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.
Q2 2022 vs. Q1 2022
How the institutions holding MFS Charter Income Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 66 | +4 |
| Shares | 12.1M | 2.96M | 12.4M | +3.31M (+36.3%) |
| Value | $88.6M | $21.7M | $78.4M | +$11.5M (+17.2%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held MFS Charter Income Trust at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Relative Value Partners Group, LLC | 88,913 | $607.0K | 0.05% |
| L.M. Kohn & Company | 15,483 | $98.0K | 0.05% |
| Arkadios Wealth Advisors | 14,295 | $90.0K | 0.01% |
| Susquehanna International Group, LLP | 13,873 | $87.0K | 0.00% |
| SignalPoint Asset Management, LLC | 10,026 | $63.0K | 0.02% |
| SeaCrest Wealth Management, LLC | 8,870 | $56.0K | 0.01% |
| South State Corp. | 1,250 | $8.00K | 0.00% |
| HHM Wealth Advisors, LLC | 202 | $1.00K | 0.00% |
Sold out (4)
Institutions that held MFS Charter Income Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 18,706 | $137.0K |
| National Asset Management, Inc. | 11,135 | $82.0K |
| Spire Wealth Management | 2,300 | $17.0K |
| Private Ocean, LLC | 1,500 | $11.0K |
Not filed for Q2 2022 yet (1)
Institutions that held MFS Charter Income Trust at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 2,958,493 | $21.7M |