Bulldog Investors, LLP
SEC insider (Form 3/4/5 filer). CIK 0001504304. 10% Owner at MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH) and 3 other issuers. 7 reported Form 4/5 transactions since Sep 2024; latest on Feb 24, 2026. Located in SADDLE BROOK, NJ.
Companies Bulldog Investors, LLP has filed insider reports for
- MFS INVESTMENT GRADE MUNICIPAL TRUST (CXH): 10% Owner
- MFS HIGH YIELD MUNICIPAL TRUST (CMU): 10% Owner
- HIGH INCOME SECURITIES FUND (PCF)
- SWISS HELVETIA FUND, INC. (SWZ)
Bulldog Investors, LLP
CIK: 0001504304
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (7 total)
- Feb 24, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
PurchaseDirect1.4K shares at avg. $8.12$11K - Feb 11, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
PurchaseDirect4K shares at avg. $8.10$32K - Jan 23, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
PurchaseDirect119 shares at avg. $7.97$948.43 - Jan 22, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
PurchaseDirect10K shares at avg. $7.97$80K - Jan 22, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
SaleDirect5K shares at avg. $7.97$40K - Jan 20, 2026CMU
MFS HIGH YIELD MUNICIPAL TRUST
PurchaseDirect678 shares at avg. $3.50$2K - Jan 2, 2026CXH
MFS INVESTMENT GRADE MUNICIPAL TRUST
Small AcquisitionDirect100 shares at avg. $7.92$792
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Feb 24, 2026 |  CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Purchase | 1,372 | $8.12 | $11,141 | Direct |
| Feb 11, 2026 | CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Purchase | 3,989 | $8.10 | $32,311 | Direct |
| Jan 23, 2026 | CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Purchase | 119 | $7.97 | $948 | Direct |
| Jan 22, 2026 | CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Purchase | 10,000 | $7.97 | $79,700 | Direct |
| Jan 22, 2026 | CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Sale | 5,000 | $7.97 | $39,850 | Direct |
| Jan 20, 2026 |  CMU MFS HIGH YIELD MUNICIPAL TRUST | Purchase | 678 | $3.50 | $2,373 | Direct |
| Jan 2, 2026 | CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | Small Acquisition | 100 | $7.92 | $792 | Direct |
1-7 of 7 transactions