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MFS Charter Income Trust (MCR) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for MFS Charter Income Trust (NYSE:MCR)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$12.71M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.45M
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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
6/3/2026NewEdge Advisors LLC108,740$659K0.0%-3.4%0.000%
5/19/2026NewEdge Advisors LLC108,740$659K0.0%-3.4%0.000%
5/19/2026Bank of America Corp DE381,610$2.31M0.0%+2.9%0.000%
5/19/2026 Ashton Thomas Securities LLC96,650$586K0.1%+9.0%0.000%
5/18/2026Rivernorth Capital Management LLC309,031$1.87M0.1%N/A0.000%
5/18/2026Royal Bank of Canada31,942$194K0.0%-6.6%0.000%
5/15/2026Waverly Advisors LLC46,809$284K0.0%+28.9%0.000%
5/13/2026Cetera Investment Advisers13,289$81K0.0%-23.3%0.000%
5/6/2026Allspring Global Investments Holdings LLC1,362,242$8.26M0.0%+6.8%0.000%
4/30/2026Kestra Advisory Services LLC128,467$779K0.0%+26.7%0.000%
4/18/2026Riverbridge Partners LLC207,236$1.26M0.0%+7.2%0.000%
4/16/2026Evolve Private Wealth LLC13,000$79K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.3,993,082$25.04M0.5%+16.2%0.000%
2/19/2026Invesco Ltd.493,060$3.09M0.0%-6.1%0.000%
2/18/2026NewEdge Advisors LLC112,540$706K0.0%-3.4%0.000%
2/18/2026Readystate Asset Management LP18,507$116K0.0%-11.1%0.000%
2/18/2026Millennium Management LLC12,114$76K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.65,802$413K0.0%-9.6%0.000%
2/17/2026Royal Bank of Canada34,186$215K0.0%+25.3%0.000%
2/16/2026Landscape Capital Management L.L.C.11,590$73K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC101,376$636K0.0%-5.8%0.000%
2/13/2026Stifel Financial Corp119,775$751K0.0%-27.2%0.000%
2/13/2026Wells Fargo & Company MN210,837$1.32M0.0%+49.4%0.000%
2/12/2026Commonwealth Equity Services LLC135,577$850K0.0%-27.6%0.000%
2/12/2026Sit Investment Associates Inc.3,993,082$25.04M0.5%+16.2%0.000%
2/11/2026LPL Financial LLC83,733$525K0.0%-37.7%0.000%
2/11/2026Closed End Fund Advisors Inc.30,841$193K0.1%N/A0.000%
2/6/2026Global Retirement Partners LLC20,695$130K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC84,120$527K0.0%-14.8%0.000%
2/2/2026Wolverine Asset Management LLC16,018$100K0.0%N/A0.000%
2/2/2026 Ashton Thomas Securities LLC88,650$556K0.1%+29.1%0.000%
1/26/2026 Shaker Financial Services LLC400,838$2.51M0.8%+6.5%0.000%
1/23/2026 Valley Brook Capital Group Inc.20,850$131K0.1%-12.6%0.000%
1/13/2026 CoreCap Advisors LLC45,225$284K0.0%+7.4%0.000%
1/13/2026Riverbridge Partners LLC193,336$1.21M0.0%+89.9%0.000%
11/18/2025Stonebridge Financial Planning Group LLC50,797$326K0.1%-4.5%0.000%
11/17/2025NewEdge Advisors LLC116,540$748K0.0%+3.5%0.000%
11/17/2025Susquehanna International Group LLP18,249$117K0.0%N/A0.000%
11/17/2025Bank of America Corp DE360,634$2.32M0.0%+7.7%0.000%
11/13/2025Pathstone Holdings LLC441,296$2.83M0.0%+15.0%0.000%
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11/13/2025Invesco Ltd.524,967$3.37M0.0%+1.4%0.000%
11/13/2025UBS Group AG122,116$784K0.0%+36.1%0.000%
10/27/2025 Ashton Thomas Securities LLC68,650$409K0.1%+28.0%0.000%
10/27/2025 Concurrent Investment Advisors LLC20,420$131K0.0%-38.3%0.000%
10/23/2025Benjamin Edwards Inc.35,749$230K0.0%N/A0.000%
10/23/2025Ethos Financial Group LLC21,950$141K0.0%-10.8%0.000%
10/22/2025 Shaker Financial Services LLC376,312$2.42M0.8%+10.2%0.000%
10/21/2025GraniteShares Advisors LLC480,950$3.09M1.8%+9.7%0.000%
10/20/2025Allspring Global Investments Holdings LLC1,275,051$8.19M0.0%-20.2%0.000%
10/14/2025Riverbridge Partners LLC101,795$654K0.0%+2.3%0.000%
9/4/2025Osaic Holdings Inc.71,077$452K0.0%+37.6%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.11,013$70K0.0%N/A0.000%
8/15/2025Bank of America Corp DE334,847$2.13M0.0%+0.6%0.000%
8/14/2025Raymond James Financial Inc.110,361$702K0.0%-3.4%0.000%
8/14/2025Peapack Gladstone Financial Corp13,583$86K0.0%-30.3%0.000%
8/14/2025NewEdge Advisors LLC112,595$716K0.0%-2.0%0.000%
8/13/2025Invesco Ltd.517,874$3.29M0.0%+0.8%0.000%
8/5/2025 Shaker Financial Services LLC341,354$2.17M0.8%+8.6%0.000%
7/29/2025International Assets Investment Management LLC11,675$74K0.0%N/A0.000%
7/25/2025 Concurrent Investment Advisors LLC33,086$210K0.0%-22.4%0.000%
7/17/2025Melfa Wealth Management Inc.10,750$68K0.0%-46.9%0.000%
7/17/2025GraniteShares Advisors LLC438,586$2.79M1.7%+6.7%0.000%
7/15/2025Riverbridge 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%
5/13/2025Ethos 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%
4/24/2025Allspring Global Investments Holdings LLC1,598,128$10.02M0.0%-9.9%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.108,616$681K0.0%+18.5%0.000%
4/21/2025Riverbridge Partners LLC95,929$601K0.0%+11.0%0.000%
4/16/2025GraniteShares Advisors LLC411,174$2.58M1.6%+6.5%0.000%
4/14/2025Farther Finance Advisors LLC11,228$71K0.0%N/A0.000%
2/18/2025Stonebridge 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%
2/14/2025Shaker 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%
2/13/2025Wedbush 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%
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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%
2/11/2025Ashton Thomas Securities LLC53,650$342K0.1%+19.9%0.000%
2/11/2025LPL Financial LLC148,225$946K0.0%-2.0%0.000%
2/10/2025Commonwealth 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%
2/6/2025Raymond James Financial Inc.121,594$776K0.0%N/A0.000%
2/4/2025GraniteShares Advisors LLC386,254$2.46M1.6%N/A0.000%
1/30/2025L.M. Kohn & Company34,541$220K0.1%-9.6%0.000%


MCR Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($25.04M), Allspring Global Investments Holdings LLC ($8.26M), Invesco Ltd. ($3.09M), GraniteShares Advisors LLC ($3.09M), Pathstone Holdings LLC ($2.83M), Shaker Financial Services LLC ($2.51M), and Bank of America Corp DE ($2.31M).Learn more on MFS Charter Income Trust's institutional investors.

Of the 46 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: Sit Investment Associates Inc. ($1.97M), GraniteShares Advisors LLC ($480.95K), Rivernorth Capital Management LLC ($309.03K), Pathstone Holdings LLC ($263.04K), Raymond James Financial Inc. ($243.19K), Allspring Global Investments Holdings LLC ($209.21K), and Riverbridge Partners LLC ($168.75K).

Institutional investors have bought a total of 2,046,206 shares in the last 24 months. This purchase volume represents approximately $12.71M in transactions.

Of the 13 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: Commonwealth Equity Services LLC ($51.77K), LPL Financial LLC ($50.58K), Stifel Financial Corp ($44.72K), Invesco Ltd. ($31.91K), HighTower Advisors LLC ($14.60K), NewEdge Advisors LLC ($11.60K), and Osaic Holdings Inc. ($7.01K).

Institutional investors have sold a total of 232,453 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions.


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Institutional ownership data for NYSE:MCR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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