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 62 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $95.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,765
shares
|
$11,119
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,285
shares
|
$8,095
0.0% of portfolio
|
Q4 2023
Added 589.11%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,046
shares
|
$6,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
974
shares
|
$6,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
563
shares
|
$3,546
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
500
shares
|
$3,150
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
474
shares
|
$2,986
0.0% of portfolio
|
Q2 2022
Reduced 79.44%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$1,890
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
250
shares
|
$1,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
228
shares
|
$1,436
0.0% of portfolio
|
Q3 2024
Reduced 49.89%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
12
shares
|
$75
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|