MFS Charter Income Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MCR?
Owner Type	Number of Shares	Ownership Percentage
Institutions	14,047,129	32.5%
General Public	29,159,792	67.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 31.71% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.9%	Morgan Stanley, Investment Banking and Brokerage Investments	6,451,515	US$39.6m	7.43%	0.01%
3.65%	Eaton Vance Management	1,579,188	US$9.7m	0%	no data
3.11%	Sit Investment Associates, Inc	1,344,670	US$8.3m	8.79%	0.19%
2.69%	Allspring Global Investments, LLC	1,161,557	US$7.1m	9.27%	0.01%
1.17%	Invesco Capital Management LLC	503,415	US$3.1m	2.5%	no data
0.94%	Wells Fargo & Company, Securities and Brokerage Investments	404,511	US$2.5m	17.3%	no data
0.71%	Shaker Financial Services, LLC	304,925	US$1.9m	39.5%	0.78%
0.56%	Merrill Lynch & Co. Inc., Banking Investments	241,645	US$1.5m	0.09%	no data
0.53%	UBS Asset Management AG	230,789	US$1.4m	-9.63%	no data
0.51%	LPL Financial Corporation, Asset Management Arm	221,330	US$1.4m	-22.1%	no data
0.38%	Wilcoxson Wealth Management	164,456	US$1.0m	4.83%	no data
0.33%	NewEdge Advisors, LLC	143,860	US$883.3k	11.3%	0.01%
0.31%	Stifel Asset Management Corp.	133,641	US$820.5k	-1.62%	no data
0.3%	HighTower Advisors, LLC	131,299	US$806.2k	-7.92%	no data
0.22%	Kestra Advisory Services, LLC	96,438	US$592.1k	0.38%	no data
0.2%	PGB Trust & Investments	85,323	US$523.9k	-3.46%	0.01%
0.17%	Stonebridge Financial Planning Group, LLC	71,391	US$438.3k	-3.35%	0.24%
0.16%	Raymond James Financial Services Advisors, Inc.	68,922	US$423.2k	2.83%	no data
0.16%	Landscape Capital Management, LLC	68,001	US$417.5k	144%	0.04%
0.15%	Cambridge Investment Research Advisors, Inc.	65,507	US$402.2k	-19.2%	no data
0.13%	Fortitude Advisory Group L.L.C.	56,448	US$346.6k	0.02%	0.2%
0.12%	CoreCap Advisors, LLC	51,185	US$314.3k	0%	0.02%
0.099%	Raymond James Financial Inc., Asset Management Arm	42,667	US$262.0k	-13.8%	no data
0.094%	Osaic Wealth, Inc. , Asset Management Arm	40,708	US$250.0k	-39.3%	no data
0.084%	9258 Wealth Management, LLC	36,419	US$223.6k	-11.6%	0.04%