Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / Common Stock
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Shares outstanding
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42M
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Number of holders
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57
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Total 13F shares, excl. options
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12.8M
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Shares change
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-119K
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Total reported value, excl. options
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$80.3M
-
Value change
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-$725K
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Number of buys
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18
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Number of sells
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-33
-
Price
-
$6.29
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2023
72 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q1 2023.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 57 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.8M shares
of 42M outstanding shares and own 30.39% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (8.01M shares), SIT INVESTMENT ASSOCIATES INC (1.07M shares), Allspring Global Investments Holdings, LLC (484K shares), Invesco Ltd. (416K shares), WELLS FARGO & COMPANY/MN (411K shares), LPL Financial LLC (282K shares), UBS Group AG (277K shares), BANK OF AMERICA CORP /DE/ (227K shares), COMMONWEALTH EQUITY SERVICES, LLC (153K shares), and NewEdge Advisors, LLC (148K shares).
This table shows the top 57 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.