MFS Charter Income TrustXMCRX
13F holders, Q2 2024 (June 30)62holders −4
4new positions
9sold out
1famous investor
$6.25avg. 13F price*
At the end of Q2 2024, 62 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, down 4 from Q1 2024. 4 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($50.7M), Allspring Global Investments Holdings, LLC ($10.3M) and Sit Investment Associates Inc. ($9.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $96K |
| Exits | 9 | $476K |
All 13F filers, Q1 2024 → Q2 2024: 646,391 shares bought and 402,933 shares sold, net +243,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Morgan Stanley | 0.00% | Reduce -0.4% | 8,087,880 | $50.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +41.7% | 1,646,086 | $10.3M |
| Sit Investment Associates Inc. | 0.21% | Reduce -1.2% | 1,454,689 | $9.1M |
| Invesco Ltd. | 0.00% | Reduce -0.9% | 477,870 | $3.0M |
| Shaker Financial Services, LLC | 1.05% | Reduce -13.1% | 413,834 | $2.6M |
| Bank of America Corp. | 0.00% | Add +15.1% | 281,405 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.3% | 195,395 | $1.2M |
| Wells Fargo & Company | 0.00% | Reduce -33.9% | 178,398 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 167,051 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +5.1% | 158,314 | $993K |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.6% | 127,550 | $800K |
| UBS Group AG | 0.00% | Reduce -24.1% | 126,729 | $795K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.8% | 114,645 | $719K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.5% | 105,964 | $664K |
| Landscape Capital Management, L.L.C. | 0.04% | Add +19.0% | 83,280 | $522K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -7.7% | 76,358 | $479K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 68,922 | $432K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 65,510 | $411K |
| Osaic Holdings, Inc. | 0.00% | Add +7.0% | 60,403 | $379K |
| Fortitude Advisory Group L.L.C. | 0.21% | No change | 56,448 | $354K |
| Stonebridge Financial Planning Group, LLC | 0.16% | Reduce -27.8% | 51,657 | $324K |
| Raymond James & Associates | 0.00% | Reduce -0.8% | 42,331 | $265K |
| Ashton Thomas Securities, LLC | 0.06% | — | 41,750 | $265K |
| Royal Bank of Canada | 0.00% | Add +14.2% | 38,908 | $244K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +107.4% | 38,347 | $240K |
| 9258 Wealth Management, LLC | 0.04% | Add +0.4% | 36,729 | $230K |
| L.M. Kohn & Company | 0.05% | Add +0.4% | 29,954 | $188K |
| Altus Wealth Group LLC | 0.08% | Reduce -10.2% | 24,623 | $154K |
| Captrust Financial Advisors | 0.00% | Reduce -4.9% | 23,629 | $148K |
| Valley Brook Capital Group, Inc. | 0.11% | Add +0.1% | 22,379 | $140K |
| Bard Financial Services, Inc. | 0.01% | No change | 21,500 | $135K |
| Pathstone Holdings, LLC | 0.00% | Add +43.6% | 20,314 | $127K |
| Wolverine Asset Management LLC | 0.01% | Reduce -33.2% | 17,374 | $109K |
| Mariner, LLC | 0.00% | Add +26.8% | 15,478 | $97K |
| Wedbush Securities Inc. | 0.00% | No change | 14,290 | $90K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Add +0.4% | 13,339 | $84K |
| Citadel Advisors | 0.00% | Add +7.6% | 12,856 | $81K |
| Cetera Investment Advisers | 0.00% | Add +17.0% | 12,501 | $78K |
| Atlas Private Wealth Advisors | 0.01% | New | 12,000 | $75K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $75K |
| Advisory Services Network, LLC | 0.00% | No change | 11,921 | $75K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,675 | $73K |
| Arkadios Wealth Advisors | 0.00% | Reduce -21.3% | 11,450 | $72K |
| SignalPoint Asset Management, LLC | 0.02% | Add +0.2% | 11,142 | $70K |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.1% | 11,086 | $70K |
| Comerica Bank | 0.00% | Reduce -0.1% | 8,635 | $54K |
| Gradient Investments LLC | 0.00% | No change | 4,400 | $28K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| Larson Financial Group LLC | 0.00% | New | 1,900 | $12K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,285 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $7K |
| Strategic Financial Concepts, LLC | 0.00% | New | 41,340 | $7K |
| Piscataqua Savings Bank | 0.00% | No change | 563 | $4K |
| 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 |
| Private Trust Co. NA | 0.00% | New | 400 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $2K |
| Avior Wealth Management, LLC | 0.00% | No change | 242 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 202 | $1K |
| Hilltop National Bank | 0.00% | No change | 135 | $846 |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.