Mfs Charter Income Trust Schedule 13G passive stakes
Filed when an investor crosses five percent without intending to seek control — the passive counterpart to a 13D.
NYSE
Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, reporting beneficial ownership of less than 5% of MFS Charter Income Trust's common stock as of June 30, 2026.
NYSE
Morgan Stanley and its subsidiary report a 15.9% beneficial ownership stake in MFS Charter Income Trust, totaling 6,676,108 shares.
NYSE
Sit Investment Associates and its subsidiary, Sit Fixed Income Advisors II, LLC, have jointly reported a 5.9% beneficial ownership stake in MFS Charter Income Trust, held for investment purposes.