Purchases and Sales Made in Q4 2021 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
295K+ 6.8% |
$2.46M - $2.57M
|
4.63M
$29M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
120KNew |
$1M - $1.05M
|
120K
$754K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
119KNew |
$995K - $1.04M
|
119K
$747K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43.5KNew |
$363K - $380K
|
43.5K
$272K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 35.82% |
$147K - $154K
|
67K
$420K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 2.37% |
$109K - $113K
|
562K
$3.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.11K+ 2.8% |
$76K - $79.5K
|
335K
$2.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.93K+ 71.51% |
$66.2K - $69.2K
|
19K
$119K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
6.13KNew |
$51.1K - $53.5K
|
6.13K
$38.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.9K+ 7.23% |
$49.2K - $51.4K
|
87.5K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.51K+ 23.74% |
$45.9K - $48K
|
28.7K
$180K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
5.32K+ 8.23% |
$44.4K - $46.4K
|
70K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.94K+ 1.42% |
$24.5K - $25.6K
|
210K
$1.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1K+ 5.65% |
$8.34K - $8.72K
|
18.7K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
510+ 0.18% |
$4.25K - $4.45K
|
291K
$1.82M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
433+ 0.32% |
$3.61K - $3.78K
|
135K
$842K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
185+ 1.1% |
$1.54K - $1.61K
|
17K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
140New |
$1.17K - $1.22K
|
140
$876
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
57+ 0.43% |
$475 - $497
|
13.2K
$82.8K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
53+ 2.01% |
$442 - $462
|
2.69K
$16.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 1.97% |
$117 - $122
|
726
$4.54K
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-46- 0.31% |
$384 - $401
|
14.7K
$92.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-71- 0.52% |
$592 - $619
|
13.7K
$85.6K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-309- 1.69% |
$2.58K - $2.69K
|
18K
$112K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-437Closed |
$3.64K - $3.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-592Closed |
$4.94K - $5.16K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-934- 1.27% |
$7.79K - $8.14K
|
72.7K
$455K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.54K- 4.97% |
$12.9K - $13.4K
|
29.5K
$185K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.73K- 2.48% |
$14.4K - $15.1K
|
68K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.98K- 1.44% |
$16.5K - $17.2K
|
135K
$848K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.03K- 2.12% |
$16.9K - $17.7K
|
93.5K
$585K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.23KClosed |
$18.6K - $19.4K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.67KClosed |
$22.3K - $23.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.74K- 5.55% |
$22.9K - $23.9K
|
46.7K
$293K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.18K- 3.84% |
$26.5K - $27.7K
|
79.6K
$498K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6KClosed |
$50K - $52.3K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.99K- 3.26% |
$58.3K - $60.9K
|
207K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.1KClosed |
$84.2K - $88.1K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-10.9KClosed |
$90.9K - $95K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-16.3K- 53.34% |
$136K - $143K
|
14.3K
$89.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-17.4K- 8.05% |
$145K - $151K
|
198K
$1.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.4K- 8.05% |
$145K - $151K
|
198K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.8K- 4.05% |
$166K - $173K
|
471K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-573K- 71.19% |
$4.78M - $5M
|
232K
$1.45M
|