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MFS Charter Income Trust (MCR)

CUSIP: 552727109 | US | Financial Services · Asset Management | Micro Cap | 289 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMorgan Stanley00.0%No shares heldJun 30, 2026No 13F filer matched
13G/AMorgan Stanley0
0.0% of class · Jun 30, 2026No shares held
No 13F filer matched

Institutional Holders — Q1 2026

Morgan Stanley7,677,944
0.0% of portfolio›$46.5M
SIT Investment Associates Inc4,097,943
0.0% of portfolio›$24.8K
Allspring Global Investments Holdings, LLC1,362,242
0.0% of portfolio›$8.3M
Shaker Financial Services, LLC533,655
1.1% of portfolio›$3.2M
Invesco Ltd.489,516
0.0% of portfolio›$3.0M
Bank of America Corp381,610
0.0% of portfolio›$2.3M
Rivernorth Capital Management, LLC309,031
0.1% of portfolio›$1.9M
Wells Fargo & Company209,970
0.0% of portfolio›$1.3M
Riverbridge Partners LLC207,236
0.0% of portfolio›$1.3M
Pathstone Holdings, LLC144,700
0.0% of portfolio›$876.9K
Commonwealth Equity Services, LLC135,913
0.0% of portfolio›$823.6K
Kestra Advisory Services, LLC128,467
0.0% of portfolio›$778.5K
Raymond James Financial Inc117,463
0.0% of portfolio›$711.8K
UBS Group AG112,309
0.0% of portfolio›$680.6K
Cambridge Investment Research Advisors, Inc.111,537
0.0% of portfolio›$676
Stifel Financial Corp110,446
0.0% of portfolio›$669.3K
NewEdge Advisors, LLC108,740
0.0% of portfolio›$659.0K
Ashton Thomas Securities, LLC96,650
0.1% of portfolio›$585.7K
Logan Stone Capital, LLC88,880
0.1% of portfolio›$538.6K
Osaic Holdings, Inc.85,892
0.0% of portfolio›$520.5K
HighTower Advisors, LLC78,375
0.0% of portfolio›$475.0K
LPL Financial LLC76,200
0.0% of portfolio›$461.8K
Janney Montgomery Scott LLC74,063
0.0% of portfolio›$449
Fortitude Advisory Group L.L.C.57,217
0.2% of portfolio›$346.7K
Stonebridge Financial Planning Group, LLC51,149
0.1% of portfolio›$310.0K
Waverly Advisors, LLC46,809
0.0% of portfolio›$283.7K
Susquehanna International Group, LLP40,898
0.0% of portfolio›$247.8K
CoreCap Advisors, LLC40,105
0.0% of portfolio›$243.0K
Decision Investments, Inc36,853
0.3% of portfolio›$223.3K
Benjamin Edwards Inc35,203
0.0% of portfolio›$213.3K
Royal Bank of Canada31,942
0.0% of portfolio›$194.0K
Closed-End Fund Advisors, Inc.30,841
0.2% of portfolio›$186.9K
Wolverine Asset Management LLC25,644
0.0% of portfolio›$155.4K
Ethos Financial Group, LLC21,729
0.0% of portfolio›$136.2K
Concurrent Investment Advisors, LLC21,366
0.0% of portfolio›$129.5K
Valley Brook Capital Group, Inc.19,650
0.1% of portfolio›$119.1K
Citadel Advisors LLC17,773
0.0% of portfolio›$107.7K
Creative Planning16,046
0.0% of portfolio›$97.2K
Cetera Investment Advisers13,289
0.0% of portfolio›$80.5K
Evolve Private Wealth, LLC13,000
0.0% of portfolio›$78.8K
B. Riley Wealth Advisors, Inc.12,608
0.0% of portfolio›$74.3K
Jane Street Group, LLC12,382
0.0% of portfolio›$75.0K
Philadelphia Trust Co12,000
0.0% of portfolio›$73
Mariner, LLC11,740
0.0% of portfolio›$69.7K
Farther Finance Advisors, LLC11,329
0.0% of portfolio›$68.2K
Wedbush Securities Inc10,809
0.0% of portfolio›$66
Larson Financial Group LLC4,413
0.0% of portfolio›$26.7K
Pinnacle Wealth Planning Services, Inc.3,662
0.0% of portfolio›$22.2K
IFG Advisory, LLC3,500
0.1% of portfolio›$21.2K
Allworth Financial LP3,486
0.0% of portfolio›$21.1K
Fifth Third Bancorp3,402
0.0% of portfolio›$20.6K
Vermillion Wealth Management, Inc.2,826
0.0% of portfolio›$17.1K
Rockefeller Capital Management L.P.2,802
0.0% of portfolio›$17.0K
WPG Advisers, LLC2,289
0.0% of portfolio›$13.9K
Bartlett & Co. Wealth Management LLC2,225
0.0% of portfolio›$13.4K
US Bancorp \de\2,107
0.0% of portfolio›$12.8K
Advisory Services Network, LLC1,148
0.0% of portfolio›$7.0K
Creative Financial Designs Inc1,046
0.0% of portfolio›$6.3K
Steward Partners Investment Advisory, LLC1,020
0.0% of portfolio›$6.2K
First Horizon Corp882
0.0% of portfolio›$5.3K
Piscataqua Savings Bank563
0.0% of portfolio›$3.4K
Armstrong Advisory Group, Inc500
0.0% of portfolio›$3.0K
PNC Financial Services Group, Inc.474
0.0% of portfolio›$2.9K
Berthel, Fisher & Company Financial Services, Inc.300
0.0% of portfolio›$1.8K
JPMorgan Chase & Co285
0.0% of portfolio›$1.7K
MAI Capital Management281
0.0% of portfolio›$1.7K
Key FInancial Inc228
0.0% of portfolio›$1.4K
StyleTurnoverLocationFiled
Morgan Stanley
7,677,944$46.5M0.0%CoreLowNew York, NY2026-05-15
SIT Investment Associates Inc
4,097,943$24.8K0.0%YieldLowMinneapolis, MN2026-05-13
Allspring Global Investments Holdings, LLC
1,362,242$8.3M0.0%CoreMediumCharlotte, NC2026-05-05
Shaker Financial Services, LLC
533,655$3.2M1.1%YieldHighArlington, VA2026-05-12
Invesco Ltd.
489,516$3.0M0.0%GrowthLowAtlanta, GA2026-07-15
Bank of America Corp
381,610$2.3M0.0%CoreLowCharlotte, NC2026-05-18
Rivernorth Capital Management, LLC
309,031$1.9M0.1%YieldHighWest Palm Beach, FL2026-05-15
Wells Fargo & Company
209,970$1.3M0.0%CoreLowSan Francisco, CA2026-07-08
Riverbridge Partners LLC
207,236$1.3M0.0%GrowthLowMinneapolis, MN2026-04-17
Pathstone Holdings, LLC
144,700$876.9K0.0%IndexLowEnglewood, NJ2026-05-11
Commonwealth Equity Services, LLC
135,913$823.6K0.0%ETFLowWaltham, MA2026-04-27
Kestra Advisory Services, LLC
128,467$778.5K0.0%CoreLowAustin, TX2026-04-30
Raymond James Financial Inc
117,463$711.8K0.0%IndexLowSt. Petersburg, FL2026-05-14
UBS Group AG
112,309$680.6K0.0%CoreMediumZurich, Switzerland2026-05-05
Cambridge Investment Research Advisors, Inc.
111,537$6760.0%ETFLowFairfield, IA2026-04-30
Stifel Financial Corp
110,446$669.3K0.0%CoreLowSt. Louis, MO2026-05-12
NewEdge Advisors, LLC
108,740$659.0K0.0%CoreLowNew Orleans, LA2026-06-03
Ashton Thomas Securities, LLC
96,650$585.7K0.1%ETFMediumRochester, NY2026-05-18
Logan Stone Capital, LLC
88,880$538.6K0.1%ValueVery HighChicago, IL2026-05-15
Osaic Holdings, Inc.
85,892$520.5K0.0%IndexLowScottsdale, AZ2026-05-15
HighTower Advisors, LLC
78,375$475.0K0.0%IndexLowChicago, IL2026-05-05
LPL Financial LLC
76,200$461.8K0.0%IndexVery LowFort Mill, SC2026-05-06
Janney Montgomery Scott LLC
74,063$4490.0%CoreLowPhiladelphia, PA2026-04-22
Fortitude Advisory Group L.L.C.
57,217$346.7K0.2%GrowthMediumGig Harbor, WA2026-04-28
Stonebridge Financial Planning Group, LLC
51,149$310.0K0.1%ETFLowOrlando, FL2026-05-08
Waverly Advisors, LLC
46,809$283.7K0.0%IndexLowBirmingham, AL2026-05-15
Susquehanna International Group, LLP
40,898$247.8K0.0%GrowthHighBala Cynwyd, PA2026-05-15
CoreCap Advisors, LLC
40,105$243.0K0.0%ETFMediumSouthfield, MI2026-04-07
Decision Investments, Inc
36,853$223.3K0.3%GrowthLowSan Diego, CA2026-04-22
Benjamin Edwards Inc
35,203$213.3K0.0%CoreLowClayton, MO2026-05-12
Royal Bank of Canada
31,942$194.0K0.0%CoreLowToronto, Australia2026-05-15
Closed-End Fund Advisors, Inc.
30,841$186.9K0.2%YieldMediumRichmond, VA2026-05-11
Wolverine Asset Management LLC
25,644$155.4K0.0%Deep ValueVery HighChicago, IL2026-05-04
Ethos Financial Group, LLC
21,729$136.2K0.0%ETFMediumKing Of Prussia, PA2026-05-05
Concurrent Investment Advisors, LLC
21,366$129.5K0.0%GrowthMediumTampa, FL2026-04-21
Valley Brook Capital Group, Inc.
19,650$119.1K0.1%GrowthVery LowVenetia, PA2026-05-08
Citadel Advisors LLC
17,773$107.7K0.0%CoreVery HighMiami, FL2026-05-15
Creative Planning
16,046$97.2K0.0%IndexVery LowOverland Park, KS2026-05-12
Cetera Investment Advisers
13,289$80.5K0.0%IndexVery LowSchaumburg, IL2026-05-13
Evolve Private Wealth, LLC
13,000$78.8K0.0%ValueMediumLos Angeles, CA2026-04-16
B. Riley Wealth Advisors, Inc.
12,608$74.3K0.0%GrowthLowMemphis, TN2026-04-27
Jane Street Group, LLC
12,382$75.0K0.0%CoreVery HighNew York, NY2026-05-12
Philadelphia Trust Co
12,000$730.0%GrowthLowPhiladelphia, PA2026-05-13
Mariner, LLC
11,740$69.7K0.0%GrowthLowOverland Park, KS2026-05-13
Farther Finance Advisors, LLC
11,329$68.2K0.0%IndexLowSan Francisco, CA2026-04-07
Wedbush Securities Inc
10,809$660.0%CoreLowPasadena, CA2026-04-21
Larson Financial Group LLC
4,413$26.7K0.0%GrowthLowSt Louis, MO2026-05-15
Pinnacle Wealth Planning Services, Inc.
3,662$22.2K0.0%GARPLowMansfield, OH2026-05-11
IFG Advisory, LLC
3,500$21.2K0.1%ETFLowAtlanta, GA2026-05-12
Allworth Financial LP
3,486$21.1K0.0%IndexLowFolsom, CA2026-05-15
Fifth Third Bancorp
3,402$20.6K0.0%IndexVery LowCincinnati, OH2026-05-01
Vermillion Wealth Management, Inc.
2,826$17.1K0.0%ValueLowRosemount, MN2026-04-17
Rockefeller Capital Management L.P.
2,802$17.0K0.0%CoreLowNew York, NY2026-05-14
WPG Advisers, LLC
2,289$13.9K0.0%CoreLowBaltimore, MD2026-04-30
Bartlett & Co. Wealth Management LLC
2,225$13.4K0.0%CoreVery LowCincinnati, OH2026-05-06
US Bancorp \de\
2,107$12.8K0.0%IndexLowMinneapolis, MN2026-05-15
Advisory Services Network, LLC
1,148$7.0K0.0%GrowthLowAtlanta, GA2026-05-15
Creative Financial Designs Inc
1,046$6.3K0.0%ETFMediumKokomo, IN2026-04-13
Steward Partners Investment Advisory, LLC
1,020$6.2K0.0%CoreLowStamford, CT2026-05-08
First Horizon Corp
882$5.3K0.0%CoreLowMemphis, TN2026-04-30
Piscataqua Savings Bank
563$3.4K0.0%CoreVery LowPortsmouth, NH2026-04-10
Armstrong Advisory Group, Inc
500$3.0K0.0%ETFHighNeedham, MA2026-04-10
PNC Financial Services Group, Inc.
474$2.9K0.0%GrowthVery LowPittsburgh, PA2026-05-08
Berthel, Fisher & Company Financial Services, Inc.
300$1.8K0.0%N/AN/ACedar Rapids, IA2026-10-30
JPMorgan Chase & Co
285$1.7K0.0%GrowthMediumNew York, NY2026-05-13
MAI Capital Management
281$1.7K0.0%IndexVery LowIndependence, OH2026-05-15
Key FInancial Inc
228$1.4K0.0%ETFLowWest Chester, PA2026-04-24