Purchases and Sales Made in Q1 2024 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q1 2024. 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, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
171K+ 56.24% |
$1.07M - $1.11M
|
476K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
128K+ 9.5% |
$796K - $830K
|
1.47M
$9.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
98.6K+ 9.27% |
$614K - $641K
|
1.16M
$7.27M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.6K+ 1.14% |
$571K - $595K
|
8.12M
$50.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.6K+ 1.14% |
$571K - $595K
|
8.12M
$50.8M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.5KNew |
$296K - $309K
|
47.5K
$297K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.4K+ 0.43% |
$214K - $224K
|
8.12M
$50.8M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26KNew |
$162K - $169K
|
26K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.8KNew |
$155K - $161K
|
24.8K
$156K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17K+ 12.71% |
$106K - $110K
|
151K
$943K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.1KNew |
$88.1K - $91.9K
|
14.1K
$88.5K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.9KNew |
$80.1K - $83.6K
|
12.9K
$80.5K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.9KNew |
$74.4K - $77.6K
|
11.9K
$74.8K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$66.6K - $69.5K
|
10.7K
$66.9K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
8.25K+ 58.51% |
$51.4K - $53.6K
|
22.4K
$140K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.58K+ 4.83% |
$47.2K - $49.2K
|
164K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.52K+ 44.51% |
$34.4K - $35.9K
|
17.9K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.96K+ 5.14% |
$30.9K - $32.2K
|
101K
$635K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 2.55% |
$20.8K - $21.7K
|
135K
$843K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3KNew |
$18.7K - $19.5K
|
3K
$18.8K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.89K+ 1.19% |
$18K - $18.8K
|
245K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.63K+ 9.66% |
$16.4K - $17.1K
|
29.8K
$187K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2K+ 2.94% |
$12.5K - $13K
|
70K
$438K
|
|
|
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
$431K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
670New |
$4.17K - $4.36K
|
670
$4.19K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
300New |
$1.87K - $1.95K
|
300
$1.88K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
242New |
$1.51K - $1.57K
|
242
$1.51K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
152+ 0.42% |
$947 - $988
|
36.6K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
135New |
$841 - $878
|
135
$845
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
131+ 0.18% |
$816 - $852
|
71.5K
$448K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
36+ 0.32% |
$224 - $234
|
11.1K
$69.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.14% |
$112 - $117
|
13.3K
$83.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-19- 0.22% |
$118 - $124
|
8.64K
$54.1K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-644- 1.86% |
$4.01K - $4.19K
|
34.1K
$213K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-709- 56.49% |
$4.42K - $4.61K
|
546
$3.42K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-750- 75.0% |
$4.67K - $4.88K
|
250
$1.57K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.07K- 8.25% |
$6.68K - $6.97K
|
11.9K
$74.6K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 8.28% |
$6.87K - $7.16K
|
12.2K
$76.4K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.61K- 3.06% |
$16.2K - $16.9K
|
82.7K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.75K- 9.12% |
$17.1K - $17.9K
|
27.4K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.77K- 4.68% |
$17.3K - $18K
|
56.4K
$353K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.85K- 12.45% |
$30.2K - $31.5K
|
34.1K
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.81K- 13.76% |
$42.4K - $44.3K
|
42.7K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7.52K- 34.49% |
$46.9K - $48.9K
|
14.3K
$89.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.57K- 85.49% |
$47.2K - $49.2K
|
1.29K
$8.04K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.5K- 8.0% |
$71.7K - $74.8K
|
132K
$829K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.6K- 19.24% |
$97.2K - $101K
|
65.5K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21K- 4.16% |
$131K - $136K
|
482K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.3K- 10.53% |
$145K - $151K
|
198K
$1.24M
|