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 | 7.7M | $47M | -5% | Mar 2026 |
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| Sit Investment Associates | 4.1M | $25M | 3% | Mar 2026 |
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| Allspring Global Investments Holdings | 1.4M | $8.3M | 7% | Mar 2026 |
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| Shaker Financial Services | 534k | $3.2M | 33% | Mar 2026 |
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| Invesco | 490k | $3.0M | -1% | Mar 2026 |
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| Bank of America Corporation | 382k | $2.3M | 100% | Mar 2026 |
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| Rivernorth Capital Management | 309k | $1.9M | 100% | Mar 2026 |
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| Wells Fargo & Company | 210k | $1.3M | 0% | Mar 2026 |
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| Riverbrige Partners | 207k | $1.3M | 7% | Mar 2026 |
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| Pathstone Holdings | 145k | $877k | -59% | Mar 2026 |
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| Commonwealth Equity Services | 136k | $824k | 0% | Mar 2026 |
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| Kestra Advisory Services | 129k | $779k | 27% | Mar 2026 |
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| UBS Group | 112k | $681k | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 112k | $676k | -5% | Mar 2026 |
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| Stifel Financial | 110k | $669k | -8% | Mar 2026 |
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| Goss Wealth Management | 109k | $659k | -3% | Mar 2026 |
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| Raymond James Financial | 105k | $657k | -4% | Dec 2025 |
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| Ashton Thomas Securities | 97k | $586k | 9% | Mar 2026 |
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| Logan Stone Capital | 89k | $539k | 65% | Mar 2026 |
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| HighTower Advisors | 78k | $475k | -7% | Mar 2026 |
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| LPL Financial | 76k | $462k | -9% | Mar 2026 |
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| Janney Montgomery Scott | 74k | $449k | 0% | Mar 2026 |
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| Advisor Group Holdings | 66k | $413k | -10% | Dec 2025 |
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| Fortitude Advisory Group | 57k | $347k | 0% | Mar 2026 |
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| Susquehanna International | 51k | $321k | 181% | Dec 2025 |
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| Stonebridge Financial Planning Group | 51k | $310k | 1% | Mar 2026 |
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| CoreCap Advisors | 40k | $243k | -11% | Mar 2026 |
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| Decision Investments | 37k | $223k | 100% | Mar 2026 |
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| Warren Averett Asset Management | 36k | $228k | 0% | Dec 2025 |
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| Benjamin Edwards | 35k | $213k | 0% | Mar 2026 |
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| Royal Bank of Canada | 32k | $194k | 17% | Mar 2026 |
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| Closed-End Fund Advisors | 31k | $187k | 100% | Mar 2026 |
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| Wolverine Asset Management | 26k | $155k | 60% | Mar 2026 |
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| Ethos Financial Group | 22k | $136k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 21k | $130k | 0% | Mar 2026 |
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| Global Retirement Partners | 21k | $130k | 100% | Dec 2025 |
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| Valley Brook Capital Group | 20k | $119k | -6% | Mar 2026 |
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| Citadel Advisors | 18k | $108k | 100% | Mar 2026 |
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| Creative Planning | 16k | $97k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 13k | $81k | -23% | Mar 2026 |
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| Evolve Private Wealth | 13k | $79k | 100% | Mar 2026 |
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| National Asset Management | 13k | $74k | 0% | Mar 2026 |
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| Jane Street | 12k | $75k | 100% | Mar 2026 |
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| Philadelphia Trust Company | 12k | $73k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 12k | $70k | -1% | Mar 2026 |
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| Farther Finance Advisors | 11k | $68k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 11k | $66k | 0% | Mar 2026 |
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| Brian McDonald | 8.8k | $55k | -3% | Dec 2025 |
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| Larson Financial Group | 4.4k | $28k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 3.7k | $22k | -22% | Mar 2026 |
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| IFG Advisory | 3.5k | $21k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 3.5k | $22k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 3.4k | $21k | 100% | Mar 2026 |
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| Vermillion Wealth Management | 2.8k | $17k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 2.8k | $17k | 0% | Mar 2026 |
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| WPG Advisers | 2.3k | $14k | 9% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 2.2k | $13k | 0% | Mar 2026 |
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| Creative Financial Designs | 1.0k | $6.3k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.0k | $6.2k | 0% | Mar 2026 |
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| First Horizon National Corp | 882.00 | $5.3k | 0% | Mar 2026 |
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| Piscataqua Savings Bank | 563.00 | $3.4k | 0% | Mar 2026 |
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| Armstrong Advisory Group | 500.00 | $3.0k | 0% | Mar 2026 |
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| Pnc Financial Services | 474.00 | $2.9k | 0% | Mar 2026 |
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| Atlantic Trust | 300.00 | $1.9k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 281.00 | $1.7k | 0% | Mar 2026 |
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| Key FInancial | 228.00 | $1.4k | 0% | Mar 2026 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Readystate Asset Management | Dec 2025 | 19k | $116k |
| Millennium Management | Dec 2025 | 12k | $76k |
| Landscape Capital Management | Dec 2025 | 12k | $73k |
| Advisory Services Network | Sep 2025 | 1.1k | $7.4k |
| Jpmorgan Chase & Co | Sep 2025 | 285.00 | $1.8k |