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 |
|---|---|---|---|---|---|---|---|
|
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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
370K+ 17.78% |
$2.31M - $2.39M
|
2.45M
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126K+ 41.92% |
$785K - $814K
|
426K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.1K+ 14.08% |
$256K - $266K
|
333K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
24.9K+ 6.45% |
$156K - $161K
|
411K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
24.6KNew |
$153K - $159K
|
24.6K
$156K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
19.9KNew |
$124K - $129K
|
19.9K
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 18.46% |
$106K - $110K
|
109K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16KNew |
$99.8K - $104K
|
16K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 72.82% |
$94.6K - $98.1K
|
36K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 9.98% |
$78.6K - $81.5K
|
139K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
9.53K+ 11.03% |
$59.5K - $61.7K
|
95.9K
$608K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.37KNew |
$33.5K - $34.8K
|
5.37K
$34.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.04K+ 4.77% |
$31.4K - $32.6K
|
111K
$702K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
963+ 2.31% |
$6.01K - $6.23K
|
42.6K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
833+ 2.92% |
$5.2K - $5.39K
|
29.4K
$186K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
215+ 0.15% |
$1.34K - $1.39K
|
148K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
192+ 8.03% |
$1.2K - $1.24K
|
2.58K
$16.4K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
140+ 0.26% |
$874 - $906
|
53.1K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
132+ 0.04% |
$824 - $854
|
314K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
102+ 0.3% |
$636 - $660
|
34.6K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.5KNew |
$255K - $272K
|
41.5K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
33.8KNew |
$208K - $222K
|
33.8K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20.3KNew |
$125K - $133K
|
20.3K
$128K
|
|
|
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 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.9K+ 19.89% |
$54.8K - $58.5K
|
53.7K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.91KNew |
$24.1K - $25.7K
|
3.91K
$24.8K
|
|
|
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
$18.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$752 - $802
|
122
$773
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
38+ 0.34% |
$234 - $250
|
11.2K
$71K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12New |
$73.9 - $78.8
|
12
$76.1
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
113K+ 649.07% |
$708K - $741K
|
130K
$825K
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$135K - $141K
|
21.5K
$136K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
974New |
$6.12K - $6.4K
|
974
$6.18K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
769+ 1.36% |
$4.83K - $5.05K
|
57.2K
$363K
|
|
|
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
$76.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$2.42K - $2.54K
|
400
$2.54K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$18.7K - $19.5K
|
3K
$19K
|
|
|
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
$437K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$4.17K - $4.36K
|
670
$4.25K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$1.87K - $1.95K
|
300
$1.9K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
135New |
$841 - $878
|
135
$856
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.57K+ 589.11% |
$42.8K - $49.7K
|
8.86K
$56.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.49K - $9.86K
|
1.5K
$9.51K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2KNew |
$71.1K - $76.8K
|
12.2K
$77K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.79K+ 301.19% |
$16.3K - $17.6K
|
3.72K
$23.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$6.55K - $7.08K
|
1.12K
$7.1K
|
|