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Disclosery

CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

33 managers (33 13F filers) reported a position in CXH shares at 2025-03-31, 3,544,971 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
2
Added
7
Reduced
10
Sold out
4
Shares held by filers
3,544,971

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLP859,308$6.81M1.84%+148,84913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC572,689$4.54M0.11%+12,14313F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC512,860$4.06M0.22%+83,90213F-HRTimeline
Almitas Capital LLC470,435$3.73M1.24%-7,01913F-HRTimeline
ICON ADVISERS INC/CO244,295$1.93M0.45%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.155,870$1.23M0.05%-2,67213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.120,541$955K0.32%+23,45313F-HRTimeline
Matisse Capital86,381$684K0.36%-54713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY83,643$662K<0.01%+1,41813F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,360$621K0.42%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,105$595K<0.01%+5,70313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,942$483K<0.01%-52,14813F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC40,796$323K0.02%-4,59013F-HRTimeline
Capital Investment Advisors, LLC32,862$260K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,789$196K<0.01%-58013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,300$177K<0.01%-6,46013F-HRTimelineGroup
LPL Financial LLC18,260$145K<0.01%+12313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/15,640$124K<0.01%-113F-HRTimelineGroup
Fortitude Advisory Group L.L.C.15,802$120K0.09%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$81.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,223$81K<0.01%-4,44813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,127$80.2K<0.01%new13F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC6,775$53.7K0.01%013F-HRTimeline
Noble Wealth Management PBC6,000$47.5K0.03%-69313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$31.7K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$19.6K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,218$9.65K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$9K<0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.15K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky648$5.13K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…300$2.38K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…204$1.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.