Morgan Stanley 13D and 13G filings for MFS Charter Income Trust:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2025-08-06 2:04 pm Purchase | 2025-06-30 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 6,676,108 15.900% | 224,594![]() (+3.48%) | Filing |
| 2024-02-09 09:45 am Purchase | 2023-12-31 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 6,451,514 14.900% | 4,288,601![]() (+198.28%) | Filing |
| 2023-02-10 10:55 am Sale | 2022-12-30 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 2,162,913 4.900% | -3,584,223![]() (-62.37%) | Filing |
| 2023-02-10 10:44 am Purchase | 2022-12-30 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 5,747,136 13.000% | 2,723,125![]() (+90.05%) | Filing |
| 2022-02-10 3:12 pm Sale | 2021-12-31 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 3,024,011 6.800% | -1,604,548![]() (-34.67%) | Filing |
| 2022-01-07 4:43 pm Purchase | 2021-12-31 | 13G | MFS CHARTER INCOME TRUST SBI MCR | MORGAN STANLEY MS | 4,628,559 10.400% | 940,471![]() (+25.50%) | Filing |

