How many institutions own CXH stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CXH shares is 35, representing 47.69% of the company's common stock.

Who are the major shareholders selling MFS Investment Grade Municipal Trust stock?

SUSQUEHANNA INTERNATIONAL GROUP, LLP, in the last quarter, reduced its stake in CXH by -34.89% restricting it's holding to 11.5 thousand shares of worth nearly $91.91K. UBS GROUP AG also lessened -45.75% of the CXH shares from its portfolio, reducing its holding to 5.87 thousand shares of worth $46.88K. SIT INVESTMENT ASSOCIATES INC also shunned CXH shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying CXH stock?

As per its latest 13F filing, CWM, LLC increased its stake in CXH by 100% in the last quarter. The institutional holder raised its holding to 640 shares having worth more than $5.11K. ASSETMARK, INC also added 100% more shares of CXH to its portfolio, raising its holding to 480 shares of worth $3.84K. MORGAN STANLEY also increased its CXH shares holding by 155.67% which brought its holding to 431.41 thousand shares worth $3.45M.

CXH's major insiders: who are they?

The insider with the most stakes in CXH is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, CXH stock is highly held by 10 percent owner Bulldog Investors, LLP and director KAVANAUGH JOHN P among others.

Did an insider recently sell CXH stock?

Company executives, directors, and other insiders own 0.09% percent of MFS Investment Grade Municipal Trust's stock. Within the last six months, there have been 1 transaction(s) in which CXH insiders have sold stock, totaling 5K shares. Insiders that have sold shares include BULLDOG INVESTORS, LLP, SABA CAPITAL MANAGEMENT, L.P., and MORGAN STANLEY.

Which insider recently purchased CXH stock?

There have been 3 transaction(s) during the past 6-months in which MFS Investment Grade Municipal Trust insiders have bought stock, totalling 5480 shares

How much of CXH does insiders own?

Around 60.86K MFS Investment Grade Municipal Trust shares are held by insiders, which represents about 0.09% of CXH stock.

Who is the insider with the largest stake?

CXH 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. CXH shares owned by Saba total nearly 694.81 thousand.

Which institution holds the most shares in CXH?

COHEN & STEERS, INC. is the largest institutional owner in CXH which holds 15 thousand shares worth $120.00K or 0.18% of the total CXH shares outstanding followed by SUSQUEHANNA INTERNATIONAL GROUP, LLP with ownership of 11.5 thousand shares representing 0.14% of the CXH ownership. UBS GROUP AG is the third largest stakeholder with 5.87 thousand shares or 0.07% of the ownership worth more than $46.88K.

Is MFS Investment Grade Municipal Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CXH is concerned, it is a stock which is not optionable.

Is there a short position on CXH's shares?

Number of CXH shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CXH shares are there?

As of today, null shares of CXH are outstanding.

Is there many float in CXH stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CXH has null shares in float.

CXH short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CXH is null.

MFS Investment Grade Municipal Trust (CXH) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.09% Percentage of Shares held by All Insiders

47.69% Percentage of Shares held by All Institutions

47.73% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 47.69% of CXH shares are held by financial institutions. COHEN & STEERS, INC. is the top corporate investor, holding 15K shares valued at $120.00K. A 0.18% stake in MFS Investment Grade Municipal Trust is owned by the company. SUSQUEHANNA INTERNATIONAL GROUP, LLP owns 11.5K shares valued at $91.91K, which translates its holding of 0.14% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	COHEN & STEERS, INC.	0.18%	15K	120K	0	0
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.14%	11.5K	91.91K	-6.17K	-34.89%
Mar 31, 2026	UBS GROUP AG	0.07%	5.87K	46.88K	-4.95K	-45.75%
Mar 31, 2026	FIFTH THIRD BANCORP	0.05%	4K	31.96K	0	0
Mar 31, 2026	MONTAG A & ASSOCIATES INC	0.03%	2.47K	19.74K	0	0
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	6.2K	0	0
Mar 31, 2026	CWM, LLC	0.01%	640	5.11K	640	+100.00%
Mar 31, 2026	ASSETMARK, INC	0.01%	480	3.84K	480	+100.00%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	99	791	0	0
Mar 31, 2026	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-111K	-100.00%
Mar 31, 2026	COLONY GROUP, LLC	2.96%	242.89K	1.94M	-29.54K	-10.84%
Mar 31, 2026	MORGAN STANLEY	5.26%	431.41K	3.45M	262.67K	+155.67%
Mar 31, 2026	ALMITAS CAPITAL LLC	5.55%	454.83K	3.63M	-80	-0.02%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	7.03%	576.48K	4.61M	71K	+14.05%
Mar 31, 2026	COMMUNITY FINANCIAL SERVICES GROUP, LLC	0.03%	2.83K	22.69K	2.83K	+100.00%
Mar 31, 2026	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	81.91K	0	0
Mar 31, 2026	PATHSTONE HOLDINGS, LLC	0.13%	10.65K	85.1K	0	0
Mar 31, 2026	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	126.26K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.21%	17.57K	140.34K	-428	-2.38%
Mar 31, 2026		0.19%	15.5K	123.83K	0	0
Mar 31, 2026	ROTHSCHILD INVESTMENT LLC	0.28%	22.98K	183.57K	0	0
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.29%	23.41K	187.04K	-219.02K	-90.34%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	27.96K	223.42K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	0.41%	33.67K	269.05K	295	+0.88%
Mar 31, 2026	BEVERLY HILLS PRIVATE WEALTH, LLC	0.43%	35.35K	282.41K	35.35K	+100.00%
Mar 31, 2026	MATISSE CAPITAL	0.59%	48K	383.5K	-38.38K	-44.43%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.77%	62.97K	503.12K	32.93K	+109.59%
Mar 31, 2026	MELFA WEALTH MANAGEMENT, LLC	0.96%	78.36K	626.1K	0	0
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	1.72%	141.09K	1.13M	28.45K	+25.26%
Mar 31, 2026	ICON ADVISERS INC/CO	2.94%	241.37K	1.93M	-2.92K	-1.20%
Mar 31, 2026	BULLDOG INVESTORS, LLP	14.45%	1.18M	9.46M	-16.85K	-1.40%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.39%	32.14K	256.8K	-10.76K	-25.07%
Mar 31, 2026	CENTER FOR FINANCIAL PLANNING, INC.	0%	0	-	-4.59K	-100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	0	-	-2.2K	-100.00%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.17%	505.48K	4.02M	33.88K	+7.18%
Dec 31, 2025	FIFTH THIRD BANCORP	0.05%	4K	31.8K	0	0
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.28%	22.98K	182.65K	-2.68K	-10.44%
Dec 31, 2025	COLONY GROUP, LLC	3.32%	272.43K	2.17M	272.43K	+100.00%
Dec 31, 2025	BULLDOG INVESTORS, LLP	14.65%	1.2M	9.55M	220.85K	+22.52%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	17.67K	140.46K	1.85K	+11.72%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	27.96K	222.3K	0	0
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.37%	30.04K	238.85K	134	+0.45%
Dec 31, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-144	-100.00%
Dec 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-6.78K	-100.00%
Dec 31, 2025	INDEPENDENCE BANK OF KENTUCKY	0%	0	-	-648	-100.00%
Dec 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-419	-100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	99	787	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	6.17K	0	0
Dec 31, 2025	PATHSTONE HOLDINGS, LLC	0.13%	10.65K	84.68K	10.65K	+100.00%
Dec 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	125.63K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.22%	17.99K	143.04K	-446	-2.42%
Dec 31, 2025		0.19%	15.5K	123.21K	15.5K	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0.03%	2.2K	17.49K	0	0
Dec 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	81.5K	0	0
Dec 31, 2025	UBS GROUP AG	0.13%	10.82K	85.98K	-500	-4.42%
Dec 31, 2025	COHEN & STEERS, INC.	0.18%	15K	119K	0	0
Dec 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0%	0	-	-270.13K	-100.00%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	0.41%	33.38K	265.36K	1.57K	+4.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.52%	42.89K	341.02K	-21.34K	-33.23%
Dec 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.96%	78.36K	622.97K	0	0
Dec 31, 2025	MATISSE CAPITAL	1.05%	86.38K	686.73K	0	0
Dec 31, 2025	SIT INVESTMENT ASSOCIATES INC	1.35%	111K	882K	-278.42K	-71.50%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.15%	258.07K	2.05M	191.12K	+285.46%
Dec 31, 2025	MONTAG A & ASSOCIATES INC	0.03%	2.47K	19.65K	0	0
Dec 31, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.06%	4.59K	36.48K	0	0
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.37%	112.64K	895.46K	63.24K	+128.01%
Dec 31, 2025	MORGAN STANLEY	2.06%	168.74K	1.34M	98.51K	+140.29%
Dec 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	2.96%	242.43K	1.93M	2.06K	+0.85%
Dec 31, 2025	ICON ADVISERS INC/CO	2.98%	244.3K	1.94M	0	0
Dec 31, 2025	ALMITAS CAPITAL LLC	5.55%	454.91K	3.62M	-32.78K	-6.72%
Sep 30, 2025	UBS GROUP AG	0.14%	11.32K	88.94K	2K	+21.47%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.31%	25.65K	201.63K	-12.85K	-33.37%
Sep 30, 2025	MATISSE CAPITAL	1.05%	86.38K	678.96K	0	0
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	2.93%	240.37K	1.89M	-1.33K	-0.55%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	6.1K	0	0
Sep 30, 2025	MONTAG A & ASSOCIATES INC	0.03%	2.47K	19.42K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0.05%	4K	31.44K	0	0
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.19%	15.81K	124.3K	15.81K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.82%	66.95K	526.23K	49.45K	+282.57%
Sep 30, 2025	AMERICAN NATIONAL BANK	0%	0	-	-20K	-100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	99	778	-105	-51.47%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	144	1.14K	2	+1.41%
Sep 30, 2025	CENTER FOR FINANCIAL PLANNING, INC.	0.06%	4.59K	36.07K	4.59K	+100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	29.91K	235.1K	1	0.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.39%	31.81K	250.05K	12.22K	+62.34%
Sep 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	80.57K	0	0
Sep 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.01%	648	5.09K	0	0
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.34%	27.96K	219.78K	-1.75K	-5.89%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	6.78K	53.25K	0	0
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	4.75%	389.42K	3.06M	-297.37K	-43.30%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-1.1K	-100.00%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	3.29%	270.13K	2.12M	216.62K	+404.83%
Sep 30, 2025	ICON ADVISERS INC/CO	2.98%	244.3K	1.92M	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.22%	18.44K	144.93K	-290	-1.55%
Sep 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	124.2K	0	0
Sep 30, 2025	COHEN & STEERS, INC.	0.18%	15K	118K	15K	+100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0.01%	419	3.29K	419	+100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0.03%	2.2K	17.29K	2.2K	+100.00%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.6%	49.4K	388.28K	-86.9K	-63.76%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.78%	64.24K	484.71K	6.99K	+12.21%
Sep 30, 2025	MORGAN STANLEY	0.86%	70.22K	551.96K	-14.03K	-16.65%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.96%	78.36K	615.91K	0	0
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	5.75%	471.61K	3.71M	25K	+5.60%
Sep 30, 2025	ALMITAS CAPITAL LLC	5.95%	487.69K	3.83M	39.52K	+8.82%
Sep 30, 2025	BULLDOG INVESTORS, LLP	11.96%	980.49K	7.71M	84.6K	+9.44%
Jun 30, 2025	MORGAN STANLEY	1.03%	84.25K	643.68K	607	+0.73%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.47%	38.5K	294.16K	-2.29K	-5.62%
Jun 30, 2025	AMERICAN NATIONAL BANK	0.24%	20K	152.8K	20K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.24%	19.6K	149.71K	-2.7K	-12.13%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.23%	18.73K	143.09K	-6.06K	-24.45%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.21%	17.5K	133.7K	1.86K	+11.89%
Jun 30, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	120.73K	0	0
Jun 30, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	78.32K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	6.78K	51.76K	0	0
Jun 30, 2025	FIFTH THIRD BANCORP	0.05%	4K	30.56K	0	0
Jun 30, 2025	MONTAG A & ASSOCIATES INC	0.03%	2.47K	18.88K	0	0
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	5.93K	0	0
Jun 30, 2025	UBS GROUP AG	0.11%	9.32K	71.17K	-908	-8.88%
Jun 30, 2025	INDEPENDENCE BANK OF KENTUCKY	0.01%	648	4.95K	0	0
Jun 30, 2025	BULLDOG INVESTORS, LLP	10.93%	895.89K	6.84M	36.58K	+4.26%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	8.38%	686.79K	5.25M	114.11K	+19.92%
Jun 30, 2025	ALMITAS CAPITAL LLC	5.47%	448.17K	3.42M	-22.27K	-4.73%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	5.45%	446.61K	3.41M	-66.25K	-12.92%
Jun 30, 2025	ICON ADVISERS INC/CO	2.98%	244.3K	1.87M	0	0
Jun 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	2.95%	241.7K	1.85M	121.16K	+100.51%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.66%	136.3K	1.04M	-19.57K	-12.55%
Jun 30, 2025	MATISSE CAPITAL	1.05%	86.38K	659.95K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	1.1K	8K	0	0
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.96%	78.36K	598.67K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.7%	57.25K	437.39K	-3.69K	-6.06%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.65%	53.51K	408.75K	53.51K	+100.00%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	142	1.09K	142	+100.00%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-300	-100.00%
Jun 30, 2025	STONEX GROUP INC.	0%	0	-	-10.13K	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-1.22K	-100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0%	0	-	-18.26K	-100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	204	1.56K	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	29.91K	228.51K	-45.2K	-60.18%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.36%	29.71K	227K	-3.15K	-9.59%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	81.19K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	24.79K	196.33K	-580	-2.29%
Mar 31, 2025	MATISSE CAPITAL	1.05%	86.38K	684.14K	-547	-0.63%
Mar 31, 2025	UBS GROUP AG	0.12%	10.22K	80.97K	-4.45K	-30.32%
Mar 31, 2025	THOMAS J. HERZFELD ADVISORS, INC.	1.47%	120.54K	954.69K	23.45K	+24.16%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.9%	155.87K	1.23M	-2.67K	-1.69%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	204	1.62K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.19%	15.64K	123.87K	-1	-0.01%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.74%	60.94K	482.67K	-52.15K	-46.11%
Mar 31, 2025	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	120.25K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.22%	18.26K	144.62K	123	+0.68%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.4%	32.86K	260.27K	0	0
Mar 31, 2025	VENTURI WEALTH MANAGEMENT, LLC	0%	0	-	-360	-100.00%
Mar 31, 2025	FIFTH THIRD BANCORP	0.05%	4K	31.68K	0	0
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	6.78K	53.66K	0	0
Mar 31, 2025	STONEX GROUP INC.	0.12%	10.13K	80.21K	10.13K	+100.00%
Mar 31, 2025	ICON ADVISERS INC/CO	2.98%	244.3K	1.93M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.27%	22.3K	176.62K	-6.46K	-22.46%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.92%	75.11K	594.83K	5.7K	+8.22%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.96%	78.36K	620.61K	0	0
Mar 31, 2025	MORGAN STANLEY	1.02%	83.64K	662.46K	1.42K	+1.72%
Mar 31, 2025	BULLDOG INVESTORS, LLP	10.48%	859.31K	6.81M	148.85K	+20.95%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.5%	40.8K	323.1K	-4.59K	-10.11%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	6.98%	572.69K	4.54M	12.14K	+2.17%
Mar 31, 2025	WHITEBOX ADVISORS LLC	0%	0	-	-49.45K	-100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.01%	1.1K	9K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.01%	1.22K	9.65K	1.22K	+100.00%
Mar 31, 2025		0.07%	6K	47.52K	-693	-10.35%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	6.26%	512.86K	4.06M	83.9K	+19.56%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.21K	-100.00%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	300	2.38K	0	0
Mar 31, 2025	INDEPENDENCE BANK OF KENTUCKY	0.01%	648	5.13K	0	0
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	6.15K	0	0
Mar 31, 2025	MONTAG A & ASSOCIATES INC	0.03%	2.47K	19.57K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	5.91K	0	0
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.01%	1K	8K	1K	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.02%	1.35K	10K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.02%	1.46K	11.12K	0	0
Mar 31, 2024	MONTAG A & ASSOCIATES INC	0.03%	2.47K	18.83K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.08%	6.78K	51.63K	0	0
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.13%	10.25K	78.11K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	11.01K	84K	59	+0.54%
Mar 31, 2024	UBS GROUP AG	0.19%	15.68K	119.44K	-7.31K	-31.82%
Mar 31, 2024	FORTITUDE ADVISORY GROUP L.L.C.	0.19%	15.8K	120.41K	0	0
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	18.12K	138.04K	7.01K	+63.08%
Mar 31, 2024	MOORS & CABOT, INC.	0.24%	20K	152.4K	-40K	-66.67%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.26%	21.65K	164.94K	1.05K	+5.12%
Mar 31, 2024	ROBINSON CAPITAL MANAGEMENT, LLC	0.28%	22.78K	168.57K	-10.51K	-31.58%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.29%	24.08K	183.5K	-1.96K	-7.52%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.34%	27.7K	211.08K	25	+0.09%
Mar 31, 2024	FORT POINT CAPITAL PARTNERS LLC	0.43%	35.09K	267.4K	22.06K	+169.21%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.45%	37.16K	283.19K	31.69K	+578.79%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.52%	42.4K	323.09K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.67%	54.98K	418.93K	17.32K	+45.99%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.81%	66.73K	508.49K	-2.7K	-3.88%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.82%	67.26K	512.51K	634	+0.95%
Mar 31, 2024	MORGAN STANLEY	0.97%	79.73K	607.54K	-374	-0.47%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	1.05%	85.7K	653.06K	21.26K	+32.99%
Mar 31, 2024	MATISSE CAPITAL	1.06%	86.93K	662.39K	0	0
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	1.25%	102.18K	778.62K	21.44K	+26.55%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	1.35%	110.86K	844.75K	-1.57K	-1.40%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.79%	229K	1.74M	4.83K	+2.15%
Mar 31, 2024	ICON ADVISERS INC/CO	3.08%	252.56K	1.92M	52.11K	+25.99%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	4.73%	387.71K	2.95M	-138.03K	-26.25%
Mar 31, 2024	BULLDOG INVESTORS, LLP	5.56%	455.85K	3.47M	65.99K	+16.93%
Mar 31, 2024	ALMITAS CAPITAL LLC	6%	491.95K	3.75M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0.16%	12.93K	98.52K	-29	-0.22%
Mar 31, 2024	SEA OTTER ADVISORS LLC	0%	0	-	-16.48K	-100.00%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0%	0	-	-60.89K	-100.00%
Mar 31, 2024	FMR LLC	0%	1	8	1	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	210	1.6K	0	0
Mar 31, 2024	VENTURI WEALTH MANAGEMENT, LLC	0%	360	2.74K	0	0
Mar 31, 2024	FIFTH THIRD BANCORP	0.05%	4K	30.48K	0	0
Dec 31, 2023	UBS GROUP AG	0.25%	22.99K	174.03K	-448	-1.91%
Dec 31, 2023	MORGAN STANLEY	0.87%	80.1K	606.39K	-14.37K	-15.21%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.88%	80.74K	611.23K	-76.86K	-48.77%
Dec 31, 2023	MATISSE CAPITAL	0.95%	86.93K	658.05K	-26.72K	-23.51%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	1.23%	112.43K	851.1K	41.81K	+59.21%
Dec 31, 2023	ICON ADVISERS INC/CO	2.19%	200.46K	1.52M	200.46K	+100.00%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.44%	224.17K	1.7M	21.99K	+10.88%
Dec 31, 2023	BULLDOG INVESTORS, LLP	4.25%	389.86K	2.95M	86.93K	+28.70%
Dec 31, 2023	ALMITAS CAPITAL LLC	5.37%	491.95K	3.72M	-50.69K	-9.34%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	5.73%	525.73K	3.98M	-387.25K	-42.42%
Dec 31, 2023	QUARRY LP	0%	0	-	-4.75K	-100.00%
Dec 31, 2023	ATLAS WEALTH LLC	0%	0	-	-27.25K	-100.00%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0%	0	-	-131.74K	-100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0%	0	-	-12.4K	-100.00%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	0%	0	-	-11.05K	-100.00%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	0%	0	-	-41.53K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-2.22K	-100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	210	1.59K	0	0
Dec 31, 2023	VENTURI WEALTH MANAGEMENT, LLC	0%	360	2.73K	0	0
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.01%	776	5.87K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	1.35K	10K	0	0
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.02%	1.46K	11.05K	1.46K	+100.00%
Dec 31, 2023	MONTAG A & ASSOCIATES INC	0.03%	2.47K	18.71K	2.47K	+100.00%
Dec 31, 2023	FIFTH THIRD BANCORP	0.04%	4K	30.28K	-671	-14.37%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.06%	5.48K	41.45K	5.48K	+100.00%
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.07%	6.78K	51.29K	0	0
Dec 31, 2023		0.11%	10.25K	77.6K	10.25K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	10.95K	83K	57	+0.52%
Dec 31, 2023	LPL FINANCIAL LLC	0.14%	12.96K	98.09K	-7.07K	-35.30%
Dec 31, 2023	FORT POINT CAPITAL PARTNERS LLC	0.14%	13.04K	98.68K	-6.57K	-33.50%
Dec 31, 2023	FORTITUDE ADVISORY GROUP L.L.C.	0.17%	15.8K	119.62K	-3.11K	-16.42%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.76%	69.43K	504.95K	1.53K	+2.25%
Dec 31, 2023	SEA OTTER ADVISORS LLC	0.18%	16.48K	124.72K	14.33K	+668.42%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.22%	20.59K	155.88K	20.59K	+100.00%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	0.7%	64.45K	487.85K	14.06K	+27.90%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.66%	60.89K	460.97K	5.22K	+9.38%
Dec 31, 2023	MOORS & CABOT, INC.	0.65%	60K	454.2K	5K	+9.09%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.46%	42.4K	320.97K	-5.39K	-11.28%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.41%	37.66K	285.08K	-3.18K	-7.79%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.36%	33.29K	251.19K	-10.23K	-23.51%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.3%	27.68K	209.5K	-5.46K	-16.47%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.28%	26.04K	197.12K	2.2K	+9.23%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.73%	66.62K	504.34K	-2.23K	-3.23%

Insiders

Among the CXH insiders holding of 0.09% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 694.81K. BULLDOG INVESTORS, LLP, 10 percent owner, is the second largest CXH insider with ownership of 18.27K shares. KAVANAUGH JOHN P, director, stands third with possession of 3.5K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	694.81K
BULLDOG INVESTORS, LLP	10 percent owner	18.27K
KAVANAUGH JOHN P	director	3.5K
MORGAN STANLEY	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Feb 24, 2026	BULLDOG INVESTORS, LLP	PURCHASE	8.12	1.37K	11.14K	18.27K
Feb 11, 2026	BULLDOG INVESTORS, LLP	PURCHASE	8.10	3.99K	32.31K	16.9K
Jan 23, 2026	BULLDOG INVESTORS, LLP	PURCHASE	7.97	119	948.43	12.91K
Jan 22, 2026	BULLDOG INVESTORS, LLP	SALE	7.97	5K	39.85K	12.79K
Nov 08, 2023	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	7.79	213.25K	1.66M	694.81K
Oct 24, 2023	SABA CAPITAL MANAGEMENT, L.P.	SALE	6.59	732	4.82K	908.05K
Oct 03, 2023	SABA CAPITAL MANAGEMENT, L.P.	SALE	7.02	4.2K	29.51K	908.78K
Sep 07, 2012	MORGAN STANLEY	SALE	25000.00	308	7.7M	0
Aug 06, 2010	MORGAN STANLEY	SALE	9.89	200	1.98K	0
Oct 12, 2009	KAVANAUGH JOHN P	PURCHASE	9.20	2K	18.4K	3.5K
Aug 14, 2009	KAVANAUGH JOHN P	PURCHASE	8.50	1.5K	12.75K	1.5K
Dec 09, 2008	MORGAN STANLEY	PURCHASE	5.86	200	1.17K	200

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE5.48K3

SALES5K1

NET SHARES4802

SHARES HELD60.86K4

% NET SHARES-99.21%-50%

Frequently Asked Questions