MFS CHARTER INCOME TRUST - Common Stock (MCR)

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Common Stock
Shares outstanding
41,988,101
Total 13F shares
12,761,965
Share change
-119,112
Total reported value
$80,268,850
Price per share
$6.29
Number of holders
57
Value change
-$724,606
Number of buys
18
Number of sells
33

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2023

As of 31 Mar 2023, MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by 57 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 12,761,965 shares. The largest 10 holders included MORGAN STANLEY, SIT INVESTMENT ASSOCIATES INC, Allspring Global Investments Holdings, LLC, Invesco Ltd., WELLS FARGO & COMPANY/MN, LPL Financial LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, and NewEdge Advisors, LLC. This page lists 57 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
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.