Purchases and Sales Made in Q2 2025 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
365K+ 14.9% |
$2.15M - $2.32M
|
2.82M
$18M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 2.1% |
$983K - $1.06M
|
8.11M
$51.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
27.4K+ 6.67% |
$161K - $174K
|
439K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
27.2K+ 8.64% |
$160K - $173K
|
341K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$68.8K - $74.3K
|
11.7K
$74.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.05K+ 0.79% |
$23.8K - $25.7K
|
518K
$3.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.59K+ 3.74% |
$21.1K - $22.8K
|
99.5K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.83KNew |
$16.6K - $18K
|
2.83K
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.03K+ 0.61% |
$12K - $12.9K
|
335K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.02KNew |
$6.01K - $6.49K
|
1.02K
$6.51K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 0.68% |
$4.17K - $4.5K
|
104K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
595+ 0.43% |
$3.5K - $3.78K
|
139K
$889K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
486+ 16.2% |
$2.86K - $3.09K
|
3.49K
$22.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
143+ 0.27% |
$842 - $909
|
53.2K
$340K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
138+ 0.4% |
$813 - $878
|
34.8K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29+ 0.26% |
$171 - $184
|
11.3K
$71.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39- 0.04% |
$230 - $248
|
111K
$707K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-361- 1.81% |
$2.13K - $2.3K
|
19.6K
$125K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-459- 17.77% |
$2.7K - $2.92K
|
2.12K
$13.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-733- 1.94% |
$4.32K - $4.66K
|
37K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-881- 7.54% |
$5.19K - $5.6K
|
10.8K
$69K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 12.31% |
$9.8K - $10.6K
|
11.9K
$75.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 6.53% |
$11.3K - $12.2K
|
27.4K
$175K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.25K- 1.95% |
$13.2K - $14.3K
|
113K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 3.69% |
$20.2K - $21.8K
|
89.7K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.83K- 2.37% |
$22.5K - $24.3K
|
158K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.89K- 3.4% |
$22.9K - $24.7K
|
110K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.89K- 30.26% |
$34.7K - $37.5K
|
13.6K
$86.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.68K- 7.99% |
$51.1K - $55.2K
|
99.9K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9.5K- 46.91% |
$56K - $60.4K
|
10.8K
$68.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.55K- 22.4% |
$56.2K - $60.7K
|
33.1K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.6K- 7.13% |
$62.4K - $67.3K
|
138K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 27.72% |
$84.3K - $91.1K
|
37.3K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15K- 8.71% |
$88.1K - $95.1K
|
157K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-21.4K- 58.96% |
$126K - $136K
|
14.9K
$95.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42.3K- 9.94% |
$249K - $269K
|
384K
$2.45M
|