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MFS Charter Income Trust shares owned by Closed-End Fund Advisors

Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by Closed-End Fund Advisors from 13F filings

Historical chart of Closed-End Fund Advisors investment in MFS Charter Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Charter Income Trust held by Closed-End Fund Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Charter Income Trust by Closed-End Fund Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $187k 31k 6.06

More positions owned by Closed-End Fund Advisors

Kayne Anderson MLP Investment (KYN)
Bluerock Pvt Real Estate (BPRE)
Tortoise Energy Infrastructure closed end funds (TYG)
Blue Owl Technology Fin Corp Common Stock (OTF)
Wells Fargo Adv Global Dividend Opport (EOD)
Calamos Lng/shrt Eq & Dyn (CPZ)
Rivernorth Flexible Municipal Incm Fd II (RFMZ)
Pgim Short Dur Hig Yld Opp F (SDHY)
Mainstay Cbre Global (MEGI)
Saba Capital Income & Opport Com New (SABA)
Fs Specialty Lending Com Sh Ben Int (FSSL)
Destra Multi-alternative Common Shares (DMA)
Guggenheim Active Alloc Common Stock (GUG)
Pimco NY Muni Income Fund II (PNI)
Angel Oak Finl Strategies In Com Ben Int (FINS)

View all positions for Closed-End Fund Advisors

Top funds holding MFS Charter Income Trust

Morgan Stanley
Sit Investment Associates
Allspring Global Investments Holdings
Shaker Financial Services
Invesco
Bank of America Corporation
Rivernorth Capital Management
Wells Fargo & Company
Riverbrige Partners
Pathstone Holdings
Commonwealth Equity Services
Kestra Advisory Services
UBS Group
Cambridge Investment Research Advisors
Stifel Financial

View all funds holding MFS Charter Income Trust