Shaker Financial Services, LLC Mfs Charter Income Trust Transaction History
Shaker Financial Services, LLC
- $282 Million
- Q3 2025
A detailed history of Shaker Financial Services, LLC transactions in Mfs Charter Income Trust stock. As of the latest transaction made, Shaker Financial Services, LLC holds 376,312 shares of MCR stock, worth $2.38 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
376,312
Previous 341,354
10.24%
Holding current value
$2.38 Million
Previous $2.17 Million
11.24%
% of portfolio
0.86%
Previous 0.81%
Shares
31 transactions
Others Institutions Holding MCR
# of Institutions
66Shares Held
17.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY8.06MShares$51 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN3.44MShares$21.7 Million0.45% of portfolio
-
Allspring Global Investments Holdings, LLC1.28MShares$8.07 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA525KShares$3.32 Million0.0% of portfolio
-
Granite Shares Advisors LLC481KShares$3.04 Million1.96% of portfolio
About MFS CHARTER INCOME TRUST
- Ticker MCR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and ot...