Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $107M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 65


Latest Institutional Activity in MCR

Top Purchases

Q4 2025
Riverbridge Partners LLC Shares Held: 193K ($1.22M)
Q4 2025
Shaker Financial Services, LLC Shares Held: 401K ($2.54M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 45.2K ($286K)
Q4 2025
Concurrent Investment Advisors, LLC Shares Held: 21.4K ($135K)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 11.3K ($71.6K)

Top Sells

Q4 2025
Ubs Group Ag Shares Held: 113K ($717K)
Q4 2025
Valley Brook Capital Group, Inc. Shares Held: 20.9K ($132K)
Q4 2025
Comerica Bank Shares Held: 8.77K ($55.5K)
Q4 2025
Ethos Financial Group, LLC Shares Held: 21.7K ($138K)
Q4 2025
Wpg Advisers, LLC Shares Held: 2.11K ($13.3K)

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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