Who Owns MFS CHARTER INCOME TRUST (MCR)? -- Institutional Holders (2026-03-31)

70 institutions reported holding $104.7M of MFS CHARTER INCOME TRUST (MCR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($46.5M), SIT INVESTMENT ASSOCIATES INC ($24.8M), Allspring Global Investments Holdings, LLC ($8.3M), Shaker Financial Services, LLC ($3.2M), Invesco Ltd. ($3.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$46.5M7.7MTrimmed
2SIT INVESTMENT ASSOCIATES INC$24.8M4.1MAdded
3Allspring Global Investments Holdings, LLC$8.3M1.4MAdded
4Shaker Financial Services, LLC$3.2M533,655Added
5Invesco Ltd.$3.0M489,516Trimmed
6BANK OF AMERICA CORP /DE/$2.3M381,610Added
7RIVERNORTH CAPITAL MANAGEMENT, LLC$1.9M309,031New
8WELLS FARGO & COMPANY/MN$1.3M209,970Trimmed
9RIVERBRIDGE PARTNERS LLC$1.3M207,236Added
10Pathstone Holdings, LLC$876,885144,700Trimmed
11COMMONWEALTH EQUITY SERVICES, LLC$823,634135,913Added
12Kestra Advisory Services, LLC$778,511128,467Added
13RAYMOND JAMES FINANCIAL INC$711,826117,463Added
14UBS Group AG$680,593112,309Trimmed
15Cambridge Investment Research Advisors, Inc.$676,000111,537Trimmed
16STIFEL FINANCIAL CORP$669,301110,446Trimmed
17ASHTON THOMAS SECURITIES, LLC$585,69996,650Added
18Logan Stone Capital, LLC$538,61388,880Added
19OSAIC HOLDINGS, INC.$520,49885,892Added
20HighTower Advisors, LLC$474,95378,375Trimmed
21LPL Financial LLC$461,77476,200Trimmed
22Janney Montgomery Scott LLC$449,00074,063Trimmed
23Fortitude Advisory Group L.L.C.$346,73657,217Hold
24Stonebridge Financial Planning Group, LLC$309,96051,149Added
25Waverly Advisors, LLC$283,66246,809Added

来源：SEC 13F 申报文件 · 截至 2026-03-31