Morgan Stanley reports ownership under 5% in MFS trust

Morgan Stanley filed Amendment No. 1 to a Schedule 13G/A reporting its position in MFS Investment Grade Municipal Trust.

Rhea-AI Filing Summary

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.

Insights

Corporate Governance Analyst

Amendment records reduction below 5% ownership threshold.

The amendment to Schedule 13G/A states Percent of class: 0.0%, indicating Morgan Stanley no longer exceeds the five percent beneficial‑ownership threshold for the common stock (CUSIP 59318B108).

This is a routine ownership disclosure under Section 13; cash‑flow treatment and exact share counts are referenced to the cover page and not restated in the excerpt. Subsequent filings would show any changes in holdings.

Key Figures

Percent of class: 0.0% CUSIP: 59318B108 Cover date: 06/30/2026 +1 more

4 metrics

Percent of class 0.0% reported on Schedule 13G/A amendment

CUSIP 59318B108 MFS Investment Grade Municipal Trust common stock

Cover date 06/30/2026 date shown on cover page

Signature date 07/08/2026 authorized signatory signed amendment

Key Terms

Schedule 13G/A, beneficial owner, Release No. 34-39538

3 terms

Schedule 13G/A regulatory

"filed Amendment No. 1 to a Schedule 13G/A reporting its position"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficial owner regulatory

"has ceased to be the beneficial owner of more than five percent"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Release No. 34-39538 regulatory

"In Accordance with the Release No. 34-39538 (January 12, 1998)"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Morgan Stanley's Schedule 13G/A amendment say about CXH ownership?

It states Morgan Stanley "has ceased to be the beneficial owner of more than five percent" and lists Percent of class: 0.0%. The amendment references cover page responses for exact voting and dispositive powers.

Which security is affected by this filing for CXH?

The filing concerns the Common Stock of MFS Investment Grade Municipal Trust, CUSIP 59318B108. The cover page shows the class and CUSIP associated with the Schedule 13G/A amendment.

As of what date does the filing report the ownership status?

The cover date shown is 06/30/2026, and the amendment was signed on 07/08/2026. The filing language states the change in beneficial ownership as of the date noted on the cover page.

Does the amendment disclose the number of shares Morgan Stanley holds?

The excerpt directs readers to the attached cover page responses for amounts; the visible text only lists Percent of class: 0.0% and does not restate a specific share count in the provided excerpt.

Who signed the Schedule 13G/A amendment for Morgan Stanley?

The amendment is signed by an authorized signatory, Claire Gordon, on behalf of Morgan Stanley, with a signature date of 07/08/2026 shown in the excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/08/2026 - 05:36 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

MFS INVESTMENT GRADE MUNICIPAL TRUST

(Name of Issuer)

Common Stock

(Title of Class of Securities)

59318B108

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 59318B108

1

Names of Reporting Persons

Morgan Stanley

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.0 %

12

Type of Reporting Person (See Instructions)

HC, CO

Comment for Type of Reporting Person: As of the date hereof, Morgan Stanley has ceased to be the beneficial owner of more than five percent of the class of securities.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MFS INVESTMENT GRADE MUNICIPAL TRUST
(b)	Address of issuer's principal executive offices: 111 HUNTINGTON AVENUE, 24TH FLOOR, BOSTON, MA, 02199
Item 2.
(a)	Name of person filing: Morgan Stanley
(b)	Address or principal business office or, if none, residence: 1585 Broadway, New York, NY 10036
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 59318B108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 0.0 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	07/08/2026