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 |
|---|---|---|---|---|---|
| Morgan Stanley | 8.1M | $52M | 100% | Jun 2025 |
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| Sit Investment Associates | 3.4M | $22M | 22% | Sep 2025 |
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| Allspring Global Investments Holdings | 1.3M | $8.2M | -20% | Sep 2025 |
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| Invesco | 525k | $3.4M | 1% | Sep 2025 |
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| GraniteShares Advisors | 481k | $3.1M | 10% | Sep 2025 |
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| Pathstone Holdings | 441k | $2.8M | 15% | Sep 2025 |
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| Shaker Financial Services | 376k | $2.4M | 10% | Sep 2025 |
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| Commonwealth Equity Services | 187k | $1.2M | 34% | Sep 2025 |
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| Stifel Financial | 165k | $1.1M | 5% | Sep 2025 |
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| Wells Fargo & Company | 141k | $906k | -11% | Sep 2025 |
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| LPL Financial | 134k | $862k | -3% | Sep 2025 |
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| UBS Group | 122k | $784k | 36% | Sep 2025 |
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| Cambridge Investment Research Advisors | 119k | $764k | 19% | Sep 2025 |
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| Goss Wealth Management | 117k | $748k | 4% | Sep 2025 |
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| Raymond James Financial | 110k | $703k | -1% | Sep 2025 |
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| Kestra Advisory Services | 108k | $691k | -3% | Sep 2025 |
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| Riverbrige Partners | 102k | $654k | 2% | Sep 2025 |
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| HighTower Advisors | 99k | $634k | -5% | Sep 2025 |
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| Janney Montgomery Scott | 74k | $475k | 100% | Sep 2025 |
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| Advisor Group Holdings | 73k | $466k | 2% | Sep 2025 |
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| Ashton Thomas Securities | 69k | $409k | 28% | Sep 2025 |
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| Fortitude Advisory Group | 57k | $367k | 0% | Sep 2025 |
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| Stonebridge Financial Planning Group | 51k | $326k | -5% | Sep 2025 |
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| CoreCap Advisors | 42k | $270k | 0% | Sep 2025 |
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| Warren Averett Asset Management | 36k | $232k | -2% | Sep 2025 |
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| Benjamin Edwards | 36k | $230k | 100% | Sep 2025 |
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| Royal Bank of Canada | 27k | $175k | -1% | Sep 2025 |
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| Valley Brook Capital Group | 24k | $153k | 0% | Sep 2025 |
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| Ethos Financial Group | 22k | $141k | -11% | Sep 2025 |
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| Bard Financial Services | 22k | $138k | 0% | Sep 2025 |
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| Readystate Asset Management | 21k | $134k | 6% | Sep 2025 |
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| Concurrent Investment Advisors | 20k | $131k | -38% | Sep 2025 |
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| Cetera Investment Advisers | 19k | $119k | 100% | Sep 2025 |
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| Susquehanna International | 18k | $117k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 14k | $90k | 1266% | Sep 2025 |
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| Philadelphia Trust Company | 12k | $77k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 12k | $76k | 0% | Sep 2025 |
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| International Assets Investment Management | 12k | $74k | 0% | Sep 2025 |
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| Farther Finance Advisors | 11k | $73k | 0% | Sep 2025 |
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| National Asset Management | 11k | $71k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 11k | $69k | 0% | Sep 2025 |
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| Brian McDonald | 9.0k | $58k | 5% | Sep 2025 |
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| Larson Financial Group | 4.4k | $28k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 3.9k | $25k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 3.5k | $22k | 0% | Sep 2025 |
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| Vermillion Wealth Management | 2.8k | $18k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 2.8k | $18k | 100% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 2.2k | $14k | 0% | Sep 2025 |
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| WPG Advisers | 2.1k | $14k | 100% | Sep 2025 |
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| Advisory Services Network | 1.1k | $7.4k | 100% | Sep 2025 |
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| Creative Financial Designs | 1.0k | $6.7k | 0% | Sep 2025 |
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| First Horizon National Corp | 882.00 | $5.7k | 100% | Sep 2025 |
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| Piscataqua Savings Bank | 563.00 | $3.6k | 0% | Sep 2025 |
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| Armstrong Advisory Group | 500.00 | $3.2k | 0% | Sep 2025 |
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| Pnc Financial Services | 474.00 | $3.0k | 0% | Sep 2025 |
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| Atlantic Trust | 300.00 | $1.9k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 285.00 | $1.8k | -78% | Sep 2025 |
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| Key FInancial | 228.00 | $1.5k | 0% | Sep 2025 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| L.m. Kohn & Company | Jun 2025 | 35k | $221k |
| Landscape Capital Management | Jun 2025 | 15k | $95k |
| Peapack Gladstone Financial Corp | Jun 2025 | 14k | $86k |
| Melfa Wealth Management | Jun 2025 | 11k | $68k |
| Geneos Wealth Management | Jun 2025 | 5.0k | $32k |
| CWM | Jun 2025 | 974.00 | $6.0k |