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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
42,634
shares
|
$266,036
0.01% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
42,125
shares
|
$262,860
0.01% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$262,236
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
39,392
shares
|
$245,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,886
shares
|
$223,928
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
34,643
shares
|
$216,172
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
33,775
shares
|
$210,756
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
28,528
shares
|
$178,014
0.0% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
24,598
shares
|
$153,491
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
23,850
shares
|
$148,824
0.12% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
21,500
shares
|
$134,160
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,812
shares
|
$129,866
0.0% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
20,250
shares
|
$126,360
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
19,939
shares
|
$124,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
19,476
shares
|
$121,530
0.0% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,909
shares
|
$86,792
0.0% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,872
shares
|
$80,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,372
shares
|
$77,201
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
12,000
shares
|
$74,880
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,690
shares
|
$72,945
0.0% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,228
shares
|
$70,062
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,199
shares
|
$69,881
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,013
shares
|
$68,721
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,615
shares
|
$53,757
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
5,373
shares
|
$33,527
0.0% of portfolio
|
Q1 2025
New holding
|