MFS INVT GRADE MUN TR

CUSIP: 59318B108 Class: SH BEN INT

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Bulldog Investors, LLP1,201,345$9,551
RIVERNORTH CAPITAL MANAGEMENT, LLC505,483$4,019
Almitas Capital LLC454,909$3,617
Focus Partners Wealth272,431$2,166
BANK OF AMERICA CORP /DE/258,068$2,052
ICON ADVISERS INC/CO244,295$1,942
Thomas J. Herzfeld Advisors, Inc.242,426$1,927
MORGAN STANLEY168,737$1,341
Hennion & Walsh Asset Management, Inc.112,637$895
SIT INVESTMENT ASSOCIATES INC110,998$1
Matisse Capital86,381$687
MELFA WEALTH MANAGEMENT, LLC78,360$623
OSAIC HOLDINGS, INC.42,893$341
RAYMOND JAMES FINANCIAL INC33,378$265
Bank of New York Mellon Corp30,044$239
Capital Investment Advisors, LLC27,962$222
ROTHSCHILD INVESTMENT LLC22,975$183
WELLS FARGO & COMPANY/MN17,993$143
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,668$140
Fortitude Advisory Group L.L.C.15,802$126
EVOLVE PRIVATE WEALTH, LLC15,500$123
Closed-End Fund Advisors, Inc.15,498$123
COHEN & STEERS, INC.15,000$0
UBS Group AG10,815$86
Pathstone Holdings, LLC10,651$85
Concurrent Investment Advisors, LLC10,251$81
Center for Financial Planning, Inc.4,589$36
FIFTH THIRD BANCORP4,000$32
MONTAG A & ASSOCIATES INC2,471$20
Noble Wealth Management PBC2,200$17
PNC Financial Services Group, Inc.776$6
Steward Partners Investment Advisory, LLC99$1
Total (32 institutions)4,036,635$31,091