Institutional Ownership Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $94.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
8,133,149
shares
|
$50.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,651,429
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,591,328
shares
|
$9.96 Million
0.23% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
514,283
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
448,297
shares
|
$2.81 Million
1.13% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
281,310
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
225,696
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 1011.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
179,664
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
152,423
shares
|
$954,167
0.0% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
151,308
shares
|
$947,188
0.0% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
130,143
shares
|
$814,695
0.02% of portfolio
|
Q3 2024
Added 649.07%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
125,213
shares
|
$783,833
0.09% of portfolio
|
Q3 2024
Added 50.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
124,640
shares
|
$780,246
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
121,471
shares
|
$760,408
0.0% of portfolio
|
Q3 2024
Reduced 27.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
114,866
shares
|
$719,061
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
113,045
shares
|
$707,661
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
105,705
shares
|
$661,713
0.0% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$431,451
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
67,362
shares
|
$421,686
0.0% of portfolio
|
Q3 2024
Added 11.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,264
shares
|
$414,812
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
65,770
shares
|
$411,720
0.01% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
57,217
shares
|
$358,178
0.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
48,791
shares
|
$305,431
0.16% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
47,075
shares
|
$294,689
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
44,750
shares
|
$280,135
0.06% of portfolio
|
Q3 2024
Added 7.19%
|