MC
MCR
MFS CHARTER INCOME TRUST
$6.01
+1.01%
$264.5M
No data for this timeframe.
Vol
Market Cap$264.5M
Cap SizeMicro Cap
Inst. Holders20 funds
Inst. Value$65.3M
Inst. Activity2 buys / 0 sells
SEC Reports1
Recent Activity
Apr 15, 2026
SEC
MFS Charter Income Trust and other MFS funds have adjourned their special shareholder meetings to May 1, 2026, to allow
425 — Impact 5/10
Inst.
Waverly Advisors, LLC — ADD
46,809 shares ($283.7K)
Inst.
WOLVERINE ASSET MANAGEMENT LLC — ADD
25,644 shares ($155.4K)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $46.5M | — |
| Allspring Global Investments Holdings, | $8.3M | — |
| Invesco Ltd. | $3.0M | — |
| BANK OF AMERICA CORP | $2.3M | — |
| WELLS FARGO & COMPANY/MN | $1.3M | ADD |
20 institutional holders with $65.3M total value (10,769,815 shares) as of 2026-Q1. Top holders: MORGAN, Allspring, Invesco. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,677,944 | $46.5M | 71.3% | — |
| 2 | Allspring Global Investments Holdings, LLC | 1,362,242 | $8.3M | 12.6% | — |
| 3 | Invesco Ltd. | 489,516 | $3.0M | 4.5% | — |
| 4 | BANK OF AMERICA CORP /DE/ | 381,610 | $2.3M | 3.5% | — |
| 5 | WELLS FARGO & COMPANY/MN | 209,970 | $1.3M | 1.9% | ADD +49.4% |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 135,913 | $823.6K | 1.3% | TRIM -27.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 117,463 | $711.8K | 1.1% | — |
| 8 | STIFEL FINANCIAL CORP | 110,446 | $669.3K | 1.0% | TRIM -27.2% |
| 9 | HighTower Advisors, LLC | 78,375 | $475.0K | 0.7% | — |
| 10 | Waverly Advisors, LLC | 46,809 | $283.7K | 0.4% | ADD +28.9% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,898 | $247.8K | 0.4% | — |
| 12 | ROYAL BANK OF CANADA | 31,942 | $194.0K | 0.3% | — |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 25,644 | $155.4K | 0.2% | ADD +60.1% |
| 14 | Concurrent Investment Advisors, LLC | 21,366 | $129.5K | 0.2% | TRIM -38.3% |
| 15 | CITADEL ADVISORS LLC | 17,773 | $107.7K | 0.2% | — |
| 16 | Mariner, LLC | 11,740 | $69.7K | 0.1% | — |
| 17 | Allworth Financial LP | 3,486 | $21.1K | 0.0% | — |
| 18 | FIFTH THIRD BANCORP | 3,402 | $20.6K | 0.0% | — |
| 19 | Rockefeller Capital Management L.P. | 2,802 | $17.0K | 0.0% | — |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 474 | $2.9K | 0.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Waverly Advisors, LLC | ADD | 36,308 | 46,809 | +28.9% | $283.7K | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 16,018 | 25,644 | +60.1% | $155.4K | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 141,079 | 210,837 | +49.4% | $1.3M | 2025-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 187,348 | 135,577 | -27.6% | $850.1K | 2025-Q4 |
| STIFEL FINANCIAL CORP | TRIM | 164,498 | 119,775 | -27.2% | $751.0K | 2025-Q4 |
| UBS Group AG | ADD | 89,721 | 122,116 | +36.1% | $784.0K | 2025-Q3 |
| Concurrent Investment Advisors, LLC | TRIM | 33,086 | 20,420 | -38.3% | $131.1K | 2025-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 139,407 | 187,348 | +34.4% | $1.2K | 2025-Q3 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 17,374 | 130,143 | +649.1% | $855.0K | 2024-Q3 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 167,051 | 121,471 | -27.3% | $798.00 | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.