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 66 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
42,125
shares
|
$266,651
0.01% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$266,018
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
36,141
shares
|
$228,772
0.0% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,886
shares
|
$227,158
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
35,749
shares
|
$226,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
27,283
shares
|
$172,701
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
23,850
shares
|
$150,970
0.1% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
21,950
shares
|
$138,943
0.01% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
21,500
shares
|
$136,095
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
20,824
shares
|
$131,815
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
20,420
shares
|
$129,258
0.0% of portfolio
|
Q3 2025
Reduced 38.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,489
shares
|
$117,035
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,249
shares
|
$115,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,936
shares
|
$88,214
0.0% of portfolio
|
Q3 2025
Added 1266.27%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
12,000
shares
|
$75,960
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,898
shares
|
$75,314
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,675
shares
|
$73,902
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,287
shares
|
$71,446
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,199
shares
|
$70,889
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
11,013
shares
|
$69,712
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,809
shares
|
$68,420
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,027
shares
|
$57,140
0.0% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,413
shares
|
$27,934
0.0% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
3,911
shares
|
$24,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,486
shares
|
$22,066
0.0% of portfolio
|
Q2 2025
Added 16.2%
|
|