CUSIP 59318B108
MFS INVT GRADE MUN TR
74 institutions · $39.4M total · 5,145,678 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1,201,345 | $9.6M | 23.34% | 2025-12-31 |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 505,483 | $4.0M | 9.82% | 2025-12-31 |
| 3 | Almitas Capital LLC | 454,909 | $3.6M | 8.84% | 2025-12-31 |
| 4 | Focus Partners Wealth | 272,431 | $2.2M | 5.29% | 2025-12-31 |
| 5 | Kovitz Investment Group Partners, LLC | 270,133 | $2.1M | 5.24% | 2025-09-30 |
| 6 | ICON ADVISERS INC/CO | 244,295 | $1.9M | 4.74% | 2025-12-31 |
| 7 | Thomas J. Herzfeld Advisors, Inc. | 242,426 | $1.9M | 4.71% | 2025-12-31 |
| 8 | BANK OF AMERICA CORP /DE/ | 235,596 | $1.9M | 4.57% | 2025-12-31 |
| 9 | Saba Capital Management, L.P. | 232,815 | $1.8M | 4.52% | 2024-06-30 |
| 10 | 1607 Capital Partners, LLC | 131,735 | $931.4K | 2.56% | 2023-12-31 |
| 11 | Hennion & Walsh Asset Management, Inc. | 112,637 | $895.5K | 2.18% | 2025-12-31 |
| 12 | MORGAN STANLEY | 98,160 | $780.4K | 1.90% | 2025-12-31 |
| 13 | Logan Stone Capital, LLC | 88,442 | $698.7K | 1.71% | 2024-06-30 |
| 14 | Matisse Capital | 86,381 | $686.7K | 1.67% | 2025-12-31 |
| 15 | MELFA WEALTH MANAGEMENT, LLC | 78,360 | $623.0K | 1.52% | 2025-12-31 |
| 16 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 65,155 | $535.6K | 1.26% | 2024-09-30 |
| 17 | WHITEBOX ADVISORS LLC | 49,454 | $395.1K | 0.96% | 2024-12-31 |
| 18 | CAPTRUST FINANCIAL ADVISORS | 55,671 | $393.6K | 1.08% | 2023-12-31 |
| 19 | Fort Point Capital Partners LLC | 39,422 | $311.4K | 0.76% | 2024-06-30 |
| 20 | RAYMOND JAMES & ASSOCIATES | 36,273 | $298.2K | 0.70% | 2024-09-30 |
| 21 | RAYMOND JAMES FINANCIAL INC | 33,378 | $265.4K | 0.64% | 2025-12-31 |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 30,892 | $245.6K | 0.60% | 2025-12-31 |
| 23 | Bank of New York Mellon Corp | 30,042 | $238.8K | 0.58% | 2025-12-31 |
| 24 | Capital Investment Advisors, LLC | 27,962 | $222.3K | 0.54% | 2025-12-31 |
| 25 | Bridgewater Advisors Inc. | 27,216 | $200.2K | 0.52% | 2023-09-30 |
| 26 | Atlas Wealth LLC | 27,246 | $192.6K | 0.52% | 2023-12-31 |
| 27 | Americana Partners, LLC | 25,500 | $187.6K | 0.49% | 2023-09-30 |
| 28 | ROTHSCHILD INVESTMENT LLC | 22,975 | $182.7K | 0.44% | 2025-12-31 |
| 29 | Robinson Capital Management, LLC | 22,779 | $168.6K | 0.44% | 2024-03-31 |
| 30 | AMERICAN NATIONAL BANK | 20,000 | $152.8K | 0.38% | 2025-06-30 |
| 31 | Moors & Cabot, Inc. | 20,000 | $152.4K | 0.38% | 2024-03-31 |
| 32 | LPL Financial LLC | 18,260 | $144.6K | 0.35% | 2025-03-31 |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,668 | $140.5K | 0.34% | 2025-12-31 |
| 34 | Fortitude Advisory Group L.L.C. | 15,802 | $125.6K | 0.30% | 2025-12-31 |
| 35 | EVOLVE PRIVATE WEALTH, LLC | 15,500 | $123.2K | 0.30% | 2025-12-31 |
| 36 | Closed-End Fund Advisors, Inc. | 15,498 | $123.2K | 0.30% | 2025-12-31 |
| 37 | UBS Group AG | 10,815 | $86.0K | 0.21% | 2025-12-31 |
| 38 | Pathstone Holdings, LLC | 10,651 | $84.7K | 0.20% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 10,641 | $84.1K | 0.20% | 2024-06-30 |
| 40 | Concurrent Investment Advisors, LLC | 10,251 | $81.5K | 0.19% | 2025-12-31 |
| 41 | StoneX Group Inc. | 10,127 | $80.2K | 0.19% | 2025-06-30 |
| 42 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10,143 | $80.1K | 0.19% | 2024-06-30 |
| 43 | Clough Capital Partners L P | 11,048 | $78.1K | 0.21% | 2023-12-31 |
| 44 | WELLS FARGO & COMPANY/MN | 9,034 | $71.8K | 0.17% | 2025-12-31 |
| 45 | GPS Wealth Strategies Group, LLC | 6,775 | $53.3K | 0.13% | 2025-09-30 |
| 46 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,859 | $39.9K | 0.09% | 2024-09-30 |
| 47 | Center for Financial Planning, Inc. | 4,589 | $36.5K | 0.08% | 2025-12-31 |
| 48 | Quarry LP | 4,748 | $33.6K | 0.09% | 2023-12-31 |
| 49 | FIFTH THIRD BANCORP | 4,000 | $31.8K | 0.07% | 2025-12-31 |
| 50 | MONTAG A & ASSOCIATES INC | 2,471 | $19.6K | 0.04% | 2025-12-31 |
| 51 | Noble Wealth Management PBC | 2,200 | $17.5K | 0.04% | 2025-12-31 |
| 52 | JPMORGAN CHASE & CO | 2,217 | $15.7K | 0.04% | 2023-12-31 |
| 53 | Sea Otter Advisors LLC | 2,144 | $15.2K | 0.04% | 2023-12-31 |
| 54 | WOLVERINE ASSET MANAGEMENT LLC | 1,218 | $9.6K | 0.02% | 2025-03-31 |
| 55 | Royal Bank of Canada | 1,100 | $9.0K | 0.02% | 2025-09-30 |
| 56 | CLARIS ADVISORS, LLC / MO / | 990 | $8.1K | 0.01% | 2024-09-30 |
| 57 | IFP Advisors, Inc | 800 | $7.4K | 0.01% | 2023-09-30 |
| 58 | Independence Bank of Kentucky | 648 | $5.1K | 0.01% | 2025-09-30 |
| 59 | JONES FINANCIAL COMPANIES LLLP | 419 | $3.3K | 0.00% | 2025-09-30 |
| 60 | PNC Financial Services Group, Inc. | 388 | $3.1K | 0.00% | 2025-12-31 |
| 61 | Venturi Wealth Management, LLC | 360 | $2.9K | 0.00% | 2024-12-31 |
| 62 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 300 | $2.4K | 0.00% | 2025-03-31 |
| 63 | Pflug Koory, LLC | 179 | $1.3K | 0.00% | 2023-09-30 |
| 64 | Ameritas Advisory Services, LLC | 144 | $1.1K | 0.00% | 2025-09-30 |
| 65 | SIT INVESTMENT ASSOCIATES INC | 110,998 | $882 | 2.15% | 2025-12-31 |
| 66 | Steward Partners Investment Advisory, LLC | 99 | $787 | 0.00% | 2025-12-31 |
| 67 | COHEN & STEERS, INC. | 15,000 | $119 | 0.29% | 2025-12-31 |
| 68 | Janney Montgomery Scott LLC | 12,400 | $88 | 0.24% | 2023-12-31 |
| 69 | Cambridge Investment Research Advisors, Inc. | 11,074 | $87 | 0.21% | 2024-06-30 |
| 70 | Sutton Wealth Advisors Inc. | 6 | $63 | 0.00% | 2023-12-31 |
| 71 | FMR LLC | 1 | $8 | 0.00% | 2024-03-31 |
| 72 | BENJAMIN F. EDWARDS & COMPANY, INC. | 1,000 | $8 | 0.01% | 2024-06-30 |
| 73 | Farther Finance Advisors, LLC | 0 | $0 | 0.00% | 2024-12-31 |
| 74 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |