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 2025 vs. Q4 2024
How the institutions holding MFS Charter Income Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 62 | 1 | 59 | −2 |
| Shares | 15.8M | 11.2K | 16.1M | +278.4K (+1.8%) |
| Value | $101.0M | $71.5K | $100.9M | −$3.25K (0.0%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held MFS Charter Income Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ethos Financial Group, LLC | 24,598 | $154.2K | 0.01% |
| Readystate Asset Management LP | 19,939 | $125.0K | 0.01% |
| HRT Financial LP | 16,001 | $100.0K | 0.00% |
| Farther Finance Advisors, LLC | 11,228 | $70.7K | 0.00% |
| Geneos Wealth Management Inc. | 5,373 | $33.7K | 0.00% |
Sold out (7)
Institutions that held MFS Charter Income Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Citadel Advisors LLC | 12,872 | $82.1K |
| Jane Street Group, LLC | 12,372 | $78.9K |
| Cetera Investment Advisers | 11,735 | $74.9K |
| International Assets Investment Management, LLC | 11,675 | $74.0K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,945 | $18.8K |
| Plante Moran Financial Advisors, LLC | 122 | $778 |
| Laurel Wealth Advisors LLC | 12 | $77 |
Not filed for Q1 2025 yet (1)
Institutions that held MFS Charter Income Trust at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| SignalPoint Asset Management, LLC | 11,199 | $71.5K |