Latest Institutional Transactions on Mfs Charter Income Trust (MCR)
This table provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.7K+ 90.33% |
$199K - $215K
|
71.1K
$464K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-367- 6.83% |
$2.16K - $2.33K
|
5.01K
$32.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 2.1% |
$983K - $1.06M
|
8.11M
$52.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.25K- 1.95% |
$13.2K - $14.3K
|
113K
$735K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
365K+ 14.9% |
$2.15M - $2.32M
|
2.82M
$18.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 3.69% |
$20.2K - $21.8K
|
89.7K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-733- 1.94% |
$4.32K - $4.66K
|
37K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.83K- 2.37% |
$22.5K - $24.3K
|
158K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15K- 8.71% |
$88.1K - $95.1K
|
157K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.03K+ 0.61% |
$12K - $12.9K
|
335K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.04% |
$230 - $248
|
111K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.89K- 3.4% |
$22.9K - $24.7K
|
110K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 12.31% |
$9.8K - $10.6K
|
11.9K
$77.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 6.53% |
$11.3K - $12.2K
|
27.4K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.89K- 30.26% |
$34.7K - $37.5K
|
13.6K
$88.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.05K+ 0.79% |
$23.8K - $25.7K
|
518K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 7.13% |
$62.4K - $67.3K
|
138K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02KNew |
$6.01K - $6.49K
|
1.02K
$6.66K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.4K- 58.96% |
$126K - $136K
|
14.9K
$97.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42.3K- 9.94% |
$249K - $269K
|
384K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-459- 17.77% |
$2.7K - $2.92K
|
2.12K
$13.9K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 0.68% |
$4.17K - $4.5K
|
104K
$680K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
486+ 16.2% |
$2.86K - $3.09K
|
3.49K
$22.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-361- 1.81% |
$2.13K - $2.3K
|
19.6K
$128K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
595+ 0.43% |
$3.5K - $3.78K
|
139K
$910K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-881- 7.54% |
$5.19K - $5.6K
|
10.8K
$70.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.2K+ 8.64% |
$160K - $173K
|
341K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
143+ 0.27% |
$842 - $909
|
53.2K
$348K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
138+ 0.4% |
$813 - $878
|
34.8K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.68K- 7.99% |
$51.1K - $55.2K
|
99.9K
$653K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$68.8K - $74.3K
|
11.7K
$76.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.55K- 22.4% |
$56.2K - $60.7K
|
33.1K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
27.4K+ 6.67% |
$161K - $174K
|
439K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.83KNew |
$16.6K - $18K
|
2.83K
$18.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.5K- 46.91% |
$56K - $60.4K
|
10.8K
$70.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.59K+ 3.74% |
$21.1K - $22.8K
|
99.5K
$650K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.26% |
$171 - $184
|
11.3K
$73.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16KNew |
$99.8K - $104K
|
16K
$104K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 72.82% |
$94.6K - $98.1K
|
36K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.6KNew |
$153K - $159K
|
24.6K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 7.37% |
$20.9K - $21.7K
|
42.1K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 9.89% |
$1.09M - $1.13M
|
1.6M
$10.4M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-905- 7.59% |
$5.57K - $5.95K
|
11K
$71.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
33.8KNew |
$208K - $222K
|
33.8K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$76.2K - $81.3K
|
12.4K
$80.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$79.3K - $84.6K
|
12.9K
$84.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$12.3 - $13.1
|
8.62K
$56.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.91KNew |
$24.1K - $25.7K
|
3.91K
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.63K- 36.1% |
$40.8K - $43.6K
|
11.7K
$76.6K
|
|