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 2024 vs. Q3 2024
How the institutions holding MFS Charter Income Trust changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 57 | 3 | 62 | +8 |
| Shares | 15.2M | 146.8K | 15.8M | +827.3K (+5.5%) |
| Value | $99.0M | $964.7K | $101.0M | +$2.93M (+3.0%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held MFS Charter Income Trust at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 386,254 | $2.46M | 1.56% |
| Raymond James Financial Inc | 121,595 | $775.8K | 0.00% |
| Warren Averett Asset Management, LLC | 39,392 | $251.3K | 0.00% |
| Anderson Financial Strategies, LLC | 33,775 | $215.5K | 0.13% |
| Melfa Wealth Management, LLC | 20,250 | $129.2K | 0.09% |
| Citadel Advisors LLC | 12,872 | $82.1K | 0.00% |
| Jane Street Group, LLC | 12,372 | $78.9K | 0.00% |
| MAI Capital Management | 3,911 | $25.0K | 0.00% |
| WPG Advisers, LLC | 2,391 | $15.3K | 0.01% |
| SIMA Wealth Partners, LLC | 1,775 | $11.3K | 0.01% |
| Plante Moran Financial Advisors, LLC | 122 | $778 | 0.00% |
| Laurel Wealth Advisors LLC | 12 | $77 | 0.00% |
Sold out (4)
Institutions that held MFS Charter Income Trust at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Wolverine Asset Management LLC | 130,143 | $855.0K |
| Captrust Financial Advisors | 23,629 | $155.2K |
| Advisory Services Network, LLC | 11,921 | $74.7K |
| DiNuzzo Private Wealth, Inc. | 250 | $1.64K |
Not filed for Q4 2024 yet (3)
Institutions that held MFS Charter Income Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 68,922 | $452.8K |
| Raymond James & Associates | 42,025 | $276.1K |
| 9258 Wealth Management, LLC | 35,886 | $235.8K |