Purchases and Sales Made in Q3 2022 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
736K+ 180.97% |
$4.36M - $5.12M
|
1.14M
$7.15M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
176K+ 144.82% |
$1.04M - $1.22M
|
297K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.3K+ 11.32% |
$215K - $252K
|
357K
$2.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35.2K+ 11.37% |
$208K - $245K
|
344K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.3K+ 239.86% |
$197K - $232K
|
47.1K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.7KNew |
$188K - $221K
|
31.7K
$199K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$88.4K - $104K
|
14.9K
$93.5K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
13.2KNew |
$78.2K - $92K
|
13.2K
$82.7K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
6.62K+ 42.78% |
$39.2K - $46.1K
|
22.1K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.35K+ 12.89% |
$31.7K - $37.2K
|
46.8K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.8K+ 3.13% |
$28.4K - $33.4K
|
158K
$990K
|
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.02K+ 3.53% |
$23.8K - $28K
|
118K
$739K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 20.61% |
$13.1K - $15.5K
|
13K
$81.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.15KNew |
$12.7K - $15K
|
2.15K
$13.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 5.5% |
$11.8K - $13.9K
|
38.3K
$240K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.77KNew |
$10.4K - $12.3K
|
1.77K
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.71K+ 0.31% |
$10.1K - $11.9K
|
545K
$3.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.62K+ 1.47% |
$9.61K - $11.3K
|
112K
$699K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.88K - $10.4K
|
1.5K
$9.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.48K+ 3.3% |
$8.76K - $10.3K
|
46.3K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 0.55% |
$8.41K - $9.88K
|
259K
$1.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
839+ 3.18% |
$4.97K - $5.84K
|
27.2K
$170K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
512New |
$3.03K - $3.56K
|
512
$3.21K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
213+ 2.12% |
$1.26K - $1.48K
|
10.2K
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
62+ 2.2% |
$367 - $432
|
2.87K
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 2.24% |
$101 - $118
|
776
$4.86K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.01% |
$77 - $90.5
|
127K
$797K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 0.19% |
$29.6 - $34.8
|
2.64K
$16.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-32- 0.22% |
$189 - $223
|
14.6K
$91.5K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-325- 0.28% |
$1.92K - $2.26K
|
116K
$724K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-355- 4.47% |
$2.1K - $2.47K
|
7.58K
$47.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-396- 2.95% |
$2.34K - $2.76K
|
13K
$81.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-487- 2.72% |
$2.88K - $3.39K
|
17.5K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-891- 0.58% |
$5.27K - $6.2K
|
152K
$954K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-978- 3.89% |
$5.79K - $6.81K
|
24.1K
$151K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 0.94% |
$6.66K - $7.83K
|
119K
$745K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.65% |
$10.1K - $11.8K
|
62.3K
$390K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.02K- 4.21% |
$17.9K - $21K
|
68.6K
$430K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.4K- 4.37% |
$20.1K - $23.6K
|
74.4K
$466K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.2K- 10.11% |
$24.8K - $29.2K
|
37.3K
$233K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.47K- 4.78% |
$26.4K - $31.1K
|
89K
$557K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.72K- 5.04% |
$27.9K - $32.8K
|
88.8K
$556K
|
|
|
Nov 02, 2022
Q3 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12K- 32.58% |
$71.2K - $83.7K
|
24.9K
$156K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7K- 52.6% |
$98.8K - $116K
|
15K
$94.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-21.3K- 23.95% |
$126K - $148K
|
67.6K
$423K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.9K- 39.35% |
$159K - $187K
|
41.5K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 0.71% |
$327K - $384K
|
7.66M
$48M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-86.5K- 50.64% |
$512K - $602K
|
84.3K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-244K- 54.95% |
$1.44M - $1.7M
|
200K
$1.25M
|