MFS CHARTER INCOME TRUST - Common Stock (MCR)

Q2 2020 13F Holders as of 30 Jun 2020

Type / Class
Equity / Common Stock
Shares outstanding
41,988,101
Number of holders
62
Total 13F shares, excl. options
11,373,098
Shares change
+379,637
Total reported value, excl. options
$90,433,260
Value change
+$3,898,406
Number of buys
29
Number of sells
-30
Price
$7.95

Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q2 2020

76 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q2 2020.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 11,373,098 shares of 41,988,101 outstanding shares and own 27% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3,539,391 shares), SIT INVESTMENT ASSOCIATES INC (3,071,170 shares), WELLS FARGO & COMPANY/MN (804,602 shares), Parametric Portfolio Associates LLC (738,798 shares), Invesco Ltd. (589,365 shares), BANK OF AMERICA CORP /DE/ (453,401 shares), UBS Group AG (206,554 shares), CENTAURUS FINANCIAL, INC. (167,732 shares), STIFEL FINANCIAL CORP (149,366 shares), and LPL Financial LLC (147,608 shares).
This table shows the top 62 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* 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.