MFS INVESTMENT GRADE MUNICIPAL TRUST
Total Trades
7
Buys
4
Sells
3
Largest Trade
$1M+
Insiders
2
Institutional Funds
28
Inst. Value
$1M+
Activist Filings
17
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Bulldog Investors, LLP | 10% Owner | BUY | $1K–$15K | 1K | $8.12 | Feb 26, 2026 |
| Bulldog Investors, LLP | 10% Owner | BUY | $15K–$50K | 4K | $8.10 | Feb 13, 2026 |
| Bulldog Investors, LLP | 10% Owner | BUY | $50K–$100K | 10K | $7.97 | Jan 26, 2026 |
| Bulldog Investors, LLP | 10% Owner | SELL | $15K–$50K | 5K | $7.97 | Jan 26, 2026 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 213K | $7.79 | Nov 9, 2023 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $1K–$15K | 732 | $6.59 | Oct 25, 2023 |
| Saba Capital Management, L.P. | 10% Owner | SELL | $15K–$50K | 4K | $7.02 | Oct 3, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 28 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Bulldog Investors, LLP | 1.2M | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 505K | $1M+ | SH |
| Almitas Capital LLC | 455K | $1M+ | SH |
| Focus Partners Wealth | 272K | $1M+ | SH |
| ICON ADVISERS INC/CO | 244K | $1M+ | SH |
| Thomas J. Herzfeld Advisors, Inc. | 242K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 113K | $500K+ | SH |
| SIT INVESTMENT ASSOCIATES INC | 111K | $500K+ | SH |
| Matisse Capital | 86K | $500K+ | SH |
| MELFA WEALTH MANAGEMENT, INC. | 78K | $500K+ | SH |
| MORGAN STANLEY | 71K | $500K+ | SH |
| RAYMOND JAMES FINANCIAL INC | 33K | $100K–$500K | SH |
| Bank of New York Mellon Corp | 30K | $100K–$500K | SH |
| Capital Investment Advisors, LLC | 28K | $100K–$500K | SH |
| ROTHSCHILD INVESTMENT LLC | 23K | $100K–$500K | SH |
| Fortitude Advisory Group L.L.C. | 16K | $100K–$500K | SH |
| Closed-End Fund Advisors, Inc. | 15K | $100K–$500K | SH |
| COHEN & STEERS, INC. | 15K | $100K–$500K | SH |
| UBS Group AG | 11K | $50K–$100K | SH |
| Pathstone Holdings, LLC | 11K | $50K–$100K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Feb 18, 2026
5.5%
789K shares
SC 13G/A · Feb 13, 2026
14.8%
1.2M shares
SC 13G/A · Oct 15, 2025
12.1%
992K shares
Sit Investment Associates, Inc.
SC 13G/A · Oct 2, 2025
4.8%
389K shares
RIVERNORTH CAPITAL MANAGEMENT, LLC
SC 13G · May 15, 2025
5.6%
513K shares
SC 13G/A · Apr 24, 2025
10.6%
867K shares
RIVERNORTH CAPITAL MANAGEMENT, LLC
SC 13G · Feb 14, 2025
5.2%
429K shares
Sit Investment Associates, Inc.
SC 13G · Jan 3, 2025
6.8%
561K shares
SC 13G/A · Sep 26, 2024
7.3%
598K shares
SC 13D/A · May 1, 2024
3.9%
315K shares
SC 13G · Feb 14, 2024
5.4%
492K shares
SC 13D/A · Jan 10, 2024
5.4%
440K shares
SC 13D/A · Dec 26, 2023
6.6%
538K shares
SC 13D/A · Nov 13, 2023
8.5%
695K shares
SC 13D · Jul 24, 2023
10.0%
913K shares
SC 13G/A · Feb 14, 2023
8.6%
785K shares
SC 13G · Nov 28, 2022
6.6%
604K shares