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 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $101 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
|
$49.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,451,127
shares
|
$15.3 Million
0.36% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,598,128
shares
|
$9.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
513,827
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
411,174
shares
|
$2.57 Million
1.81% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
314,201
shares
|
$1.96 Million
0.8% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
300,153
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
291,727
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
171,667
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
161,575
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
148,440
shares
|
$926,265
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
138,812
shares
|
$866,186
0.0% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
118,040
shares
|
$736,569
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
114,246
shares
|
$712,895
0.0% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
110,783
shares
|
$691,285
0.0% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
108,616
shares
|
$677,763
0.0% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
103,445
shares
|
$645,496
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
95,929
shares
|
$598,596
0.01% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
93,155
shares
|
$581,287
0.0% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,922
shares
|
$430,073
0.0% of portfolio
|
Q1 2024
Added 2.83%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
60,137
shares
|
$375,254
0.05% of portfolio
|
Q4 2024
Reduced 51.97%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
57,217
shares
|
$357,034
0.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
53,650
shares
|
$334,776
0.09% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
53,073
shares
|
$331,175
0.16% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,665
shares
|
$322,389
0.0% of portfolio
|
Q1 2025
Reduced 21.24%
|