CXH: Bulldog, Goldstein, Dakos disclose up to 14.08% passive stake

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.

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.

Insights

Governance and Ownership Analyst

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.

FAQ

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

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.

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

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Accepted by SEC EDGAR 10/15/2025 - 04:43 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. 3)

MFS Investment Grade Municipal Trust

(Name of Issuer)

Common Stock

(Title of Class of Securities)

59318B108

(CUSIP Number)

09/30/2025

(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)

SCHEDULE 13G

CUSIP No. 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 7,688.00
6	Shared Voting Power 984,137.00
7	Sole Dispositive Power 7,688.00
8	Shared Dispositive Power 984,137.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

991,825.00

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)

12.1 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. 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 11,419.00
6	Shared Voting Power 1,143,048.00
7	Sole Dispositive Power 11,419.00
8	Shared Dispositive Power 1,143,048.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,154,467.00

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)

14.08 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

CUSIP No. 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 984,137.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 984,137.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

984,137.00

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)

12 %

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 Investors 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).
Item 4.	Ownership
(a)	Amount beneficially owned: Bulldog Investors, LLP: 991,825 shares Phillip Goldstein: 1,154,467 shares Andrew Dakos: 984,137 shares
(b)	Percent of class: Bulldog Investors, LLP: 12.10 Phillip Goldstein: 14.08 Andrew Dakos: 12
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Bulldog Investors, LLP: 7,688 shares Phillip Goldstein: 11,419 shares Andrew Dakos: 0
	(ii) Shared power to vote or to direct the vote: Bulldog Investors, LLP: 984,137 shares Phillip Goldstein: 1,143,048 shares Andrew Dakos: 984,137 shares
	(iii) Sole power to dispose or to direct the disposition of: Bulldog Investors, LLP: 7,688 shares Phillip Goldstein: 11,419 shares Andrew Dakos: 0 shares
	(iv) Shared power to dispose or to direct the disposition of: Bulldog Investors, LLP: 984,137 shares Phillip Goldstein: 1,143,048 shares Andrew Dakos: 984,137 shares
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	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.

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