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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,063,898
shares
|
$51 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
3,435,877
shares
|
$21.7 Million
0.45% of portfolio
|
Q3 2025
Added 22.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,275,051
shares
|
$8.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
524,967
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Granite Shares Advisors LLC
|
Oct 21, 2025 Q3 2025 |
480,950
shares
|
$3.04 Million
1.96% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
441,296
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
376,312
shares
|
$2.38 Million
0.86% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
360,634
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
187,348
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
164,498
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
141,079
shares
|
$893,030
0.0% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
134,310
shares
|
$850,182
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
122,116
shares
|
$772,994
0.0% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
118,950
shares
|
$752,953
0.0% of portfolio
|
Q3 2025
Added 19.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
116,540
shares
|
$737,698
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
109,507
shares
|
$693,179
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
107,630
shares
|
$681,297
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
101,795
shares
|
$644,362
0.01% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
98,716
shares
|
$624,872
0.0% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
73,988
shares
|
$468,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
72,811
shares
|
$460,893
0.0% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$436,276
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
68,650
shares
|
$434,554
0.06% of portfolio
|
Q3 2025
Added 27.96%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
57,217
shares
|
$362,183
0.21% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
50,797
shares
|
$321,545
0.13% of portfolio
|
Q3 2025
Reduced 4.55%
|
|