MCR
MFS Charter Income Trust
MCR
MCR
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
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $6.65K | 1,046 | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $6.49K | 1,020 | +1,020 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | 974 | – | – |
|
|
PSB
54
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| $3.58K | 563 | – | – |
|
|
AAG
55
Armstrong Advisory Group
Needham,
Massachusetts
| $3.18K | 500 | – | – |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.02K | 474 | – | – |
|
|
KFI
57
Key Financial Inc
West Chester,
Pennsylvania
| $1.45K | 228 | – | – |
|
|
AFS
58
Anderson Financial Strategies
Dayton,
Ohio
| – | – | -33,775 | Closed |
|
|
HF
59
HRT Financial
New York
| – | – | -16,001 | Closed |
|