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MFS Investment Grade Municipal Trust 13G/A shows 14.08% holder

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

Rhea-AI Filing Summary

MFS Investment Grade Municipal Trust (CXH): Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos filed Amendment No. 3 to Schedule 13G reporting passive beneficial ownership.

Bulldog Investors, LLP reported 991,825 shares, representing 12.10%, with 7,688 shares under sole voting and dispositive power and 984,137 under shared voting and dispositive power. Phillip Goldstein reported 1,154,467 shares, or 14.08%, with 11,419 shares under sole voting and dispositive power and 1,143,048 under shared powers. Andrew Dakos reported 984,137 shares, or 12%, with no sole powers and 984,137 under shared voting and dispositive power.

They certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Clients and other accounts are entitled to receive dividends and sale proceeds.

Positive

  • None.

Negative

  • None.

Insights

Passive 13G/A shows sizable stakes; no control intent stated.

The filing lists significant beneficial stakes in CXH by Bulldog Investors, Phillip Goldstein, and Andrew Dakos, each at roughly 12% to 14.08%. It details precise voting and dispositive powers, distinguishing between sole and shared authority for each holder.

The certification indicates the positions are held in the ordinary course and not to change or influence control, consistent with a Schedule 13G. Clients and related accounts have rights to dividends and sale proceeds, reflecting standard investment-adviser structures.

The investment thesis impact is limited because this is a disclosure of ownership rather than an operational or financial event. Any future changes would depend on subsequent filings or amendments.






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





SCHEDULE 13G



Bulldog Investors, LLP
Signature:/s/ Andrew Dakos
Name/Title:Andrew Dakos, Partner
Date:10/13/2025
Phillip Goldstein
Signature:/s/ Phillip Goldstein
Name/Title:Phillip Goldstein
Date:10/13/2025
Andrew Dakos
Signature:/s/ Andrew Dakos
Name/Title:Andrew Dakos
Date:10/13/2025

FAQ

What did CXH disclose in this Schedule 13G/A?

An amended Schedule 13G reporting passive beneficial ownership by Bulldog Investors, Phillip Goldstein, and Andrew Dakos with detailed voting and dispositive powers.

How much of CXH does Bulldog Investors, LLP report owning?

Bulldog Investors reports 991,825 shares, representing 12.10%, with 7,688 sole and 984,137 shared voting and dispositive power.

What is Phillip Goldstein’s reported ownership in CXH?

Phillip Goldstein reports 1,154,467 shares, or 14.08%, with 11,419 sole and 1,143,048 shared voting and dispositive power.

What is Andrew Dakos’s reported ownership in CXH?

Andrew Dakos reports 984,137 shares, or 12%, with no sole powers and 984,137 shared voting and dispositive power.

Are these holdings reported as passive or active?

Passive. The certification states the securities were acquired and are held in the ordinary course and not to change or influence control.

Who is entitled to dividends and sale proceeds from these CXH shares?

Clients of Bulldog Investors, LLP and other accounts for which Messrs. Dakos and/or Goldstein are deemed beneficial owners are entitled to dividends and sale proceeds.
MFS Investment Grade Muni Trust

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