Latest Institutional Sells of Mfs Charter Income Trust (MCR)
This list provides information on the latest institutional transactions involving Mfs Charter Income Trust (MCR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42.3K- 9.94% |
$249K - $269K
|
384K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.4K- 58.96% |
$126K - $136K
|
14.9K
$95.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15K- 8.71% |
$88.1K - $95.1K
|
157K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 27.72% |
$84.3K - $91.1K
|
37.3K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 7.13% |
$62.4K - $67.3K
|
138K
$880K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.55K- 22.4% |
$56.2K - $60.7K
|
33.1K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.5K- 46.91% |
$56K - $60.4K
|
10.8K
$68.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.68K- 7.99% |
$51.1K - $55.2K
|
99.9K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.89K- 30.26% |
$34.7K - $37.5K
|
13.6K
$86.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.89K- 3.4% |
$22.9K - $24.7K
|
110K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.83K- 2.37% |
$22.5K - $24.3K
|
158K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 3.69% |
$20.2K - $21.8K
|
89.7K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.25K- 1.95% |
$13.2K - $14.3K
|
113K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 6.53% |
$11.3K - $12.2K
|
27.4K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 12.31% |
$9.8K - $10.6K
|
11.9K
$75.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-881- 7.54% |
$5.19K - $5.6K
|
10.8K
$69K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-733- 1.94% |
$4.32K - $4.66K
|
37K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-459- 17.77% |
$2.7K - $2.92K
|
2.12K
$13.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-361- 1.81% |
$2.13K - $2.3K
|
19.6K
$125K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.04% |
$230 - $248
|
111K
$707K
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 9.89% |
$1.09M - $1.13M
|
1.6M
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 7.37% |
$20.9K - $21.7K
|
42.1K
$269K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.63K- 36.1% |
$40.8K - $43.6K
|
11.7K
$74.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.07K- 7.99% |
$12.8K - $13.6K
|
23.9K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.92K- 30.28% |
$11.8K - $12.6K
|
4.41K
$28.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-905- 7.59% |
$5.57K - $5.95K
|
11K
$70.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$12.3 - $13.1
|
8.62K
$55K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-843- 2.3% |
$5.29K - $5.54K
|
35.9K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-306- 0.72% |
$1.92K - $2.01K
|
42K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-227- 49.89% |
$1.43K - $1.49K
|
228
$1.45K
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.1K- 21.28% |
$18.7K - $19.6K
|
11.5K
$73.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.79K- 10.19% |
$16.9K - $17.7K
|
24.6K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 4.88% |
$7.32K - $7.68K
|
23.6K
$151K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 8.25% |
$6.68K - $6.97K
|
11.9K
$76.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-750- 75.0% |
$4.67K - $4.88K
|
250
$1.6K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-709- 56.49% |
$4.42K - $4.61K
|
546
$3.48K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-735- 5.51% |
$4.16K - $4.83K
|
12.6K
$80.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 62.98% |
$123K - $133K
|
12.4K
$79.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 9.18% |
$9.13K - $9.87K
|
15.4K
$98.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 13.04% |
$8.78K - $9.48K
|
10K
$63.8K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-88Closed |
$541 - $604
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.36K- 29.79% |
$25.4K - $30K
|
10.3K
$65.5K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.3K- 23.95% |
$126K - $148K
|
67.6K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-396- 2.95% |
$2.34K - $2.76K
|
13K
$83.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-355- 4.47% |
$2.1K - $2.47K
|
7.58K
$48.4K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.3KClosed |
$14.1K - $17.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 79.44% |
$11.3K - $13.8K
|
474
$3.02K
|
|
| Q1 2022 | |||||||
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.44K- 68.21% |
$65.7K - $80.5K
|
4.4K
$28.1K
|
|