MFS Charter Income TrustXMCRX
13F holders, Q1 2025 (March 31)59holders −3
5new positions
7sold out
$6.27avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding MFS Charter Income Trust (XMCRX) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($49.8M), Sit Investment Associates Inc. ($15.4M) and Allspring Global Investments Holdings, LLC ($10.0M).
- Company
- MFS Charter Income Trust
- CUSIP
- 552727109
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $484K |
| Exits | 7 | $330K |
All 13F filers, Q4 2024 → Q1 2025: 715,199 shares bought and 436,845 shares sold, net +278,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 7,940,734 | $49.8M |
| Sit Investment Associates Inc. | 0.36% | Add +17.8% | 2,451,127 | $15.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -9.9% | 1,598,128 | $10.0M |
| Invesco Ltd. | 0.00% | Reduce -9.5% | 513,827 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +41.9% | 425,984 | $2.7M |
| GraniteShares Advisors LLC | 1.64% | Add +6.5% | 411,174 | $2.6M |
| Bank of America Corp. | 0.00% | Add +14.1% | 332,813 | $2.1M |
| Shaker Financial Services, LLC | 0.77% | Add +0.0% | 314,201 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 171,667 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 161,575 | $1.0M |
| LPL Financial LLC | 0.00% | Add +0.1% | 148,440 | $931K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.0% | 138,812 | $870K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 114,840 | $720K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.0% | 114,246 | $716K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.8% | 110,783 | $695K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.5% | 108,616 | $681K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.4% | 103,445 | $649K |
| Riverbridge Partners LLC | 0.01% | Add +11.0% | 95,929 | $601K |
| UBS Group AG | 0.00% | Reduce -4.5% | 93,155 | $584K |
| Fortitude Advisory Group L.L.C. | 0.25% | No change | 57,217 | $343K |
| Ashton Thomas Securities, LLC | 0.09% | No change | 53,650 | $336K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +0.3% | 53,073 | $333K |
| Osaic Holdings, Inc. | 0.00% | Add +38.4% | 51,665 | $324K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.3% | 42,634 | $267K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.4% | 42,125 | $264K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.3% | 37,706 | $236K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -39.6% | 36,325 | $228K |
| Susquehanna International Group, LLP | 0.00% | Add +72.8% | 35,968 | $226K |
| L.M. Kohn & Company | 0.06% | Add +0.3% | 34,643 | $217K |
| Anderson Financial Strategies, LLC | 0.13% | No change | 33,775 | $212K |
| Royal Bank of Canada | 0.00% | Add +2.9% | 29,361 | $184K |
| Ethos Financial Group, LLC | 0.01% | New | 24,598 | $154K |
| Valley Brook Capital Group, Inc. | 0.12% | No change | 23,850 | $150K |
| Bard Financial Services, Inc. | 0.02% | No change | 21,500 | $135K |
| Melfa Wealth Management, Inc. | 0.09% | No change | 20,250 | $127K |
| Readystate Asset Management LP | 0.01% | New | 19,939 | $125K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -60.5% | 19,476 | $122K |
| HRT Financial LP | 0.00% | New | 16,001 | $100K |
| Mariner, LLC | 0.00% | Reduce -2.8% | 13,520 | $85K |
| Philadelphia Trust Co. | 0.01% | No change | 12,000 | $75K |
| Wedbush Securities Inc. | 0.00% | No change | 11,690 | $73K |
| Farther Finance Advisors, LLC | 0.00% | New | 11,228 | $71K |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 11,013 | $69K |
| Comerica Bank | 0.00% | No change | 8,615 | $54K |
| Geneos Wealth Management Inc. | 0.00% | New | 5,373 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 4,413 | $28K |
| MAI Capital Management | 0.00% | No change | 3,911 | $25K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $18K |
| WPG Advisers, LLC | 0.02% | Add +8.0% | 2,583 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $14K |
| SIMA Wealth Partners, LLC | 0.01% | Add +2.1% | 1,813 | $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 |
"% of holder's portfolio" is XMCRX's weight in each manager's 13F, not the share of MFS Charter Income Trust the manager owns.