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MFS Charter Income Trust (MCR)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
DECREASED
Shares7,677,944 from 8,100,176
Change-422,232 (-5%)
Value$46.5M (-$4.3M)
Filed 2026-05-15
SIT Investment Associates Inc
NEW
Shares4,097,943
Change+4,097,943
Value$24.8K
Filed 2026-05-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,362,242 from 1,275,051
Change+87,191 (+7%)
Value$8.3M (+$260.6K)
Filed 2026-05-05
Shaker Financial Services, LLC
INCREASED
Shares533,655 from 400,838
Change+132,817 (+33%)
Value$3.2M (+$720.7K)
Filed 2026-05-12
Invesco Ltd.
DECREASED
Shares489,516 from 493,060
Change-3,544 (-1%)
Value$3.0M (-$125.0K)
Filed 2026-07-15
Bank of America Corp
INCREASED
Shares381,610 from 370,741
Change+10,869 (+3%)
Value$2.3M (-$12.0K)
Filed 2026-05-18
Rivernorth Capital Management, LLC
NEW
Shares309,031
Change+309,031
Value$1.9M
Filed 2026-05-15
Wells Fargo & Company
DECREASED
Shares209,970 from 210,837
Change-867 (0%)
Value$1.3M (-$49.5K)
Filed 2026-07-08
Riverbridge Partners LLC
INCREASED
Shares207,236 from 193,336
Change+13,900 (+7%)
Value$1.3M (+$43.6K)
Filed 2026-04-17
Pathstone Holdings, LLC
DECREASED
Shares144,700 from 353,680
Change-208,980 (-59%)
Value$876.9K (-$1.3M)
Filed 2026-05-11
Commonwealth Equity Services, LLC
INCREASED
Shares135,913 from 135,577
Change+336 (+0%)
Value$823.6K (-$26.4K)
Filed 2026-04-27
Kestra Advisory Services, LLC
INCREASED
Shares128,467 from 101,376
Change+27,091 (+27%)
Value$778.5K (+$142.9K)
Filed 2026-04-30
Raymond James Financial Inc
INCREASED
Shares117,463 from 104,798
Change+12,665 (+12%)
Value$711.8K (+$54.7K)
Filed 2026-05-14
UBS Group AG
DECREASED
Shares112,309 from 113,210
Change-901 (-1%)
Value$680.6K (-$29.2K)
Filed 2026-05-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares111,537 from 117,318
Change-5,781 (-5%)
Value$676 (-$60)
Filed 2026-04-30
Stifel Financial Corp
DECREASED
Shares110,446 from 119,775
Change-9,329 (-8%)
Value$669.3K (-$81.7K)
Filed 2026-05-12
NewEdge Advisors, LLC
DECREASED
Shares108,740 from 112,540
Change-3,800 (-3%)
Value$659.0K (-$46.7K)
Filed 2026-06-03
Ashton Thomas Securities, LLC
INCREASED
Shares96,650 from 88,650
Change+8,000 (+9%)
Value$585.7K (+$29.9K)
Filed 2026-05-18
Logan Stone Capital, LLC
INCREASED
Shares88,880 from 53,958
Change+34,922 (+65%)
Value$538.6K (+$200.3K)
Filed 2026-05-15
Osaic Holdings, Inc.
INCREASED
Shares85,892 from 65,802
Change+20,090 (+31%)
Value$520.5K (+$107.9K)
Filed 2026-05-15
HighTower Advisors, LLC
DECREASED
Shares78,375 from 84,120
Change-5,745 (-7%)
Value$475.0K (-$52.5K)
Filed 2026-05-05
LPL Financial LLC
DECREASED
Shares76,200 from 83,733
Change-7,533 (-9%)
Value$461.8K (-$63.2K)
Filed 2026-05-06
Janney Montgomery Scott LLC
DECREASED
Shares74,063 from 74,088
Change-25 (0%)
Value$449 (-$16)
Filed 2026-04-22
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares57,217 from 57,217
Change0 (0%)
Value$346.7K (-$12.0K)
Filed 2026-04-28
Stonebridge Financial Planning Group, LLC
INCREASED
Shares51,149 from 50,892
Change+257 (+1%)
Value$310.0K (-$9.1K)
Filed 2026-05-08
Waverly Advisors, LLC
INCREASED
Shares46,809 from 36,308
Change+10,501 (+29%)
Value$283.7K (+$56.0K)
Filed 2026-05-15
Susquehanna International Group, LLP
DECREASED
Shares40,898 from 51,228
Change-10,330 (-20%)
Value$247.8K (-$73.4K)
Filed 2026-05-15
CoreCap Advisors, LLC
DECREASED
Shares40,105 from 45,225
Change-5,120 (-11%)
Value$243.0K (-$40.5K)
Filed 2026-04-07
Decision Investments, Inc
INCREASED
Shares36,853 from 36,553
Change+300 (+1%)
Value$223.3K (-$5.9K)
Filed 2026-04-22
Benjamin Edwards Inc
DECREASED
Shares35,203 from 35,266
Change-63 (0%)
Value$213.3K (-$7.8K)
Filed 2026-05-12
Royal Bank of Canada
DECREASED
Shares31,942 from 34,186
Change-2,244 (-7%)
Value$194.0K (-$21.0K)
Filed 2026-05-15
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares30,841 from 30,841
Change0 (0%)
Value$186.9K (-$6.5K)
Filed 2026-05-11
Wolverine Asset Management LLC
INCREASED
Shares25,644 from 16,018
Change+9,626 (+60%)
Value$155.4K (+$55.0K)
Filed 2026-05-04
Ethos Financial Group, LLC
UNCHANGED
Shares21,729 from 21,729
Change0 (0%)
Value$136.2K ($0)
Filed 2026-05-05
Concurrent Investment Advisors, LLC
UNCHANGED
Shares21,366 from 21,366
Change0 (0%)
Value$129.5K (-$4.5K)
Filed 2026-04-21
Valley Brook Capital Group, Inc.
DECREASED
Shares19,650 from 20,850
Change-1,200 (-6%)
Value$119.1K (-$11.7K)
Filed 2026-05-08
Citadel Advisors LLC
NEW
Shares17,773
Change+17,773
Value$107.7K
Filed 2026-05-15
Creative Planning
NEW
Shares16,046
Change+16,046
Value$97.2K
Filed 2026-05-12
Cetera Investment Advisers
DECREASED
Shares13,289 from 17,325
Change-4,036 (-23%)
Value$80.5K (-$28.1K)
Filed 2026-05-13
Evolve Private Wealth, LLC
NEW
Shares13,000
Change+13,000
Value$78.8K
Filed 2026-04-16
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares12,608 from 12,608
Change0 (0%)
Value$74.3K (-$4.8K)
Filed 2026-04-27
Jane Street Group, LLC
NEW
Shares12,382
Change+12,382
Value$75.0K
Filed 2026-05-12
Philadelphia Trust Co
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$73 (-$2)
Filed 2026-05-13
Mariner, LLC
DECREASED
Shares11,740 from 11,875
Change-135 (-1%)
Value$69.7K (-$4.8K)
Filed 2026-05-13
Farther Finance Advisors, LLC
INCREASED
Shares11,329 from 11,318
Change+11 (+0%)
Value$68.2K (-$2.8K)
Filed 2026-04-07
Wedbush Securities Inc
UNCHANGED
Shares10,809 from 10,809
Change0 (0%)
Value$66 (-$2)
Filed 2026-04-21
Larson Financial Group LLC
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$26.7K (-$927)
Filed 2026-05-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares3,662 from 4,705
Change-1,043 (-22%)
Value$22.2K (-$7.3K)
Filed 2026-05-11
IFG Advisory, LLC
NEW
Shares3,500
Change+3,500
Value$21.2K
Filed 2026-05-12
Allworth Financial LP
UNCHANGED
Shares3,486 from 3,486
Change0 (0%)
Value$21.1K (-$732)
Filed 2026-05-15
Fifth Third Bancorp
NEW
Shares3,402
Change+3,402
Value$20.6K
Filed 2026-05-01
Vermillion Wealth Management, Inc.
UNCHANGED
Shares2,826 from 2,826
Change0 (0%)
Value$17.1K (-$593)
Filed 2026-04-17
Rockefeller Capital Management L.P.
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$17.0K (-$589)
Filed 2026-05-14
WPG Advisers, LLC
INCREASED
Shares2,289 from 2,109
Change+180 (+9%)
Value$13.9K (+$648)
Filed 2026-04-30
Bartlett & Co. Wealth Management LLC
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$13.4K (-$557)
Filed 2026-05-06
US Bancorp \de\
NEW
Shares2,107
Change+2,107
Value$12.8K
Filed 2026-05-15
Advisory Services Network, LLC
NEW
Shares1,148
Change+1,148
Value$7.0K
Filed 2026-05-15
Creative Financial Designs Inc
UNCHANGED
Shares1,046 from 1,046
Change0 (0%)
Value$6.3K (-$219)
Filed 2026-04-13
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$6.2K (-$214)
Filed 2026-05-08
First Horizon Corp
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$5.3K (-$185)
Filed 2026-04-30
Piscataqua Savings Bank
UNCHANGED
Shares563 from 563
Change0 (0%)
Value$3.4K (-$119)
Filed 2026-04-10
Armstrong Advisory Group, Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$3.0K (-$105)
Filed 2026-04-10
PNC Financial Services Group, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$2.9K (-$100)
Filed 2026-05-08
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$1.8K (-$63)
Filed 2026-10-30
JPMorgan Chase & Co
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$1.7K (-$108)
Filed 2026-05-13
MAI Capital Management
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$1.7K (-$59)
Filed 2026-05-15
Key FInancial Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$1.4K (-$47)
Filed 2026-04-24
Millennium Management LLC
CLOSED
Shares0 from 12,114
Change-12,114 (-100%)
Value$0 (-$76.0K)
Filed 2026-05-15
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 11,590
Change-11,590 (-100%)
Value$0 (-$72.7K)
Filed 2026-05-12
BOK Financial Private Wealth, Inc.
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$546)
Filed 2026-05-12
Global Retirement Partners, LLC
N/A
Shares— from 20,695
Change-20,695 (-100%)
Value—
Comerica Bank
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Atlantic Trust Group, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Status
Morgan Stanley
DECREASED7,677,9448,100,176-422,232-5%$50.8M$46.5M-$4.3M2026-05-15
SIT Investment Associates Inc
NEW4,097,943—+4,097,943——$24.8K—2026-05-13
Allspring Global Investments Holdings, LLC
INCREASED1,362,2421,275,051+87,191+7%$8.0M$8.3M+$260.6K2026-05-05
Shaker Financial Services, LLC
INCREASED533,655400,838+132,817+33%$2.5M$3.2M+$720.7K2026-05-12
Invesco Ltd.
DECREASED489,516493,060-3,544-1%$3.1M$3.0M-$125.0K2026-07-15
Bank of America Corp
INCREASED381,610370,741+10,869+3%$2.3M$2.3M-$12.0K2026-05-18
Rivernorth Capital Management, LLC
NEW309,031—+309,031——$1.9M—2026-05-15
Wells Fargo & Company
DECREASED209,970210,837-8670%$1.3M$1.3M-$49.5K2026-07-08
Riverbridge Partners LLC
INCREASED207,236193,336+13,900+7%$1.2M$1.3M+$43.6K2026-04-17
Pathstone Holdings, LLC
DECREASED144,700353,680-208,980-59%$2.2M$876.9K-$1.3M2026-05-11
Commonwealth Equity Services, LLC
INCREASED135,913135,577+336+0%$850.1K$823.6K-$26.4K2026-04-27
Kestra Advisory Services, LLC
INCREASED128,467101,376+27,091+27%$635.6K$778.5K+$142.9K2026-04-30
Raymond James Financial Inc
INCREASED117,463104,798+12,665+12%$657.1K$711.8K+$54.7K2026-05-14
UBS Group AG
DECREASED112,309113,210-901-1%$709.8K$680.6K-$29.2K2026-05-05
Cambridge Investment Research Advisors, Inc.
DECREASED111,537117,318-5,781-5%$736$676-$602026-04-30
Stifel Financial Corp
DECREASED110,446119,775-9,329-8%$751.0K$669.3K-$81.7K2026-05-12
NewEdge Advisors, LLC
DECREASED108,740112,540-3,800-3%$705.6K$659.0K-$46.7K2026-06-03
Ashton Thomas Securities, LLC
INCREASED96,65088,650+8,000+9%$555.8K$585.7K+$29.9K2026-05-18
Logan Stone Capital, LLC
INCREASED88,88053,958+34,922+65%$338.3K$538.6K+$200.3K2026-05-15
Osaic Holdings, Inc.
INCREASED85,89265,802+20,090+31%$412.6K$520.5K+$107.9K2026-05-15
HighTower Advisors, LLC
DECREASED78,37584,120-5,745-7%$527.4K$475.0K-$52.5K2026-05-05
LPL Financial LLC
DECREASED76,20083,733-7,533-9%$525.0K$461.8K-$63.2K2026-05-06
Janney Montgomery Scott LLC
DECREASED74,06374,088-250%$465$449-$162026-04-22
Fortitude Advisory Group L.L.C.
UNCHANGED57,21757,21700%$358.8K$346.7K-$12.0K2026-04-28
Stonebridge Financial Planning Group, LLC
INCREASED51,14950,892+257+1%$319.1K$310.0K-$9.1K2026-05-08
Waverly Advisors, LLC
INCREASED46,80936,308+10,501+29%$227.7K$283.7K+$56.0K2026-05-15
Susquehanna International Group, LLP
DECREASED40,89851,228-10,330-20%$321.2K$247.8K-$73.4K2026-05-15
CoreCap Advisors, LLC
DECREASED40,10545,225-5,120-11%$283.6K$243.0K-$40.5K2026-04-07
Decision Investments, Inc
INCREASED36,85336,553+300+1%$229.2K$223.3K-$5.9K2026-04-22
Benjamin Edwards Inc
DECREASED35,20335,266-630%$221.1K$213.3K-$7.8K2026-05-12
Royal Bank of Canada
DECREASED31,94234,186-2,244-7%$215.0K$194.0K-$21.0K2026-05-15
Closed-End Fund Advisors, Inc.
UNCHANGED30,84130,84100%$193.4K$186.9K-$6.5K2026-05-11
Wolverine Asset Management LLC
INCREASED25,64416,018+9,626+60%$100.4K$155.4K+$55.0K2026-05-04
Ethos Financial Group, LLC
UNCHANGED21,72921,72900%$136.2K$136.2K$02026-05-05
Concurrent Investment Advisors, LLC
UNCHANGED21,36621,36600%$134.0K$129.5K-$4.5K2026-04-21
Valley Brook Capital Group, Inc.
DECREASED19,65020,850-1,200-6%$130.7K$119.1K-$11.7K2026-05-08
Citadel Advisors LLC
NEW17,773—+17,773——$107.7K—2026-05-15
Creative Planning
NEW16,046—+16,046——$97.2K—2026-05-12
Cetera Investment Advisers
DECREASED13,28917,325-4,036-23%$108.6K$80.5K-$28.1K2026-05-13
Evolve Private Wealth, LLC
NEW13,000—+13,000——$78.8K—2026-04-16
B. Riley Wealth Advisors, Inc.
UNCHANGED12,60812,60800%$79.1K$74.3K-$4.8K2026-04-27
Jane Street Group, LLC
NEW12,382—+12,382——$75.0K—2026-05-12
Philadelphia Trust Co
UNCHANGED12,00012,00000%$75$73-$22026-05-13
Mariner, LLC
DECREASED11,74011,875-135-1%$74.5K$69.7K-$4.8K2026-05-13
Farther Finance Advisors, LLC
INCREASED11,32911,318+11+0%$71.0K$68.2K-$2.8K2026-04-07
Wedbush Securities Inc
UNCHANGED10,80910,80900%$68$66-$22026-04-21
Larson Financial Group LLC
UNCHANGED4,4134,41300%$27.7K$26.7K-$9272026-05-15
Pinnacle Wealth Planning Services, Inc.
DECREASED3,6624,705-1,043-22%$29.5K$22.2K-$7.3K2026-05-11
IFG Advisory, LLC
NEW3,500—+3,500——$21.2K—2026-05-12
Allworth Financial LP
UNCHANGED3,4863,48600%$21.9K$21.1K-$7322026-05-15
Fifth Third Bancorp
NEW3,402—+3,402——$20.6K—2026-05-01
Vermillion Wealth Management, Inc.
UNCHANGED2,8262,82600%$17.7K$17.1K-$5932026-04-17
Rockefeller Capital Management L.P.
UNCHANGED2,8022,80200%$17.6K$17.0K-$5892026-05-14
WPG Advisers, LLC
INCREASED2,2892,109+180+9%$13.2K$13.9K+$6482026-04-30
Bartlett & Co. Wealth Management LLC
UNCHANGED2,2252,22500%$14.0K$13.4K-$5572026-05-06
US Bancorp \de\
NEW2,107—+2,107——$12.8K—2026-05-15
Advisory Services Network, LLC
NEW1,148—+1,148——$7.0K—2026-05-15
Creative Financial Designs Inc
UNCHANGED1,0461,04600%$6.6K$6.3K-$2192026-04-13
Steward Partners Investment Advisory, LLC
UNCHANGED1,0201,02000%$6.4K$6.2K-$2142026-05-08
First Horizon Corp
UNCHANGED88288200%$5.5K$5.3K-$1852026-04-30
Piscataqua Savings Bank
UNCHANGED56356300%$3.5K$3.4K-$1192026-04-10
Armstrong Advisory Group, Inc
UNCHANGED50050000%$3.1K$3.0K-$1052026-04-10
PNC Financial Services Group, Inc.
UNCHANGED47447400%$3.0K$2.9K-$1002026-05-08
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED30030000%$1.9K$1.8K-$632026-10-30
JPMorgan Chase & Co
UNCHANGED28528500%$1.8K$1.7K-$1082026-05-13
MAI Capital Management
UNCHANGED28128100%$1.8K$1.7K-$592026-05-15
Key FInancial Inc
UNCHANGED22822800%$1.4K$1.4K-$472026-04-24
Millennium Management LLC
CLOSED012,114-12,114-100%$76.0K$0-$76.0K2026-05-15
Landscape Capital Management, L.L.C.
CLOSED011,590-11,590-100%$72.7K$0-$72.7K2026-05-12
BOK Financial Private Wealth, Inc.
CLOSED087-87-100%$546$0-$5462026-05-12
Global Retirement Partners, LLC
N/A—20,695-20,695-100%$129.8K———
Comerica Bank
N/A—8,766-8,766-100%$55.0K———
Atlantic Trust Group, LLC
N/A—300-300-100%$1.9K———
Showing 73 of 73 institutions