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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.26% |
$171 - $184
|
11.3K
$71.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.1K+ 14.08% |
$256K - $266K
|
333K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.2K- 2.71% |
$20K - $20.7K
|
115K
$728K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 4.28% |
$10.5K - $10.9K
|
37.7K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
192+ 8.03% |
$1.2K - $1.24K
|
2.58K
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.5K- 0.67% |
$334K - $346K
|
7.94M
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16KNew |
$99.8K - $104K
|
16K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
833+ 2.92% |
$5.2K - $5.39K
|
29.4K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-389- 2.8% |
$2.43K - $2.52K
|
13.5K
$85.7K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 41.92% |
$785K - $814K
|
426K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 4.77% |
$31.4K - $32.6K
|
111K
$702K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 72.82% |
$94.6K - $98.1K
|
36K
$228K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.8K- 39.6% |
$149K - $154K
|
36.3K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
370K+ 17.78% |
$2.31M - $2.39M
|
2.45M
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.8K- 9.9% |
$111K - $115K
|
162K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.35K- 6.04% |
$45.9K - $47.5K
|
114K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.38K- 4.49% |
$27.4K - $28.4K
|
93.2K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.6KNew |
$153K - $159K
|
24.6K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 5.05% |
$57K - $59.1K
|
172K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 1.43% |
$9.36K - $9.71K
|
103K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.8K- 9.48% |
$336K - $348K
|
514K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29.9K- 60.53% |
$186K - $193K
|
19.5K
$123K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 9.98% |
$78.6K - $81.5K
|
139K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 7.37% |
$20.9K - $21.7K
|
42.1K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
132+ 0.04% |
$824 - $854
|
314K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
140+ 0.26% |
$874 - $906
|
53.1K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215+ 0.15% |
$1.34K - $1.39K
|
148K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.37KNew |
$33.5K - $34.8K
|
5.37K
$34.1K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.9KNew |
$124K - $129K
|
19.9K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
963+ 2.31% |
$6.01K - $6.23K
|
42.6K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 9.89% |
$1.09M - $1.13M
|
1.6M
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 18.46% |
$106K - $110K
|
109K
$689K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.53K+ 11.03% |
$59.5K - $61.7K
|
95.9K
$608K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
102+ 0.3% |
$636 - $660
|
34.6K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
24.9K+ 6.45% |
$156K - $161K
|
411K
$2.61M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 27.72% |
$88.2K - $94.1K
|
37.3K
$237K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-905- 7.59% |
$5.57K - $5.95K
|
11K
$69.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.91KNew |
$24.1K - $25.7K
|
3.91K
$24.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$12.3 - $13.1
|
8.62K
$54.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$79.3K - $84.6K
|
12.9K
$81.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$76.2K - $81.3K
|
12.4K
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
33.8KNew |
$208K - $222K
|
33.8K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.63K- 36.1% |
$40.8K - $43.6K
|
11.7K
$74.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.6K- 18.19% |
$16K - $17.1K
|
11.7K
$74.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.9K+ 19.89% |
$54.8K - $58.5K
|
53.7K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.92K- 30.28% |
$11.8K - $12.6K
|
4.41K
$28K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$752 - $802
|
122
$773
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.07K- 7.99% |
$12.8K - $13.6K
|
23.9K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.5KNew |
$255K - $272K
|
41.5K
$263K
|
|