MFS INVT GRADE MUN TR SH BEN INT

MFS INVT GRADE MUN TR SH BEN INT is a security (CUSIP 59318B108) tracked across SEC portfolio filings. 23 institutional managers reported $29.9M on Form 13F as of 2026-03-31; 3 registered fund positions totaling $9.5M via N-PORT as of 2026-03-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 23 managers by value.

ManagerLocationValueShares
Bulldog Investors, LLPSADDLE BROOK, NJ$9.5M1,184,498
RIVERNORTH CAPITAL MANAGEMENT, LLCWEST PALM BEACH, FL$4.6M576,479
Almitas Capital LLCSANTA MONICA, CA$3.6M454,829
MORGAN STANLEYNEW YORK, NY$3.4M431,408
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$2.1M258,068
Focus Partners WealthST LOUIS, MO$1.9M242,888
ICON ADVISERS INC/COGREENWOOD VILLAGE, CO$1.9M241,372
Hennion & Walsh Asset Management, Inc.Parsippany, NJ$895K112,637
Matisse CapitalLAKE OSWEGO, OR$384K47,998
Beverly Hills Private Wealth, LLCBEVERLY HILLS, CA$282K35,345
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$269K33,673
OSAIC HOLDINGS, INC.PHOENIX, AZ$257K32,138
Thomas J. Herzfeld Advisors, Inc.MIAMI BEACH, FL$187K23,409
EVOLVE PRIVATE WEALTH, LLCLOS ANGELES, CA$166K20,755
WELLS FARGO & COMPANY/MNSAN FRANCISCO, CA$140K17,565

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Special Opportunities Fund, Inc.Special Opportunities Fund, Inc.$3.9M233.67%
Total Return Securities FundTotal Return Securities Fund$3.8M414.40%
RiverNorth Flexible Municipal Income Fund II Inc.RiverNorth Flexible Municipal Income Fund II Inc.$1.7M50.54%

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