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Morgan Stanley reports beneficial ownership of 431,408 common shares (5.3%) of MFS Investment Grade Municipal Trust as of 03/31/2026. The filing, submitted on a Schedule 13G, attributes the position to Morgan Stanley reporting units and shows shared voting power of 362,567 and shared dispositive power of 431,408. The disclosure notes the filing covers securities held by specified MS operating units under Release No. 34-39538.
MFS Investment Grade Municipal Trust ownership update: Bulldog Investors, LLP and affiliated persons report beneficial ownership stakes in Common Stock.
Bulldog Investors, LLP reports 29,446 shares (0.36%). Phillip Goldstein reports 211,684 shares (2.58%). Andrew Dakos reports 10,540 shares (0.13%). Signatures dated 05/06/2026 accompany the Schedule 13G/A amendment.
MFS Investment Grade Municipal Trust filed Amendment No. 1 to its Schedule TO to report the tender offer that commenced on April 13, 2026. The Fund offered to repurchase for cash up to 50% or 4,099,610 shares of its outstanding common shares at a price equal to 99% of net asset value per share as of the Expiration Date plus any unpaid dividends accrued through May 12, 2026. The amendment supplements the Offer to Purchase and Letter of Transmittal and incorporates offering terms and related exhibits.
MFS Investment Grade Municipal Trust disclosed preliminary communications about a proposed issuer tender offer to purchase for cash up to 50% of its outstanding common shares. The communication states the Offer has not commenced and that formal tender offer materials, including a Schedule TO and letter of transmittal, will be filed before any purchase.
MFS Investment Grade Municipal Trust reported an insider open-market purchase of its common stock. Phillip Goldstein bought 1,372 shares at $8.12 per share and now directly holds 18,268 shares. Bulldog Investors, LLP and Andrew Dakos are also reporting persons and disclaim beneficial interest except for any pecuniary interest.
Almitas Capital LLC has disclosed a significant holding in MFS Investment Grade Municipal Trust common stock. As of 12/31/2025, Almitas beneficially owned 788,665 shares, representing 5.5% of the fund’s outstanding common shares.
Almitas reports sole voting and dispositive power over all 788,665 shares and no shared power with other parties. The firm certifies that the position was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of the fund.
MFS Investment Grade Municipal Trust insider Phillip Goldstein increased his direct stake through an open-market purchase. On 02/11/2026, he bought 3,989 common shares at $8.10 each, bringing his holdings to 16,896 shares. The Form 4 is filed jointly with Bulldog Investors, LLP and Andrew Dakos, who disclaim beneficial ownership except for any pecuniary interest.
Bulldog Investors, LLP and its principals increased transparency around their stake in MFS Investment Grade Municipal Trust by filing Amendment No. 4 to Schedule 13G. As of 12/31/2025, Bulldog Investors, LLP reported beneficial ownership of 1,209,033 common shares, representing 14.75 % of the fund’s outstanding stock. Phillip Goldstein reported beneficial ownership of 1,384,095 shares, or 16.88 % of the class, while Andrew Dakos reported 1,203,765 shares, or 14.68 %. The filing details each party’s sole and shared voting and dispositive powers, indicating most authority is shared across client and managed accounts. The filers certify that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the trust, other than limited activities tied to nomination rules.
CXH submitted a N-CEN annual report template for a registered investment company that, in the provided excerpt, lists multiple principal transactions records with per-dealer transaction values. The excerpt also shows a pricing service identifying number 13-3668779 and a shareholder servicing agent other identifying number 084-01316.