Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
41,988,101
-
Total 13F shares
-
2,732,434
-
Share change
-
-395,177
-
Total reported value
-
$17,133,239
-
Price per share
-
$6.27
-
Number of holders
-
33
-
Value change
-
-$2,550,957
-
Number of buys
-
11
-
Number of sells
-
11
Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q4 2025
As of 31 Dec 2025,
MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,732,434 shares.
The largest 10 holders included
Allspring Global Investments Holdings, LLC, Shaker Financial Services, LLC, RIVERBRIDGE PARTNERS LLC, Cambridge Investment Research Advisors, Inc., UBS Group AG, ASHTON THOMAS SECURITIES, LLC, HighTower Advisors, LLC, LPL Financial LLC, Janney Montgomery Scott LLC, and Stonebridge Financial Planning Group, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 2025 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.