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 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,107,609
shares
|
$51.7 Million
0.0% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,816,381
shares
|
$18 Million
0.38% of portfolio
|
Q2 2025
Added 14.9%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,598,128
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
517,874
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
438,586
shares
|
$2.8 Million
1.88% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
383,638
shares
|
$2.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
341,354
shares
|
$2.18 Million
0.81% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
334,847
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
157,747
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
156,714
shares
|
$999,835
0.0% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
139,407
shares
|
$889,416
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
137,853
shares
|
$879,502
0.0% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
112,595
shares
|
$718,356
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
110,744
shares
|
$706,546
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
110,361
shares
|
$704,103
0.0% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
104,153
shares
|
$664,496
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
99,933
shares
|
$637,572
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
99,515
shares
|
$634,905
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
89,721
shares
|
$572,419
0.0% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$439,722
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
57,217
shares
|
$365,044
0.22% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
53,650
shares
|
$342,287
0.08% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
53,216
shares
|
$339,518
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
42,125
shares
|
$268,757
0.01% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$268,119
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|