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 68 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
8,122,279
shares
|
$50.6 Million
0.0% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
1,472,430
shares
|
$9.17 Million
0.21% of portfolio
|
Q1 2024
Added 9.5%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
1,161,557
shares
|
$7.24 Million
0.01% of portfolio
|
Q1 2024
Added 9.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
482,459
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Shaker Financial Services, LLC
|
May 13, 2024 Q1 2024 |
476,421
shares
|
$2.97 Million
1.18% of portfolio
|
Q1 2024
Added 56.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
270,059
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
244,532
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
198,032
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
167,035
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.62%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
164,456
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 4.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
150,630
shares
|
$938,424
0.0% of portfolio
|
Q1 2024
Added 12.71%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
134,645
shares
|
$838,838
0.0% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
132,350
shares
|
$824,540
0.01% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
101,395
shares
|
$631,690
0.0% of portfolio
|
Q1 2024
Added 5.14%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
82,716
shares
|
$515,320
0.01% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 13, 2024 Q1 2024 |
71,522
shares
|
$445,582
0.25% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
70,000
shares
|
$436,100
0.04% of portfolio
|
Q1 2024
Added 2.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
68,922
shares
|
$429,384
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
65,507
shares
|
$408,108
0.0% of portfolio
|
Q1 2024
Reduced 19.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
56,449
shares
|
$351,677
0.0% of portfolio
|
Q1 2024
Reduced 4.68%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
56,448
shares
|
$351,671
0.2% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
51,185
shares
|
$318,882
0.02% of portfolio
|
Q3 2023
Reduced 52.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
42,667
shares
|
$265,815
0.0% of portfolio
|
Q1 2024
Reduced 13.76%
|
|
|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
36,571
shares
|
$227,837
0.04% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
34,063
shares
|
$212,212
0.0% of portfolio
|
Q1 2024
Reduced 1.86%
|
|