MFS Charter Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 7.68 M | $46.53 M | -5.21% | 18.42% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 4.10 M | $24.83 M | 2.63% | 9.83% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.36 M | $8.26 M | 6.84% | 3.27% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 533.66 K | $3.23 M | 33.13% | 1.28% |
| INVESCO LTD. | 05/12/2026 | 489.52 K | $2.97 M | -0.72% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 381.61 K | $2.31 M | 2.93% | 0.92% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 309.03 K | $1.87 M | 100.00% | 0.74% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 209.97 K | $1.27 M | -0.41% | 0.50% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 207.24 K | $1.26 M | 7.19% | 0.50% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 144.70 K | $876.89 K | -59.09% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 135.91 K | $823.63 K | 0.25% | 0.33% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 128.47 K | $778.51 K | 26.72% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 117.46 K | $711.83 K | 12.09% | 0.28% |
| UBS GROUP AG | 05/05/2026 | 112.31 K | $680.59 K | -0.80% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 111.54 K | $676.00 K | -4.93% | 0.27% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 110.45 K | $669.30 K | -7.79% | 0.26% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 108.74 K | $658.96 K | -3.38% | 0.26% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 96.65 K | $585.70 K | 9.02% | 0.23% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 88.88 K | $538.61 K | 64.72% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 85.89 K | $520.50 K | 30.53% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 78.38 K | $474.95 K | -6.83% | 0.19% |
| LPL FINANCIAL LLC | 05/06/2026 | 76.20 K | $461.77 K | -9.00% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 74.06 K | $449.00 K | -0.03% | 0.18% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 57.22 K | $346.74 K | 0.00% | 0.14% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 05/08/2026 | 51.15 K | $309.96 K | 0.51% | 0.12% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 46.81 K | $283.66 K | 28.92% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 40.90 K | $247.84 K | -20.16% | 0.10% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 40.11 K | $243.04 K | -11.32% | 0.10% |
| 04/22/2026 | 36.85 K | $223.33 K | 0.82% | 0.09% | |
| BENJAMIN EDWARDS INC | 05/12/2026 | 35.20 K | $213.33 K | -0.18% | 0.08% |
| ROYAL BANK OF CANADA | 05/15/2026 | 31.94 K | $194.00 K | -6.56% | 0.08% |
| 05/11/2026 | 30.84 K | $186.90 K | 0.00% | 0.07% | |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 25.64 K | $155.40 K | 60.09% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 21.73 K | $136.24 K | 0.00% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 21.37 K | $129.48 K | 0.00% | 0.05% |
| VALLEY BROOK CAPITAL GROUP, INC. | 05/08/2026 | 19.65 K | $119.08 K | -5.76% | 0.05% |
| CITADEL ADVISORS LLC | 05/15/2026 | 17.77 K | $107.70 K | 100.00% | 0.04% |
| CREATIVE PLANNING | 05/12/2026 | 16.05 K | $97.24 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 13.29 K | $80.53 K | -23.30% | 0.03% |
| 04/16/2026 | 13.00 K | $78.78 K | 100.00% | 0.03% | |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 12.61 K | $74.26 K | 0.00% | 0.03% |
| JANE STREET GROUP, LLC | 05/12/2026 | 12.38 K | $75.04 K | 100.00% | 0.03% |
| PHILADELPHIA TRUST CO | 05/13/2026 | 12.00 K | $73.00 K | 0.00% | 0.03% |
| MARINER, LLC | 05/13/2026 | 11.74 K | $69.68 K | -1.14% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 11.33 K | $68.20 K | 0.10% | 0.03% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 10.81 K | $66.00 K | 0.00% | 0.03% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 4.41 K | $26.74 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 3.66 K | $22.19 K | -22.17% | 0.01% |
| IFG ADVISORY, LLC | 05/12/2026 | 3.50 K | $21.21 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 3.49 K | $21.13 K | 0.00% | 0.01% |
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MFS Charter Income Trust institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 7.68 M
SIT INVESTMENT ASSOCIATES INC: 4.1 M
Allspring Global Investments Holdings, LLC: 1.36 M
Shaker Financial Services, LLC: 533,655
Invesco Ltd.: 489,516
BANK OF AMERICA CORP /DE/: 381,610
41.66% of MFS Charter Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 24.66 M shares in the last 24 months. This purchase volume represents approximately $150.44 M in transactions.