MCR — MFS Charter Income Trust 机构持仓 · 2026年Q1

Name: 谁持有 MCR？70 家机构、1 亿美元（2026年Q1）
Creator: ko.io

谁持有 MFS Charter Income Trust（MCR）？2026年Q1（报告期截至 2026-03-31）共有 70 家机构在 SEC 13F 申报中报告持有，合计 1.05 亿美元。前几大持有机构：Morgan Stanley（4,650.00 万美元）、Sit Investment Associates Inc（2,480.00 万美元）、Allspring Global Investments Holdings, LLC（830.00 万美元）。

排名	机构	市值	股数	变动
1	MORGAN STANLEY	$46.5M	7.7M	减持
2	SIT INVESTMENT ASSOCIATES INC	$24.8M	4.1M	增持
3	Allspring Global Investments Holdings, LLC	$8.3M	1.4M	增持
4	Shaker Financial Services, LLC	$3.2M	533,655	增持
5	Invesco Ltd.	$3.0M	489,516	减持
6	BANK OF AMERICA CORP /DE/	$2.3M	381,610	增持
7	RIVERNORTH CAPITAL MANAGEMENT, LLC	$1.9M	309,031	新建仓
8	WELLS FARGO & COMPANY/MN	$1.3M	209,970	减持
9	RIVERBRIDGE PARTNERS LLC	$1.3M	207,236	增持
10	Pathstone Holdings, LLC	$876,885	144,700	减持
11	COMMONWEALTH EQUITY SERVICES, LLC	$823,634	135,913	增持
12	Kestra Advisory Services, LLC	$778,511	128,467	增持
13	RAYMOND JAMES FINANCIAL INC	$711,826	117,463	增持
14	UBS Group AG	$680,593	112,309	减持
15	Cambridge Investment Research Advisors, Inc.	$676,000	111,537	减持
16	STIFEL FINANCIAL CORP	$669,301	110,446	减持
17	ASHTON THOMAS SECURITIES, LLC	$585,699	96,650	增持
18	Logan Stone Capital, LLC	$538,613	88,880	增持
19	OSAIC HOLDINGS, INC.	$520,498	85,892	增持
20	HighTower Advisors, LLC	$474,953	78,375	减持
21	LPL Financial LLC	$461,774	76,200	减持
22	Janney Montgomery Scott LLC	$449,000	74,063	减持
23	Fortitude Advisory Group L.L.C.	$346,736	57,217	持平
24	Stonebridge Financial Planning Group, LLC	$309,960	51,149	增持
25	Waverly Advisors, LLC	$283,662	46,809	增持

来源：SEC 13F 申报文件 · 截至 2026-03-31