Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / Common Stock
-
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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5.94M
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Shares change
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+103K
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Total reported value, excl. options
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$38.4M
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Value change
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+$726K
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Number of buys
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18
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Number of sells
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-23
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Price
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$6.46
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q4 2023
66 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q4 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 5.94M shares
of 42M outstanding shares and own 14.15% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (8.03M shares), SIT INVESTMENT ASSOCIATES INC (1.34M shares), Allspring Global Investments Holdings, LLC (1.06M shares), Invesco Ltd. (503K shares), WELLS FARGO & COMPANY/MN (405K shares), Shaker Financial Services, LLC (305K shares), BANK OF AMERICA CORP /DE/ (242K shares), UBS Group AG (231K shares), LPL Financial LLC (221K shares), and COMMONWEALTH EQUITY SERVICES, LLC (157K 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.