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MFS Charter Income Trust (MCR) Institutional Ownership

MFS Charter Income Trust logo
$6.36 +0.01 (+0.08%)
As of 10:31 AM Eastern
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Institutional Ownership Changes (13F Filings) for MFS Charter Income Trust (NYSE:MCR)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$17.01M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$3.84M
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MCR Institutional Buying and Selling by Quarter

MFS Charter Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025 Shaker Financial Services LLC341,354$2.17M0.8%+8.6%0.000%
7/29/2025 International Assets Investment Management LLC11,675$74K0.0%N/A0.000%
7/25/2025 Concurrent Investment Advisors LLC33,086$210K0.0%-22.4%0.000%
7/17/2025 Melfa Wealth Management Inc.10,750$68K0.0%-46.9%0.000%
7/17/2025 GraniteShares Advisors LLC438,586$2.79M1.7%+6.7%0.000%
7/15/2025 Riverbridge Partners LLC99,515$633K0.0%+3.7%0.000%
5/21/2025Geneos Wealth Management Inc.5,373$34K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC114,840$720K0.0%-2.7%0.000%
5/15/2025Landscape Capital Management L.L.C.36,325$228K0.0%-39.6%0.000%
5/13/2025 Ethos Financial Group LLC24,598$154K0.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.2,451,127$15.37M0.4%+17.8%0.000%
5/12/2025Invesco Ltd.513,827$3.22M0.0%-9.5%0.000%
5/6/2025Readystate Asset Management LP19,939$125K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC1,598,128$10.02M0.0%-9.9%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.108,616$681K0.0%+18.5%0.000%
4/21/2025 Riverbridge Partners LLC95,929$601K0.0%+11.0%0.000%
4/16/2025 GraniteShares Advisors LLC411,174$2.58M1.6%+6.5%0.000%
4/14/2025 Farther Finance Advisors LLC11,228$71K0.0%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC52,933$338K0.2%+8.5%0.000%
2/17/2025Waverly Advisors LLC39,392$251K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC45,475$290K0.0%-3.4%0.000%
2/17/2025Cetera Investment Advisers11,735$75K0.0%-36.1%0.000%
2/17/2025Citadel Advisors LLC12,872$82K0.0%N/A0.000%
2/17/2025Bank of America Corp DE291,727$1.86M0.0%+3.7%0.000%
2/17/2025Anderson Financial Strategies LLC33,775$215K0.1%N/A0.000%
2/14/2025Jane Street Group LLC12,372$79K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC314,069$2.00M0.8%-29.9%0.000%
2/13/2025NewEdge Advisors LLC118,040$753K0.0%-5.3%0.000%
2/13/2025Raymond James Financial Inc.121,594$776K0.0%N/A0.000%
2/13/2025Invesco Ltd.567,652$3.62M0.0%+10.4%0.000%
2/13/2025Peapack Gladstone Financial Corp49,344$315K0.0%-25.0%0.000%
2/13/2025 Wedbush Securities Inc.11,690$75K0.0%-18.2%0.000%
2/13/2025Sit Investment Associates Inc.2,081,087$13.28M0.3%+30.8%0.000%
2/13/2025Wells Fargo & Company MN179,330$1.14M0.0%+17.7%0.000%
2/12/2025Landscape Capital Management L.L.C.60,137$384K0.0%-52.0%0.000%
2/11/2025 Ashton Thomas Securities LLC53,650$342K0.1%+19.9%0.000%
2/11/2025LPL Financial LLC148,225$946K0.0%-2.0%0.000%
2/10/2025 Commonwealth Equity Services LLC126,218$805K0.0%+3.9%0.000%
2/7/2025HighTower Advisors LLC104,945$670K0.0%-7.2%0.000%
2/7/2025Larson Financial Group LLC4,413$28K0.0%-30.3%0.000%
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2/6/2025Raymond James Financial Inc.121,594$776K0.0%N/A0.000%
2/4/2025 GraniteShares Advisors LLC386,254$2.46M1.6%N/A0.000%
1/30/2025 L.M. Kohn & Company34,541$220K0.1%-9.6%0.000%
1/30/2025 Strategic Financial Concepts LLC41,470$265K0.0%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC1,773,447$11.32M0.0%+7.4%0.000%
1/29/2025 Valley Brook Capital Group Inc.23,850$152K0.1%-8.0%0.000%
1/28/2025 Strategic Financial Concepts LLC41,470$265K0.0%N/A0.000%
1/17/2025 Riverbridge Partners LLC86,396$551K0.0%+124.5%0.000%
1/17/2025 Melfa Wealth Management Inc.20,250$129K0.1%N/A0.000%
1/8/2025 International Assets Investment Management LLC11,675$74K0.0%-84.8%0.000%
11/26/2024Peapack Gladstone Financial Corp65,770$432K0.0%-13.9%0.000%
11/15/2024Stifel Financial Corp179,664$1.18M0.0%+13.5%0.000%
11/14/2024 L.M. Kohn & Company38,215$251K0.1%+27.6%0.000%
11/12/2024Larson Financial Group LLC6,330$42K0.0%+233.2%0.000%
11/9/2024Landscape Capital Management L.L.C.125,213$823K0.1%+50.4%0.000%
11/8/2024 Stonebridge Financial Planning Group LLC48,791$321K0.2%-5.5%0.000%
11/7/2024Pathstone Holdings LLC225,696$1.48M0.0%+1,011.0%0.000%
11/4/2024 Wolverine Asset Management LLC130,143$855K0.0%+649.1%0.000%
11/4/2024 Ashton Thomas Securities LLC44,750$294K0.1%+7.2%0.000%
10/31/2024 Valley Brook Capital Group Inc.25,922$170K0.1%+15.8%0.000%
10/31/2024 Shaker Financial Services LLC448,297$2.95M1.1%+8.3%0.000%
10/31/2024 Concurrent Investment Advisors LLC40,671$267K0.0%+6.1%0.000%
10/22/2024 International Assets Investment Management LLC76,705$504K0.0%+557.0%0.000%
10/19/2024 Allspring Global Investments Holdings LLC1,651,429$10.85M0.0%+0.3%0.000%
8/8/2024 Stonebridge Financial Planning Group LLC51,657$324K0.2%-27.8%0.000%
8/5/2024 Altus Wealth Group LLC24,623$154K0.1%-10.2%0.000%
8/3/2024 Shaker Financial Services LLC413,834$2.60M1.0%-13.1%0.000%
8/2/2024 Wolverine Asset Management LLC17,374$109K0.0%-33.2%0.000%
7/31/2024 Commonwealth Equity Services LLC167,051$1.05M0.0%+1.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC38,347$240K0.0%+107.4%0.000%
7/29/2024 Arkadios Wealth Advisors11,450$72K0.0%-21.3%0.000%
7/26/2024 Allspring Global Investments Holdings LLC1,646,086$10.32M0.0%+41.7%0.000%
7/12/2024 Atlas Private Wealth Advisors12,000$75K0.0%N/A0.000%
5/2/2024 Valley Brook Capital Group Inc.22,350$142K0.1%+58.5%0.000%
4/30/2024 Commonwealth Equity Services LLC164,456$1.04M0.0%+4.8%0.000%
4/25/2024 L.M. Kohn & Company29,823$189K0.1%+9.7%0.000%
4/18/2024 Allspring Global Investments Holdings LLC1,161,557$7.36M0.0%+9.3%0.000%
2/13/2024Peapack Gladstone Financial Corp85,323$551K0.0%-3.5%0.000%
2/9/2024 L.M. Kohn & Company27,197$176K0.1%+10.7%0.000%
2/7/2024 Shaker Financial Services LLC304,925$1.97M0.8%+39.5%0.000%
2/6/20249258 Wealth Management LLC36,419$235K0.0%-11.6%0.000%
2/5/2024 Stonebridge Financial Planning Group LLC71,391$461K0.3%-3.3%0.000%
1/25/2024 Allspring Global Investments Holdings LLC1,062,968$6.87M0.0%+2.4%0.000%
1/24/2024 International Assets Investment Management LLC75,421$487K0.0%+546.0%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.67,022$433K0.0%+3.9%0.000%
1/16/2024Raymond James & Associates49,477$320K0.0%-3.5%0.000%
11/13/2023 Wolverine Asset Management LLC29,873$175K0.0%-34.7%0.000%
11/8/2023HighTower Advisors LLC142,585$834K0.0%-5.7%0.000%
11/8/2023Landscape Capital Management L.L.C.27,876$163K0.0%+66.7%0.000%
11/6/2023 L.M. Kohn & Company24,574$144K0.1%+9.5%0.000%
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11/2/2023 Shaker Financial Services LLC218,571$1.28M0.6%+108.2%0.000%
11/1/2023 Ellis Investment Partners LLC13,331$78K0.0%-30.2%0.000%
10/27/2023 Allspring Global Investments Holdings LLC1,037,968$6.07M0.0%+47.5%0.000%
10/26/2023 Park Avenue Securities LLC12,152$71K0.0%N/A0.000%
10/24/2023Raymond James & Associates51,253$300K0.0%-6.8%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.75,939$444K0.0%+78.0%0.000%
10/23/2023 Commonwealth Equity Services LLC163,083$954K0.0%+2.6%0.000%
10/4/2023 International Assets Investment Management LLC11,675$68K0.0%N/A0.000%
8/11/2023Kestra Advisory Services LLC95,711$604K0.0%+6.9%0.000%
8/11/2023Landscape Capital Management L.L.C.16,720$106K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

MCR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCR shares?

During the previous two years, 48 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($15.37M), Allspring Global Investments Holdings LLC ($10.02M), Invesco Ltd. ($3.22M), GraniteShares Advisors LLC ($2.79M), Shaker Financial Services LLC ($2.17M), Bank of America Corp DE ($1.86M), and Pathstone Holdings LLC ($1.48M).Learn more on MFS Charter Income Trust's institutional investors.

Which institutional investors have been buying MFS Charter Income Trust's stock?

Of the 36 institutional investors that purchased MFS Charter Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($1.07M), Sit Investment Associates Inc. ($928.49K), GraniteShares Advisors LLC ($438.59K), Shaker Financial Services LLC ($261.55K), Raymond James Financial Inc. ($243.19K), Pathstone Holdings LLC ($205.38K), and International Assets Investment Management LLC ($152.13K).

How much institutional buying is happening at MFS Charter Income Trust?

Institutional investors have bought a total of 2,659,422 shares in the last 24 months. This purchase volume represents approximately $17.01M in transactions.

Which of MFS Charter Income Trust's major shareholders have been selling company stock?

Of the 18 institutional investors that sold MFS Charter Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($175.32K), Shaker Financial Services LLC ($134.23K), Landscape Capital Management L.L.C. ($88.89K), International Assets Investment Management LLC ($65.03K), Invesco Ltd. ($53.83K), Peapack Gladstone Financial Corp ($27.01K), and NewEdge Advisors LLC ($9.80K).

How much institutional selling is happening at MFS Charter Income Trust?

Institutional investors have sold a total of 605,694 shares in the last 24 months. This volume of shares sold represents approximately $3.84M in transactions.


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This page (NYSE:MCR) was last updated on 8/8/2025 by MarketBeat.com Staff
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