MFS CHARTER INCOME TRUST (MCR) Institutional Ownership and Insiders Activity
MFS CHARTER INCOME TRUST (MCR) is widely held by institutional investors, with 3 firms reporting positions valued at approximately $2.16M based on SEC Form 13F filings for the quarter ended June 30, 2000.
First Nebraska Trust Co is the largest disclosed holder, reporting approximately $1.21M in MCR holdings in its latest filing.
Institutional ownership remains highly concentrated, with First Nebraska Trust Co representing the majority of disclosed value.
Institutional Holders
3
Total Reported Value
$2.16M
Largest Holder
First Nebraska Trust Co
Largest Position
$1.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2000
New Institutional Positions
59
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- First Nebraska Trust Co$1.21M
- Pathstone Holdings, Llc$876,885
- B. Riley Wealth Advisors, Inc.$69,054
Related MCR Institutional Insights:
- MCR 13F Institutional Holders
- MCR Superinvestors
- MCR Institutional Ownership Changes
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- MCR Insider Trading & SEC Form 4 Activity
- MCR Articles
- Top Institutional Investor Stock Rankings