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[SCHEDULE 13G/A] MFS Charter Income Trust SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Analyzing...
Positive
  • None.
Negative
  • None.

Insights

TL;DR: Morgan Stanley passively owns 15.9 % of MCR, indicating sizeable institutional presence but no control intent.

The 13G/A confirms Morgan Stanley’s continued, passive 6.68 million-share stake in MFS Charter Income Trust. While the 15.9 % ownership is large relative to float and highlights strong institutional sponsorship, the absence of voting authority and the 13G (rather than 13D) status signal no activist agenda. For MCR unitholders the disclosure is chiefly informational, affirming liquidity support and potential market stability given a major broker-dealer’s involvement. Impact on valuation or corporate strategy is likely minimal in the near term.

TL;DR: Large but passive stake suggests liquidity and broker-custody positioning, not a directional conviction signal.

The shared dispositive rights imply MSSB is holding units on behalf of clients, typical for a wealth-management platform. Only one share carries voting rights, underscoring custodial nature. Investors shouldn’t infer Morgan Stanley’s house view on MCR’s credit or distribution policy from this filing alone. However, a 15.9 % bloc could influence trading dynamics; any future reduction or switch to 13D would merit closer monitoring.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Chris O'Hara
Name/Title:Authorized Signatory, Morgan Stanley
Date:08/06/2025
Morgan Stanley Smith Barney LLC
Signature:David Galasso
Name/Title:Authorized Signatory, Morgan Stanley Smith Barney LLC
Date:08/06/2025
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

MFS Charter Income

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