Purchases and Sales Made in Q2 2024 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
485K+ 41.71% |
$2.93M - $3.07M
|
1.65M
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
41.8KNew |
$252K - $265K
|
41.8K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.3KNew |
$250K - $262K
|
41.3K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.9K+ 15.08% |
$223K - $234K
|
281K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9K+ 107.44% |
$120K - $126K
|
38.3K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
13.3K+ 18.97% |
$80.2K - $84.2K
|
83.3K
$521K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12KNew |
$72.5K - $76.1K
|
12K
$75.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.68K+ 5.1% |
$46.4K - $48.7K
|
158K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.17K+ 43.64% |
$37.3K - $39.1K
|
20.3K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.85K+ 14.22% |
$29.3K - $30.7K
|
38.9K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.57K+ 4.51% |
$27.6K - $29K
|
106K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.95K+ 7.0% |
$23.9K - $25.1K
|
60.4K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 26.76% |
$19.7K - $20.7K
|
15.5K
$96.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 1.58% |
$15.7K - $16.5K
|
167K
$1.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.9KNew |
$11.5K - $12K
|
1.9K
$11.9K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.82K+ 17.0% |
$11K - $11.5K
|
12.5K
$78.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
910+ 7.62% |
$5.5K - $5.77K
|
12.9K
$80.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
400New |
$2.42K - $2.54K
|
400
$2.5K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
158+ 0.43% |
$954 - $1K
|
36.7K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
131+ 0.44% |
$791 - $831
|
30K
$188K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
56+ 0.42% |
$338 - $355
|
13.3K
$83.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
29+ 0.13% |
$175 - $184
|
22.4K
$140K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.16% |
$109 - $114
|
11.1K
$69.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.0% |
$18.1 - $19
|
65.5K
$410K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-7- 0.08% |
$42.3 - $44.4
|
8.64K
$54.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-336- 0.79% |
$2.03K - $2.13K
|
42.3K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 4.88% |
$7.32K - $7.68K
|
23.6K
$148K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.64K- 1.33% |
$15.9K - $16.7K
|
195K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2.79K- 10.19% |
$16.9K - $17.7K
|
24.6K
$154K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.1K- 21.28% |
$18.7K - $19.6K
|
11.5K
$71.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-4.59K- 0.95% |
$27.7K - $29.1K
|
478K
$2.99M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.8K- 3.63% |
$29K - $30.4K
|
128K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.36K- 7.69% |
$38.4K - $40.3K
|
76.4K
$478K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.84K- 38.14% |
$41.3K - $43.3K
|
11.1K
$69.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-8.63K- 33.17% |
$52.1K - $54.7K
|
17.4K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 1.2% |
$107K - $112K
|
1.45M
$9.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-19.9K- 27.77% |
$120K - $126K
|
51.7K
$323K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20K- 14.85% |
$121K - $127K
|
115K
$718K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.4K- 0.42% |
$208K - $218K
|
8.09M
$50.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.4K- 0.42% |
$208K - $218K
|
8.09M
$50.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.3K- 24.13% |
$243K - $256K
|
127K
$793K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-62.6K- 13.14% |
$378K - $397K
|
414K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.7K- 33.94% |
$554K - $581K
|
178K
$1.12M
|