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 2023 vs. Q2 2023
How the institutions holding MFS Charter Income Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 62 | 65 | +3 |
| Shares | 13.4M | 13.7M | +300.6K (+2.3%) |
| Value | $84.3M | $79.9M | −$4.38M (−5.2%) |
New holders (5)
Institutions that held MFS Charter Income Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HRT Financial LP | 18,133 | $106.0K | 0.00% |
| Park Avenue Securities LLC | 12,152 | $71.0K | 0.00% |
| International Assets Investment Management, LLC | 11,675 | $68.3K | 0.01% |
| Comerica Bank | 9,098 | $53.2K | 0.00% |
| FinTrust Capital Advisors, LLC | 1,120 | $6.55K | 0.00% |
Sold out (2)
Institutions that held MFS Charter Income Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Creative Planning | 11,247 | $71.0K |
| EverSource Wealth Advisors, LLC | 512 | $3.23K |