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 65 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,994,280
shares
|
$47.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
2,081,087
shares
|
$12.5 Million
0.3% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,773,447
shares
|
$10.6 Million
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
567,652
shares
|
$3.4 Million
0.0% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
411,174
shares
|
$2.46 Million
1.81% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
314,069
shares
|
$1.88 Million
0.8% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
300,153
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
291,727
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
180,796
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
179,330
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
148,225
shares
|
$887,867
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
126,218
shares
|
$756,045
0.0% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
121,594
shares
|
$728,348
0.0% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
118,040
shares
|
$707,059
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
108,616
shares
|
$650,609
0.0% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,744
shares
|
$633,406
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
104,945
shares
|
$628,620
0.0% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
97,539
shares
|
$584,258
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
95,929
shares
|
$574,614
0.01% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$412,842
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
65,597
shares
|
$392,926
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
60,137
shares
|
$360,220
0.05% of portfolio
|
Q4 2024
Reduced 51.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
57,217
shares
|
$342,729
0.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
53,650
shares
|
$321,363
0.09% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
52,933
shares
|
$317,068
0.16% of portfolio
|
Q4 2024
Added 8.49%
|