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 2025 vs. Q2 2025
How the institutions holding MFS Charter Income Trust changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 58 | 59 | +1 |
| Shares | 16.5M | 17.1M | +587.1K (+3.6%) |
| Value | $105.0M | $109.7M | +$4.72M (+4.5%) |
New holders (7)
Institutions that held MFS Charter Income Trust at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Janney Montgomery Scott LLC | 73,988 | $475.0K | 0.00% |
| Benjamin Edwards Inc | 35,749 | $229.5K | 0.00% |
| Cetera Investment Advisers | 18,489 | $118.7K | 0.00% |
| Susquehanna International Group, LLP | 18,249 | $117.2K | 0.00% |
| Rockefeller Capital Management L.P. | 2,802 | $18.0K | 0.00% |
| Advisory Services Network, LLC | 1,148 | $7.37K | 0.00% |
| First Horizon Corp | 882 | $5.66K | 0.00% |
Sold out (6)
Institutions that held MFS Charter Income Trust at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| L.M. Kohn & Company | 34,781 | $221.2K |
| Landscape Capital Management, L.L.C. | 14,907 | $94.8K |
| Peapack Gladstone Financial Corp | 13,583 | $86.0K |
| Melfa Wealth Management, LLC | 10,750 | $68.4K |
| Geneos Wealth Management Inc. | 5,006 | $31.8K |
| CWM, LLC | 974 | $6.00K |