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Disclosery

CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

35 managers (35 13F filers) reported a position in CXH shares at 2024-12-31, 3,399,214 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
4
Added
9
Reduced
5
Sold out
4
Shares held by filers
3,399,214

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Bulldog Investors, LLP710,459$5.68M1.48%+261,45113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC560,546$4.48M0.1%+187,78613F-HRTimelineGroup
Almitas Capital LLC477,454$3.81M0.84%013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC428,958$3.43M0.16%+26,38413F-HRTimeline
ICON ADVISERS INC/CO244,295$1.95M0.44%+7,77713F-HRTimeline
Hennion & Walsh Asset Management, Inc.158,542$1.27M0.06%+49,42013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,090$904K<0.01%+39,46213F-HR/ATimelineGroup
Thomas J. Herzfeld Advisors, Inc.97,088$776K0.25%+25,96513F-HRTimeline
Matisse Capital86,928$695K0.35%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY82,225$657K<0.01%-9,07613F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,360$626K0.42%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp69,402$555K<0.01%+20,18613F-HRTimelineGroup
WHITEBOX ADVISORS LLC49,454$395K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC45,386$363K0.02%013F-HRTimeline
Capital Investment Advisors, LLC32,862$263K0.01%-3,50013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,760$230K<0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,369$203K<0.01%-10,60913F-HRTimelineGroup
LPL Financial LLC18,137$145K<0.01%+6,20113F-HRTimeline
Fortitude Advisory Group L.L.C.15,802$126K0.08%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,641$125K<0.01%-54113F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,671$117K<0.01%-89613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,207$97.5K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$81.9K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,775$54.1K0.01%013F-HRTimeline
Noble Wealth Management PBC6,693$53.5K0.04%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$32K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$19.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$9K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.2K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky648$5.18K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC360$2.88K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…300$2.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…204$1.63K<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.
Farther Finance Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.