Notable Holders of MFS CHARTER INCOME TR (MCR)

  |   Expand Research on MCR   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
Relative Value Partners, LLC SH BEN INT 3,033,271 5.49% 13F
Allspring Global Investments Holdings, LLC SH BEN INT 703,623 1.27% 13F
Invesco Ltd. SH BEN INT 493,060 0.89% 13F
BANK OF AMERICA CORP /DE/ SH BEN INT 370,741 0.67% 13F
LPL Financial LLC SH BEN INT 300,850 0.54% 13F
WELLS FARGO & CO/MN SH BEN INT 210,837 0.38% 13F
Chapwood Capital Investment Management, LLC SH BEN INT 194,099 0.35% 13F
Kovitz Investment Group, LLC SH BEN INT 181,175 0.33% 13F
COMMONWEALTH EQUITY SERVICES, LLC. SH BEN INT 158,904 0.29% 13F
Goss Wealth Management LLC SH BEN INT 156,350 0.28% 13F
HighTower Advisors, LLC SH BEN INT 151,211 0.27% 13F
STIFEL FINANCIAL CORP SH BEN INT 119,775 0.22% 13F
UBS Group AG SH BEN INT 113,210 0.20% 13F
UBS AG SH BEN INT 105,889 0.19% 13F
Shaker Financial Services, LLC SH BEN INT 104,991 0.19% 13F
RAYMOND JAMES FINANCIAL INC SH BEN INT 104,798 0.19% 13F
Kestra Advisory Services, LLC SH BEN INT 95,711 0.17% 13F
Stonebridge Financial Planning Group, LLC SH BEN INT 74,736 0.14% 13F
Raymond James Financial Services Advisors, Inc. SH BEN INT 64,522 0.12% 13F
RAYMOND JAMES & ASSOCIATES SH BEN INT 55,008 0.10% 13F
Fortitude Advisory Group L.L.C. SH BEN INT 54,099 0.10% 13F
WOLVERINE ASSET MANAGEMENT LLC SH BEN INT 45,767 0.08% 13F
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV SH BEN INT 40,300 0.07% 13F
LADENBURG THALMANN FINANCIAL SERVICES INC SH BEN INT 39,283 0.07% 13F
ROYAL BANK OF CANADA \ SH BEN INT 34,186 0.06% 13F
CENTAURUS FINANCIAL, INC. SH BEN INT 33,503 0.06% 13F
Altus Wealth Group LLC SH BEN INT 30,990 0.06% 13F
Advisor Group, Inc. SH BEN INT 30,843 0.06% 13F
L.M. KOHN & COMPANY SH BEN INT 22,450 0.04% 13F
Commonwealth Equity Services, Inc SH BEN INT 21,987 0.04% 13F
Ellis Investment Partners, LLC SH BEN INT 19,095 0.03% 13F
Dynamic Advisors Solutions LLC SH BEN INT 17,010 0.03% 13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. SH BEN INT 16,720 0.03% 13F
Valley Brook Capital Group, Inc. SH BEN INT 14,100 0.03% 13F
National Asset Management, Inc. SH BEN INT 13,283 0.02% 13F
Advisory Services Network, LLC CEF 12,993 0.02% 13F
Mariner Wealth Advisors, LLC SH BEN INT 12,363 0.02% 13F
Atlas Private Wealth Advisors SH BEN INT 12,000 0.02% 13F
Warren Averett Asset Management, LLC SH BEN INT 11,020 0.02% 13F
SignalPoint Asset Management, LLC SH BEN INT 10,899 0.02% 13F
PAYDEN & RYGEL INVESTMENT GROUP COM 9,400 0.02% 13F
COMERICA BANK SH BEN INT 8,766 0.02% 13F
MetLife Securities, Inc SH BEN INT 8,092 0.01% 13F