MFS CHARTER INCOME TRUST - MCR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 8,100,176 | 50,788 | 0.0% | 0.0% | 1 | +36,278 | 0.45% | Q4 2025 | Feb 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 3,993,082 | 25,037 | 30.7% | 0.45% | 2 | +557,205 | 16.22% | Q4 2025 | Feb 25, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,275,051 | 7,994 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Invesco Ltd. | History | Reduced | 493,060 | 3,091 | 0.0% | 0.0% | 4 | -31,907 | -6.08% | Q4 2025 | Feb 19, 2026 |
| Shaker Financial Services, LLC | History | Added to | 400,838 | 2,513 | 0.8% | 0.83% | 5 | +24,526 | 6.52% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 370,741 | 2,324 | 0.0% | 0.0% | 6 | +10,107 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 353,680 | 2,217 | 0.01% | — | 7 | +353,680 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 210,837 | 1,321 | 0.0% | 0.0% | 8 | +69,758 | 49.45% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 193,336 | 1,212 | 0.02% | 0.01% | 9 | +91,541 | 89.93% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,577 | 850 | 0.0% | 0.0% | 10 | -51,771 | -27.63% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 119,775 | 750 | 0.0% | 0.0% | 11 | -44,723 | -27.19% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 117,318 | 736 | 0.0% | 0.0% | 12 | -1,632 | -1.37% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 113,210 | 709 | 0.0% | 0.0% | 13 | -8,906 | -7.29% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 112,540 | 705 | 0.0% | 0.0% | 14 | -4,000 | -3.43% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 104,798 | 657 | 0.0% | 0.0% | 15 | -4,709 | -4.3% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 101,376 | 635 | 0.0% | 0.0% | 16 | -6,254 | -5.81% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 88,650 | 555 | 0.11% | 0.06% | 17 | +20,000 | 29.13% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 84,120 | 527 | 0.0% | 0.0% | 18 | -14,596 | -14.79% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 83,733 | 525 | 0.0% | 0.0% | 19 | -50,577 | -37.66% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 74,088 | 465 | 0.0% | 0.0% | 20 | +100 | 0.14% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65,802 | 412 | 0.0% | 0.0% | 21 | -7,009 | -9.63% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 57,217 | 358 | 0.15% | 0.2% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Logan Stone Capital, LLC | History | New | 53,958 | 338 | 0.08% | — | 23 | +53,958 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,228 | 321 | 0.0% | 0.0% | 24 | +32,979 | 180.72% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 50,892 | 319 | 0.12% | 0.12% | 25 | +95 | 0.19% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 45,225 | 283 | 0.01% | 0.01% | 26 | +3,100 | 7.36% | Q4 2025 | Jan 13, 2026 |
| DECISION INVESTMENTS, INC | History | New | 36,553 | 229 | 0.25% | — | 27 | +36,553 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 36,308 | 227 | 0.0% | 0.0% | 28 | +167 | 0.46% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 35,266 | 221 | 0.0% | 0.0% | 29 | -483 | -1.35% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,186 | 215 | 0.0% | — | 30 | +34,186 | New | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 30,841 | 193 | 0.11% | — | 31 | +30,841 | New | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 21,729 | 136 | 0.01% | 0.01% | 32 | -221 | -1.01% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 21,366 | 133 | 0.0% | 0.0% | 33 | +946 | 4.63% | Q4 2025 | Jan 29, 2026 |
| Valley Brook Capital Group, Inc. | History | Reduced | 20,850 | 130 | 0.09% | 0.1% | 34 | -3,000 | -12.58% | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | New | 20,695 | 129 | 0.0% | — | 35 | +20,695 | New | Q4 2025 | Feb 06, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 18,507 | 116 | 0.0% | 0.01% | 36 | -2,317 | -11.13% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 17,325 | 108 | 0.0% | 0.0% | 37 | -1,164 | -6.3% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 16,018 | 100 | 0.0% | — | 38 | +16,018 | New | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,608 | 79 | 0.0% | 0.0% | 39 | +1,595 | 14.48% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 12,114 | 75 | 0.0% | — | 41 | +12,114 | New | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 12,000 | 75 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 11,875 | 74 | 0.0% | 0.0% | 42 | -23 | -0.19% | Q4 2025 | Feb 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 11,590 | 72 | 0.0% | — | 43 | +11,590 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,318 | 70 | 0.0% | 0.0% | 44 | +31 | 0.27% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,809 | 68 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 8,766 | 54 | 0.0% | 0.0% | 46 | -261 | -2.89% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,705 | 29 | 0.0% | — | 47 | +4,705 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 4,413 | 27 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 3,486 | 21 | 0.0% | — | 49 | +3,486 | New | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 2,826 | 17 | 0.01% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,802 | 17 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,109 | 13 | 0.01% | 0.01% | 53 | -15 | -0.71% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,225 | 13 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,020 | 6 | 0.0% | 0.0% | 55 | -12,916 | -92.68% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,046 | 6 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | No change | 882 | 5 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Piscataqua Savings Bank | History | No change | 563 | 3 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 500 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 474 | 2 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 281 | 1 | 0.0% | 0.0% | 61 | -3,630 | -92.82% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 285 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 228 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GraniteShares Advisors LLC | History | Closed out | 0 | 0 | — | 1.79% | — | -480,950 | -100.0% | Q3 2025 | Oct 21, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,675 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,148 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BOK Financial Private Wealth, Inc. | History | New | 87 | 0 | — | — | — | +87 | New | Q4 2025 | Feb 06, 2026 |