Purchases and Sales Made in Q3 2023 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.04MNew |
$6.07M - $6.56M
|
1.04M
$6.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
114K+ 108.18% |
$664K - $718K
|
219K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
98.6K+ 8.66% |
$577K - $623K
|
1.24M
$7.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.4K+ 61.03% |
$196K - $211K
|
88.2K
$552K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
33.3K+ 78.04% |
$195K - $210K
|
75.9K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$106K - $115K
|
18.1K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 11.83% |
$84K - $90.8K
|
136K
$850K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12.2KNew |
$71.1K - $76.8K
|
12.2K
$76.1K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.7KNew |
$68.3K - $73.8K
|
11.7K
$73.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.2K+ 66.72% |
$65.3K - $70.5K
|
27.9K
$175K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.91K+ 76.99% |
$58K - $62.7K
|
22.8K
$143K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.1KNew |
$53.2K - $57.5K
|
9.1K
$57K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.18K+ 2.63% |
$24.4K - $26.4K
|
163K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.79K+ 301.19% |
$16.3K - $17.6K
|
3.72K
$23.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69K+ 2803.13% |
$15.7K - $17K
|
2.79K
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.34K+ 4.32% |
$13.7K - $14.8K
|
56.4K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.12K+ 9.46% |
$12.4K - $13.4K
|
24.6K
$154K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$6.55K - $7.08K
|
1.12K
$7.01K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
365+ 0.38% |
$2.14K - $2.31K
|
96.1K
$601K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
162+ 1.49% |
$948 - $1.02K
|
11.1K
$69.2K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
125+ 0.3% |
$731 - $790
|
41.2K
$258K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18+ 0.14% |
$105 - $114
|
13.3K
$83.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-387- 3.13% |
$2.26K - $2.45K
|
12K
$75K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-577- 1.86% |
$3.38K - $3.65K
|
30.4K
$190K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-676- 33.8% |
$3.95K - $4.27K
|
1.32K
$8.29K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-872- 1.17% |
$5.1K - $5.51K
|
73.9K
$462K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.5K- 13.04% |
$8.78K - $9.48K
|
10K
$62.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.56K- 9.18% |
$9.13K - $9.87K
|
15.4K
$96.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.36K- 6.37% |
$13.8K - $14.9K
|
34.7K
$217K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.76K- 6.83% |
$22K - $23.7K
|
51.3K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.76K- 30.19% |
$33.7K - $36.4K
|
13.3K
$83.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.18K- 1.24% |
$36.2K - $39.1K
|
491K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.53K- 2.86% |
$44K - $47.6K
|
255K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.63K- 5.7% |
$50.5K - $54.5K
|
143K
$893K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-15.9K- 34.73% |
$93K - $100K
|
29.9K
$187K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.8K- 5.6% |
$98.6K - $106K
|
284K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.5K- 5.61% |
$120K - $130K
|
345K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 62.98% |
$123K - $133K
|
12.4K
$77.6K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27.1K- 17.33% |
$159K - $171K
|
129K
$809K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-55.7K- 52.12% |
$326K - $352K
|
51.2K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 2.64% |
$1.24M - $1.34M
|
7.82M
$48.9M
|