L.M. Kohn & Company Mfs Charter Income Trust Transaction History
L.M. Kohn & Company
- $359 Million
- Q2 2025
A detailed history of L.M. Kohn & Company transactions in Mfs Charter Income Trust stock. As of the latest transaction made, L.M. Kohn & Company holds 34,781 shares of MCR stock, worth $221,902. This represents 0.06% of its overall portfolio holdings.
Number of Shares
34,781
Previous 34,643
0.4%
Holding current value
$221,902
Previous $217,000
1.84%
% of portfolio
0.06%
Previous 0.06%
Shares
13 transactions
Others Institutions Holding MCR
# of Institutions
67Shares Held
16.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY7.94MShares$50.7 Million0.0% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN2.45MShares$15.6 Million0.36% of portfolio
-
Allspring Global Investments Holdings, LLC1.6MShares$10.2 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA514KShares$3.28 Million0.0% of portfolio
-
Granite Shares Advisors LLC439KShares$2.8 Million1.88% of portfolio
About MFS CHARTER INCOME TRUST
- Ticker MCR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- 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 ot...