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 2018?

67 institutional investors reported MCR - MFS CHARTER INCOME TRUST - Common Stock for Q3 2018. Use the holders table for investor-level position and value details.

MFS CHARTER INCOME TRUST - Common Stock (MCR)

CUSIP: 552727109

Q3 2018 13F Holders as of 30 Sep 2018

Type / Class: Equity / Common Stock
Shares outstanding: 41,815,745
Total 13F shares: 13,832,061
Share change: -780,784
Total reported value: $106,584,391
Price per share: $7.76
Number of holders: 67
Value change: -$6,059,851
Number of buys: 27
Number of sells: 27

Security key

552727109

Report period

Q3 2018

Institutions

Top holders

MCR full security history Newer quarter: Q4 2018 Previous quarter: Q2 2018 MFS CHARTER INCOME TRUST SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 552727109

Newer quarter: Q4 2018 Previous quarter: Q2 2018

Recent filing periods:

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	9.9%	4,146,327	$32,881,000	—	30 Jun 2018	13F
Relative Value Partners Group, LLC	13F	Company	5.3%	2,237,010	$17,739,000	—	30 Jun 2018	13F
SIT INVESTMENT ASSOCIATES INC	13F	Company	2.6%	1,066,649	$8,459,000	—	30 Jun 2018	13F
1607 Capital Partners, LLC	13F	Company	2.5%	1,063,901	$8,437,000	—	30 Jun 2018	13F
WELLS FARGO & COMPANY/MN	13F	Company	1.9%	790,471	$6,269,000	—	30 Jun 2018	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	1.5%	631,304	$5,006,000	—	30 Jun 2018	13F
Invesco Ltd.	13F	Company	1.4%	603,078	$4,782,000	—	30 Jun 2018	13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13F	Company	1.2%	516,364	$4,095,000	—	30 Jun 2018	13F
Kovitz Investment Group Partners, LLC	13F	Company	1%	428,954	$3,402,000	—	30 Jun 2018	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.97%	406,032	$3,220,000	—	30 Jun 2018	13F
Laurion Capital Management LP	13F	Company	0.94%	391,250	$3,103,000	—	30 Jun 2018	13F
BlackRock Finance, Inc.	13F	Company	0.87%	365,637	$2,900,000	—	30 Jun 2018	13F
Kelman-Lazarov, Inc.	13F	Company	0.75%	314,140	$2,491,000	—	30 Jun 2018	13F
STIFEL FINANCIAL CORP	13F	Company	0.46%	192,128	$1,525,000	—	30 Jun 2018	13F
Point View Wealth Management, Inc.	13F	Company	0.34%	142,921	$1,133,000	—	30 Jun 2018	13F
BENJAMIN F. EDWARDS & COMPANY, INC.	13F	Company	0.32%	134,245	$1,065,000	—	30 Jun 2018	13F
HighTower Advisors, LLC	13F	Company	0.31%	130,984	$1,041,000	—	30 Jun 2018	13F
UBS Group AG	13F	Company	0.25%	104,477	$828,000	—	30 Jun 2018	13F
Curi Capital, LLC	13F	Company	0.2%	82,938	$658,000	—	30 Jun 2018	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	0.19%	80,694	$640,000	—	30 Jun 2018	13F
CENTAURUS FINANCIAL, INC.	13F	Company	0.18%	77,281	$613,000	—	30 Jun 2018	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.17%	69,014	$547,000	—	30 Jun 2018	13F
RAYMOND JAMES & ASSOCIATES	13F	Company	0.14%	56,772	$450,000	—	30 Jun 2018	13F
Advisor Group, Inc.	13F	Company	0.13%	56,171	$446,000	—	30 Jun 2018	13F
Gilman Hill Asset Management, LLC	13F	Company	0.12%	49,075	$389,000	—	30 Jun 2018	13F
DOLIVER ADVISORS, LP	13F	Company	0.12%	48,836	$387,000	—	30 Jun 2018	13F
SeaCrest Wealth Management, LLC	13F	Company	0.12%	48,288	$383,000	—	30 Jun 2018	13F
Benchmark Capital Advisors	13F	Company	0.08%	32,750	$260,000	—	30 Jun 2018	13F
Fiera Capital Corp	13F	Company	0.07%	30,917	$245,000	—	30 Jun 2018	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	0.07%	30,622	$243,000	—	30 Jun 2018	13F
LPL Financial LLC	13F	Company	0.07%	30,112	$239,000	—	30 Jun 2018	13F
Shaker Financial Services, LLC	13F	Company	0.07%	28,200	$224,000	—	30 Jun 2018	13F
Dynamic Advisor Solutions LLC	13F	Company	0.07%	27,935	$222,000	—	30 Jun 2018	13F
LADENBURG THALMANN FINANCIAL SERVICES INC.	13F	Company	0.06%	26,281	$214,000	—	30 Jun 2018	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.04%	17,905	$142,000	—	30 Jun 2018	13F
Pinnacle Wealth Planning Services, Inc.	13F	Company	0.04%	15,904	$126,000	—	30 Jun 2018	13F
First Allied Advisory Services, Inc.	13F	Company	0.04%	15,699	$126,000	—	30 Jun 2018	13F
Saba Capital Management, L.P.	13F	Company	0.03%	13,240	$105,000	—	30 Jun 2018	13F
PHILADELPHIA TRUST CO	13F	Company	0.03%	12,000	$95,000	—	30 Jun 2018	13F
Waverly Advisors, LLC	13F	Company	0.03%	11,020	$87,000	—	30 Jun 2018	13F
Rock Point Advisors, LLC	13F	Company	0.03%	10,900	$86,000	—	30 Jun 2018	13F
WEDBUSH SECURITIES INC	13F	Company	0.02%	10,348	$82,000	—	30 Jun 2018	13F
M&R CAPITAL MANAGEMENT INC	13F	Company	0.02%	10,000	$79,000	—	30 Jun 2018	13F
ROYAL BANK OF CANADA	13F	Company	0.02%	6,521	$52,000	—	30 Jun 2018	13F
BANK OF MONTREAL /CAN/	13F	Company	0.01%	5,059	$40,000	—	30 Jun 2018	13F
Cornerstone Wealth Management, LLC	13F	Company	0.01%	4,124	$520,000	—	30 Jun 2018	13F
TRUST DEPARTMENT MB FINANCIAL BANK N A	13F	Company	0.01%	3,305	$26,000	—	30 Jun 2018	13F
LS Investment Advisors, LLC	13F	Company	0.01%	2,800	$22,000	—	30 Jun 2018	13F
Chicago Partners Investment Group LLC	13F	Company	0.01%	2,730	$22,000	—	30 Jun 2018	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	0.01%	2,704	$21,000	—	30 Jun 2018	13F

Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q3 2018

As of 30 Sep 2018, MFS CHARTER INCOME TRUST - Common Stock (MCR) was held by 67 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 13,832,061 shares. The largest 10 holders included MORGAN STANLEY, Relative Value Partners Group, LLC, 1607 Capital Partners, LLC, SIT INVESTMENT ASSOCIATES INC, WELLS FARGO & COMPANY/MN, Invesco Ltd., RIVERNORTH CAPITAL MANAGEMENT, LLC, Parametric Portfolio Associates LLC, Kovitz Investment Group Partners, LLC, and BANK OF AMERICA CORP /DE/. This page lists 67 institutional shareholders reporting positions in this security for the Q3 2018 filing period.

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

Compare Q3 2018 vs Q2 2018 Across Filers

Q2 2018 holders

Q3 2018 holders

Holder diff

Investor	Q2 2018 Shares	Q3 2018 Shares	Share Diff	Share Chg %	Q2 2018 Value $	Q3 2018 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.