Insider Trading (Form 4)
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Laurie J Thomsen, a Director of Mfs Investment Grade Municipal Trust, reported multiple transactions in common stock on July 2, 2026.
NYSE
JPMorgan Chase Bank, N.A. reported the exchange of 252 RVMTP shares of MFS Investment Grade Municipal Trust due to a fund reorganization.
NYSE
JPMorgan Chase Bank, N.A. reported the disposition of 120 Remarketable Variable Rate Munifund Term Preferred Shares in MFS Investment Grade Municipal Trust.
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Geoffrey Schechter, a Portfolio Manager at MFS Investment Management, has indicated he is no longer subject to Section 16 reporting obligations for MFS Investment Grade Municipal Trust.
NYSE
Bulldog Investors, a 10% owner and director, acquired additional common stock in MFS Investment Grade Municipal Trust.
NYSE
Bulldog Investors, LLP and affiliated insiders acquired 3,989 shares of MFS Investment Grade Municipal Trust common stock at $8.10 per share.
Better than expected
Proxy Statements (Def-14A)
NYSE
Nine MFS Trusts will hold their 2025 Annual Meeting of Shareholders on October 2, 2025, primarily to elect Trustees and address corporate governance matters.
Delay expected
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MFS Charter Income Trust and other related trusts will hold their 2024 Annual Meeting of Shareholders on October 3, 2024, to elect trustees.
Schedule 13G - Passive Investments
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Morgan Stanley has filed a Schedule 13G, indicating it no longer beneficially owns more than five percent of the common stock of MFS Investment Grade Municipal Trust.
NYSE
JPMorgan Chase Bank, National Association has filed a Schedule 13G, reporting 0% beneficial ownership of Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051.
NYSE
Almitas Capital LLC has reported beneficial ownership of 454,829 shares, representing 5.5% of the outstanding common stock in MFS Investment Grade Municipal Trust.
NYSE
RiverNorth Capital Management, LLC has filed a Schedule 13G, reporting beneficial ownership of 576,479 shares, representing 7.03% of the outstanding Shares of Beneficial Interest in MFS Investment Grade Municipal Trust.
NYSE
JPMorgan Chase Bank, National Association reports beneficial ownership of all Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051, of MFS Investment Grade Municipal Trust.
NYSE
Morgan Stanley has reported a beneficial ownership of 5.3% in MFS Investment Grade Municipal Trust, holding 431,408 shares.