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Insider · CIK 0001504304

Bulldog Investors, LLP

owner

Files at CMU (MFS HIGH YIELD MUNICIPAL TRUST), CXH (MFS INVESTMENT GRADE MUNICIPAL TRUST). First filing Jan 22, 2026, latest Feb 26, 2026.

In brief

Bulldog Investors, LLP files SEC Form 4 as 10% owner at CXH (MFS INVESTMENT GRADE MUNICIPAL TRUST), and also at CMU (MFS HIGH YIELD MUNICIPAL TRUST). Since Jan 22, 2026, Bulldog Investors, LLP has reported 5 open-market buys worth $129k and 1 open-market sell worth $40k, the latest filed on Feb 26, 2026.

A track record needs three past buys with six months of prices behind them; Bulldog Investors, LLP has 0, so none is measured yet.

The newest scored trade: bought $11k of CXH on Feb 24, 2026, filed Feb 26, 2026, scored 15 (weak). In the last 12 months: 5 buys worth $129k and 1 sell worth $40k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
5 / 1
$129k bought, $40k sold

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
15Weak
CXHbuy
MFS INVESTMENT GRADE MUNICIPAL TRUST
$11k
1,372 shares
+8%-
23Weak
CXHbuy
MFS INVESTMENT GRADE MUNICIPAL TRUST
$32k
3,989 shares
+31%-
26Weak
CXHbuy
MFS INVESTMENT GRADE MUNICIPAL TRUST
$81k
10,119 shares
+130%-
28Weak
CXHsell
MFS INVESTMENT GRADE MUNICIPAL TRUST
$40k
5,000 shares
-28%-
7Weak
CMUbuy
MFS HIGH YIELD MUNICIPAL TRUST
$2,373
678 shares
+3%-
7Weak
CMUbuy
MFS HIGH YIELD MUNICIPAL TRUST
$2,373
678 shares
+3%-

Transactions

Every row this insider has filed, 8 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Feb 24, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
POpen-market purchase
Common Stock
+1,372$8.12$11k18,268Feb 26, 2026
Feb 11, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
POpen-market purchase
Common Stock
+3,989$8.10$32k16,896Feb 13, 2026
Jan 2, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
LSmall acquisition
Common Stock
+100$7.92$7927,788Jan 26, 2026
Jan 22, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
POpen-market purchase
Common Stock
+10,000$7.97$80k17,788Jan 26, 2026
Jan 22, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
SOpen-market sale
Common Stock
-5,000$7.97$40k12,788Jan 26, 2026
Jan 23, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
POpen-market purchase
Common Stock
+119$7.97$94812,907Jan 26, 2026
Jan 20, 2026CMU
MFS HIGH YIELD MUNICIPAL TRUST
POpen-market purchase
Common Stock
+678$3.50$2,37324,878Jan 23, 2026
Jan 20, 2026CMU
MFS HIGH YIELD MUNICIPAL TRUST
POpen-market purchase
Common Stock
-678$3.50$2,37324,878Jan 22, 2026

Questions about Bulldog Investors, LLP

Answered from the filings on this page, as of the latest one.

Is Bulldog Investors, LLP buying or selling?

In the last 12 months Bulldog Investors, LLP reported 5 open-market buys worth $129k and 1 open-market sell worth $40k on SEC Form 4; the latest was bought $11k of CXH on Feb 24, 2026. Grants, option exercises and tax withholding are not counted.

How did Bulldog Investors, LLP's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Bulldog Investors, LLP has 0.

Where does Bulldog Investors, LLP file Form 4?

Bulldog Investors, LLP has filed Form 4 at CXH (MFS INVESTMENT GRADE MUNICIPAL TRUST); CMU (MFS HIGH YIELD MUNICIPAL TRUST). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Bulldog Investors, LLP: insider trades and track record | InsiderTell