MCR

MFS Charter Income Trust Shares of Beneficial Interest
$6.09-0.06 (-0.97%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.626598399308213e+232B

Total Value

$4.10002500080008e+115T

% of Float

Price History

$5.89$6.06$6.23$6.40$6.57Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY6,626,598$41.0M0.00%Share
2SIT INVESTMENT ASSOCIATES INC3,993,082$25.0M0.50%Share
3MORGAN STANLEY1,301,926$8.0M0.00%Share
4Allspring Global Investments Holdings, LLC1,275,051$8.0M0.01%Share
5Invesco Ltd.493,060$3.1M0.00%Share
6Shaker Financial Services, LLC400,838$2.5M0.80%Share
7Pathstone Holdings, LLC352,609$2.0M0.01%Share
8BANK OF AMERICA CORP /DE/370,741$2.0M0.00%Share
9RIVERBRIDGE PARTNERS LLC193,336$1.2M0.02%Share
10MORGAN STANLEY170,410$1.0M0.00%Share
11WELLS FARGO & COMPANY/MN165,181$1.0M0.00%Share
12UBS Group AG107,697$675K0.00%Share
13ASHTON THOMAS SECURITIES, LLC88,650$555K0.11%Share
14Fortitude Advisory Group L.L.C.57,217$358K0.15%Share
15Logan Stone Capital, LLC53,958$338K0.08%Share
16Stonebridge Financial Planning Group, LLC50,892$319K0.12%Share
17CoreCap Advisors, LLC45,225$283K0.01%Share
18DECISION INVESTMENTS, INC36,553$229K0.25%Share
19BENJAMIN EDWARDS INC35,266$221K0.00%Share
20Closed-End Fund Advisors, Inc.30,841$193K0.11%Share
21Ethos Financial Group, LLC21,729$136K0.01%Share
22Concurrent Investment Advisors, LLC21,366$133K0.00%Share
23Valley Brook Capital Group, Inc.20,850$130K0.09%Share
24READYSTATE ASSET MANAGEMENT LP18,507$116K0.00%Share
25WOLVERINE ASSET MANAGEMENT LLC16,018$100K0.00%Share
26B. Riley Wealth Advisors, Inc.12,608$79K0.00%Share
27PHILADELPHIA TRUST CO12,000$75K0.01%Share
28Farther Finance Advisors, LLC11,318$70K0.00%Share
29COMERICA BANK8,766$54K0.00%Share
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,032$37K0.00%Share
31UBS Group AG5,513$34K0.00%Share
32Allworth Financial LP3,486$21K0.00%Share
33LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,296$20K0.00%Share
34Vermillion Wealth Management, Inc.2,826$17K0.01%Share
35LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,262$14K0.00%Share
36WPG Advisers, LLC2,109$13K0.01%Share
37BARTLETT & CO. WEALTH MANAGEMENT LLC2,225$13K0.00%Share
38CREATIVE FINANCIAL DESIGNS INC /ADV1,046$6K0.00%Share
39FIRST HORIZON CORP882$5K0.00%Share
40Piscataqua Savings Bank563$3K0.00%Share
41ARMSTRONG ADVISORY GROUP, INC500$3K0.00%Share
42Key FInancial Inc228$1K0.00%Share
43Cambridge Investment Research Advisors, Inc.117,318$00.00%Share
44MORGAN STANLEY1,242$00.00%Share
45BOK Financial Private Wealth, Inc.87$00.00%Share
46Global Retirement Partners, LLC20,695$00.00%Share
47RAYMOND JAMES FINANCIAL INC52,041$00.00%Share
48HighTower Advisors, LLC84,120$00.00%Share
49CIBC Private Wealth Group LLC300$00.00%Share
50Steward Partners Investment Advisory, LLC1,020$00.00%Share