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.
Q2 2024 vs. Q1 2024
How the institutions holding MFS Charter Income Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 66 | 62 | −4 |
| Shares | 14.3M | 14.6M | +285.2K (+2.0%) |
| Value | $90.6M | $91.1M | +$538.7K (+0.6%) |
New holders (5)
Institutions that held MFS Charter Income Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ashton Thomas Securities, LLC | 41,750 | $265.1K | 0.06% |
| Atlas Private Wealth Advisors | 12,000 | $75.2K | 0.01% |
| Larson Financial Group LLC | 1,900 | $11.9K | 0.00% |
| Private Trust Co NA | 400 | $2.51K | 0.00% |
| Strategic Financial Concepts, LLC | 41,340 | – | – |
Sold out (9)
Institutions that held MFS Charter Income Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| CoreCap Advisors, LLC | 47,510 | $301.2K |
| HRT Financial LP | 12,859 | $81.0K |
| Integrated Wealth Concepts LLC | 10,000 | $63.4K |
| Fernwood Investment Management, LLC | 3,000 | $19.0K |
| Northwestern Mutual Wealth Management Co | 670 | $4.25K |
| US Bancorp | 546 | $3.46K |
| Fifth Third Bancorp | 250 | $1.58K |
| GPS Wealth Strategies Group, LLC | 250 | $1.58K |
| FMR LLC | 1 | $6 |