Vault-13

MFS CHARTER INCOME TR XMCRX

SH BEN INT · Closed-End Fund · CUSIP 552727109

0 institutional holders -66 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 66 sold out net sold ≈ $105.2m (-17.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 70Q4 22: 74Q1 23: 60Q2 23: 63Q3 23: 66Q4 23: 59Q1 24: 67Q2 24: 63Q3 24: 58Q4 24: 63Q1 25: 60Q2 25: 59Q3 25: 59Q4 25: 64Q1 26: 66Q2 26: 00Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202270
Q4 202274
Q1 202360
Q2 202363
Q3 202366
Q4 202359
Q1 202467
Q2 202463
Q3 202458
Q4 202463
Q1 202560
Q2 202559
Q3 202559
Q4 202564
Q1 202666
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 26 bought or addedQ3 24: 26 cut or sold outQ4 24: 26 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 21 cut or sold outQ2 25: 19 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 25 bought or addedQ3 25: 19 cut or sold outQ4 25: 23 bought or addedQ4 25: 26 cut or sold outQ4 25Q1 26: 26 bought or addedQ1 26: 23 cut or sold outQ2 26: 0 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242626
Q4 20242625
Q1 20252321
Q2 20251923
Q3 20252519
Q4 20252326
Q1 20262623
Q2 2026066

Biggest buyers

None

Biggest sellers

MORGAN STANLEY Sold out -7,677,944-7.7m
SIT INVESTMENT ASSOCIATES INC Sold out -4,097,943-4.1m
Allspring Global Investments Holdings, LLC Sold out -1,362,242-1.4m
Shaker Financial Services, LLC Sold out -533,655-533.7k
Invesco Ltd. Sold out -489,516-489.5k
BANK OF AMERICA CORP /DE/ Sold out -381,610-381.6k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -309,031-309.0k
WELLS FARGO & COMPANY/MN Sold out -209,970-210.0k
RIVERBRIDGE PARTNERS LLC Sold out -207,236-207.2k
Pathstone Holdings, LLC Sold out -144,700-144.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13D · may seek influence +3.9 pts · filed 2026-02-24
Stated purposeThe Sit Entities have acquired the Issuer's Shares for investment purposes, and such purchases have been made in the ordinary course of business. The Issuer's Shares have been acquired on behalf of SIA's and SFI's clients. In pursuing such investment purposes, the Sit Entities purchased the Shares based on the Sit Entities' belief that the Shares represented an attractive investment opportunity, and the Sit Entities may further purchase, hold, vote, trade, sell or otherwise deal in the Shares at the time, and in such manner, as they deem advisable to benefit from, among many things, changes in market prices of such Shares, the market prices of such Shares relative to the value of the Issuer's assets, changes in the Issuer's investment strategy, and composition of the Issuer's portfolio. … Full filing
 9.8% +3.9 pts 4.1m 2026-02-24

Fell to 5% or below in the last year: MORGAN STANLEY (0.0%, 2026-07-08)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change