Purchases and Sales Made in Q3 2024 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
205K+ 1011.04% |
$1.29M - $1.35M
|
226K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
137K+ 9.39% |
$858K - $898K
|
1.59M
$9.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
113K+ 649.07% |
$708K - $741K
|
130K
$815K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65K+ 557.0% |
$408K - $427K
|
76.7K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.1KNew |
$296K - $309K
|
47.1K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.3K+ 0.56% |
$284K - $297K
|
8.13M
$50.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.9K+ 50.35% |
$263K - $275K
|
125K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
38.5KNew |
$242K - $253K
|
38.5K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
36.4K+ 7.62% |
$229K - $239K
|
514K
$3.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.5K+ 8.33% |
$216K - $226K
|
448K
$2.81M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
21.5KNew |
$135K - $141K
|
21.5K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.4K+ 13.49% |
$134K - $140K
|
180K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.47K+ 76.44% |
$53.2K - $55.7K
|
19.6K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
8.26K+ 27.58% |
$51.9K - $54.3K
|
38.2K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.96K+ 11.52% |
$43.7K - $45.7K
|
67.4K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.86K+ 46.91% |
$36.8K - $38.5K
|
18.4K
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.34K+ 0.32% |
$33.6K - $35.1K
|
1.65M
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 233.16% |
$27.8K - $29.1K
|
6.33K
$39.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
3.54K+ 15.83% |
$22.3K - $23.3K
|
25.9K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3K+ 7.19% |
$18.8K - $19.7K
|
44.8K
$280K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 6.06% |
$14.6K - $15.3K
|
40.7K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.23K+ 922.73% |
$14K - $14.7K
|
2.48K
$15.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
974New |
$6.12K - $6.4K
|
974
$6.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
769+ 1.36% |
$4.83K - $5.05K
|
57.2K
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 1.15% |
$4.74K - $4.95K
|
66.3K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
250New |
$1.57K - $1.64K
|
250
$1.57K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
19+ 0.17% |
$119 - $125
|
11.2K
$69.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.21% |
$113 - $118
|
8.62K
$53.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95- 0.03% |
$597 - $624
|
281K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-227- 49.89% |
$1.43K - $1.49K
|
228
$1.43K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-259- 0.24% |
$1.63K - $1.7K
|
106K
$662K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-306- 0.72% |
$1.92K - $2.01K
|
42K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-843- 2.3% |
$5.29K - $5.54K
|
35.9K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-980- 6.33% |
$6.15K - $6.44K
|
14.5K
$90.8K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.42K- 10.65% |
$8.92K - $9.34K
|
11.9K
$74.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.4% |
$10K - $10.5K
|
113K
$708K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.66K- 4.27% |
$10.4K - $10.9K
|
37.2K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.87K- 5.55% |
$18K - $18.8K
|
48.8K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.91K- 2.28% |
$18.3K - $19.1K
|
125K
$780K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10.6K- 13.87% |
$66.5K - $69.6K
|
65.8K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.9K- 9.36% |
$74.5K - $77.9K
|
115K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 14.56% |
$163K - $171K
|
152K
$954K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44.1K- 22.56% |
$277K - $290K
|
151K
$947K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.6K- 27.29% |
$286K - $299K
|
121K
$760K
|