MFS Charter Income Trust
MCR · NYSE
Filings65
Total reported value$107.0M
| Manager | Shares | Value | Change |
|---|---|---|---|
| MORGAN STANLEY | 8.1M | $50.5M | -0.5% |
| SIT INVESTMENT ASSOCIATES INC | 3.4M | $21.5M | +15.3% |
| Allspring Global Investments Holdings, LLC | 1.3M | $8.0M | -33.9% |
| Invesco Ltd. | 525K | $3.3M | +1.3% |
| GraniteShares Advisors LLC | 481K | $3.0M | +8.1% |
| Pathstone Holdings, LLC | 441.3K | $2.8M | +11.6% |
| Shaker Financial Services, LLC | 376.3K | $2.4M | +8.5% |
| BANK OF AMERICA CORP /DE/ | 360.6K | $2.3M | +6.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 187.3K | $1.2M | +20.4% |
| STIFEL FINANCIAL CORP | 164.5K | $1.0M | +4.5% |
| WELLS FARGO & COMPANY/MN | 141.1K | $883.2K | -13.4% |
| LPL Financial LLC | 134.3K | $840.8K | -2.7% |
| UBS Group AG | 122.1K | $764.4K | +21.0% |
| Cambridge Investment Research Advisors, Inc. | 119K | $744.6K | +13.8% |
| NewEdge Advisors, LLC | 116.5K | $729.5K | +3.3% |
| RAYMOND JAMES FINANCIAL INC | 109.5K | $685.5K | -0.8% |
| Kestra Advisory Services, LLC | 107.6K | $673.8K | -3.0% |
| RIVERBRIDGE PARTNERS LLC | 101.8K | $637.2K | +2.2% |
| HighTower Advisors, LLC | 98.7K | $618.0K | -5.8% |
| Janney Montgomery Scott LLC | 74K | $463.2K | +50.0% |
| ADVISOR GROUP HOLDINGS, INC. | 72.8K | $455.8K | +2.3% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 68.7K | $429.7K | +17.9% |
| Fortitude Advisory Group L.L.C. | 57.2K | $358.2K | 0.0% |
| Stonebridge Financial Planning Group, LLC | 50.8K | $318.0K | -5.0% |
| CoreCap Advisors, LLC | 42.1K | $263.7K | 0.0% |
| Waverly Advisors, LLC | 36.1K | $226.2K | -2.4% |
| BENJAMIN EDWARDS INC | 35.7K | $223.8K | +50.0% |
| ROYAL BANK OF CANADA | 27.3K | $170.8K | -0.6% |
| Valley Brook Capital Group, Inc. | 23.9K | $149.3K | 0.0% |
| Ethos Financial Group, LLC | 22K | $137.4K | -13.7% |
| Bard Financial Services, Inc. | 21.5K | $134.6K | 0.0% |
| READYSTATE ASSET MANAGEMENT LP | 20.8K | $130.4K | +5.6% |
| Concurrent Investment Advisors, LLC | 20.4K | $127.8K | -163.3% |
| Cetera Investment Advisers | 18.5K | $115.7K | +50.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.2K | $114.2K | +50.0% |
| Steward Partners Investment Advisory, LLC | 13.9K | $87.2K | +48.1% |
| PHILADELPHIA TRUST CO | 12K | $75.1K | 0.0% |
| Mariner, LLC | 11.9K | $74.5K | +0.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11.7K | $73.1K | 0.0% |
| Farther Finance Advisors, LLC | 11.3K | $70.7K | +0.3% |
| B. Riley Wealth Advisors, Inc. | 11K | $68.9K | 0.0% |
| WEDBUSH SECURITIES INC | 10.8K | $67.7K | 0.0% |
| COMERICA BANK | 9K | $56.5K | +4.4% |
| Larson Financial Group LLC | 4.4K | $27.6K | 0.0% |
| MAI Capital Management | 3.9K | $24.5K | 0.0% |
| Allworth Financial LP | 3.5K | $21.8K | 0.0% |
| Vermillion Wealth Management, Inc. | 2.8K | $17.7K | 0.0% |
| Rockefeller Capital Management L.P. | 2.8K | $17.5K | +50.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2.2K | $13.9K | 0.0% |
| WPG Advisers, LLC | 2.1K | $13.3K | 0.0% |
| Advisory Services Network, LLC | 1.1K | $7.2K | +50.0% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1K | $6.5K | 0.0% |
| FIRST HORIZON CORP | 882 | $5.5K | +50.0% |
| Piscataqua Savings Bank | 563 | $3.5K | 0.0% |
| ARMSTRONG ADVISORY GROUP, INC | 500 | $3.1K | 0.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | 474 | $3.0K | 0.0% |
| CIBC Private Wealth Group, LLC | 300 | $1.9K | 0.0% |
| JPMORGAN CHASE & CO | 285 | $1.8K | +132.4% |
| Key FInancial Inc | 228 | $1.4K | 0.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 0 | $0.0 | +100.0% |
| Geneos Wealth Management Inc. | 0 | $0.0 | +100.0% |
| L.M. KOHN & COMPANY | 0 | $0.0 | +100.0% |
| CWM, LLC | 0 | $0.0 | +100.0% |
| MELFA WEALTH MANAGEMENT, LLC | 0 | $0.0 | +100.0% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0 | $0.0 | +100.0% |