Purchases and Sales Made in Q2 2022 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85M+ 58.48% |
$17.5M - $21.4M
|
7.72M
$48.3M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.85M+ 58.48% |
$17.5M - $21.4M
|
7.72M
$48.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
264K+ 579.36% |
$1.62M - $1.98M
|
309K
$1.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
200K+ 96.62% |
$1.23M - $1.5M
|
407K
$2.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
101K+ 22.71% |
$618K - $756K
|
543K
$3.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
88.9KNew |
$547K - $669K
|
88.9K
$557K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
60.7K+ 88.02% |
$373K - $456K
|
130K
$811K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.7K+ 216.02% |
$287K - $351K
|
68.4K
$428K
|
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
40.2K+ 54.57% |
$247K - $303K
|
114K
$713K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.2K+ 10.83% |
$155K - $190K
|
258K
$1.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24K+ 27.9% |
$148K - $181K
|
110K
$689K
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
15.5KNew |
$95.2K - $116K
|
15.5K
$96.9K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.3KNew |
$87.9K - $107K
|
14.3K
$89.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$85.3K - $104K
|
13.9K
$86.8K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 7.94% |
$69.4K - $84.9K
|
153K
$960K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10KNew |
$61.7K - $75.4K
|
10K
$62.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.87KNew |
$54.6K - $66.7K
|
8.87K
$55.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.99K+ 23.83% |
$43K - $52.5K
|
36.3K
$227K
|
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.31K+ 20.62% |
$38.8K - $47.5K
|
36.9K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.55K+ 6.31% |
$34.1K - $41.7K
|
93.4K
$585K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.92KNew |
$30.3K - $37K
|
4.92K
$30.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.8KNew |
$17.2K - $21.1K
|
2.8K
$17.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.65KNew |
$16.3K - $19.9K
|
2.65K
$16.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.89K+ 1.25% |
$11.6K - $14.2K
|
153K
$959K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
1.25KNew |
$7.69K - $9.4K
|
1.25K
$7.83K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.23K+ 2.82% |
$7.55K - $9.23K
|
44.8K
$280K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
293+ 1.66% |
$1.8K - $2.2K
|
17.9K
$112K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
202New |
$1.24K - $1.52K
|
202
$1.26K
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
79+ 0.1% |
$486 - $594
|
77.8K
$487K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
63+ 2.29% |
$387 - $474
|
2.81K
$17.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 2.29% |
$105 - $128
|
759
$4.75K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
4+ 0.03% |
$24.6 - $30.1
|
14.1K
$88.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16- 0.11% |
$98.4 - $120
|
14.7K
$91.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-102- 0.75% |
$627 - $767
|
13.4K
$84.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.5KClosed |
$9.23K - $11.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 2.05% |
$9.24K - $11.3K
|
71.7K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.83K- 79.44% |
$11.3K - $13.8K
|
474
$2.97K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.1K- 1.78% |
$12.9K - $15.8K
|
116K
$726K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.3KClosed |
$14.1K - $17.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.48K- 8.6% |
$15.3K - $18.7K
|
26.4K
$165K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.65KClosed |
$16.3K - $19.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.41K- 9.6% |
$27.1K - $33.1K
|
41.5K
$260K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.42K- 6.46% |
$27.2K - $33.3K
|
64K
$401K
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-4.6K- 24.6% |
$28.3K - $34.6K
|
14.1K
$88.3K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 4.63% |
$38.1K - $46.5K
|
127K
$797K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.04K- 2.74% |
$55.6K - $68K
|
320K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.3K- 53.97% |
$57.2K - $70K
|
7.94K
$49.7K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.1KClosed |
$68.5K - $83.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.2K- 9.25% |
$75.3K - $92K
|
120K
$752K
|