Who owns MFS Charter Income Trust?
- Ticker: MCR
- CUSIP Number: 552727109
Tip: Access positions for across all investors
Analyze quarterly positions in MFS Charter Income Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of MFS Charter Income Trust stock
Who bought or sold MFS Charter Income Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sit Investment Associates | 4.0M | $25M | 16% | Dec 2025 |
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| Allspring Global Investments Holdings | 1.3M | $8.0M | 0% | Dec 2025 |
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| Invesco | 493k | $3.1M | -6% | Dec 2025 |
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| Shaker Financial Services | 401k | $2.5M | 7% | Dec 2025 |
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| Pathstone Holdings | 354k | $2.2M | -20% | Dec 2025 |
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| Wells Fargo & Company | 211k | $1.3M | 49% | Dec 2025 |
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| Riverbrige Partners | 193k | $1.2M | 90% | Dec 2025 |
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| Commonwealth Equity Services | 136k | $850k | -28% | Dec 2025 |
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| Stifel Financial | 120k | $751k | -27% | Dec 2025 |
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| Cambridge Investment Research Advisors | 117k | $736k | -1% | Dec 2025 |
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| UBS Group | 113k | $710k | -7% | Dec 2025 |
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| Goss Wealth Management | 113k | $706k | -3% | Dec 2025 |
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| Raymond James Financial | 105k | $657k | -4% | Dec 2025 |
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| Kestra Advisory Services | 101k | $636k | -6% | Dec 2025 |
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| Ashton Thomas Securities | 89k | $556k | 29% | Dec 2025 |
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| HighTower Advisors | 84k | $527k | -15% | Dec 2025 |
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| LPL Financial | 84k | $525k | -38% | Dec 2025 |
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| Janney Montgomery Scott | 74k | $465k | 0% | Dec 2025 |
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| Advisor Group Holdings | 66k | $413k | -10% | Dec 2025 |
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| Fortitude Advisory Group | 57k | $359k | 0% | Dec 2025 |
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| Logan Stone Capital | 54k | $338k | 100% | Dec 2025 |
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| Susquehanna International | 51k | $321k | 181% | Dec 2025 |
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| Stonebridge Financial Planning Group | 51k | $319k | 0% | Dec 2025 |
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| CoreCap Advisors | 45k | $284k | 7% | Dec 2025 |
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| Warren Averett Asset Management | 36k | $228k | 0% | Dec 2025 |
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| Benjamin Edwards | 35k | $221k | -1% | Dec 2025 |
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| Royal Bank of Canada | 27k | $175k | -1% | Sep 2025 |
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| Ethos Financial Group | 22k | $136k | -1% | Dec 2025 |
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| Bard Financial Services | 22k | $138k | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 21k | $134k | 5% | Dec 2025 |
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| Valley Brook Capital Group | 21k | $131k | -13% | Dec 2025 |
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| Global Retirement Partners | 21k | $130k | 100% | Dec 2025 |
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| Readystate Asset Management | 19k | $116k | -11% | Dec 2025 |
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| Cetera Investment Advisers | 17k | $109k | -6% | Dec 2025 |
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| Wolverine Asset Management | 16k | $100k | 100% | Dec 2025 |
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| Philadelphia Trust Company | 12k | $75k | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 12k | $75k | 0% | Dec 2025 |
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| Landscape Capital Management | 12k | $73k | 100% | Dec 2025 |
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| Farther Finance Advisors | 11k | $71k | 0% | Dec 2025 |
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| National Asset Management | 11k | $71k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 11k | $68k | 0% | Dec 2025 |
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| Brian McDonald | 8.8k | $55k | -3% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 4.7k | $30k | 100% | Dec 2025 |
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| Larson Financial Group | 4.4k | $28k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 3.5k | $22k | 0% | Dec 2025 |
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| Vermillion Wealth Management | 2.8k | $18k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 2.8k | $18k | 0% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 2.2k | $14k | 0% | Dec 2025 |
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| WPG Advisers | 2.1k | $13k | -1% | Dec 2025 |
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| Creative Financial Designs | 1.0k | $6.6k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.0k | $6.4k | -93% | Dec 2025 |
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| First Horizon National Corp | 882.00 | $5.5k | 0% | Dec 2025 |
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| Piscataqua Savings Bank | 563.00 | $3.5k | 0% | Dec 2025 |
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| Armstrong Advisory Group | 500.00 | $3.1k | 0% | Dec 2025 |
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| Pnc Financial Services | 474.00 | $3.0k | 0% | Dec 2025 |
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| Atlantic Trust | 300.00 | $1.9k | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 285.00 | $1.8k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 281.00 | $1.8k | -93% | Dec 2025 |
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| Key FInancial | 228.00 | $1.4k | 0% | Dec 2025 |
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| Milestone Group | 87.00 | $546.003300 | 100% | Dec 2025 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GraniteShares Advisors | Sep 2025 | 481k | $3.1M |
| L.m. Kohn & Company | Jun 2025 | 35k | $221k |
| International Assets Investment Management | Sep 2025 | 12k | $74k |
| Advisory Services Network | Sep 2025 | 1.1k | $7.4k |