MFS Investment Grade Municipal Trust
MFS Investment Grade Municipal Trust is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - one large investor holds a stake, but it has not asked for changes.
- RiverNorth owns 7% as a passive investor. On file since Feb 14, 2025.
What this means for you
One or more large investors own more than 5% of this company but have told the regulator they are not seeking changes. That is common for banks, brokers and index funds that hold shares for their clients.
Nothing is required of you. If an investor changes its mind, it must file a new notice within days, and it will show up here.
What happened, and when
-
Aug 21, 2026
Almitas sold down below 5% and stopped reporting.
Original document → -
May 18, 2026
Almitas filed an updated notice; it still owns 5.5%, as a passive investor.
Original document → -
May 15, 2026
RiverNorth raised its stake to 7% (from 5.6%), as a passive investor.
Original document → -
May 7, 2026
Bulldog sold down below 5% and stopped reporting.
Original document → -
Feb 17, 2026
Almitas raised its stake to 5.5% (from 5.4%), as a passive investor.
Original document →
Show all 17 events
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Feb 13, 2026
Bulldog raised its stake to 16.9% (from 14.1%), as a passive investor.
Original document → -
Oct 15, 2025
Bulldog raised its stake to 14.1% (from 12.3%), as a passive investor.
Original document → -
Oct 2, 2025
Sit Investment sold down below 5% and stopped reporting.
Original document → -
May 15, 2025
RiverNorth raised its stake to 5.6% (from 5.2%), as a passive investor.
Original document → -
April 24, 2025
Bulldog raised its stake to 12.3% (from 10.3%), as a passive investor.
Original document → -
Feb 14, 2025
RiverNorth now owns 5.2%, as a passive investor.
Original document → -
Jan 3, 2025
Sit Investment now owns 6.8%, as a passive investor.
Original document → -
Sept 26, 2024
Bulldog raised its stake to 10.3% (from 7.5%), as a passive investor.
Original document → -
May 1, 2024
Saba sold down below 5% and stopped reporting.
Original document → -
Feb 14, 2024
Almitas now owns 5.4%, as a passive investor.
Original document → -
Jan 30, 2024
Bulldog now owns 7.5%, as a passive investor.
Original document → -
Jan 10, 2024
Saba now owns 5.4%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Aug 21, 2026 | Almitas | 0% | Sold down below 5% |
| May 18, 2026 | Almitas | 5.5% | Updated notice |
| May 15, 2026 | RiverNorth | 7% | Updated notice |
| May 7, 2026 | Bulldog | 2.6% | Sold down below 5% |
| Feb 17, 2026 | Almitas | 5.5% | Passive investor |
| Feb 13, 2026 | Bulldog | 16.9% | Updated notice |
| Oct 15, 2025 | Bulldog | 14.1% | Updated notice |
| Oct 2, 2025 | Sit Investment | 4.8% | Sold down below 5% |
| May 15, 2025 | RiverNorth | 5.6% | Passive investor |
| April 24, 2025 | Bulldog | 12.3% | Updated notice |
| Feb 14, 2025 | RiverNorth | 5.2% | Passive investor |
| Jan 3, 2025 | Sit Investment | 6.8% | Passive investor |
| Sept 26, 2024 | Bulldog | 10.3% | Updated notice |
| May 1, 2024 | Saba | 3.9% | Sold down below 5% |
| Feb 14, 2024 | Almitas | 5.4% | Passive investor |
| Jan 30, 2024 | Bulldog | 7.5% | Passive investor |
| Jan 10, 2024 | Saba | 5.4% | Updated notice |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- not listed
Email me when something new is filed for MFS Investment Grade Municipal Trust
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