MFS Investment Grade Municipal Trust: passive investor disclosure — RiverNorth Capital Management, LLC reports beneficial ownership of 576,479 shares of Shares of Beneficial Interest, representing 7.03% of the class as of 03/31/2026. The filing is an amendment (Schedule 13G/A) signed by Marcus Collins on 05/15/2026.
The filing lists sole voting and dispositive power over the 576,479 shares and notes that other persons have the right to receive proceeds from sale; no group or subsidiary filings are reported.
MFS Investment Grade Municipal Trust amended its Schedule TO to report and supplement a tender offer that commenced on April 13, 2026.
The Fund stated it will purchase for cash up to 50% or 4,099,610 shares of its outstanding common shares upon the terms and subject to the conditions of the Offer; this filing is Amendment No. 2 to satisfy Rule 13e-4(c)(3).
JPMorgan Chase Bank, N.A. reports beneficial ownership of 252 Remarketable Variable Rate MuniFund Term Preferred Shares, Series 2051 (CUSIP 59318B603), representing 100% of the preferred shares outstanding. The filing states JPM assigned certain voting rights to a Voting Trust on July 20, 2021 and deposited the shares into a tender option bond trust (TOB) named J.P. Morgan Putters/Drivers, Series 5075 Trust on September 5, 2024. Voting rights on the RVMTP Shares are retained by JPM and the Voting Trust as described; the TOB holds title but does not have disposition power. The form is signed by an authorized signatory on May 12, 2026.
MFS Investment Grade Municipal Trust reported that 120 Remarketable Variable Rate Munifund Term Preferred Shares, Series 2051 held indirectly by JPMorgan Chase Bank, N.A. through a trust were redeemed by the fund. The redemption price was $100,080.32875 per share, including a $100,000 liquidation preference and $80.32875 of accrued dividends. After this redemption, the reporting person’s indirect holdings in these preferred shares were 252.
Morgan Stanley reports beneficial ownership of 431,408 common shares (5.3%) of MFS Investment Grade Municipal Trust as of 03/31/2026. The filing, submitted on a Schedule 13G, attributes the position to Morgan Stanley reporting units and shows shared voting power of 362,567 and shared dispositive power of 431,408. The disclosure notes the filing covers securities held by specified MS operating units under Release No. 34-39538.
MFS Investment Grade Municipal Trust ownership update: Bulldog Investors, LLP and affiliated persons report beneficial ownership stakes in Common Stock.
Bulldog Investors, LLP reports 29,446 shares (0.36%). Phillip Goldstein reports 211,684 shares (2.58%). Andrew Dakos reports 10,540 shares (0.13%). Signatures dated 05/06/2026 accompany the Schedule 13G/A amendment.
MFS Investment Grade Municipal Trust filed Amendment No. 1 to its Schedule TO to report the tender offer that commenced on April 13, 2026. The Fund offered to repurchase for cash up to 50% or 4,099,610 shares of its outstanding common shares at a price equal to 99% of net asset value per share as of the Expiration Date plus any unpaid dividends accrued through May 12, 2026. The amendment supplements the Offer to Purchase and Letter of Transmittal and incorporates offering terms and related exhibits.
MFS Investment Grade Municipal Trust disclosed preliminary communications about a proposed issuer tender offer to purchase for cash up to 50% of its outstanding common shares. The communication states the Offer has not commenced and that formal tender offer materials, including a Schedule TO and letter of transmittal, will be filed before any purchase.
MFS Investment Grade Municipal Trust reported an insider open-market purchase of its common stock. Phillip Goldstein bought 1,372 shares at $8.12 per share and now directly holds 18,268 shares. Bulldog Investors, LLP and Andrew Dakos are also reporting persons and disclaim beneficial interest except for any pecuniary interest.