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CXH MFS INVT GRADE MUN TR

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SH BEN INT (common)

32 managers (32 13F filers) reported a position in CXH shares at 2025-12-31, 4,036,635 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
32
13F filers
32
New
2
Added
9
Reduced
6
Sold out
5
Shares held by filers
4,036,635

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLP1,201,345$9.55M2.13%+220,85113F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC505,483$4.02M0.19%+33,87513F-HRTimeline
Almitas Capital LLC454,909$3.62M0.8%-32,77913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth272,431$2.17M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/258,068$2.05M<0.01%+191,11813F-HRTimelineGroup
ICON ADVISERS INC/CO244,295$1.94M0.42%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.242,426$1.93M0.65%+2,05513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY168,737$1.34M<0.01%+98,51413F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.112,637$895K0.03%+63,23813F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC110,998$882K0.02%-278,42413F-HRTimelineGroup
Matisse Capital86,381$687K0.31%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.78,360$623K0.36%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,893$341K<0.01%-21,34313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,378$265K<0.01%+1,56513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp30,044$239K<0.01%+13413F-HRTimelineGroup
Capital Investment Advisors, LLC27,962$222K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,975$183K0.01%-2,67713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,993$143K<0.01%-44613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,668$140K<0.01%+1,85413F-HRTimelineGroup
Fortitude Advisory Group L.L.C.15,802$126K0.05%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC15,500$123K0.01%13F-HRTimeline
Closed-End Fund Advisors, Inc.15,498$123K0.07%13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,000$119K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,815$86K<0.01%-50013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,651$84.7K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$81.5K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.4,589$36.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$31.8K<0.01%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,471$19.6K<0.01%013F-HRTimeline
Noble Wealth Management PBC2,200$17.5K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.17K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…99$787<0.01%013F-HRTimeline