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.
Q4 2022 vs. Q3 2022
How the institutions holding MFS Charter Income Trust changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 74 | +6 |
| Shares | 12.9M | 1.76K | 13.0M | +127.6K (+1.0%) |
| Value | $76.8M | $10.5K | $80.1M | +$3.28M (+4.3%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held MFS Charter Income Trust at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Walleye Capital LLC | 33,122 | $203.7K | 0.00% |
| Rivernorth Capital Management, LLC | 25,000 | $153.8K | 0.01% |
| Jane Street Group, LLC | 11,672 | $71.8K | 0.00% |
| Elequin Capital LP | 11,042 | $67.9K | 0.02% |
| HRT Financial LP | 10,227 | $62.0K | 0.00% |
| JPMorgan Chase & Co | 9,370 | $58.0K | 0.00% |
| Wolverine Asset Management LLC | 5,000 | $30.8K | 0.00% |
| US Bancorp | 2,000 | $12.3K | 0.00% |
| Armstrong Advisory Group, Inc | 500 | $3.08K | 0.00% |
| West Paces Advisors Inc. | 88 | $541 | 0.00% |
Sold out (4)
Institutions that held MFS Charter Income Trust at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Relative Value Partners Group, LLC | 67,616 | $402.0K |
| We Are One Seven, LLC | 13,041 | $77.0K |
| Signaturefd, LLC | 2,150 | $13.0K |
| GPS Wealth Strategies Group, LLC | 250 | $1.00K |
Not filed for Q4 2022 yet (1)
Institutions that held MFS Charter Income Trust at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| American Portfolios Advisors | 1,765 | $10.5K |