MFS CHARTER INCOME TRUST - Common Stock (MCR)

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class
Equity / Common Stock
Shares outstanding
41,988,101
Total 13F shares
12,790,926
Share change
+2,086,415
Total reported value
$109,247,417
Price per share
$8.54
Number of holders
65
Value change
+$17,785,546
Number of buys
25
Number of sells
28

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2021

As of 31 Mar 2021 MFS CHARTER INCOME TRUST - Common Stock (MCR) had 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions held a total of 12,790,926 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Parametric Portfolio Associates LLC, SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Invesco Ltd., BANK OF AMERICA CORP /DE/, UBS Group AG, CENTAURUS FINANCIAL, INC., LPL Financial LLC, and STIFEL FINANCIAL CORP.
This table shows 65 institutional shareholders of the security as of 31 Mar 2021.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.