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Disclosery

CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

34 managers (34 13F filers) reported a position in CXH shares at 2024-09-30, 2,864,841 shares in all. 1 filer opened a position and 6 filers sold out during the quarter.

Managers
34
13F filers
34
New
1
Added
10
Reduced
7
Sold out
6
Shares held by filers
2,864,841

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Almitas Capital LLC477,454$3.92M1.39%013F-HRTimeline
Bulldog Investors, LLP449,008$3.7M1.24%013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC402,574$3.31M0.16%+60,56913F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC372,760$3.06M0.07%+213,07413F-HRTimelineGroup
ICON ADVISERS INC/CO236,518$1.94M0.41%-3,43513F-HRTimeline
Hennion & Walsh Asset Management, Inc.109,122$897K0.04%-1,05813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY91,301$750K<0.01%+67213F-HR/ATimelineGroup
Matisse Capital86,928$715K0.35%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.78,360$644K0.43%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,628$605K<0.01%-2,12813F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.71,123$585K0.19%+1,49213F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC65,155$536K0.55%-76313F-HRTimeline
WHITEBOX ADVISORS LLC49,454$407K0.02%+79313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,216$405K<0.01%+19,35513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC45,386$373K0.02%-2,29513F-HRTimeline
Capital Investment Advisors, LLC36,362$299K0.01%+1,46213F-HRTimeline
RAYMOND JAMES & ASSOCIATES36,273$298K<0.01%+8,54613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,978$296K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/16,182$133K<0.01%+2,10013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.15,802$130K0.08%013F-HRTimeline
UBS Group AGin group UBS Group AG15,567$128K<0.01%013F-HRTimelineGroup
LPL Financial LLC11,936$98.1K<0.01%+8813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$84.3K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,968$57.3K<0.01%-30,11413F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,775$55.7K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,859$39.9K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$32.9K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$20.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$9K<0.01%-25013F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /990$8.14K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.38K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC360$2.96K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…204$1.68K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.