Purchases and Sales Made in Q3 2021 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.33MNew |
$36.8M - $38.3M
|
4.33M
$27.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 15.53% |
$626K - $653K
|
549K
$3.44M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
46.5K+ 256.86% |
$395K - $411K
|
64.6K
$405K
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
30.6KNew |
$260K - $271K
|
30.6K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.8K+ 12.4% |
$194K - $202K
|
207K
$1.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
17.1K+ 6.24% |
$145K - $151K
|
290K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.5KNew |
$97.5K - $102K
|
11.5K
$72K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$84.8K - $88.4K
|
10K
$62.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.58K+ 5.94% |
$38.8K - $40.5K
|
81.6K
$511K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.67KNew |
$22.6K - $23.6K
|
2.67K
$16.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
2.3KNew |
$19.5K - $20.3K
|
2.3K
$14.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.95K+ 6.72% |
$16.6K - $17.3K
|
31K
$194K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$12.7K - $13.3K
|
1.5K
$9.39K
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1K+ 5.99% |
$8.48K - $8.84K
|
17.7K
$111K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
569+ 1.17% |
$4.83K - $5.03K
|
49.3K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
539+ 0.4% |
$4.57K - $4.76K
|
134K
$840K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
437New |
$3.71K - $3.86K
|
437
$2.74K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
184+ 1.1% |
$1.56K - $1.63K
|
16.8K
$105K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57+ 0.43% |
$483 - $504
|
13.2K
$82.4K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
52+ 2.01% |
$441 - $460
|
2.64K
$16.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38+ 0.34% |
$322 - $336
|
11.1K
$69.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 2.01% |
$119 - $124
|
712
$4.46K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2- 0.01% |
$17 - $17.7
|
14.8K
$92.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-101- 0.73% |
$856 - $893
|
13.7K
$86K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-185- 1.0% |
$1.57K - $1.64K
|
18.3K
$114K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-472- 0.64% |
$4K - $4.17K
|
73.6K
$461K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-758- 1.32% |
$6.43K - $6.7K
|
56.5K
$354K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.28K- 1.52% |
$10.9K - $11.3K
|
82.8K
$518K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.77K- 3.46% |
$15K - $15.7K
|
49.5K
$310K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.05K- 0.95% |
$17.4K - $18.1K
|
214K
$1.34M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.09K- 2.91% |
$17.7K - $18.5K
|
69.7K
$437K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.3KClosed |
$53.4K - $55.7K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Tredje Ap Fonden
|
SELL
|
- |
-7.24KClosed |
$61.4K - $64K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.21K- 2.46% |
$69.6K - $72.5K
|
326K
$2.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.6K- 3.27% |
$141K - $147K
|
490K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.2K- 11.68% |
$154K - $161K
|
137K
$860K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-42.7K- 16.52% |
$362K - $377K
|
216K
$1.35M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.7K- 16.85% |
$371K - $387K
|
216K
$1.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-119K- 98.22% |
$1.01M - $1.05M
|
2.15K
$13.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-721K- 47.24% |
$6.12M - $6.37M
|
805K
$5.04M
|