24: 40Q3 24: 34Q4 24: 35Q1 25: 33Q2 25: 31Q3 25: 33Q4 25: 32Q1 26: 33Q2 26: 00Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202240
Q4 202240
Q1 202341
Q2 202336
Q3 202339
Q4 202339
Q1 202439
Q2 202440
Q3 202434
Q4 202435
Q1 202533
Q2 202531
Q3 202533
Q4 202532
Q1 202633
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 13 cut or sold outQ4 24: 13 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 14 cut or sold outQ2 25: 9 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 14 bought or addedQ3 25: 10 cut or sold outQ4 25: 11 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 13 cut or sold outQ2 26: 0 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241113
Q4 2024139
Q1 2025914
Q2 2025914
Q3 20251410
Q4 20251111
Q1 20261013
Q2 2026032

Biggest buyers

None

Biggest sellers

Bulldog Investors, LLP Sold out -1,184,498-1.2m
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -576,479-576.5k
Almitas Capital LLC Sold out -454,829-454.8k
MORGAN STANLEY Sold out -431,408-431.4k
BANK OF AMERICA CORP /DE/ Sold out -258,068-258.1k
Focus Partners Wealth Sold out -242,888-242.9k
ICON ADVISERS INC/CO Sold out -241,372-241.4k
Hennion & Walsh Asset Management, Inc. Sold out -141,088-141.1k
MELFA WEALTH MANAGEMENT, INC. Sold out -78,360-78.4k
Bank of New York Mellon Corp Sold out -62,969-63.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
RIVERNORTH CAPITAL MANAGEMENT, LLC 13G · institution +1.4 pts · filed 2026-05-15 7.0% +1.4 pts 576.5k 2026-05-15

Fell to 5% or below in the last year: Almitas Capital LLC (0.0%, 2026-08-21), MORGAN STANLEY (0.0%, 2026-07-08), Bulldog Investors, LLP (2.6%, 2026-05-07)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change