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CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

31 managers (31 13F filers) reported a position in CXH shares at 2025-06-30, 3,684,943 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
5
Reduced
10
Sold out
4
Shares held by filers
3,684,943

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bulldog Investors, LLP895,891$6.84M1.73%+36,58313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC686,794$5.25M0.11%+114,10513F-HRTimelineGroup
Almitas Capital LLC448,169$3.42M0.86%-22,26613F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC446,608$3.41M0.19%-66,25213F-HRTimeline
ICON ADVISERS INC/CO244,295$1.87M0.43%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.241,702$1.85M0.66%+121,16113F-HRTimeline
Hennion & Walsh Asset Management, Inc.136,303$1.04M0.04%-19,56713F-HRTimeline
Matisse Capital86,381$660K0.31%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY84,250$644K<0.01%+60713F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.78,360$599K0.38%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,248$437K<0.01%-3,69413F-HR/ATimelineGroup
NorthCoast Asset Management LLC53,510$409K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC38,502$294K0.02%-2,29413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp29,909$229K<0.01%-45,19613F-HRTimelineGroup
Capital Investment Advisors, LLC29,712$227K<0.01%-3,15013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST20,000$153K0.02%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,596$150K<0.01%-2,70413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,729$143K<0.01%-6,06013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,500$134K<0.01%+1,86013F-HRTimelineGroup
Fortitude Advisory Group L.L.C.15,802$121K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$78.3K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,315$71.2K<0.01%-90813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC6,775$51.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$30.6K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$18.9K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,100$8K<0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$5.93K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky648$4.95K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…204$1.56K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…142$1.09K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.