Purchases and Sales Made in Q1 2025 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q1 2025. 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, 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 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2KNew |
$70.1K - $72.6K
|
11.2K
$71.2K
|
|
|
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
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-389- 2.8% |
$2.43K - $2.52K
|
13.5K
$85.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 1.43% |
$9.36K - $9.71K
|
103K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.69K- 4.28% |
$10.5K - $10.9K
|
37.7K
$239K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.2K- 2.71% |
$20K - $20.7K
|
115K
$728K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.35K- 7.37% |
$20.9K - $21.7K
|
42.1K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.38K- 4.49% |
$27.4K - $28.4K
|
93.2K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.35K- 6.04% |
$45.9K - $47.5K
|
114K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.13K- 5.05% |
$57K - $59.1K
|
172K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 21.24% |
$86.9K - $90.1K
|
51.7K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.8K- 9.9% |
$111K - $115K
|
162K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.8K- 39.6% |
$149K - $154K
|
36.3K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29.9K- 60.53% |
$186K - $193K
|
19.5K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.5K- 0.67% |
$334K - $346K
|
7.94M
$50.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.8K- 9.48% |
$336K - $348K
|
514K
$3.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-175K- 9.89% |
$1.09M - $1.13M
|
1.6M
$10.1M
|