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MFS Investment Grade Municipal Trust insider activity shows a series of small trades in common stock reported on a Form 4. The reporting group includes Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos as 10% owners, with a key footnote stating that the shares are held by Phillip Goldstein, while Bulldog Investors and Dakos disclaim beneficial interest except for any pecuniary interest.
On January 2, 2026, Goldstein acquired 100 shares at $7.92. On January 22, 2026, he bought 10,000 shares at $7.97 and sold 5,000 shares at $7.97. On January 23, 2026, he purchased another 119 shares at $7.97. Following these transactions, Goldstein beneficially owned 12,907 common shares, held directly.
MFS Investment Grade Municipal Trust (CXH) is a leveraged closed-end fund focused on generating high current income exempt from U.S. federal income tax by investing primarily in investment grade municipal bonds.
For the twelve months ended November 30, 2025, the fund returned 0.70% at net asset value and 1.37% at market price, trailing the 2.64% return of the Bloomberg Municipal Bond Index. The portfolio has an average duration of 14.1 years and an average effective maturity of 21.5 years, emphasizing long-dated municipals.
The fund uses leverage through preferred shares and tender option bonds, with remarketable variable rate munifund term preferred shares representing 32.46% of total assets and self-deposited inverse floaters 5.88%. An annual portfolio return of 1.46% (net of expenses) is needed to cover leverage costs. Management highlights bond selection in certain sectors and exposure to non-rated bonds as key detractors, while yield-curve positioning, longer duration, and overweight housing helped relative results.
MFS Investment Grade Municipal Trust insider filing shows no holdings reported. A Form 3 was filed for Thomas P. Murphy in connection with MFS Investment Grade Municipal Trust (ticker CXH). Murphy is identified in the filing as a "DIRECTOR OF ADVISOR" to the fund rather than as a director or 10% owner of the trust itself. The filing reports that no non-derivative or derivative securities of the trust are beneficially owned, as stated in the explanation of responses.
MFS Investment Grade Municipal Trust insider Joseph Flaherty, identified as an officer of the trust’s advisor, filed a Form 4 regarding his beneficial ownership in the fund’s securities. The filing is made as an individual reporting person and documents his status in relation to the closed-end fund CXH.
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.