Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
9 Feb 24
N-CSR
Certified annual shareholder report (management investment company)
25 Jan 24
SC TO-I/A
Issuer tender offer statement (amended)
14 Nov 23
SC TO-I/A
Issuer tender offer statement (amended)
7 Nov 23
SC TO-I
Issuer tender offer statement
6 Oct 23
DEF 14A
Definitive proxy
30 Aug 23
N-PX
Annual report of proxy voting record
29 Aug 23
SC TO-C
Information about tender offer
25 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Jul 23
N-CEN
Annual report (registered investment company)
10 Feb 23
N-CSR
Certified annual shareholder report (management investment company)
19 Jan 23
N-PX
Annual report of proxy voting record
29 Aug 22
DEF 14A
Definitive proxy
26 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 22
N-CEN
Annual report (registered investment company)
9 Feb 22
N-CSR
Certified annual shareholder report (management investment company)
20 Jan 22
N-PX
Annual report of proxy voting record
27 Aug 21
DEF 14A
Definitive proxy
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 21
N-CEN
Annual report (registered investment company)
11 Feb 21
N-CSR
Certified annual shareholder report (management investment company)
29 Jan 21
N-PX
Annual report of proxy voting record
28 Aug 20
DEF 14A
Definitive proxy
20 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Jul 20
N-CEN
Annual report (registered investment company)
11 Feb 20
N-CSR
Certified annual shareholder report (management investment company)
29 Jan 20
CORRESP
Correspondence with SEC
29 Jan 20
N-PX
Annual report of proxy voting record
28 Aug 19
DEF 14A
Definitive proxy
22 Aug 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
23 Jul 19
N-CEN
Annual report (registered investment company)
12 Feb 19
N-CSR
Certified annual shareholder report (management investment company)
23 Jan 19
N-PX
Annual report of proxy voting record
28 Aug 18
DEF 14A
Definitive proxy
23 Aug 18
N-CSRS
Certified semi-annual shareholder report (management investment company)
18 Jul 18
SC TO-I/A
Issuer tender offer statement (amended)
4 May 18
SC TO-I/A
Issuer tender offer statement (amended)
3 May 18
SC TO-I
Issuer tender offer statement
3 Apr 18
SC TO-C
Information about tender offer
12 Mar 18
N-CSR
Certified annual shareholder report (management investment company)
26 Jan 18
Latest ownership filings
SC 13D/A
Saba Capital Management, L.P.
1 May 24
NPORT-P
MFS Investment Grade Municipal Trust (Feb 2024 report)
24 Apr 24
SC 13G
Almitas Capital LLC
14 Feb 24
SC 13G
Bulldog Investors, LLP
30 Jan 24
NPORT-P
MFS Investment Grade Municipal Trust (Nov 2023 report)
24 Jan 24
SC 13D/A
Saba Capital Management, L.P.
10 Jan 24
SC 13D/A
Saba Capital Management, L.P.
26 Dec 23
SC 13G/A
JPMorgan Chase Bank, N.A.
1 Dec 23
SC 13D/A
Saba Capital Management, L.P.
13 Nov 23
4/A
Boaz Weinstein
9 Nov 23
4
Boaz Weinstein
9 Nov 23
4
Chase Bank, N.A. JPMorgan
7 Nov 23
4
Boaz Weinstein
25 Oct 23
NPORT-P
MFS Investment Grade Municipal Trust (Aug 2023 report)
24 Oct 23
4
Boaz Weinstein
3 Oct 23
3
LINDA DOUGHERTY
6 Sep 23
NPORT-P
MFS Investment Grade Municipal Trust (May 2023 report)
25 Jul 23
SC 13D
Saba Capital Management, L.P.
24 Jul 23
3
Boaz Weinstein
24 Jul 23
NPORT-P
MFS Investment Grade Municipal Trust (Feb 2023 report)
24 Apr 23
SC 13G/A
Saba Capital Management, L.P.
14 Feb 23
NPORT-P
MFS Investment Grade Municipal Trust (Nov 2022 report)
24 Jan 23
SC 13G
Saba Capital Management, L.P.
28 Nov 22
4
THOMAS H CONNORS
25 Oct 22
NPORT-P
MFS Investment Grade Municipal Trust (Aug 2022 report)
25 Oct 22
4
ROBERT J MANNING
6 Sep 22
4
MARTIN J WOLIN
31 Aug 22
NPORT-P
MFS Investment Grade Municipal Trust (May 2022 report)
25 Jul 22
NPORT-P
MFS Investment Grade Municipal Trust (Feb 2022 report)
25 Apr 22
4
Kevin Beatty
19 Apr 22
3
JASON KOSTY
10 Mar 22
3
ROSA LICEA-MAILLOUX
10 Mar 22
4
ROBIN A STELMACH
15 Feb 22
NPORT-P
MFS Investment Grade Municipal Trust (Nov 2021 report)
24 Jan 22
4
JACQUES GOULET JR
4 Jan 22
4
Stephen Clarkson Peacher
23 Dec 21
NPORT-P
MFS Investment Grade Municipal Trust (Aug 2021 report)
25 Oct 21
4
David A Antonelli
22 Oct 21
SC 13G/A
CITIGROUP INC
10 Aug 21
SC 13G
JPMorgan Chase Bank, N.A.
3 Aug 21