RiverNorth reports 576,479 shares (7.03%) in MFS trust
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.
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insights
RiverNorth discloses a 7.03% passive stake in CXH trust.
RiverNorth reports beneficial ownership of 576,479 shares (7.03%) of MFS Investment Grade Municipal Trust as of 03/31/2026. The filing classifies voting and dispositive power as sole.
The excerpt states other persons have rights to proceeds; timing and cash‑flow treatment are not expanded in the excerpt. Subsequent filings could clarify any changes in holdings.
Amendment formalizes reporting details and power attribution.
The Schedule 13G/A amends prior reporting to confirm ownership levels and power: sole voting and dispositive power over 576,479 shares. It includes the required disclosure language about third‑party rights to proceeds for pooled/beneficial arrangements.
Classification boxes for group/subsidiary are marked not applicable; the signature line shows filing executed by the firm’s GC on 05/15/2026.
Key Figures
Key Terms
Schedule 13G/A regulatory
Beneficially owned regulatory
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does RiverNorth (CXH) report in MFS Investment Grade Municipal Trust?
Is the Schedule 13G/A a passive or active ownership filing for CXH?
Who signed the amended Schedule 13G/A and when was it filed?
AI-generated analysis. How Rhea-AI works. Not financial advice.