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 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$274,423
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
36,973
shares
|
$241,433
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,886
shares
|
$234,335
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
34,781
shares
|
$227,119
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
33,086
shares
|
$216,051
0.0% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
27,444
shares
|
$179,209
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
24,598
shares
|
$160,624
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
23,850
shares
|
$155,740
0.11% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
21,500
shares
|
$140,395
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
19,578
shares
|
$127,844
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
14,907
shares
|
$97,342
0.01% of portfolio
|
Q2 2025
Reduced 58.96%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
13,583
shares
|
$88,696
0.0% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
12,000
shares
|
$78,360
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,856
shares
|
$77,419
0.0% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,675
shares
|
$76,237
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,257
shares
|
$73,508
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,199
shares
|
$73,129
0.02% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
11,013
shares
|
$71,914
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
10,809
shares
|
$70,582
0.0% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
10,750
shares
|
$70,197
0.04% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,615
shares
|
$56,255
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,006
shares
|
$32,689
0.0% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,413
shares
|
$28,816
0.0% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,911
shares
|
$25,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,486
shares
|
$22,763
0.0% of portfolio
|
Q2 2025
Added 16.2%
|