Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
41,988,101
-
Number of holders
-
61
-
Total 13F shares, excl. options
-
14,531,726
-
Shares change
-
+202,118
-
Total reported value, excl. options
-
$91,117,859
-
Value change
-
+$1,262,498
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Number of buys
-
22
-
Number of sells
-
27
-
Price
-
$6.27
Institutional Holders of MFS CHARTER INCOME TRUST - Common Stock (MCR) as of Q2 2024
As of 30 Jun 2024 MFS CHARTER INCOME TRUST - Common Stock (MCR) had 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 14,531,726 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, Allspring Global Investments Holdings, LLC, SIT INVESTMENT ASSOCIATES INC, Invesco Ltd., Shaker Financial Services, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, WELLS FARGO & COMPANY/MN, COMMONWEALTH EQUITY SERVICES, LLC, and STIFEL FINANCIAL CORP.
This table shows 61 institutional shareholders of the security as of 30 Jun 2024.
| 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.