MCR

MFS Charter Income Trust
MCR

Overview Fund Activity

57 hedge funds and large institutions have $105M invested in MFS Charter Income Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 2 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
21
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$17.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
GA
3
GraniteShares Advisors
New York
$2.79M
4
SFS
4
Shaker Financial Services
Virginia
$2.17M
5
IAIM
5
International Assets Investment Management
Florida
$74.3K

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$2.44M
2
AFS
2
Anderson Financial Strategies
Ohio
$0
3
LCM
3
Landscape Capital Management
New Jersey
$94.8K
4
HF
4
HRT Financial
New York
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.6M 8,107,609 +166,875 +2%
SIA
2
Sit Investment Associates
Minnesota
$17.9M 2,816,381 +365,254 +15%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.2M 1,598,128 – –
Invesco
4
Invesco
Georgia
$3.29M 517,874 +4,047 +0.8%
GA
5
GraniteShares Advisors
New York
$2.79M 438,586 +27,412 +7%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.44M 383,638 -42,346 -10%
SFS
7
Shaker Financial Services
Virginia
$2.17M 341,354 +27,153 +9%
Bank of America
8
Bank of America
North Carolina
$2.13M 334,847 +2,034 +0.6%
Wells Fargo
9
Wells Fargo
California
$1M 157,747 -3,828 -2%
Stifel Financial
10
Stifel Financial
Missouri
$997K 156,714 -14,953 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$887K 139,407 +595 +0.4%
LPL Financial
12
LPL Financial
California
$877K 137,853 -10,587 -7%
NA
13
NewEdge Advisors
Louisiana
$716K 112,595 -2,245 -2%
KAS
14
Kestra Advisory Services
Texas
$704K 110,744 -39 -0%
Raymond James Financial
15
Raymond James Financial
Florida
$702K 110,361 -3,885 -3%
HighTower Advisors
16
HighTower Advisors
Illinois
$662K 104,153 +708 +0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$636K 99,933 -8,683 -8%
RP
18
Riverbridge Partners
Minnesota
$633K 99,515 +3,586 +4%
UBS Group
19
UBS Group
Switzerland
$571K 89,721 -3,434 -4%
FAG
20
Fortitude Advisory Group
Washington
$364K 57,217 – –
ATS
21
Ashton Thomas Securities
New York
$341K 53,650 – –
SFPG
22
Stonebridge Financial Planning Group
Florida
$338K 53,216 +143 +0.3%
CA
23
CoreCap Advisors
Michigan
$268K 42,125 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$238K 37,345 -14,320 -28%
WA
25
Waverly Advisors
Alabama
$235K 36,973 -733 -2%
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