MFS Charter Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 8.10 M | $50.79 M | 0.45% | 19.43% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 3.99 M | $25.04 M | 16.22% | 9.58% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.28 M | $7.99 M | 0.00% | 3.06% |
| INVESCO LTD. | 02/19/2026 | 493.06 K | $3.09 M | -6.08% | 1.18% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 400.84 K | $2.51 M | 6.52% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 370.74 K | $2.32 M | 2.80% | 0.89% |
| PATHSTONE HOLDINGS, LLC | 02/13/2026 | 353.68 K | $2.22 M | -19.85% | 0.85% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 210.84 K | $1.32 M | 49.45% | 0.51% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 193.34 K | $1.21 M | 89.93% | 0.46% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 135.58 K | $850.07 K | -27.63% | 0.33% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 119.78 K | $750.99 K | -27.19% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 117.32 K | $736.00 K | -1.37% | 0.28% |
| UBS GROUP AG | 01/29/2026 | 113.21 K | $709.83 K | -7.29% | 0.27% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 112.54 K | $705.63 K | -3.43% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 104.80 K | $657.09 K | -4.30% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 101.38 K | $635.63 K | -5.81% | 0.24% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 88.65 K | $555.84 K | 29.13% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 84.12 K | $527.43 K | -14.79% | 0.20% |
| LPL FINANCIAL LLC | 02/11/2026 | 83.73 K | $525.01 K | -37.66% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 74.09 K | $465.00 K | 0.14% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 65.80 K | $412.58 K | -9.63% | 0.16% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 57.22 K | $358.75 K | 0.00% | 0.14% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 53.96 K | $338.32 K | 100.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 51.23 K | $321.20 K | 180.72% | 0.12% |
| STONEBRIDGE FINANCIAL PLANNING GROUP, LLC | 02/05/2026 | 50.89 K | $319.09 K | 0.19% | 0.12% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 45.23 K | $283.56 K | 7.36% | 0.11% |
| 02/17/2026 | 36.55 K | $229.19 K | 100.00% | 0.09% | |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 36.31 K | $227.65 K | 0.46% | 0.09% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 35.27 K | $221.11 K | -1.35% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 34.19 K | $215.00 K | 25.30% | 0.08% |
| 02/11/2026 | 30.84 K | $193.37 M | 100.00% | 0.07% | |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 21.73 K | $136.24 K | -1.01% | 0.05% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 21.37 K | $133.97 K | 4.63% | 0.05% |
| VALLEY BROOK CAPITAL GROUP, INC. | 01/23/2026 | 20.85 K | $130.73 K | -12.58% | 0.05% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 20.70 K | $129.76 K | 100.00% | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 18.51 K | $116.04 K | -11.13% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.33 K | $108.63 K | -6.30% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 16.02 K | $100.43 K | 100.00% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 12.61 K | $79.06 K | 14.48% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 12.11 K | $75.96 K | 100.00% | 0.03% |
| PHILADELPHIA TRUST CO | 02/12/2026 | 12.00 K | $75.00 K | 0.00% | 0.03% |
| MARINER, LLC | 02/13/2026 | 11.88 K | $74.46 K | -0.19% | 0.03% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 11.59 K | $72.67 K | 100.00% | 0.03% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 11.32 K | $70.97 K | 0.27% | 0.03% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 10.81 K | $68.00 K | 0.00% | 0.03% |
| COMERICA BANK | 01/29/2026 | 8.77 K | $54.96 K | -2.89% | 0.02% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 4.71 K | $29.50 K | 100.00% | 0.01% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 4.41 K | $27.67 K | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 3.49 K | $21.86 K | 0.00% | 0.01% |
| VERMILLION WEALTH MANAGEMENT, INC. | 02/11/2026 | 2.83 K | $17.72 K | 0.00% | 0.01% |
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MFS Charter Income Trust institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of MFS Charter Income Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 8.1 M
SIT INVESTMENT ASSOCIATES INC: 3.99 M
Allspring Global Investments Holdings, LLC: 1.28 M
Invesco Ltd.: 493,060
Shaker Financial Services, LLC: 400,838
BANK OF AMERICA CORP /DE/: 370,741
41.45% of MFS Charter Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 24.56 M shares in the last 24 months. This purchase volume represents approximately $152.75 M in transactions.