MFS CHARTER INCOME TRUST
Institutional Ownership & Holdings Analysis
About
mfs-charter-income-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | MORGAN STANLEY(2025-03-31) | $48.6M |
| 2 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $15.4M |
| 3 | Allspring Global Investments Holdings, LLC(2025-03-31) | $10.0M |
| 4 | Invesco Ltd.(2025-03-31) | $3.2M |
| 5 | Pathstone Holdings, LLC(2025-03-31) | $2.7M |
| 6 | GraniteShares Advisors LLC(2025-03-31) | $2.6M |
| 7 | BANK OF AMERICA CORP /DE/(2025-03-31) | $2.1M |
| 8 | Shaker Financial Services, LLC(2025-03-31) | $2.0M |
| 9 | STIFEL FINANCIAL CORP(2025-03-31) | $1.1M |
| 10 | WELLS FARGO & COMPANY/MN(2025-03-31) | $1.0M |
| 11 | LPL Financial LLC(2025-03-31) | $930.7K |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $870.0K |
| 13 | NewEdge Advisors, LLC(2025-03-31) | $720.0K |
| 14 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $716.3K |
| 15 | Kestra Advisory Services, LLC(2025-03-31) | $694.6K |
| 16 | Cambridge Investment Research Advisors, Inc.(2025-03-31) | $681.0K |
| 17 | HighTower Advisors, LLC(2025-03-31) | $648.6K |
| 18 | RIVERBRIDGE PARTNERS LLC(2025-03-31) | $601.5K |
| 19 | UBS Group AG(2025-03-31) | $584.1K |
| 20 | Fortitude Advisory Group L.L.C.(2025-03-31) | $342.7K |
As of 2025-03-31
Value:$48.6M
As of 2025-03-31
Value:$15.4M
As of 2025-03-31
Value:$10.0M
As of 2025-03-31
Value:$3.2M
As of 2025-03-31
Value:$2.7M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.0M
As of 2025-03-31
Value:$1.1M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$930.7K
As of 2025-03-31
Value:$870.0K
As of 2025-03-31
Value:$720.0K
As of 2025-03-31
Value:$716.3K
As of 2025-03-31
Value:$694.6K
As of 2025-03-31
Value:$681.0K
As of 2025-03-31
Value:$648.6K
As of 2025-03-31
Value:$601.5K
#19UBS Group AG
As of 2025-03-31
Value:$584.1K
As of 2025-03-31
Value:$342.7K
Total Institutional Holders:67
Top 10 Holders Own:88.5%