# 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. 21 institutional managers reported $29.6M on Form 13F as of 2026-03-31; 3 registered fund positions totaling $9.5M via N-PORT as of 2026-03-31.

## Summary

- Issuer: MFS INVT GRADE MUN TR
- Class: SH BEN INT
- CUSIP: 59318B108
- Asset category: EC
- 13F holders: 21
- 13F value: $29.6M
- 13F period: 2026-03-31
- N-PORT fund positions: 3
- N-PORT value: $9.5M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 21 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Bulldog Investors, LLP](https://search.stillhousedata.com/firm/151585) | SADDLE BROOK, NJ | $9.5M | 1,184,498 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/122020) | WEST PALM BEACH, FL | $4.6M | 576,479 |
| [Almitas Capital LLC](https://search.stillhousedata.com/firm/166705) | SANTA MONICA, CA | $3.6M | 454,829 |
| MORGAN STANLEY | NEW YORK, NY | $3.4M | 431,408 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.1M | 258,068 |
| [Focus Partners Wealth](https://search.stillhousedata.com/firm/159289) | ST LOUIS, MO | $1.9M | 242,888 |
| [ICON ADVISERS INC/CO](https://search.stillhousedata.com/firm/108268) | GREENWOOD VILLAGE, CO | $1.9M | 241,372 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $895K | 112,637 |
| [Matisse Capital](https://search.stillhousedata.com/firm/155424) | LAKE OSWEGO, OR | $384K | 47,998 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $269K | 33,673 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $257K | 32,138 |
| [Thomas J. Herzfeld Advisors, Inc.](https://search.stillhousedata.com/firm/108369) | MIAMI BEACH, FL | $187K | 23,409 |
| EVOLVE PRIVATE WEALTH, LLC | LOS ANGELES, CA | $166K | 20,755 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $140K | 17,565 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $92K | 11,503 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Special Opportunities Fund, Inc. | Special Opportunities Fund, Inc. | $3.9M | 233.67% |
| Total Return Securities Fund | Total Return Securities Fund | $3.8M | 414.40% |
| RiverNorth Flexible Municipal Income Fund II Inc. | RiverNorth Flexible Municipal Income Fund II Inc. | $1.7M | 50.54% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/59318B108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.