What does CUSIP 552727109 represent in this 13F holders report?

CUSIP 552727109 is the security identifier for MCR - MFS CHARTER INCOME TRUST - Common Stock used to aggregate holder disclosures.

How many institutions held MCR - MFS CHARTER INCOME TRUST - Common Stock in Q3 2014?

64 institutional investors reported MCR - MFS CHARTER INCOME TRUST - Common Stock for Q3 2014. Use the holders table for investor-level position and value details.

MFS CHARTER INCOME TRUST - Common Stock (MCR)

CUSIP: 552727109

Q3 2014 13F Holders as of 30 Sep 2014

Type / Class: Equity / Common Stock
Shares outstanding: 41,815,745
Total 13F shares: 19,423,325
Share change: +346,588
Total reported value: $172,092,849
Price per share: $8.86
Number of holders: 64
Value change: +$3,028,687
Number of buys: 27
Number of sells: 24

Quarterly Holders Quick Answers

What is CUSIP 552727109?
CUSIP 552727109 identifies MCR - MFS CHARTER INCOME TRUST - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q4 2014
Previous quarter: Q2 2014

Recent filing periods for CUSIP 552727109:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of MCR - MFS CHARTER INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	15%	6,238,532	$57,645,000	—	30 Jun 2014	13F
Relative Value Partners, LLC	13F	Company	5.3%	2,233,261	$20,635,000	—	30 Jun 2014	13F
Saba Capital Management, L.P.	13F	Company	5.3%	2,211,381	$20,433,000	—	30 Jun 2014	13F
WELLS FARGO & COMPANY/MN	13F	Company	2.5%	1,058,277	$9,778,000	—	30 Jun 2014	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	2.2%	931,926	$8,611,000	—	30 Jun 2014	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	1.9%	781,023	$7,217,000	—	30 Jun 2014	13F
Invesco Ltd.	13F	Company	1.6%	666,816	$6,161,000	—	30 Jun 2014	13F
1607 Capital Partners, LLC	13F	Company	1.4%	583,441	$5,391,000	—	30 Jun 2014	13F
BANK OF AMERICA CORP /DE/	13F	Company	1.3%	530,962	$4,906,000	—	30 Jun 2014	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	1.2%	517,447	$4,781,000	—	30 Jun 2014	13F
Assured Investment Management LLC	13F	Company	1.1%	451,672	$4,173,000	—	30 Jun 2014	13F
GUGGENHEIM CAPITAL LLC	13F	Company	0.55%	232,042	$2,143,000	—	30 Jun 2014	13F
Grantham, Mayo, Van Otterloo & Co. LLC	13F	Company	0.55%	228,312	$2,110,000	—	30 Jun 2014	13F
Shaker Financial Services, LLC	13F	Company	0.52%	215,476	$1,991,000	—	30 Jun 2014	13F
STIFEL FINANCIAL CORP	13F	Company	0.43%	180,687	$1,670,000	—	30 Jun 2014	13F
HighTower Advisors, LLC	13F	Company	0.35%	145,383	$1,343,000	—	30 Jun 2014	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	0.34%	142,293	$1,314,000	—	30 Jun 2014	13F
Kamunting Street Capital Management, L.P.	13F	Company	0.33%	136,806	$1,264,000	—	30 Jun 2014	13F
ROBINSON CAPITAL MANAGEMENT, LLC	13F	Company	0.28%	117,654	$1,068,000	—	30 Jun 2014	13F
CORNERSTONE ADVISORS INC	13F	Company	0.27%	114,139	$1,055,000	—	30 Jun 2014	13F
UBS AG	13F	Company	0.26%	108,639	$1,004,000	—	30 Jun 2014	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.26%	108,021	$998,000	—	30 Jun 2014	13F
BARCLAYS PLC	13F	Company	0.25%	104,614	$941,000	—	30 Jun 2014	13F
DOLIVER ADVISORS, LP	13F	Company	0.21%	89,479	$827,000	—	30 Jun 2014	13F
TFS CAPITAL LLC	13F	Company	0.2%	84,718	$783,000	—	30 Jun 2014	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.18%	76,408	$706,000	—	30 Jun 2014	13F
JANE STREET GROUP, LLC	13F	Company	0.18%	75,949	$702,000	—	30 Jun 2014	13F
SENTINEL TRUST CO LBA	13F	Company	0.17%	72,200	$667,000	—	30 Jun 2014	13F
Benchmark Capital Advisors	13F	Company	0.16%	68,350	$632,000	—	30 Jun 2014	13F
M&R CAPITAL MANAGEMENT INC	13F	Company	0.15%	63,000	$582,000	—	30 Jun 2014	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.14%	58,881	$544,000	—	30 Jun 2014	13F
LPL Financial LLC	13F	Company	0.14%	58,262	$538,000	—	30 Jun 2014	13F
ROYAL BANK OF CANADA	13F	Company	0.11%	44,384	$410,000	—	30 Jun 2014	13F
Gilman Hill Asset Management, LLC	13F	Company	0.09%	37,575	$347,000	—	30 Jun 2014	13F
Point View Wealth Management, Inc.	13F	Company	0.08%	35,129	$325,000	—	30 Jun 2014	13F
Ancora Advisors LLC	13F	Company	0.07%	29,700	$274,000	—	30 Jun 2014	13F
Cetera Advisor Networks LLC	13F	Company	0.07%	27,940	$256,000	—	30 Jun 2014	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.06%	25,601	$237,000	—	30 Jun 2014	13F
Advisors Preferred, LLC	13F	Company	0.06%	25,026	$231,240	—	30 Jun 2014	13F
Yellowstone Partners, LLC	13F	Company	0.05%	21,407	$198,000	—	30 Jun 2014	13F
Global Endowment Management, LP	13F	Company	0.05%	20,000	$185,000	—	30 Jun 2014	13F
Verition Fund Management LLC	13F	Company	0.05%	19,152	$177,000	—	30 Jun 2014	13F
Commonwealth Equity Services, Inc	13F	Company	0.04%	15,751	$146,000	—	30 Jun 2014	13F
FIRST TRUST ADVISORS LP	13F	Company	0.03%	12,680	$117,000	—	30 Jun 2014	13F
PHILADELPHIA TRUST CO	13F	Company	0.03%	12,000	$111,000	—	30 Jun 2014	13F
Rock Point Advisors, LLC	13F	Company	0.03%	10,900	$101,000	—	30 Jun 2014	13F
PAYDEN & RYGEL	13F	Company	0.02%	9,400	$87,000	—	30 Jun 2014	13F
FARMERS & MERCHANTS INVESTMENTS INC	13F	Company	0.01%	4,400	$41,000	—	30 Jun 2014	13F
WFG Advisors, LP	13F	Company	0.01%	3,319	$31,000	—	30 Jun 2014	13F
MSI Financial Services Inc	13F	Company	0.01%	3,246	$30,000	—	30 Jun 2014	13F

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q3 2014

As of 30 Sep 2014, MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by 64 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 19,423,325 shares. The largest 10 holders included MORGAN STANLEY, Saba Capital Management, L.P., Relative Value Partners, LLC, WELLS FARGO & COMPANY/MN, RIVERNORTH CAPITAL MANAGEMENT, LLC, SIT INVESTMENT ASSOCIATES INC, Invesco Ltd., BANK OF AMERICA CORP /DE/, 1607 Capital Partners, LLC, and Parametric Portfolio Associates LLC. This page lists 64 institutional shareholders reporting positions in this security for the Q3 2014 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q3 2014 vs Q2 2014 Across Filers

Q2 2014 holders

Q3 2014 holders

Holder diff

-5

Investor	Q2 2014 Shares	Q3 2014 Shares	Share Diff	Share Chg %	Q2 2014 Value $	Q3 2014 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.