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 16.3 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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
42,125
shares
|
$267,072
0.01% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$266,438
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
37,706
shares
|
$239,056
0.0% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
36,325
shares
|
$230,300
0.02% of portfolio
|
Q1 2025
Reduced 39.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
35,968
shares
|
$228,037
0.0% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,886
shares
|
$227,517
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
34,643
shares
|
$219,636
0.06% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
33,775
shares
|
$214,133
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
29,361
shares
|
$186,148
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
24,598
shares
|
$155,951
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
23,850
shares
|
$151,209
0.12% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
21,500
shares
|
$136,310
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
20,250
shares
|
$128,385
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
19,939
shares
|
$126,413
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
19,476
shares
|
$123,477
0.0% of portfolio
|
Q1 2025
Reduced 60.53%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
16,001
shares
|
$101,446
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,520
shares
|
$85,716
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
12,000
shares
|
$76,080
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,690
shares
|
$74,114
0.0% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,257
shares
|
$71,369
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,199
shares
|
$71,001
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,013
shares
|
$69,822
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,615
shares
|
$54,619
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,373
shares
|
$34,064
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,413
shares
|
$27,978
0.0% of portfolio
|
Q4 2024
Reduced 30.28%
|