CUSIP 552727109SH BEN INTMCRQ4 2025
12 filings · latest Feb 24, 2026
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 8.10M | $50.79M |
| 2 | Allspring Global Investments Holdings, LLC | 1.28M | $7.99M |
| 3 | Invesco Ltd. | 493.1K | $3.09M |
| 4 | Shaker Financial Services, LLC | 400.8K | $2.51M |
| 5 | Bank Of America Corp /De/ | 370.7K | $2.32M |
| 6 | Pathstone Holdings, LLC | 353.7K | $2.22M |
| 7 | Wells Fargo & Company/Mn | 210.8K | $1.32M |
| 8 | Riverbridge Partners LLC | 193.3K | $1.21M |
| 9 |
| 4 | Feb 9, 2024 | Morgan Stanley | 13G/A | 14.9% | 6.45M | SEC |
| 5 | Feb 10, 2023 | Morgan Stanley | 13G/A | 4.9% | 2.16M | SEC |
| 6 | Feb 10, 2023 | Morgan Stanley | 13G/A | 13.0% | 5.75M | SEC |
| 7 | Feb 10, 2022 | Morgan Stanley | 13G | 6.8% | 3.02M | SEC |
| 8 | Jan 7, 2022 | Morgan Stanley | 13G/A | 10.4% | 4.63M | SEC |
| 9 | May 7, 2021 | Sit Investment Associates Inc | 13G/A | 4.9% | 2.17M | SEC |
| 10 | Feb 12, 2021 | Sit Investment Associates Inc | 13G | 5.9% | 2.60M | SEC |
See the full Schedule 13D/13G history for Mfs Charter Income Tr.
Unlock full history| Commonwealth Equity Services, LLC |
| 135.6K |
| $850.1K |
| 10 | Stifel Financial Corp | 119.8K | $751.0K |