Purchases and Sales Made in Q1 2022 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q1 2022. The information is specifically focused on institutions that hold shares of MFS CHARTER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
241K+ 5.2% |
$1.68M - $2.05M
|
4.87M
$30.5M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84.3K+ 125.8% |
$587K - $719K
|
151K
$947K
|
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
68.9KNew |
$480K - $588K
|
68.9K
$431K
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
59.4K+ 415.54% |
$414K - $507K
|
73.7K
$461K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
45.9KNew |
$319K - $392K
|
45.9K
$287K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
45.5KNew |
$317K - $388K
|
45.5K
$285K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.3K+ 84.12% |
$274K - $335K
|
86.1K
$539K
|
|
|
May 11, 2022
Q1 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
30.6KNew |
$213K - $261K
|
30.6K
$192K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 10.84% |
$158K - $194K
|
233K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.7K+ 18.03% |
$151K - $185K
|
142K
$889K
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.7KNew |
$130K - $160K
|
18.7K
$117K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.3K+ 2.72% |
$106K - $130K
|
578K
$3.62M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8KNew |
$75K - $91.9K
|
10.8K
$67.4K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
9.66K+ 3.32% |
$67.3K - $82.4K
|
300K
$1.88M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.6K+ 13.66% |
$18.1K - $22.2K
|
21.6K
$135K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.41K+ 4.26% |
$16.8K - $20.5K
|
58.9K
$369K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2.23KNew |
$15.5K - $19K
|
2.23K
$13.9K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
849+ 47.17% |
$5.91K - $7.24K
|
2.65K
$16.6K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
610+ 2.12% |
$4.25K - $5.2K
|
29.3K
$184K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
455+ 0.63% |
$3.17K - $3.88K
|
73.2K
$458K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
387+ 0.57% |
$2.69K - $3.3K
|
68.4K
$428K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
345+ 0.39% |
$2.4K - $2.94K
|
87.9K
$550K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
208+ 1.22% |
$1.45K - $1.77K
|
17.2K
$108K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 2.23% |
$418 - $512
|
2.75K
$17.2K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
29+ 0.07% |
$202 - $247
|
43.6K
$273K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
16+ 2.2% |
$111 - $136
|
742
$4.64K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-76- 0.52% |
$529 - $648
|
14.7K
$91.8K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-129- 0.94% |
$898 - $1.1K
|
13.5K
$84.8K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-140Closed |
$974 - $1.19K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-315- 1.75% |
$2.19K - $2.69K
|
17.6K
$110K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-597- 2.03% |
$4.16K - $5.09K
|
28.9K
$181K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-733Closed |
$5.1K - $6.25K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-910Closed |
$6.33K - $7.76K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 0.8% |
$7.54K - $9.24K
|
133K
$836K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.13K- 0.94% |
$7.83K - $9.6K
|
118K
$740K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.92K- 2.41% |
$13.3K - $16.3K
|
77.7K
$486K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.97K- 2.82% |
$13.7K - $16.8K
|
68K
$426K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.09K- 15.81% |
$14.6K - $17.8K
|
11.1K
$69.7K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.15KClosed |
$15K - $18.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.07K- 2.27% |
$21.3K - $26.2K
|
132K
$828K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.35K- 1.6% |
$37.2K - $45.7K
|
329K
$2.06M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6.13KClosed |
$42.7K - $52.3K
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-9.44K- 68.21% |
$65.7K - $80.5K
|
4.4K
$27.5K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11K- 38.1% |
$76.2K - $93.4K
|
17.8K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14.7K- 7.09% |
$102K - $125K
|
193K
$1.21M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-16.5K- 43.42% |
$115K - $141K
|
21.5K
$135K
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-25.3K- 10.9% |
$176K - $216K
|
207K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.9K- 5.93% |
$194K - $238K
|
443K
$2.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-198KClosed |
$1.38M - $1.69M
|
0
$0
|