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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,413
shares
|
$27,537
0.0% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$24,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,000
shares
|
$18,720
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,225
shares
|
$13,884
0.0% of portfolio
|
Q2 2021
Reduced 20.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,225
shares
|
$13,884
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,765
shares
|
$11,013
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,285
shares
|
$8,018
0.0% of portfolio
|
Q4 2023
Added 589.11%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,046
shares
|
$6,527
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
974
shares
|
$6,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
563
shares
|
$3,513
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
500
shares
|
$3,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
474
shares
|
$2,957
0.0% of portfolio
|
Q2 2022
Reduced 79.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$1,872
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
228
shares
|
$1,422
0.0% of portfolio
|
Q3 2024
Reduced 49.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|