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 2023 vs. Q4 2022
How the institutions holding MFS Charter Income Trust changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 59 | −14 |
| Shares | 13.0M | 115.7K | 12.8M | −129.4K (−1.0%) |
| Value | $80.1M | $711.6K | $80.3M | +$981.1K (+1.2%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (1)
Institutions that held MFS Charter Income Trust at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 250 | $1.57K | 0.00% |
Sold out (15)
Institutions that held MFS Charter Income Trust at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Walleye Capital LLC | 33,122 | $203.7K |
| Rivernorth Capital Management, LLC | 25,000 | $153.8K |
| Landscape Capital Management, L.L.C. | 17,585 | $108.1K |
| Park Avenue Securities LLC | 15,536 | $96.0K |
| Atria Wealth Solutions, Inc. | 15,177 | $93.3K |
| Jane Street Group, LLC | 11,672 | $71.8K |
| Elequin Capital LP | 11,042 | $67.9K |
| Pinnacle Wealth Planning Services, Inc. | 10,265 | $63.1K |
| HRT Financial LP | 10,227 | $62.0K |
| Rockefeller Capital Management L.P. | 7,581 | $46.0K |
| IFP Advisors, Inc | 2,729 | $25.0K |
| First Manhattan Co | 2,934 | $18.0K |
| North Star Investment Management Corp. | 550 | $3.38K |
| West Paces Advisors Inc. | 88 | $541 |
| FMR LLC | 1 | $6 |
Not filed for Q1 2023 yet (1)
Institutions that held MFS Charter Income Trust at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 115,710 | $711.6K |