MFS Charter Income TrustXMCRX
13F holders, Q1 2024 (March 31)66holders
1famous investor
$6.34avg. 13F price*
At the end of Q1 2024, 66 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings. The largest holders were Morgan Stanley ($51.5M), Sit Investment Associates Inc. ($9.3M) and Allspring Global Investments Holdings, LLC ($7.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- MFS Charter Income Trust
- CUSIP
- 552727109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $663K |
| Exits | 3 | $169K |
Ownership 66 holders
| Morgan Stanley | 0.00% | Add +1.1% | 8,122,279 | $51.5M |
| Sit Investment Associates Inc. | 0.21% | Add +9.5% | 1,472,430 | $9.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +9.3% | 1,161,557 | $7.4M |
| Invesco Ltd. | 0.00% | Reduce -4.2% | 482,459 | $3.1M |
| Shaker Financial Services, LLC | 1.17% | Add +56.2% | 476,421 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -33.3% | 270,059 | $1.7M |
| Bank of America Corp. | 0.00% | Add +1.2% | 244,532 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -10.5% | 198,032 | $1.3M |
| UBS Group AG | 0.00% | Reduce -27.6% | 167,035 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 164,456 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +12.7% | 150,630 | $955K |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 134,645 | $855K |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.0% | 132,350 | $839K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.1% | 101,395 | $643K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -3.1% | 82,716 | $524K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +0.2% | 71,522 | $453K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +2.9% | 70,000 | $444K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.8% | 68,922 | $437K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.2% | 65,507 | $415K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 56,448 | $358K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 56,449 | $358K |
| CoreCap Advisors, LLC | 0.02% | Reduce -7.2% | 47,510 | $301K |
| Raymond James & Associates | 0.00% | Reduce -13.8% | 42,667 | $271K |
| 9258 Wealth Management, LLC | 0.04% | Add +0.4% | 36,571 | $232K |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 34,063 | $216K |
| L.M. Kohn & Company | 0.05% | Add +9.7% | 29,823 | $189K |
| Altus Wealth Group LLC | 0.09% | Reduce -9.1% | 27,417 | $174K |
| Wolverine Asset Management LLC | 0.01% | New | 25,999 | $165K |
| Captrust Financial Advisors | 0.00% | New | 24,841 | $157K |
| Valley Brook Capital Group, Inc. | 0.11% | Add +58.5% | 22,350 | $142K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,500 | $136K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 18,486 | $117K |
| Susquehanna International Group, LLP | 0.00% | Add +44.5% | 17,921 | $114K |
| Arkadios Wealth Advisors | 0.01% | No change | 14,545 | $92K |
| Wedbush Securities Inc. | 0.00% | Reduce -34.5% | 14,290 | $91K |
| Pathstone Holdings, LLC | 0.00% | New | 14,142 | $90K |
| HRT Financial LP | 0.00% | New | 12,859 | $81K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -0.1% | 13,283 | $78K |
| Mariner, LLC | 0.00% | Reduce -8.3% | 12,210 | $77K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $76K |
| Citadel Advisors | 0.00% | New | 11,946 | $76K |
| Advisory Services Network, LLC | 0.00% | Reduce -8.3% | 11,921 | $76K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,675 | $74K |
| SignalPoint Asset Management, LLC | 0.02% | Add +0.3% | 11,124 | $71K |
| Cetera Investment Advisers | 0.00% | New | 10,685 | $68K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,000 | $63K |
| Comerica Bank | 0.00% | Reduce -0.2% | 8,642 | $55K |
| Gradient Investments LLC | 0.00% | No change | 4,400 | $28K |
| Fernwood Investment Management, LLC | 0.01% | New | 3,000 | $19K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.5% | 1,285 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 670 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 563 | $4K |
| US Bancorp \de | 0.00% | Reduce -56.5% | 546 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 500 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 474 | $3K |
| Key Financial Inc | 0.00% | No change | 455 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | New | 300 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 250 | $2K |
| Fifth Third Bancorp | 0.00% | Reduce -75.0% | 250 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 242 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 202 | $1K |
| Hilltop National Bank | 0.00% | — | 135 | $856 |
| FMR LLC | 0.00% | New | 1 | $6 |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.