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 %
LMKC
26
L.M. Kohn & Company
Ohio
$221K 34,781 +138 +0.4%
CIA
27
Concurrent Investment Advisors
Florida
$210K 33,086 -9,548 -22%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$175K 27,444 -1,917 -7%
EFG
29
Ethos Financial Group
Pennsylvania
$156K 24,598 – –
VBCG
30
Valley Brook Capital Group
Pennsylvania
$152K 23,850 – –
BFS
31
Bard Financial Services
Connecticut
$137K 21,500 – –
RAM
32
Readystate Asset Management
Illinois
$125K 19,578 -361 -2%
LCM
33
Landscape Capital Management
New Jersey
$94.8K 14,907 -21,418 -59%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$86K 13,583 -5,893 -30%
PTC
35
Philadelphia Trust Company
Pennsylvania
$76K 12,000 – –
Mariner
36
Mariner
Kansas
$75.4K 11,856 -1,664 -12%
IAIM
37
International Assets Investment Management
Florida
$74.3K 11,675 +11,675 New
FFA
38
Farther Finance Advisors
California
$71.6K 11,257 +29 +0.3%
BRWA
39
B. Riley Wealth Advisors
Florida
$70K 11,013 +11,013 New
WS
40
Wedbush Securities
California
$69K 10,809 -881 -8%
MWM
41
Melfa Wealth Management
Massachusetts
$68.4K 10,750 -9,500 -47%
Comerica Bank
42
Comerica Bank
Texas
$54.8K 8,615 – –
GWM
43
Geneos Wealth Management
Colorado
$31.8K 5,006 -5,740 -53%
LFG
44
Larson Financial Group
Missouri
$28.1K 4,413 – –
MCM
45
MAI Capital Management
Ohio
$24.9K 3,911 – –
AF
46
Allworth Financial
California
$22.2K 3,486 +486 +16%
VWM
47
Vermillion Wealth Management
Minnesota
$18K 2,826 +2,826 New
BCWM
48
Bartlett & Co Wealth Management
Ohio
$14.2K 2,225 – –
WA
49
WPG Advisers
Maryland
$13.5K 2,124 -459 -18%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$9.22K 1,449 +164 +13%
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