Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
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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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61
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Total 13F shares, excl. options
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13.3M
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Shares change
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+462K
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Total reported value, excl. options
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$84.2M
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Value change
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+$2.92M
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Number of buys
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26
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Number of sells
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-16
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Price
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$6.31
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q2 2023
64 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q2 2023.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.3M shares
of 42M outstanding shares and own 31.77% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (8.03M shares), SIT INVESTMENT ASSOCIATES INC (1.14M shares), Allspring Global Investments Holdings, LLC (704K shares), Invesco Ltd. (497K shares), WELLS FARGO & COMPANY/MN (366K shares), LPL Financial LLC (301K shares), UBS Group AG (263K shares), BANK OF AMERICA CORP /DE/ (236K shares), COMMONWEALTH EQUITY SERVICES, LLC (159K shares), and NewEdge Advisors, LLC (156K shares).
This table shows the top 61 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.