MFS Investment Grade Municipal Trust ownership update
MFS Investment Grade Municipal Trust ownership update: Bulldog Investors, LLP and affiliated persons report beneficial ownership stakes in Common Stock.
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
MFS Investment Grade Municipal Trust ownership update: Bulldog Investors, LLP and affiliated persons report beneficial ownership stakes in Common Stock.
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 powerregulatory
"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.
shared dispositive powerregulatory
"Shared Dispositive Power 10,540.00"
Schedule 13G/Aregulatory
"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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
How many shares does Phillip Goldstein report owning in CXH?
Phillip Goldstein reports beneficial ownership of 211,684 shares (2.58%). The filing shows both sole and shared voting and dispositive power attributed to Mr. Goldstein.
Does Andrew Dakos have voting power over CXH shares?
Andrew Dakos reports 0 sole voting power and 10,540 shared voting power for 10,540 shares (0.13%). The Schedule 13G/A lists shared dispositive authority for those shares.
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.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 5)
MFS Investment Grade Municipal Trust
(Name of Issuer)
Common Stock
(Title of Class of Securities)
59318B108
(CUSIP Number)
04/30/2026
(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
Bulldog Investors, LLP
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
18,906.00
6
Shared Voting Power
10,540.00
7
Sole Dispositive Power
18,906.00
8
Shared Dispositive Power
10,540.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
29,446.00
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)
0.36 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
59318B108
1
Names of Reporting Persons
Phillip Goldstein
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
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
22,637.00
6
Shared Voting Power
189,047.00
7
Sole Dispositive Power
22,637.00
8
Shared Dispositive Power
189,047.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
211,684.00
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)
2.58 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
CUSIP Number(s):
59318B108
1
Names of Reporting Persons
Andrew Dakos
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
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
10,540.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
10,540.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
10,540.00
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)
0.13 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
MFS Investment Grade Municipal Trust
(b)
Address of issuer's principal executive offices:
111 Huntington Ave. 24th FL, Boston, MA 02199
Item 2.
(a)
Name of person filing:
Bulldog Investors, LLP
Phillip Goldstein
Andrew Dakos
(b)
Address or principal business office or, if none, residence:
Bulldog Investors, LLP: 250 Pehle Ave. Suite 708, Saddle Brook, NJ 07663
Phillip Goldstein: 250 Pehle Ave. Suite 708, Saddle Brook, NJ 07663
Andrew Dakos: 250 Pehle Ave. Suite 708, Saddle Brook, NJ 07663
(c)
Citizenship:
Bulldog Investros LLP: Delaware
Phillip Goldstein: UNITED STATES
Andrew Dakos: UNITED STATES
(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).
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
Clients of Bulldog Investors, LLP, and other accounts for which Messrs. Dakos and/or Goldstein are deemed to be the beneficial owners, are entitled to receive dividends and sales proceeds.
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.
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.
