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Sit Investment reports shared ownership of 389,422 CXH shares (4.8%)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.





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)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Sit Investment Associates, Inc.
Signature:/s/ Paul E. Rasmussen
Name/Title:Paul Rasmussen / Vice President
Date:10/02/2025
Sit Fixed Income Advisors II, LLC
Signature:/s/ Paul E. Rasmussen
Name/Title:Paul Rasmussen / Vice President
Date:10/02/2025
Exhibit Information

Exhibit A - Joint Filing Agreement

FAQ

What stake did Sit Investment Associates report in CXH?

The filers reported shared ownership of 389,422 shares, representing 4.8% of CXH's common stock.

Does Sit claim beneficial ownership of the CXH shares?

No. The filing states the shares are owned by client accounts and that Sit disclaims beneficial ownership pursuant to Rule 13d-4.

On what basis was the 4.8% ownership percentage calculated?

The percentage is based on 8,199,220 shares of common stock outstanding as reported in the issuer's Form N-CSRS.

Do Sit or its subsidiary have sole voting or dispositive power over the reported shares?

No. The filing shows 0 shares of sole voting power and sole dispositive power; both are reported as shared power for 389,422 shares.

When was the Schedule 13G/A signed?

The document was signed by Paul E. Rasmussen as Vice President for both filers on 10/02/2025.
MFS Investment Grade Muni Trust

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