As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Mfs Investment Grade Municipal Trust. The largest reported stake is Rivernorth Capital Management, LLC's, at 7.03%. 12 filings are on record since October 2, 2025 (Schedule 13G/A, May 15, 2026).
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Key facts
- · Reporting person: Almitas Capital LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-21
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-08
- · Reporting person: JPMorgan Chase Bank, National Association · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-01
- · Holder: Almitas Capital LLC · Percent: 5.5% · SCHEDULE 13G/A
- · Holder: Rivernorth Capital Management, LLC · Percent: 7.03% · SCHEDULE 13G/A
Mfs Investment Grade Municipal Trust has 12 Schedule 13D or 13G filings on record since 2025-10-02. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 7.03% | 576,479 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Sit Investment Associates, Inc. | 4.8% | 389,422 | SCHEDULE 13G/A, 2025-10-02 | 2025-09-30 |
| 2.58% | 211,684 | SCHEDULE 13G/A, 2026-05-07 | 2026-04-30 | |
| Almitas Capital LLC | 0% | 0 | SCHEDULE 13G/A, 2026-08-21 | 2026-06-30 |
| 0% | 0 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 | |
| JPMorgan Chase Bank, National Association | 0% | 0 | SCHEDULE 13G/A, 2026-07-01 | 2026-06-08 |
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Keep reading
More on Mfs Investment Grade Municipal Trust and the records around it.
Companies that share a holder
- Almitas Capital LLC also filed stake reports on 8 other companies: MFS HIGH YIELD MUNICIPAL TRUST (Aug 2026), AN2 Therapeutics, Inc. (May 2026), ABRDN JAPAN EQUITY FUND, INC. (Feb 2026)
- Bulldog Investors, LLP also filed stake reports on 8 other companies: Dynamix Corp (Jul 2026), MFS High Yield Municipal Trust (May 2026), BNY Mellon Strat. Municipal Bond (Feb 2026)
- JPMorgan Chase Bank, National Association also filed stake reports on 14 other companies: DWS Municipal Income Trust [KTF] (Oct 2026), PIMCO California Municipal Income Fund (Aug 2026), PIMCO New York Municipal Income Fund II (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Almitas Capital LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-21 |
| Morgan Stanley | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-08 |
| JPMorgan Chase Bank, National Association | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-07-01 |
The latest filing identifies Mfs Investment Grade Municipal Trust by CUSIP 59318B108 and gives its principal executive office as 111 HUNTINGTON AVENUE, 24TH FLOOR, BOSTON, MA 02199 (SCHEDULE 13G/A, 2026-08-21).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-02 | Sit Investment Associates, Inc. | 4.8% | SCHEDULE 13G/A |
| 2025-10-15 | Phillip Goldstein | 14.08% | SCHEDULE 13G/A |
| 2026-02-13 | Phillip Goldstein | 16.88% | SCHEDULE 13G/A |
| 2026-02-17 | Almitas Capital LLC | 5.5% | SCHEDULE 13G |
| 2026-05-07 | Phillip Goldstein | 2.58% | SCHEDULE 13G/A |
| 2026-05-11 | Morgan Stanley | 5.3% | SCHEDULE 13G |
| 2026-05-12 | JPMorgan Chase Bank, National Association | 100% | SCHEDULE 13G/A |
| 2026-05-15 | Rivernorth Capital Management, LLC | 7.03% | SCHEDULE 13G/A |
| 2026-05-18 | Almitas Capital LLC | 5.5% | SCHEDULE 13G/A |
| 2026-07-01 | JPMorgan Chase Bank, National Association | 0% | SCHEDULE 13G/A |
| 2026-07-08 | Morgan Stanley | 0% | SCHEDULE 13G/A |
| 2026-08-21 | Almitas Capital LLC | 0% | SCHEDULE 13G/A |
Questions about who owns Mfs Investment Grade Municipal Trust
Who owns Mfs Investment Grade Municipal Trust?
On this page, one holder's latest ownership filing reports 5% or more of Mfs Investment Grade Municipal Trust: Rivernorth Capital Management, LLC (7.03%, Schedule 13G/A, filed 2026-05-15).
When did Rivernorth Capital Management, LLC buy into Mfs Investment Grade Municipal Trust?
The filings give report dates, not purchase dates. The earliest filing from Rivernorth Capital Management, LLC on this page is the Schedule 13G/A, filed 2026-05-15, reporting 7.03%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.