Insiders report stakes in MFS Investment Grade Municipal Trust (CXH) on 13G/A
Rhea-AI Filing Summary
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.
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Key Figures
Bulldog Investors ownership: 29,446 shares
Phillip Goldstein ownership: 211,684 shares
Andrew Dakos ownership: 10,540 shares
+3 more
6 metrics
Bulldog Investors ownership
29,446 shares
Schedule 13G/A amendment
Phillip Goldstein ownership
211,684 shares
Schedule 13G/A amendment
Andrew Dakos ownership
10,540 shares
Schedule 13G/A amendment
Bulldog Investors percent
0.36%
Percent of class reported
Goldstein percent
2.58%
Percent of class reported
Dakos percent
0.13%
Percent of class reported
Key Terms
beneficially owned, sole voting power, shared dispositive power, Schedule 13G/A
4 terms
beneficially owned regulatory
"Amount beneficially owned: Bulldog Investors, LLP: 29,446 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power regulatory
"Sole Voting Power 18,906.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Schedule 13G/A regulatory
"Amendment No. 5 ) MFS Investment Grade Municipal Trust"
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Bulldog Investors report in MFS Investment Grade Municipal Trust (CXH)?
Bulldog Investors, LLP reports beneficial ownership of 29,446 shares (0.36%). The filing is an amended Schedule 13G/A showing reported voting and dispositive power held directly and jointly as of the amendment.
Are these holdings reported on behalf of clients or accounts?
Yes. The filing states clients of Bulldog Investors, LLP and accounts for which Messrs. Dakos and Goldstein are deemed beneficial owners are entitled to receive dividends and sale proceeds. It notes holdings may represent multiple client accounts.
What form was filed to report these holdings and when was it signed?
An amended Schedule 13G/A was filed to report these holdings and the signatures on the form are dated 05/06/2026. The filing identifies the issuer and CUSIP for clarity.