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 2016?

66 institutional investors reported MCR - MFS CHARTER INCOME TRUST - Common Stock for Q3 2016. Use the holders table for investor-level position and value details.

MFS CHARTER INCOME TRUST - Common Stock (MCR)

CUSIP: 552727109

Q3 2016 13F Holders as of 30 Sep 2016

Type / Class: Equity / Common Stock
Shares outstanding: 41,815,745
Total 13F shares: 19,560,830
Share change: -172,144
Total reported value: $168,968,315
Price per share: $8.64
Number of holders: 66
Value change: -$1,486,651
Number of buys: 29
Number of sells: 20

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 2016
Previous quarter: Q2 2016

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
Relative Value Partners Group, LLC	13F	Company	10%	4,329,781	$36,412,000	—	30 Jun 2016	13F
MORGAN STANLEY	13F	Company	7.8%	3,257,170	$27,588,000	—	30 Jun 2016	13F
Saba Capital Management, L.P.	13F	Company	7.5%	3,155,231	$26,725,000	—	30 Jun 2016	13F
1607 Capital Partners, LLC	13F	Company	3.5%	1,450,840	$12,289,000	—	30 Jun 2016	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	3.4%	1,414,638	$11,982,000	—	30 Jun 2016	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	2.2%	909,267	$7,701,000	—	30 Jun 2016	13F
WELLS FARGO & COMPANY/MN	13F	Company	2.1%	886,955	$7,513,000	—	30 Jun 2016	13F
Invesco Ltd.	13F	Company	1.6%	679,873	$5,758,000	—	30 Jun 2016	13F
BANK OF AMERICA CORP /DE/	13F	Company	1.6%	677,194	$5,736,000	—	30 Jun 2016	13F
Kovitz Investment Group Partners, LLC	13F	Company	1.3%	547,987	$4,641,000	—	30 Jun 2016	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.61%	256,476	$2,172,000	—	30 Jun 2016	13F
Laurion Capital Management LP	13F	Company	0.61%	255,435	$2,164,000	—	30 Jun 2016	13F
Kelman-Lazarov, Inc.	13F	Company	0.58%	244,407	$2,075,015	—	30 Jun 2016	13F
CITIGROUP INC	13F	Company	0.5%	209,026	$1,770,000	—	30 Jun 2016	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.48%	202,111	$1,712,000	—	30 Jun 2016	13F
STIFEL FINANCIAL CORP	13F	Company	0.47%	197,034	$1,669,000	—	30 Jun 2016	13F
Point View Wealth Management, Inc.	13F	Company	0.41%	172,863	$1,464,000	—	30 Jun 2016	13F
HighTower Advisors, LLC	13F	Company	0.32%	133,822	$1,129,000	—	30 Jun 2016	13F
UBS Group AG	13F	Company	0.27%	112,699	$955,000	—	30 Jun 2016	13F
Starfire Investment Advisers, Inc.	13F	Company	0.16%	68,300	$578,501	—	30 Jun 2016	13F
Benchmark Capital Advisors	13F	Company	0.14%	56,650	$480,000	—	30 Jun 2016	13F
Gilman Hill Asset Management, LLC	13F	Company	0.11%	47,700	$404,000	—	30 Jun 2016	13F
WEDBUSH SECURITIES INC	13F	Company	0.1%	41,082	$348,000	—	30 Jun 2016	13F
Advisor Group, Inc.	13F	Company	0.1%	41,005	$347,000	—	30 Jun 2016	13F
Coe Capital Management, LLC	13F	Company	0.1%	40,000	$338,800	—	30 Jun 2016	13F
LPL Financial LLC	13F	Company	0.09%	37,742	$320,000	—	30 Jun 2016	13F
GUGGENHEIM CAPITAL LLC	13F	Company	0.08%	34,077	$288,000	—	30 Jun 2016	13F
Yellowstone Partners, LLC	13F	Company	0.06%	26,294	$223,000	—	30 Jun 2016	13F
ROYAL BANK OF CANADA	13F	Company	0.06%	24,658	$209,000	—	30 Jun 2016	13F
First Allied Advisory Services, Inc.	13F	Company	0.05%	21,078	$178,000	—	30 Jun 2016	13F
Global Endowment Management, LP	13F	Company	0.05%	20,000	$169,000	—	30 Jun 2016	13F
PNC FINANCIAL SERVICES GROUP, INC.	13F	Company	0.04%	18,603	$157,000	—	30 Jun 2016	13F
DOLIVER ADVISORS, LP	13F	Company	0.04%	16,485	$140,000	—	30 Jun 2016	13F
Fiera Capital Corp	13F	Company	0.03%	14,635	$124,000	—	30 Jun 2016	13F
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD	13F	Company	0.03%	12,950	$110,000	—	30 Jun 2016	13F
PHILADELPHIA TRUST CO	13F	Company	0.03%	12,000	$102,000	—	30 Jun 2016	13F
Curi Capital, LLC	13F	Company	0.03%	11,926	$101,000	—	30 Jun 2016	13F
Rock Point Advisors, LLC	13F	Company	0.03%	10,900	$92,000	—	30 Jun 2016	13F
FIFTH THIRD BANCORP	13F	Company	0.03%	10,800	$91,000	—	30 Jun 2016	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.02%	10,258	$87,000	—	30 Jun 2016	13F
M&R CAPITAL MANAGEMENT INC	13F	Company	0.02%	10,000	$84,000	—	30 Jun 2016	13F
PAYDEN & RYGEL	13F	Company	0.02%	9,400	$80,000	—	30 Jun 2016	13F
MSI Financial Services Inc	13F	Company	0.02%	8,206	$70,000	—	30 Jun 2016	13F
Creative Planning	13F	Company	0.02%	8,025	$68,000	—	30 Jun 2016	13F
Thomas J. Herzfeld Advisors, Inc.	13F	Company	0.01%	5,000	$42,000	—	30 Jun 2016	13F
Chicago Partners Investment Group LLC	13F	Company	0.01%	3,610	$31,000	—	30 Jun 2016	13F
WFG Advisors, LP	13F	Company	0.01%	3,542	$30,000	—	30 Jun 2016	13F
Krilogy Financial LLC	13F	Company	0.01%	3,400	$29,000	—	30 Jun 2016	13F
LS Investment Advisors, LLC	13F	Company	0.01%	2,800	$24,000	—	30 Jun 2016	13F
Wealthspire Advisors, L.P.	13F	Company	0.01%	2,455	$21,000	—	30 Jun 2016	13F

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q3 2016

As of 30 Sep 2016, MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by 66 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 19,560,830 shares. The largest 10 holders included Relative Value Partners Group, LLC, MORGAN STANLEY, Saba Capital Management, L.P., 1607 Capital Partners, LLC, SIT INVESTMENT ASSOCIATES INC, RIVERNORTH CAPITAL MANAGEMENT, LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, Invesco Ltd., and Kovitz Investment Group Partners, LLC. This page lists 66 institutional shareholders reporting positions in this security for the Q3 2016 filing period.

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

Compare Q3 2016 vs Q2 2016 Across Filers

Q2 2016 holders

Q3 2016 holders

Holder diff

Investor	Q2 2016 Shares	Q3 2016 Shares	Share Diff	Share Chg %	Q2 2016 Value $	Q3 2016 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.