Institutional Ownership Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $96.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
44,750
shares
|
$285,505
0.06% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,025
shares
|
$268,119
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
40,671
shares
|
$259,480
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
38,487
shares
|
$245,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
38,215
shares
|
$243,811
0.06% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,246
shares
|
$237,629
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,886
shares
|
$228,952
0.04% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
25,922
shares
|
$165,382
0.12% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
23,629
shares
|
$150,753
0.0% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
21,500
shares
|
$137,170
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,560
shares
|
$124,792
0.0% of portfolio
|
Q3 2024
Added 76.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18,365
shares
|
$117,168
0.0% of portfolio
|
Q3 2024
Added 46.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,498
shares
|
$92,497
0.0% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,290
shares
|
$91,170
0.0% of portfolio
|
Q1 2024
Reduced 34.49%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
12,000
shares
|
$76,560
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,921
shares
|
$76,055
0.0% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,918
shares
|
$76,036
0.0% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
11,161
shares
|
$71,207
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,617
shares
|
$54,976
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,330
shares
|
$40,385
0.0% of portfolio
|
Q3 2024
Added 233.16%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$19,140
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,475
shares
|
$15,790
0.0% of portfolio
|
Q3 2024
Added 922.73%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,225
shares
|
$14,195
0.0% of portfolio
|
Q2 2021
Reduced 20.54%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,225
shares
|
$14,195
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,765
shares
|
$11,260
0.0% of portfolio
|
Q3 2022
New holding
|