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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 2026-03-31, 4,029,642 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
6
Reduced
10
Sold out
3
Shares held by filers
4,029,642

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLP1,184,498$9.46M2.13%-16,84713F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC576,479$4.61M0.23%+70,99613F-HRTimeline
Almitas Capital LLC454,829$3.63M0.82%-8013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY431,408$3.45M<0.01%+262,67113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/258,068$2.06M<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth242,888$1.94M<0.01%-29,54313F-HRTimelineGroup
ICON ADVISERS INC/CO241,372$1.93M0.45%-2,92313F-HRTimeline
Hennion & Walsh Asset Management, Inc.141,088$1.13M0.04%+28,45113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.78,360$626K0.36%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,969$503K<0.01%+32,92513F-HRTimelineGroup
Matisse Capital47,998$384K0.16%-38,38313F-HRTimeline
Beverly Hills Private Wealth, LLC35,345$282K0.05%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,673$269K<0.01%+29513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,138$257K<0.01%-10,75513F-HRTimelineGroup
Capital Investment Advisors, LLC27,962$223K<0.01%013F-HR/ATimeline
Thomas J. Herzfeld Advisors, Inc.23,409$187K0.06%-219,01713F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,975$184K0.01%013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC20,755$166K0.01%+5,25513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,565$140K<0.01%-42813F-HR/ATimelineGroup
Fortitude Advisory Group L.L.C.15,802$126K0.06%013F-HRTimeline
Closed-End Fund Advisors, Inc.15,498$124K0.13%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.15,000$120K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,503$91.9K<0.01%-6,16513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,651$85.1K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,251$81.9K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,867$46.9K<0.01%-4,94813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,000$32K<0.01%013F-HRTimelineGroup
Community Financial Services Group, LLC2,825$22.7K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,471$19.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…776$6.2K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC640$5.11K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC480$3.83K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…99$791<0.01%013F-HRTimeline