Latest Institutional Purchases of Mfs Charter Income Trust (MCR)
This list provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
490K+ 30.78% |
$3.02M - $3.22M
|
2.08M
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
386KNew |
$2.38M - $2.54M
|
386K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
122K+ 7.39% |
$752K - $802K
|
1.77M
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$749K - $799K
|
122K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74.5K+ 32.99% |
$459K - $489K
|
300K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.4K+ 10.38% |
$329K - $351K
|
568K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
47.9K+ 124.48% |
$295K - $315K
|
86.4K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.5KNew |
$255K - $272K
|
41.5K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.4KNew |
$243K - $259K
|
39.4K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
33.8KNew |
$208K - $222K
|
33.8K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 17.65% |
$166K - $177K
|
179K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 38.37% |
$157K - $167K
|
91.7K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20.3KNew |
$125K - $133K
|
20.3K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$79.3K - $84.6K
|
12.9K
$82K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$76.2K - $81.3K
|
12.4K
$78.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 3.7% |
$64.2K - $68.4K
|
292K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.9K+ 19.89% |
$54.8K - $58.5K
|
53.7K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.75K+ 3.91% |
$29.2K - $31.2K
|
126K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.14K+ 8.49% |
$25.5K - $27.2K
|
52.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.91KNew |
$24.1K - $25.7K
|
3.91K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.25K+ 6.4% |
$7.71K - $8.23K
|
20.8K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.13K+ 0.63% |
$6.97K - $7.44K
|
181K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 2.46% |
$6.16K - $6.57K
|
41.7K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470+ 18.99% |
$2.9K - $3.09K
|
2.95K
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$752 - $802
|
122
$777
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39+ 0.04% |
$240 - $256
|
106K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
38+ 0.34% |
$234 - $250
|
11.2K
$71.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12New |
$73.9 - $78.8
|
12
$76.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
113K+ 649.07% |
$708K - $741K
|
130K
$829K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$135K - $141K
|
21.5K
$137K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
974New |
$6.12K - $6.4K
|
974
$6.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
769+ 1.36% |
$4.83K - $5.05K
|
57.2K
$364K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250New |
$1.57K - $1.64K
|
250
$1.59K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12KNew |
$72.5K - $76.1K
|
12K
$76.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$2.42K - $2.54K
|
400
$2.55K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$80.1K - $83.6K
|
12.9K
$81.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$18.7K - $19.5K
|
3K
$19.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.9K+ 2.83% |
$11.8K - $12.4K
|
68.9K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$4.17K - $4.36K
|
670
$4.27K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$1.87K - $1.95K
|
300
$1.91K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
135New |
$841 - $878
|
135
$860
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.57K+ 589.11% |
$42.8K - $49.7K
|
8.86K
$56.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.49K - $9.86K
|
1.5K
$9.56K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2KNew |
$71.1K - $76.8K
|
12.2K
$77.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.79K+ 301.19% |
$16.3K - $17.6K
|
3.72K
$23.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$6.55K - $7.08K
|
1.12K
$7.13K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$67.6K - $71.4K
|
11.2K
$71.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05KNew |
$6.29K - $6.64K
|
1.05K
$6.66K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77K+ 12.89% |
$23.2K - $25.9K
|
33K
$210K
|
|