MFS Charter Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 8.06 M | $51.77 M | -0.54% | 19.34% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 3.44 M | $22.06 M | 22.00% | 8.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.28 M | $8.19 M | -20.22% | 3.06% |
| INVESCO LTD. | 11/13/2025 | 524.97 K | $3.37 M | 1.37% | 1.26% |
| GRANITESHARES ADVISORS LLC | 10/21/2025 | 480.95 K | $3.09 M | 9.66% | 1.15% |
| PATHSTONE HOLDINGS, LLC | 11/13/2025 | 441.30 K | $2.83 M | 15.03% | 1.06% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 376.31 K | $2.42 M | 10.24% | 0.90% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 360.63 K | $2.32 M | 7.70% | 0.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 187.35 K | $1.20 M | 34.39% | 0.45% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 164.50 K | $1.06 M | 4.97% | 0.39% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 141.08 K | $905.73 K | -10.57% | 0.34% |
| LPL FINANCIAL LLC | 11/12/2025 | 134.31 K | $862.27 K | -2.57% | 0.32% |
| UBS GROUP AG | 11/13/2025 | 122.12 K | $783.99 K | 36.11% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 118.95 K | $764.00 K | 19.03% | 0.29% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 116.54 K | $748.19 K | 3.50% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 109.51 K | $703.03 K | -0.77% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 107.63 K | $690.99 K | -2.81% | 0.26% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 101.80 K | $653.52 K | 2.29% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 98.72 K | $633.75 K | -5.22% | 0.24% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 73.99 K | $475.00 K | 100.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 72.81 K | $465.50 K | 2.44% | 0.17% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 10/27/2025 | 68.65 K | $408.63 K | 27.96% | 0.16% |
| FORTITUDE ADVISORY GROUP L.L.C. | 11/05/2025 | 57.22 K | $367.33 K | 0.00% | 0.14% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 11/18/2025 | 50.80 K | $326.12 K | -4.55% | 0.12% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 42.13 K | $270.44 K | 0.00% | 0.10% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 36.14 K | $232.03 K | -2.25% | 0.09% |
| BENJAMIN EDWARDS INC | 10/23/2025 | 35.75 K | $229.50 K | 100.00% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2025 | 27.28 K | $175.00 K | -0.59% | 0.07% |
| VALLEY BROOK CAPITAL GROUP, INC. | 11/04/2025 | 23.85 K | $153.12 K | 0.00% | 0.06% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 21.95 K | $140.92 K | -10.77% | 0.05% |
| BARD FINANCIAL SERVICES, INC. | 10/17/2025 | 21.50 K | $138.03 K | 0.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 20.82 K | $133.69 K | 6.36% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 20.42 K | $131.10 K | -38.28% | 0.05% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 18.49 K | $118.70 K | 100.00% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 18.25 K | $117.16 K | 100.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 13.94 K | $89.47 K | 1,266.27% | 0.03% |
| PHILADELPHIA TRUST CO | 11/13/2025 | 12.00 K | $77.00 K | 0.00% | 0.03% |
| MARINER, LLC | 11/14/2025 | 11.90 K | $76.39 K | 0.35% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 11.68 K | $74.25 K | 0.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 11.29 K | $72.46 K | 0.27% | 0.03% |
| B. RILEY WEALTH ADVISORS, INC. | 10/31/2025 | 11.01 K | $70.71 K | 0.00% | 0.03% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 10.81 K | $69.00 K | 0.00% | 0.03% |
| COMERICA BANK | 11/14/2025 | 9.03 K | $57.95 K | 4.78% | 0.02% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 4.41 K | $28.33 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 3.91 K | $25.11 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 3.49 K | $22.38 K | 0.00% | 0.01% |
| VERMILLION WEALTH MANAGEMENT, INC. | 10/23/2025 | 2.83 K | $18.14 K | 0.00% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 2.80 K | $17.99 K | 100.00% | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 10/09/2025 | 2.23 K | $14.29 K | 0.00% | 0.01% |
| WPG ADVISERS, LLC | 10/29/2025 | 2.12 K | $13.64 K | 0.00% | 0.01% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
MFS Charter Income Trust institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.28 M
EXCEL SECURITIES & ASSOCIATES, INC.: 88,650
BENJAMIN EDWARDS INC: 35,266
Ethos Financial Group, LLC: 21,729
WOLVERINE ASSET MANAGEMENT LLC: 16,018
BARTLETT & CO. WEALTH MANAGEMENT LLC: 2,225
41.00% of MFS Charter Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 22.97 M shares in the last 24 months. This purchase volume represents approximately $144.27 M in transactions.