Morgan Stanley reports 5.3% stake in MFS Trust

Morgan Stanley reports beneficial ownership of 431,408 common shares (5.3%) of MFS Investment Grade Municipal Trust as of 03/31/2026.

Rhea-AI Filing Summary

Morgan Stanley reports beneficial ownership of 431,408 common shares (5.3%) of MFS Investment Grade Municipal Trust as of 03/31/2026. The filing, submitted on a Schedule 13G, attributes the position to Morgan Stanley reporting units and shows shared voting power of 362,567 and shared dispositive power of 431,408. The disclosure notes the filing covers securities held by specified MS operating units under Release No. 34-39538.

Insights

Institutional Ownership Analyst

Morgan Stanley's Schedule 13G discloses a passive 5.3% stake held through reporting units.

The filing shows 431,408 shares beneficially owned with 362,567 shared voting power, reflecting ownership held jointly by MS reporting units rather than an individual trading decision. The Schedule 13G format indicates a passive investor status rather than an active acquisition.

Key dependencies include whether MS aggregates additional holdings across other operating units; subsequent filings could adjust the reported percentage. Cash‑flow treatment is not stated in the excerpt.

Key Figures

Beneficial ownership: 431,408 shares Percent of class: 5.3% Shared voting power: 362,567 shares +3 more

6 metrics

Beneficial ownership 431,408 shares Amount beneficially owned as reported

Percent of class 5.3% Percent of common stock class reported

Shared voting power 362,567 shares Shared power to vote reported on cover page

Shared dispositive power 431,408 shares Shared power to dispose reported on cover page

Report date 03/31/2026 Beneficial ownership measurement date

Signature date 05/11/2026 Schedule 13G signed by authorized signatory

Key Terms

Schedule 13G, beneficially owned, shared dispositive power, MS Reporting Units

4 terms

Schedule 13G regulatory

"the filing is submitted on a Schedule 13G reporting passive beneficial ownership"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s)."

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.

shared dispositive power financial

"Shared Dispositive Power 431,408.00 appears on the cover data"

MS Reporting Units regulatory

"this filing reflects the securities beneficially owned by certain operating units (MS Reporting Units)"

FAQ

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

What stake does Morgan Stanley report in MFS Investment Grade Municipal Trust (CXH)?

Morgan Stanley reports beneficial ownership of 431,408 common shares, representing 5.3% of the class as of 03/31/2026. The filing lists shared voting power of 362,567 and shared dispositive power of 431,408.

What type of filing did Morgan Stanley submit for CXH?

Morgan Stanley submitted a Schedule 13G reporting passive beneficial ownership. The filing attributes holdings to MS reporting units under Release No. 34-39538 and is signed by an authorized Morgan Stanley signatory.

Does the Schedule 13G indicate Morgan Stanley controls the shares outright?

The filing shows shared voting power of 362,567 and shared dispositive power of 431,408, indicating the position is held jointly by MS reporting units rather than solely controlled by a single unit or individual.

What dates are relevant in the Morgan Stanley 13G for CXH?

The beneficial ownership is reported as of 03/31/2026 and the Schedule 13G is signed on 05/11/2026. These dates anchor the reported share counts and the filing's submission.

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

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Accepted by SEC EDGAR 05/11/2026 - 11:57 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

MFS INVESTMENT GRADE MUNICIPAL TRUST

(Name of Issuer)

Common Stock

(Title of Class of Securities)

59318B108

(CUSIP Number)

03/31/2026

(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

Morgan Stanley

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 0.00
6	Shared Voting Power 362,567.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 431,408.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

431,408.00

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)

5.3 %

12

Type of Reporting Person (See Instructions)

HC, CO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MFS INVESTMENT GRADE MUNICIPAL TRUST
(b)	Address of issuer's principal executive offices: 111 HUNTINGTON AVENUE, 24TH FLOOR, BOSTON, MA, 02199
Item 2.
(a)	Name of person filing: Morgan Stanley
(b)	Address or principal business office or, if none, residence: 1585 Broadway, New York, NY 10036
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 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: See the response(s) to Item 9 on the attached cover page(s).
(b)	Percent of class: 5.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s).
	(ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s).
	(iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s).
	(iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s).
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
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. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

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.

Morgan Stanley

Signature:	Claire Gordon
Name/Title:	Authorized Signatory, Morgan Stanley
Date:	05/11/2026