MFS CHARTER INCOME TR (MCR)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
61
Reporting holders
$79.9M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $46.5M | 7,677,944 | 0.00% | 34q | -5.2%-$2.6M |
| Allspring Global Investments Holdings, LLC | $8.3M | 1,362,242 | 0.01% | 17q | +6.8%+$528.4K |
| Shaker Financial Services, LLC | $3.2M | 533,655 | 1.13% | 19q | +33.1%+$804.9K |
| Invesco Ltd. | $3.0M | 489,516 | 0.00% | 30q | -0.7%-$21.5K |
| WELLS FARGO & COMPANY/MN | $2.5M | 419,940 | 0.00% | 30q | +99.2%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $2.3M | 381,610 | 0.00% | 30q | +2.9%+$65.9K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.9M | 309,031 | 0.09% | new | NEW |
| RIVERBRIDGE PARTNERS LLC | $1.3M | 207,236 | 0.03% | 7q | +7.2%+$84.2K |
| Pathstone Holdings, LLC | $876.9K | 144,700 | 0.00% | 9q | -59.1%-$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $823.6K | 135,913 | 0.00% | 30q | HELD |
| Kestra Advisory Services, LLC | $778.5K | 128,467 | 0.00% | 23q | +26.7%+$164.2K |
| RAYMOND JAMES FINANCIAL INC | $711.8K | 117,463 | 0.00% | 6q | +12.1%+$76.7K |
| UBS Group AG | $680.6K | 112,309 | 0.00% | 30q | -0.8%-$5.5K |
| STIFEL FINANCIAL CORP | $669.3K | 110,446 | 0.00% | 30q | -7.8%-$56.5K |
| ASHTON THOMAS SECURITIES, LLC | $585.7K | 96,650 | 0.07% | 8q | +9.0%+$48.5K |
| Logan Stone Capital, LLC | $538.6K | 88,880 | 0.15% | 2q | +64.7%+$211.6K |
| OSAIC HOLDINGS, INC. | $520.5K | 85,892 | 0.00% | 25q | +30.5%+$121.7K |
| HighTower Advisors, LLC | $475.0K | 78,375 | 0.00% | 30q | -6.8%-$34.8K |
| LPL Financial LLC | $461.8K | 76,200 | 0.00% | 30q | -9.0%-$45.7K |
| Fortitude Advisory Group L.L.C. | $346.7K | 57,217 | 0.16% | 18q | HELD |
| Stonebridge Financial Planning Group, LLC | $310.0K | 51,149 | 0.11% | 26q | +0.5%+$1.6K |
| Waverly Advisors, LLC | $283.7K | 46,809 | 0.00% | 6q | +28.9%+$63.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $247.8K | 40,898 | 0.00% | 3q | -20.2%-$62.6K |
| CoreCap Advisors, LLC | $243.0K | 40,105 | 0.01% | 7q | -11.3%-$31.0K |
| DECISION INVESTMENTS, INC | $223.3K | 36,853 | 0.25% | 2q | +0.8%+$1.8K |
| BENJAMIN EDWARDS INC | $213.3K | 35,203 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $194.0K | 31,942 | 0.00% | 30q | -6.6%-$13.6K |
| Closed-End Fund Advisors, Inc. | $186.9K | 30,841 | 0.19% | 2q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $155.4K | 25,644 | 0.00% | 2q | +60.1%+$58.3K |
| Ethos Financial Group, LLC | $136.2K | 21,729 | 0.01% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $129.5K | 21,366 | 0.00% | 10q | HELD |
| Valley Brook Capital Group, Inc. | $119.1K | 19,650 | 0.08% | 22q | -5.8%-$7.3K |
| NewEdge Advisors, LLC | $108.7K | 108,740 | 0.01% | 18q | -3.4%-$3.8K |
| CITADEL ADVISORS LLC | $107.7K | 17,773 | 0.00% | new | NEW |
| Creative Planning | $97.2K | 16,046 | 0.00% | new | NEW |
| Cetera Investment Advisers | $80.5K | 13,289 | 0.00% | 3q | -23.3%-$24.5K |
| EVOLVE PRIVATE WEALTH, LLC | $78.8K | 13,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $75.0K | 12,382 | 0.00% | new | NEW |
| B. Riley Wealth Advisors, Inc. | $74.3K | 12,608 | 0.00% | 14q | HELD |
| Mariner, LLC | $69.7K | 11,740 | 0.00% | 15q | -1.1% |
| Farther Finance Advisors, LLC | $68.2K | 11,329 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $26.7K | 4,413 | 0.00% | 8q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $24.8K | 4,097,943 | 0.50% | 30q | +2.6% |
| Pinnacle Wealth Planning Services, Inc. | $22.2K | 3,662 | 0.00% | 2q | -22.2%-$6.3K |
| IFG Advisory, LLC | $21.2K | 3,500 | 0.06% | new | NEW |
| Allworth Financial LP | $21.1K | 3,486 | 0.00% | 21q | HELD |
| FIFTH THIRD BANCORP | $20.6K | 3,402 | 0.00% | new | NEW |
| Vermillion Wealth Management, Inc. | $17.1K | 2,826 | 0.01% | 4q | HELD |
| Rockefeller Capital Management L.P. | $17.0K | 2,802 | 0.00% | 3q | HELD |
| WPG Advisers, LLC | $13.9K | 2,289 | 0.01% | 6q | +8.5%+$1.1K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $13.4K | 2,225 | 0.00% | 17q | HELD |
| US BANCORP \DE\ | $12.8K | 2,107 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $7.0K | 1,148 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.3K | 1,046 | 0.00% | 12q | HELD |
| Steward Partners Investment Advisory, LLC | $6.2K | 1,020 | 0.00% | 4q | HELD |
| FIRST HORIZON CORP | $5.3K | 882 | 0.00% | 3q | HELD |
| Piscataqua Savings Bank | $3.4K | 563 | 0.00% | 21q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $3.0K | 500 | 0.00% | 14q | HELD |
| PNC FINANCIAL SERVICES GROUP, INC. | $2.9K | 474 | 0.00% | 30q | HELD |
| MAI Capital Management | $1.7K | 281 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $1.7K | 285 | 0.00% | 12q | HELD |
| Key Financial Inc | $1.4K | 228 | 0.00% | 22q | HELD |
| Cambridge Investment Research Advisors, Inc. | $676 | 111,537 | 0.00% | 30q | -4.9% |
| Janney Montgomery Scott LLC | $449 | 74,063 | 0.00% | 3q | HELD |
| PHILADELPHIA TRUST CO | $73 | 12,000 | 0.01% | 30q | HELD |
| WEDBUSH SECURITIES INC | $66 | 10,809 | 0.00% | 26q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | Morgan Stanleywith 1 co-filers | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 61 | $79.9M | 13,269,921 | 9 | 15 | 15 | 0.0% |
| Q4 2025 | 59 | $82.0M | 13,071,967 | 7 | 10 | 21 | 0.0% |
| Q3 2025 | 53 | $85.0M | 13,251,688 | 6 | 14 | 13 | 0.0% |
| Q2 2025 | 51 | $85.5M | 13,437,622 | 3 | 11 | 15 | 0.0% |
| Q1 2025 | 49 | $83.6M | 13,333,857 | 4 | 10 | 13 | 0.0% |
| Q4 2024 | 54 | $85.9M | 13,458,073 | 8 | 12 | 18 | 0.0% |
| Q3 2024 | 49 | $86.8M | 13,204,870 | 3 | 17 | 12 | 0.0% |
| Q2 2024 | 55 | $79.9M | 12,743,113 | 3 | 12 | 15 | 0.0% |
| Q1 2024 | 59 | $182.0M | 28,709,443 | 10 | 12 | 15 | 0.0% |
| Q4 2023 | 51 | $131.2M | 20,309,199 | 1 | 11 | 13 | 0.0% |
| Q3 2023 | 54 | $70.2M | 11,998,477 | 3 | 12 | 18 | 0.0% |
| Q2 2023 | 53 | $74.7M | 11,843,046 | 6 | 15 | 9 | 0.0% |
| Q1 2023 | 47 | $71.0M | 11,282,407 | 1 | 10 | 15 | 0.0% |
| Q4 2022 | 58 | $70.6M | 11,487,560 | 7 | 16 | 13 | 0.0% |
| Q3 2022 | 68 | $76.7M | 12,881,018 | 7 | 18 | 18 | 0.0% |
| Q2 2022 | 65 | $78.3M | 12,410,752 | 8 | 18 | 17 | 0.0% |
| Q1 2022 | 62 | $88.5M | 12,060,933 | 8 | 16 | 18 | 0.0% |
| Q4 2021 | 63 | $101.6M | 11,931,204 | 2 | 15 | 15 | 0.0% |
| Q3 2021 | 66 | $103.7M | 12,052,070 | 5 | 14 | 16 | 0.0% |
| Q2 2021 | 62 | $108.7M | 12,438,329 | 5 | 14 | 20 | 0.0% |
| Q1 2021 | 65 | $109.6M | 12,835,356 | 7 | 18 | 23 | 0.0% |
| Q4 2020 | 65 | $94.9M | 10,818,874 | 3 | 24 | 12 | 0.0% |
| Q3 2020 | 63 | $89.2M | 11,126,906 | 6 | 15 | 18 | 0.0% |
| Q2 2020 | 63 | $90.6M | 11,390,498 | 8 | 20 | 15 | 0.0% |
| Q1 2020 | 69 | $81.5M | 11,007,054 | 10 | 20 | 21 | 0.0% |
| Q4 2019 | 65 | $96.1M | 11,413,181 | 6 | 20 | 17 | 0.0% |
| Q3 2019 | 61 | $97.4M | 11,722,521 | 7 | 12 | 25 | 0.0% |
| Q2 2019 | 61 | $99.5M | 12,212,615 | 2 | 18 | 23 | 0.0% |
| Q1 2019 | 69 | $103.4M | 13,082,583 | 6 | 21 | 17 | 0.0% |
| Q4 2018 | 73 | $105.2M | 14,355,175 | 0 | 0 | 3 | 0.0% |