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 2023 vs. Q3 2023
How the institutions holding MFS Charter Income Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 65 | 58 | −7 |
| Shares | 13.7M | 14.0M | +320.8K (+2.3%) |
| Value | $79.9M | $90.3M | +$10.4M (+13.0%) |
New holders (2)
Institutions that held MFS Charter Income Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Concurrent Investment Advisors, LLC | 18,486 | $119.4K | 0.01% |
| Private Ocean, LLC | 1,500 | $9.69K | 0.00% |
Sold out (9)
Institutions that held MFS Charter Income Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Wolverine Asset Management LLC | 29,873 | $174.8K |
| HRT Financial LP | 18,133 | $106.0K |
| Dynamic Advisor Solutions LLC | 15,449 | $90.4K |
| Centaurus Financial, Inc. | 12,404 | $73.0K |
| First Nebraska Trust Co | 12,200 | $71.4K |
| Park Avenue Securities LLC | 12,152 | $71.0K |
| Warren Averett Asset Management, LLC | 11,020 | $64.5K |
| Elequin Capital LP | 3,715 | $21.7K |
| FinTrust Capital Advisors, LLC | 1,120 | $6.55K |