Purchases and Sales Made in Q2 2023 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
220K+ 45.44% |
$1.32M - $1.4M
|
704K
$4.38M
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
84.3K+ 406.32% |
$506K - $535K
|
105K
$654K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
81.7K+ 19.67% |
$491K - $519K
|
497K
$3.1M
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
68.7K+ 6.43% |
$413K - $436K
|
1.14M
$7.09M
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
32.7K+ 250.95% |
$197K - $208K
|
45.8K
$285K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 16.55% |
$129K - $136K
|
151K
$942K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 6.8% |
$115K - $122K
|
301K
$1.87M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 0.22% |
$105K - $111K
|
8.03M
$50M
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
16.7KNew |
$100K - $106K
|
16.7K
$104K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12KNew |
$72.1K - $76.2K
|
12K
$74.8K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$67.6K - $71.4K
|
11.2K
$70.1K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.1K+ 22.4% |
$60.5K - $63.9K
|
55K
$343K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.68K+ 5.87% |
$52.1K - $55.1K
|
156K
$974K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.15K+ 3.58% |
$49K - $51.7K
|
236K
$1.47M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.22K+ 4.07% |
$37.4K - $39.5K
|
159K
$990K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.15K+ 6.86% |
$36.9K - $39K
|
95.7K
$596K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.78K+ 11.97% |
$34.7K - $36.7K
|
54.1K
$337K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.5K+ 4.79% |
$15K - $15.9K
|
54.8K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 1.99% |
$14.2K - $15.1K
|
121K
$757K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05KNew |
$6.29K - $6.64K
|
1.05K
$6.52K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
926New |
$5.57K - $5.88K
|
926
$5.77K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
231+ 2.17% |
$1.39K - $1.47K
|
10.9K
$67.9K
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
124+ 0.17% |
$745 - $787
|
74.7K
$466K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
121+ 0.54% |
$727 - $768
|
22.5K
$140K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29+ 43.28% |
$174 - $184
|
96
$598
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18+ 0.14% |
$108 - $114
|
13.3K
$82.6K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-415- 0.47% |
$2.49K - $2.64K
|
88.4K
$551K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.45K- 6.23% |
$8.71K - $9.21K
|
21.8K
$136K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 10.55% |
$8.76K - $9.26K
|
12.4K
$77K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.75K- 3.95% |
$10.5K - $11.1K
|
42.7K
$266K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.78K- 4.59% |
$10.7K - $11.3K
|
37.1K
$231K
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.25K- 5.2% |
$13.5K - $14.3K
|
41.1K
$256K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.75K- 18.07% |
$22.5K - $23.8K
|
17K
$106K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.15K- 35.71% |
$43K - $45.4K
|
12.9K
$80.2K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8.13K- 29.85% |
$48.8K - $51.6K
|
19.1K
$119K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.8K- 7.61% |
$52.9K - $55.9K
|
107K
$666K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.7K- 4.95% |
$82.3K - $87K
|
263K
$1.64M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28.5K- 46.0% |
$172K - $181K
|
33.5K
$209K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.6K- 11.08% |
$274K - $289K
|
366K
$2.28M
|