Mfs Investment Grade Municipal Trust Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
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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.
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JPMorgan Chase Bank, National Association has filed a Schedule 13G, reporting 0% beneficial ownership of Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051.
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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.
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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.
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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.
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Morgan Stanley has reported a beneficial ownership of 5.3% in MFS Investment Grade Municipal Trust, holding 431,408 shares.
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Bulldog Investors, LLP, along with Phillip Goldstein and Andrew Dakos, has filed a Schedule 13G, disclosing beneficial ownership of 0.36%, 2.58%, and 0.13% respectively, of MFS Investment Grade Municipal Trust's common stock as of April 30, 2026.
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Bulldog Investors, LLP and its principals, Phillip Goldstein and Andrew Dakos, reported significant beneficial ownership in MFS Investment Grade Municipal Trust, with Goldstein holding 16.88% of the common stock.
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Bulldog Investors, LLP and its principals, Phillip Goldstein and Andrew Dakos, have reported significant beneficial ownership in MFS Investment Grade Municipal Trust.
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Sit Investment Associates and its subsidiary updated their beneficial ownership in MFS Investment Grade Municipal Trust to 4.8%.
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SCHEDULE 13G: RiverNorth Capital Management Discloses 5.63% Stake in MFS Investment Grade Municipal Trust
RiverNorth Capital Management, LLC has filed a Schedule 13G, revealing a beneficial ownership of 5.63% in MFS Investment Grade Municipal Trust as of March 31, 2025.
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SCHEDULE 13G/A: Bulldog Investors and Principals Disclose Significant Passive Stakes in MFS Investment Grade Municipal Trust
Bulldog Investors, LLP, along with partners Phillip Goldstein and Andrew Dakos, have filed an amended Schedule 13G, disclosing beneficial ownership exceeding 10% in MFS Investment Grade Municipal Trust.
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SCHEDULE 13G: RiverNorth Capital Management Discloses 5.23% Stake in MFS Investment Grade Municipal Trust
RiverNorth Capital Management, LLC has filed a Schedule 13G, revealing a beneficial ownership of 5.23% in MFS Investment Grade Municipal Trust as of December 31, 2024.
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SCHEDULE 13G: Investment Advisers Disclose 6.8% Passive Stake in MFS Investment Grade Municipal Trust
Sit Investment Associates, Inc. and its subsidiary, Sit Fixed Income Advisors II, LLC, have disclosed a passive beneficial ownership of 6.8% in MFS Investment Grade Municipal Trust's common stock.