Institutional shares held 15.2 Million
0 calls
0 puts
Total value of holdings $93.8M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 60


Latest Institutional Activity in MCR

Top Purchases

Q3 2024
Pathstone Holdings, LLC Shares Held: 226K ($1.4M)
Q3 2024
Sit Investment Associates Inc Shares Held: 1.59M ($9.85M)
Q3 2024
Wolverine Asset Management LLC Shares Held: 130K ($806K)
Q3 2024
International Assets Investment Management, LLC Shares Held: 76.7K ($475K)
Q3 2024
Core Cap Advisors, LLC Shares Held: 47.1K ($291K)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 121K ($752K)
Q3 2024
Lpl Financial LLC Shares Held: 151K ($937K)
Q3 2024
Wells Fargo & Company Shares Held: 152K ($943K)
Q3 2024
Ubs Group Ag Shares Held: 115K ($711K)
Q3 2024
Peapack Gladstone Financial Corp Shares Held: 65.8K ($407K)

About MCR

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 other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.


Insider Transactions at MCR

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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