MFS Charter Income TrustXMCRX
13F holders, Q4 2024 (December 31)62holders +5
9new positions
4sold out
1famous investor
$6.38avg. 13F price*
At the end of Q4 2024, 62 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, up 5 from Q3 2024. 9 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($51.0M), Sit Investment Associates Inc. ($13.3M) and Allspring Global Investments Holdings, LLC ($11.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 4 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,348,942 shares bought and 614,376 shares sold, net +734,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 62 holders
| Morgan Stanley | 0.00% | Reduce -1.7% | 7,994,280 | $51.0M |
| Sit Investment Associates Inc. | 0.30% | Add +30.8% | 2,081,087 | $13.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +7.4% | 1,773,447 | $11.3M |
| Invesco Ltd. | 0.00% | Add +10.4% | 567,652 | $3.6M |
| GraniteShares Advisors LLC | 1.56% | New | 386,254 | $2.5M |
| Shaker Financial Services, LLC | 0.77% | Reduce -29.9% | 314,069 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +33.0% | 300,153 | $1.9M |
| Bank of America Corp. | 0.00% | Add +3.7% | 291,727 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 180,796 | $1.2M |
| Wells Fargo & Company | 0.00% | Add +17.6% | 179,330 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 148,225 | $946K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.9% | 126,218 | $805K |
| Raymond James Financial Inc. | 0.00% | — | 121,595 | $776K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.3% | 118,040 | $753K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 105,744 | $675K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.2% | 104,945 | $670K |
| UBS Group AG | 0.00% | Reduce -15.1% | 97,539 | $622K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +38.4% | 91,690 | $585K |
| Riverbridge Partners LLC | 0.01% | Add +124.5% | 86,396 | $551K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -52.0% | 60,137 | $384K |
| Fortitude Advisory Group L.L.C. | 0.22% | No change | 57,217 | $365K |
| Ashton Thomas Securities, LLC | 0.09% | Add +19.9% | 53,650 | $342K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +8.5% | 52,933 | $338K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -25.0% | 49,344 | $315K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.4% | 45,475 | $290K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.5% | 41,671 | $266K |
| Waverly Advisors, LLC | 0.00% | New | 39,392 | $251K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.6% | 37,345 | $238K |
| L.M. Kohn & Company | 0.06% | Reduce -9.6% | 34,541 | $220K |
| Anderson Financial Strategies, LLC | 0.13% | — | 33,775 | $215K |
| Royal Bank of Canada | 0.00% | Reduce -23.4% | 28,528 | $182K |
| Valley Brook Capital Group, Inc. | 0.11% | Reduce -8.0% | 23,850 | $152K |
| Bard Financial Services, Inc. | 0.02% | No change | 21,500 | $137K |
| Susquehanna International Group, LLP | 0.00% | Add +6.4% | 20,812 | $133K |
| Melfa Wealth Management, Inc. | 0.09% | New | 20,250 | $129K |
| Mariner, LLC | 0.00% | Reduce -4.1% | 13,909 | $89K |
| Citadel Advisors | 0.00% | New | 12,872 | $82K |
| Jane Street Group, LLC | 0.00% | New | 12,372 | $79K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $77K |
| Wedbush Securities Inc. | 0.00% | Reduce -18.2% | 11,690 | $75K |
| Cetera Investment Advisers | 0.00% | Reduce -36.1% | 11,735 | $75K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,675 | $74K |
| SignalPoint Asset Management, LLC | 0.02% | Add +0.3% | 11,199 | $71K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -7.6% | 11,013 | $70K |
| Comerica Bank | 0.00% | Reduce -0.0% | 8,615 | $55K |
| Larson Financial Group LLC | 0.00% | Reduce -30.3% | 4,413 | $28K |
| MAI Capital Management | 0.00% | New | 3,911 | $25K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $19K |
| Avior Wealth Management, LLC | 0.00% | Add +19.0% | 2,945 | $19K |
| WPG Advisers, LLC | 0.01% | — | 2,391 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| SIMA Wealth Partners, LLC | 0.01% | New | 1,775 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,285 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,046 | $7K |
| Cwm, LLC | 0.00% | No change | 974 | $6K |
| 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 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $2K |
| Key Financial Inc | 0.00% | No change | 228 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 122 | $778 |
| Laurel Wealth Advisors LLC | 0.00% | New | 12 | $77 |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.