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MFS Charter Income Trust

MCR2026/6/22 下市

MFS Charter Income Trust 已在 2026/6/22 下市;內部人最後一份 Form 4 在 2026/8/11 申報;2026 年第 1 季末有 66 家機構在 13F 申報持有,市值合計 $1.05 億;沒有大師持有。

2026 年第 2 季與 2026 年第 1 季比較

持有 MFS Charter Income Trust 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

MCR 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季2026 年第 2 季變化
持有家數660−66
股數1,737 萬0−1,737 萬 (−100.0%)
市值$1.05 億$0−$1.05 億 (−100.0%)

新進機構(0 家)

2026 年第 2 季季末持有 MFS Charter Income Trust、2026 年第 1 季季末沒有持有的機構。

沒有。

清倉機構(66 家)

2026 年第 1 季季末持有 MFS Charter Income Trust、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 MCR 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Morgan Stanley7,677,944$4,653 萬
Sit Investment Associates Inc4,097,943$2,483 萬
Allspring Global Investments Holdings, LLC1,362,242$825.5 萬
Shaker Financial Services, LLC533,655$323.4 萬
Invesco Ltd.489,516$296.6 萬
Bank of America Corp381,610$231.3 萬
Rivernorth Capital Management, LLC309,031$187.3 萬
Wells Fargo & Company209,970$127.2 萬
Riverbridge Partners LLC207,236$125.6 萬
Pathstone Holdings, LLC144,700$87.7 萬
Commonwealth Equity Services, LLC135,913$82.4 萬
Kestra Advisory Services, LLC128,467$77.9 萬
Raymond James Financial Inc117,463$71.2 萬
UBS Group AG112,309$68.1 萬
Cambridge Investment Research Advisors, Inc.111,537$67.6 萬
Stifel Financial Corp110,446$66.9 萬
GWM Advisors LLC108,740$65.9 萬
Ashton Thomas Securities, LLC96,650$58.6 萬
Logan Stone Capital, LLC88,880$53.9 萬
Advisor Group Holdings, Inc.85,892$52.0 萬
HighTower Advisors, LLC78,375$47.5 萬
LPL Financial LLC76,200$46.2 萬
Janney Montgomery Scott LLC74,063$44.9 萬
Fortitude Advisory Group L.L.C.57,217$34.7 萬
Stonebridge Financial Planning Group, LLC51,149$31.0 萬
Warren Averett Asset Management, LLC46,809$28.4 萬
Susquehanna International Group, LLP40,898$24.8 萬
CoreCap Advisors, LLC40,105$24.3 萬
Decision Investments, Inc36,853$22.3 萬
Benjamin Edwards Inc35,203$21.3 萬
Royal Bank of Canada31,942$19.4 萬
Closed-End Fund Advisors, Inc.30,841$18.7 萬
Wolverine Asset Management LLC25,644$15.5 萬
Ethos Financial Group, LLC21,729$13.6 萬
Concurrent Investment Advisors, LLC21,366$12.9 萬
Valley Brook Capital Group19,650$11.9 萬
Citadel Advisors LLC17,773$10.8 萬
Creative Planning16,046$9.72 萬
Cetera Investment Advisers13,289$8.05 萬
Evolve Private Wealth, LLC13,000$7.88 萬
Jane Street Group, LLC12,382$7.50 萬
National Asset Management, Inc.12,608$7.43 萬
Philadelphia Trust Co12,000$7.30 萬
Mariner, LLC11,740$6.97 萬
Farther Finance Advisors, LLC11,329$6.82 萬
Wedbush Securities Inc10,809$6.60 萬
Larson Financial Group LLC4,413$2.67 萬
Pinnacle Wealth Planning Services, Inc.3,662$2.22 萬
IFG Advisory, LLC3,500$2.12 萬
Allworth Financial LP3,486$2.11 萬
Fifth Third Bancorp3,402$2.06 萬
Vermillion Wealth Management, Inc.2,826$1.71 萬
Rockefeller Capital Management L.P.2,802$1.70 萬
WPG Advisers, LLC2,289$1.39 萬
Bartlett & Co. Wealth Management LLC2,225$1.34 萬
US Bancorp2,107$1.28 萬
Advisory Services Network, LLC1,148$6,957
Creative Financial Designs Inc1,046$6,339
Steward Partners Investment Advisory, LLC1,020$6,181
First Horizon Corp882$5,345
Piscataqua Savings Bank563$3,411
Armstrong Advisory Group, Inc500$3,030
The PNC Financial Services Group, Inc.474$2,874
MAI Capital Management281$1,703
JPMorgan Chase & Co285$1,679
Key Financial Inc228$1,379