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 64 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 $103 Million.
| 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
|
$51.6 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
|
$13.4 Million
0.3% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,773,447
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
567,652
shares
|
$3.66 Million
0.0% of portfolio
|
Q4 2024
Added 10.38%
|
|
|
Granite Shares Advisors LLC
|
Feb 04, 2025 Q4 2024 |
386,254
shares
|
$2.49 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
314,069
shares
|
$2.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
300,153
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
291,727
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
180,796
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
179,330
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
148,225
shares
|
$956,051
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
126,218
shares
|
$814,106
0.0% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
121,594
shares
|
$784,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
118,040
shares
|
$761,358
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
105,744
shares
|
$682,048
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
104,945
shares
|
$676,895
0.0% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
97,539
shares
|
$629,126
0.0% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
91,690
shares
|
$591,400
0.0% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
86,396
shares
|
$557,254
0.01% of portfolio
|
Q4 2024
Added 124.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$444,546
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
65,597
shares
|
$423,100
0.0% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
60,137
shares
|
$387,883
0.05% of portfolio
|
Q4 2024
Reduced 51.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
57,217
shares
|
$369,049
0.22% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
53,650
shares
|
$346,042
0.09% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
49,344
shares
|
$318,268
0.0% of portfolio
|
Q4 2024
Reduced 24.97%
|