MFS Investment Grade Municipal Trust (CXH): Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos filed Amendment No. 3 to Schedule 13G reporting passive beneficial ownership.
Bulldog Investors, LLP reported 991,825 shares, representing 12.10%, with 7,688 shares under sole voting and dispositive power and 984,137 under shared voting and dispositive power. Phillip Goldstein reported 1,154,467 shares, or 14.08%, with 11,419 shares under sole voting and dispositive power and 1,143,048 under shared powers. Andrew Dakos reported 984,137 shares, or 12%, with no sole powers and 984,137 under shared voting and dispositive power.
They certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Clients and other accounts are entitled to receive dividends and sale proceeds.
MFS Investment Grade Municipal Trust (CXH) Form 4 lists Kanwal Amrit of MFS Investment Management as the reporting person and identifies the relationship as an officer of the advisor. The form records an earliest transaction date of 04/02/2025 but provides no line-item details of securities acquired or disposed. The filing was signed by Christopher R. Bohane on 10/06/2025. No transaction amounts, prices, or ownership totals are disclosed in the visible tables.
Sit Investment Associates, Inc. and its subsidiary Sit Fixed Income Advisors II, LLC filed an amended Schedule 13G reporting shared beneficial ownership of 389,422 shares of common stock of MFS Investment Grade Municipal Trust (CUSIP 59318B108). That stake represents 4.8% of the class based on 8,199,220 shares outstanding as of 05/31/2025. The filing states the securities are owned by client accounts for which Sit acts as investment adviser and that Sit disclaims beneficial ownership under Rule 13d-4. Reported voting and dispositive power are shared, with 0 shares held in sole voting or dispositive control.
MFS Investment Grade Municipal Trust (CXH) filed a low-detail Form 4 on 06/27/2025 covering insider activity by William Adams, an Officer of the Trust’s external advisor. The form states an earliest transaction date of 09/30/2024 but does not include the critical transaction table that would normally list the security type, volume, price and whether the transaction was an acquisition or a disposal. The filing therefore only confirms that Mr. Adams’ beneficial ownership has changed and that he remains subject to Section 16 reporting obligations. Without share counts or transaction codes, the materiality of the event cannot be quantified from this excerpt. Investors may need to reference the complete Form 4 on the SEC’s EDGAR system to determine the size and directional impact of the transaction.