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EdgarHawk

Bulldog Investors, LLP

10% Owner

10% Owner
3 filings analyzed · 1 company · Latest 2026-02-26

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Companies

Company Buys Sells Direction
MFS INVESTMENT GRADE MUNICIPAL TRUST CXH 3 0 Net buying

Activity

February 2026
2026-02-26 MFS INVESTMENT GRADE MUNICIPAL TRUST CXH Joint filing
medium
Buy
1,372 shares
$11,141
Significance 4/10

10% owner Bulldog Investors buys 1,372 shares of CXH at $8.12; holdings rise to 18,268 shares (+8.1%)

Bulldog Investors, a 10% owner, purchased 1,372 shares of MFS Investment Grade Municipal Trust at $8.12 on 2026-02-24, increasing holdings from 16,896 to 18,268 shares. The transaction price of $8.12 is modestly below the current price of $8.21 and near the 52-week high of $8.21. This buy follows a pattern of recent accumulation at CXH: the insider has completed 4 prior trades at this ticker within the past two months, including three purchases. The insider's cross-ticker track record shows 4 prior buys with an average 30-day return of +1.8%, and prior trades at CXH have posted 30-day returns of +2.3% on buys. The ongoing series of purchases by this major shareholder reflects sustained engagement with the position, though the modest position increase and moderate price levels offer limited directional signal about near-term expectations.

2026-02-13 MFS INVESTMENT GRADE MUNICIPAL TRUST CXH Joint filing
medium
Buy
3,989 shares
$32,311
Significance 4/10

10% owner Bulldog Investors buys 3,989 shares of CXH at $8.10; holdings rise 30.9% to 16,896 shares

Bulldog Investors, a 10% owner of MFS Investment Grade Municipal Trust (CXH), purchased 3,989 shares at $8.10 on 2026-02-11, increasing its position by 30.9% from 12,907 to 16,896 shares for a total value of $32,310.90. This purchase follows two prior buys at this ticker on 2026-01-23 and 2026-01-22, as well as a sale on 2026-01-22, suggesting recent portfolio activity in CXH over a narrow window. The current price of $8.14 is only 0.5% below the 52-week high of $8.18, and the stock has gained 1.9% over 90 days and 0.9% over 30 days, placing the insider's entry near the upper end of recent valuation range. No measurable outcomes exist yet for the prior same-ticker trades to establish a pattern of timing accuracy at this specific holding.

January 2026
2026-01-26 MFS INVESTMENT GRADE MUNICIPAL TRUST CXH Joint filing
medium
Buy
10,119 shares
$80,648
Significance 4/10

Bulldog Investors (10% owner) bought 10,119 shares in CXH across 2 transactions for $80,648.43, increasing stake by 65.7%

Bulldog Investors, a 10% owner of MFS Investment Grade Municipal Trust, executed 2 purchases totaling 10,119 shares for $80,648.43 and 1 sale of 5,000 shares for $39,850.00 on January 22–23, 2026, all at $7.97 per share. Net result: holdings increased from 7,788 shares to 12,907 shares, a net addition of 5,119 shares (+65.7% vs pre-transaction holdings). The insider's cross-ticker track record shows only 1 prior buy, providing limited basis for inferring pattern at this security. Current price stands at $8.01, only 2.1% below the 52-week high of $8.18, with minimal price momentum (30-day: +1.0%, 90-day: +0.1%), indicating no material deviation from historical trading ranges at the time of acquisition.