MFS Charter Income Trust
MCRDelisted Jun 22, 2026- SEC CIK
- 0000851170
MFS Charter Income Trust was delisted on Jun 22, 2026; its insiders filed their last Form 4 on Aug 11, 2026; 66 institutions reported holding it in 13F filings for Q1 2026, worth $105.2M in total; no superinvestor held it.
Q1 2022 vs. Q4 2021
How the institutions holding MFS Charter Income Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 64 | 3 | 63 | +2 |
| Shares | 11.9M | 1.68K | 12.1M | +131.4K (+1.1%) |
| Value | $101.7M | $14.0K | $88.6M | −$13.1M (−12.9%) |
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held MFS Charter Income Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 68,929 | $505.0K | 0.01% |
| Cetera Advisor Networks LLC | 45,900 | $337.0K | 0.00% |
| Allspring Global Investments Holdings, LLC | 45,500 | $333.0K | 0.00% |
| Landscape Capital Management, L.L.C. | 30,608 | $225.0K | 0.03% |
| Atria Wealth Solutions, Inc. | 18,706 | $137.0K | 0.00% |
| Advisory Services Network, LLC | 10,773 | $79.0K | 0.00% |
| IFP Advisors, Inc | 2,649 | $24.0K | 0.00% |
| Bartlett & Co. Wealth Management LLC | 2,225 | $16.3K | 0.00% |
| Bartlett & Co. LLC | 2,225 | $16.0K | 0.00% |
Sold out (7)
Institutions that held MFS Charter Income Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Truist Financial Corp | 198,427 | $1.69M |
| Envestnet Asset Management Inc | 198,427 | $1.69M |
| Comprehensive Financial Consultants Institutional, Inc. | 6,133 | $45.0K |
| Benjamin F. Edwards & Company, Inc. | 2,152 | $18.0K |
| Proequities, Inc. | 910 | $8.00K |
| Geneos Wealth Management Inc. | 733 | $6.00K |
| Tower Research Capital LLC (TRC) | 140 | $1.00K |
Not filed for Q1 2022 yet (3)
Institutions that held MFS Charter Income Trust at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Carroll Financial Associates, Inc. | 1,085 | $9.00K |
| Castle Financial & Retirement Planning Associates, Inc. | 400 | $3.00K |
| NEXT Financial Group, Inc | 193 | $2.00K |