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Morgan Stanley filed Amendment No. 1 to a Schedule 13G/A reporting its position in MFS Investment Grade Municipal Trust. The filing states Morgan Stanley "has ceased to be the beneficial owner of more than five percent of the class of securities" and lists Percent of class: 0.0%.
The cover shows CUSIP 59318B108 and a cover date of 06/30/2026. The amendment was signed by an authorized signatory on 07/08/2026. Ownership details reference the attached cover page responses for voting and dispositive powers.
JPMorgan Chase Bank, National Association amended a Schedule 13G/A reporting zero beneficial ownership of Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (CUSIP 59318B603).
The filing states amount beneficially owned: 0 and percent of class: 0%, and classifies the position as "Ownership of 5 percent or less of a class." The amendment is signed July 1, 2026.
JPMorgan Chase Bank, N.A., a large shareholder of MFS Investment Grade Municipal Trust, reported an internal restructuring involving 252 Remarketable Variable Rate MuniFund Term Preferred Shares held indirectly through a trust. These 252 preferred shares of the trust’s CXH holdings were exchanged on a one-for-one basis for 252 similar preferred shares of MFS Municipal Income Trust in a cashless reorganization. After this exchange, the trust no longer held these preferred shares of MFS Investment Grade Municipal Trust.
MFS Investment Grade Municipal Trust notified the New York Stock Exchange that its Common Shares of Beneficial Interest are being removed from listing and/or registration under Section 12(b) via Form 25.
The Exchange certified compliance with the procedures in 17 CFR 240.12d2-2 and the issuer certified it followed exchange rules governing voluntary withdrawal.
MFS Investment Grade Municipal Trust commenced an issuer tender offer to purchase for cash up to 50%, or 4,099,610 shares, of its outstanding common shares upon the terms and subject to the conditions of the Offer. The Schedule TO has been amended to satisfy Rule 13e-4(c)(3) and to add offer materials and press releases dated April 13, 2026, May 13, 2026, and May 18, 2026.
The amendment incorporates the Offer to Purchase, Letter of Transmittal, related broker/nominee letters and withdrawal notice, and includes a filing fee table. The filing is a final amendment reporting the results of the tender offer and is signed by Christopher R. Bohane as Assistant Secretary and Assistant Clerk.
Almitas Capital LLC filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 454,829 shares of MFS Investment Grade Municipal Trust common stock (CUSIP 59318B108), representing 5.5% of the class. The filing lists sole voting and dispositive power over the reported shares. The filing is signed by Ronald Mass on 05/18/2026.
MFS Investment Grade Municipal Trust: passive investor disclosure — RiverNorth Capital Management, LLC reports beneficial ownership of 576,479 shares of Shares of Beneficial Interest, representing 7.03% of the class as of 03/31/2026. The filing is an amendment (Schedule 13G/A) signed by Marcus Collins on 05/15/2026.
The filing lists sole voting and dispositive power over the 576,479 shares and notes that other persons have the right to receive proceeds from sale; no group or subsidiary filings are reported.
MFS Investment Grade Municipal Trust amended its Schedule TO to report and supplement a tender offer that commenced on April 13, 2026.
The Fund stated it will purchase for cash up to 50% or 4,099,610 shares of its outstanding common shares upon the terms and subject to the conditions of the Offer; this filing is Amendment No. 2 to satisfy Rule 13e-4(c)(3).
JPMorgan Chase Bank, N.A. reports beneficial ownership of 252 Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (CUSIP 59318B603), representing 100% of the preferred shares outstanding. The filing states JPM assigned certain voting rights to a Voting Trust on July 20, 2021 and deposited the shares into a tender option bond trust (TOB) named J.P. Morgan Putters/Drivers, Series 5075 Trust on September 5, 2024. Voting rights on the RVMTP Shares are retained by JPM and the Voting Trust as described; the TOB holds title but does not have disposition power. The form is signed by an authorized signatory on May 12, 2026.
MFS Investment Grade Municipal Trust reported that 120 Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 held indirectly by JPMorgan Chase Bank, N.A. through a trust were redeemed by the fund. The redemption price was $100,080.32875 per share, including a $100,000 liquidation preference and $80.32875 of accrued dividends. After this redemption, the reporting person’s indirect holdings in these preferred shares were 252.