Purchases and Sales Made in Q4 2022 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
248K+ 3.24% |
$1.45M - $1.71M
|
7.91M
$49.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
99.9K+ 29.02% |
$582K - $689K
|
444K
$2.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.4K+ 13.01% |
$270K - $320K
|
403K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.1KNew |
$193K - $229K
|
33.1K
$206K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 14.14% |
$165K - $195K
|
228K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25.2K+ 3248.2% |
$147K - $174K
|
26K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
25KNew |
$146K - $173K
|
25K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 7.79% |
$118K - $139K
|
280K
$1.74M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17.8KNew |
$104K - $123K
|
17.8K
$111K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$88.5K - $105K
|
15.2K
$94.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$68K - $80.5K
|
11.7K
$72.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11KNew |
$64.4K - $76.2K
|
11K
$68.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$59.6K - $70.6K
|
10.2K
$63.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.37KNew |
$54.6K - $64.7K
|
9.37K
$58.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.45K+ 13.77% |
$37.6K - $44.5K
|
53.3K
$332K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
5KNew |
$29.2K - $34.5K
|
5K
$31.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.78K+ 5.37% |
$27.8K - $33K
|
93.7K
$584K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 6.13% |
$14.8K - $17.5K
|
44K
$274K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.41K+ 1.89% |
$14.1K - $16.6K
|
130K
$808K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2KNew |
$11.7K - $13.8K
|
2K
$12.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.55K+ 10.84% |
$9.04K - $10.7K
|
15.8K
$98.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.38K+ 3.6% |
$8.03K - $9.51K
|
39.7K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.28K+ 2.76% |
$7.44K - $8.81K
|
47.5K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$2.92K - $3.45K
|
500
$3.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
296+ 0.25% |
$1.73K - $2.04K
|
119K
$743K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
278+ 1.02% |
$1.62K - $1.92K
|
27.5K
$171K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
213+ 2.08% |
$1.24K - $1.47K
|
10.5K
$65.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135+ 0.9% |
$787 - $932
|
15.2K
$94.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
113+ 0.15% |
$659 - $780
|
74.5K
$464K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
109+ 0.49% |
$635 - $752
|
22.2K
$138K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
88New |
$513 - $607
|
88
$548
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 3.21% |
$496 - $587
|
2.73K
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 2.09% |
$350 - $414
|
2.93K
$18.3K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.11% |
$87.5 - $104
|
13.2K
$82.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-766- 1.12% |
$4.47K - $5.29K
|
67.9K
$423K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.3K- 0.44% |
$7.57K - $8.96K
|
296K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.45K- 0.95% |
$8.45K - $10K
|
151K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.52K- 10.15% |
$8.84K - $10.5K
|
13.4K
$83.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.54K- 4.73% |
$8.98K - $10.6K
|
31K
$193K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.91K- 10.97% |
$11.2K - $13.2K
|
15.5K
$96.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.2K- 2.02% |
$18.7K - $22.1K
|
155K
$965K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.36K- 29.79% |
$25.4K - $30K
|
10.3K
$64K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.61K- 5.47% |
$26.9K - $31.8K
|
79.7K
$497K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.31K- 29.35% |
$42.6K - $50.4K
|
17.6K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.07K- 21.64% |
$47K - $55.7K
|
29.2K
$182K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-14.8K- 23.77% |
$86.3K - $102K
|
47.5K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9K- 31.51% |
$86.6K - $103K
|
32.3K
$201K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-59K- 52.87% |
$344K - $407K
|
52.6K
$328K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-61.3K- 51.93% |
$357K - $423K
|
56.7K
$353K
|