Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
42M
-
Number of holders
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65
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Total 13F shares, excl. options
-
12.8M
-
Shares change
-
+2.09M
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Total reported value, excl. options
-
$109M
-
Value change
-
+$17.8M
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Number of buys
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25
-
Number of sells
-
-29
-
Price
-
$8.54
Significant Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q1 2021
70 filings reported holding MCR - MFS CHARTER INCOME TRUST - Common Stock as of Q1 2021.
MFS CHARTER INCOME TRUST - Common Stock (MCR) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.8M shares
of 42M outstanding shares and own 30.46% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (3.9M shares), Parametric Portfolio Associates LLC (2.84M shares), SIT INVESTMENT ASSOCIATES INC (2.49M shares), WELLS FARGO & COMPANY/MN (458K shares), Invesco Ltd. (449K shares), BANK OF AMERICA CORP /DE/ (442K shares), UBS Group AG (257K shares), CENTAURUS FINANCIAL, INC. (220K shares), LPL Financial LLC (176K shares), and STIFEL FINANCIAL CORP (159K shares).
This table shows the top 65 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.