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MFS Charter Income Trust (MCR)

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6.39 +0.01 (+0.16%)
At close: December 11 at 3:59:50 PM EST

Major Holders

Breakdown
0.00% % of Shares Held by All Insider
35.97% % of Shares Held by Institutions
35.97% % of Float Held by Institutions
62 Number of Institutions Holding Shares

Top Institutional Holders

HolderSharesDate Reported% OutValue
Morgan Stanley 8.13M Sep 30, 2024 19.39% 51,970,821
Allspring Global Investments Holdings, LLC 1.65M Sep 30, 2024 3.94% 10,552,631
SIT Investment Associates Inc 1.59M Sep 30, 2024 3.79% 10,168,585
Invesco Ltd. 514.28k Sep 30, 2024 1.23% 3,286,268
Shaker Financial Services, LLC 448.3k Sep 30, 2024 1.07% 2,864,617
Bank of America Corporation 281.31k Sep 30, 2024 0.67% 1,797,570
Pathstone Holdings, LLC 225.7k Sep 30, 2024 0.54% 1,442,197
Stifel Financial Corporation 179.66k Sep 30, 2024 0.43% 1,148,052
LPL Financial LLC 151.31k Sep 30, 2024 0.36% 966,858
Wells Fargo & Company 152.42k Sep 30, 2024 0.36% 973,982

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Invesco ETF Tr II-Invesco Income Composite ETF 514.28k Sep 30, 2024 1.23% 3,286,268
Rydex Series Funds-Multi-Hedge Strategies Fund 1.46k Sep 30, 2024 0.00% 9,329
Rydex Variable Trust-Multi Hedge Strategies Fund 923 Sep 30, 2024 0.00% 5,897

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