MFS Charter Income Trust shares owned by LPL Financial
Quarter-by-quarter ownership of MFS Charter Income Trust (MCR) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in MFS Charter Income Trust
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Quarterly reported holdings in MFS Charter Income Trust by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 134k | 6.42 |
| 2025-06-30 | $877k | 138k | 6.36 |
| 2025-03-31 | $931k | 148k | 6.27 |
| 2024-12-31 | $946k | 148k | 6.38 |
| 2024-09-30 | $994k | 151k | 6.57 |
| 2024-06-30 | $1.2M | 195k | 6.27 |
| 2024-03-31 | $1.3M | 198k | 6.34 |
| 2023-09-30 | $1.7M | 284k | 5.85 |
| 2023-06-30 | $1.9M | 301k | 6.31 |
| 2023-03-31 | $1.8M | 282k | 6.29 |
| 2022-12-31 | $1.7M | 280k | 6.15 |
| 2022-09-30 | $1.5M | 259k | 5.95 |
| 2022-06-30 | $1.6M | 258k | 6.30 |
| 2022-03-31 | $1.7M | 233k | 7.34 |
| 2021-12-31 | $1.8M | 210k | 8.52 |
| 2021-09-30 | $1.8M | 207k | 8.60 |
| 2021-06-30 | $1.6M | 184k | 8.74 |
| 2021-03-31 | $1.5M | 176k | 8.54 |
| 2020-12-31 | $1.4M | 162k | 8.77 |
| 2020-09-30 | $1.2M | 148k | 8.01 |
| 2020-06-30 | $1.2M | 148k | 7.95 |
| 2020-03-31 | $1.1M | 148k | 7.40 |
| 2019-12-31 | $1.1M | 131k | 8.42 |
| 2019-09-30 | $995k | 120k | 8.31 |
| 2019-06-30 | $925k | 114k | 8.15 |
| 2019-03-31 | $611k | 77k | 7.90 |
| 2018-12-31 | $476k | 65k | 7.33 |
| 2018-09-30 | $445k | 57k | 7.76 |
| 2018-06-30 | $239k | 30k | 7.94 |
| 2018-03-31 | $149k | 18k | 8.12 |
| 2017-03-31 | $427k | 49k | 8.66 |
| 2016-12-31 | $411k | 48k | 8.58 |
| 2016-09-30 | $377k | 44k | 8.55 |
| 2016-06-30 | $320k | 38k | 8.48 |
| 2016-03-31 | $661k | 81k | 8.17 |
| 2015-12-31 | $799k | 104k | 7.69 |
| 2015-09-30 | $417k | 54k | 7.77 |
| 2015-06-30 | $463k | 54k | 8.57 |
| 2015-03-31 | $472k | 54k | 8.81 |
| 2014-12-31 | $417k | 45k | 9.20 |
| 2014-09-30 | $455k | 52k | 8.82 |
| 2014-06-30 | $538k | 58k | 9.23 |
| 2014-03-31 | $538k | 59k | 9.13 |
| 2013-12-31 | $562k | 62k | 9.06 |
| 2013-09-30 | $736k | 83k | 8.88 |
| 2013-06-30 | $788k | 85k | 9.26 |
| 2012-09-30 | $1.0M | 101k | 10.12 |
| 2011-09-30 | $569k | 67k | 8.53 |