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.
Q3 2022 vs. Q2 2022
How the institutions holding MFS Charter Income Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 66 | 69 | +3 |
| Shares | 12.4M | 12.9M | +470.3K (+3.8%) |
| Value | $78.4M | $76.8M | −$1.58M (−2.0%) |
New holders (7)
Institutions that held MFS Charter Income Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 15,042 | $89.5K | 0.00% |
| Mariner, LLC | 14,936 | $89.0K | 0.00% |
| National Asset Management, Inc. | 13,215 | $79.0K | 0.00% |
| Signaturefd, LLC | 2,150 | $13.0K | 0.00% |
| Private Ocean, LLC | 1,500 | $8.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 512 | $3.00K | 0.00% |
| FMR LLC | 86 | $1.00K | 0.00% |
Sold out (4)
Institutions that held MFS Charter Income Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Wolverine Asset Management LLC | 129,603 | $816.0K |
| Waterfront Wealth Inc. | 14,135 | $89.0K |
| SeaCrest Wealth Management, LLC | 8,870 | $56.0K |
| South State Corp. | 1,250 | $8.00K |