NYSE - Delayed Quote • USD
MFS Charter Income Trust (MCR)
At close: April 18 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 0.00% | % of Shares Held by All Insider |
| 32.31% | % of Shares Held by Institutions |
| 32.31% | % of Float Held by Institutions |
| 60 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Morgan Stanley | 8.03M | Dec 31, 2023 | 18.59% | 48,826,673 |
| SIT Investment Associates Inc | 1.34M | Dec 31, 2023 | 3.11% | 8,175,593 |
| Allspring Global Investments Holdings, LLC | 1.06M | Dec 31, 2023 | 2.46% | 6,462,845 |
| Invesco Ltd. | 503.42k | Dec 31, 2023 | 1.17% | 3,060,763 |
| Wells Fargo & Company | 405.01k | Dec 31, 2023 | 0.94% | 2,462,466 |
| Shaker Financial Services, LLC | 304.93k | Dec 31, 2023 | 0.71% | 1,853,943 |
| Bank of America Corporation | 241.65k | Dec 31, 2023 | 0.56% | 1,469,201 |
| UBS Group AG | 230.79k | Dec 31, 2023 | 0.53% | 1,403,197 |
| LPL Financial LLC | 221.33k | Dec 31, 2023 | 0.51% | 1,345,686 |
| Commonwealth Equity Services, LLC | 156.88k | Dec 31, 2023 | 0.36% | 953,830 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Invesco ETF Tr II-Invesco Income Composite ETF | 508.45k | Feb 29, 2024 | 1.18% | 3,091,388 |
| Rydex Series Funds-Multi-Hedge Strategies Fund | 1.89k | Dec 31, 2023 | 0.00% | 11,460 |
| Rydex Variable Trust-Multi Hedge Strategies Fund | 1.04k | Dec 31, 2023 | 0.00% | 6,353 |
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