MCR
MFS Charter Income Trust
1W: -0.2%
1M: +1.4%
3M: -1.5%
YTD: -3.6%
1Y: -0.8%
3Y: +21.0%
5Y: +1.2%
$5.94
Last traded 2026-06-18 — delisted
Institutional Ownership — MCR
66
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
66
Reduced
66
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (70 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 0 | $0K | -13,289 | -100.0% | 3Q | SEC ↗ |
| 2 | WEDBUSH SECURITIES INC | 0 | $0K | -10,809 | -100.0% | 26Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 0 | $0K | -17,773 | -100.0% | 1Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 0 | $0K | -12,382 | -100.0% | 1Q | SEC ↗ |
| 5 | Fortitude Advisory Group L.L.C. | 0 | $0K | -57,217 | -100.0% | 18Q | SEC ↗ |
| 6 | Ethos Financial Group, LLC | 0 | $0K | -21,729 | -100.0% | 5Q | SEC ↗ |
| 7 | Pathstone Holdings, LLC | 0 | $0K | -144,700 | -100.0% | 9Q | SEC ↗ |
| 8 | Shaker Financial Services, LLC | 0 | $0K | -533,655 | -100.0% | 19Q | SEC ↗ |
| 9 | DECISION INVESTMENTS, INC | 0 | $0K | -36,853 | -100.0% | 2Q | SEC ↗ |
| 10 | EVOLVE PRIVATE WEALTH, LLC | 0 | $0K | -13,000 | -100.0% | 1Q | SEC ↗ |
| 11 | Closed-End Fund Advisors, Inc. | 0 | $0K | -30,841 | -100.0% | 2Q | SEC ↗ |
| 12 | Piscataqua Savings Bank | 0 | $0K | -563 | -100.0% | 21Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 0 | $0K | -85,892 | -100.0% | 25Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 0 | $0K | -1,020 | -100.0% | 4Q | SEC ↗ |
| 15 | Waverly Advisors, LLC | 0 | $0K | -46,809 | -100.0% | 6Q | SEC ↗ |
| 16 | Creative Planning | 0 | $0K | -16,046 | -100.0% | 1Q | SEC ↗ |
| 17 | BOK Financial Private Wealth, Inc. | 0 | $0K | -87 | -100.0% | 1Q | SEC ↗ |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0K | -25,644 | -100.0% | 2Q | SEC ↗ |
| 19 | MAI Capital Management | 0 | $0K | -281 | -100.0% | 6Q | SEC ↗ |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0K | -1,046 | -100.0% | 12Q | SEC ↗ |
| 21 | ASHTON THOMAS SECURITIES, LLC | 0 | $0K | -96,650 | -100.0% | 8Q | SEC ↗ |
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 0 | $0K | -474 | -100.0% | 14Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 0 | $0K | -381,610 | -100.0% | 14Q | SEC ↗ |
| 24 | FIRST HORIZON CORP | 0 | $0K | -882 | -100.0% | 3Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 0 | $0K | -285 | -100.0% | 12Q | SEC ↗ |
| 26 | READYSTATE ASSET MANAGEMENT LP | 0 | $0K | -18,507 | -100.0% | 4Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 0 | $0K | -117,463 | -100.0% | 6Q | SEC ↗ |
| 28 | LPL Financial LLC | 0 | $0K | -76,200 | -100.0% | 33Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 0 | $0K | -111,537 | -100.0% | 39Q | SEC ↗ |
| 30 | B. Riley Wealth Advisors, Inc. | 0 | $0K | -12,608 | -100.0% | 15Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 0 | $0K | -1,148 | -100.0% | 1Q | SEC ↗ |
| 32 | Larson Financial Group LLC | 0 | $0K | -4,413 | -100.0% | 8Q | SEC ↗ |
| 33 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 0 | $0K | -2,225 | -100.0% | 17Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 0 | $0K | -209,970 | -100.0% | 100Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -135,913 | -100.0% | 34Q | SEC ↗ |
| 36 | SIT INVESTMENT ASSOCIATES INC | 0 | $0K | -4,097,943 | -100.0% | 14Q | SEC ↗ |
| 37 | Vermillion Wealth Management, Inc. | 0 | $0K | -2,826 | -100.0% | 4Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 0 | $0K | -128,467 | -100.0% | 23Q | SEC ↗ |
| 39 | MILLENNIUM MANAGEMENT LLC | 0 | $0K | -12,114 | -100.0% | 1Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 0 | $0K | -3,402 | -100.0% | 1Q | SEC ↗ |
| 41 | RIVERBRIDGE PARTNERS LLC | 0 | $0K | -207,236 | -100.0% | 7Q | SEC ↗ |
| 42 | Mariner, LLC | 0 | $0K | -11,740 | -100.0% | 15Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 0 | $0K | -78,375 | -100.0% | 59Q | SEC ↗ |
| 44 | UBS Group AG | 0 | $0K | -112,309 | -100.0% | 46Q | SEC ↗ |
| 45 | Key Financial Inc | 0 | $0K | -228 | -100.0% | 22Q | SEC ↗ |
| 46 | Stonebridge Financial Planning Group, | 0 | $0K | -51,149 | -100.0% | 26Q | SEC ↗ |
| 47 | WPG Advisers, LLC | 0 | $0K | -2,289 | -100.0% | 6Q | SEC ↗ |
| 48 | STIFEL FINANCIAL CORP | 0 | $0K | -110,446 | -100.0% | 48Q | SEC ↗ |
| 49 | MORGAN STANLEY | 0 | $0K | -7,677,944 | -100.0% | 59Q | SEC ↗ |
| 50 | NewEdge Advisors, LLC | 0 | $0K | -108,740 | -100.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MORGAN STANLEY | 7,677,944 | $46M |
| SIT INVESTMENT ASSOCIATES INC | 4,097,943 | $24M |
| Allspring Global Investments Holdin | 1,362,242 | $8M |
| Shaker Financial Services, LLC | 533,655 | $3M |
| Invesco Ltd. | 489,516 | $3M |
| BANK OF AMERICA CORP /DE | 381,610 | $2M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 309,031 | $2M |
| WELLS FARGO & COMPANY/MN | 209,970 | $1M |
| RIVERBRIDGE PARTNERS LLC | 207,236 | $1M |
| Pathstone Holdings, LLC | 144,700 | $860K |
| COMMONWEALTH EQUITY SERVICES, LLC | 135,913 | $807K |
| Kestra Advisory Services, LLC | 128,467 | $763K |
| RAYMOND JAMES FINANCIAL INC | 117,463 | $698K |
| UBS Group AG | 112,309 | $667K |
| Cambridge Investment Research Advis | 111,537 | $663K |
| STIFEL FINANCIAL CORP | 110,446 | $656K |
| NewEdge Advisors, LLC | 108,740 | $646K |
| ASHTON THOMAS SECURITIES, LLC | 96,650 | $574K |
| Logan Stone Capital, LLC | 88,880 | $528K |
| OSAIC HOLDINGS, INC. | 85,892 | $510K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.