CXH
MFS INVESTMENT GRADE MUNICIPAL TRUSTMarquee-fund ownership over time
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q4 2024 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MFS INVESTMENT GRADE MUNICIPAL TRUST. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-263939Jun 9, 2026
- Form 40001193125-26-218388May 12, 2026
- Form 40001244199-26-000005Apr 1, 2026
- Form 40001398344-26-003838Feb 26, 2026
- Form 40001398344-26-003160Feb 13, 2026
- Form 40001398344-26-001248Jan 26, 2026
- Form 40001253367-25-000012Dec 11, 2025
- Form 40001287963-25-000013Oct 6, 2025
- Form 40002050280-25-000009Jun 27, 2025
- Form 40001700264-25-000050Jan 23, 2025
- Form 40001700264-24-000033Oct 1, 2024
- Form 40001700264-24-000017Sep 18, 2024
- Form 40000950170-24-106511Sep 13, 2024
- Form 40000950170-24-102771Sep 3, 2024
- Form 40000950170-24-091551Aug 6, 2024
Fundamentals
XBRL · MFS INVESTMENT GRADE MUNICIPAL TRUSTNot enough XBRL history to plot. MFS INVESTMENT GRADE MUNICIPAL TRUSThasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MFS INVESTMENT GRADE MUNICIPAL TRUST — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- DEF 14AProxy statementAug 22, 2025
- SC 13G/A5%+ ownership (amended)Oct 1, 2024
- SC 13G/A5%+ ownership (amended)Sep 26, 2024
- SC 13G/A5%+ ownership (amended)Sep 3, 2024
- DEF 14AProxy statementAug 23, 2024
- SC 13D/AFORM SC 13D/AMay 1, 2024
- SC 13G5%+ ownership (passive)Feb 14, 2024
- SC 13G5%+ ownership (passive)Jan 30, 2024
- SC 13D/AFORM SC 13D/AJan 10, 2024
- SC 13D/AFORM SC 13D/ADec 26, 2023
- SC 13G/A5%+ ownership (amended)Dec 1, 2023
- SC 13D/AFORM SC 13D/ANov 13, 2023
- DEF 14AMFS MULTI CLOSED END FUND DEF 14AAug 30, 2023
- SC 13DFORM SC 13DJul 24, 2023
- SC 13G/AFORM SC 13G/AFeb 14, 2023
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.