Purchases and Sales Made in Q4 2023 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 2.71% |
$1.2M - $1.39M
|
8.03M
$50.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
109K+ 8.79% |
$615K - $714K
|
1.34M
$8.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
86.4K+ 39.51% |
$489K - $567K
|
305K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.7K+ 546.0% |
$361K - $419K
|
75.4K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
59.7K+ 17.27% |
$338K - $392K
|
405K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
40.1K+ 143.94% |
$227K - $264K
|
68K
$426K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
25K+ 2.41% |
$142K - $164K
|
1.06M
$6.65M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18.5KNew |
$105K - $121K
|
18.5K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.6K+ 11.3% |
$82.7K - $96K
|
144K
$901K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.3K+ 2.5% |
$69.6K - $80.8K
|
503K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.09K+ 2.58% |
$34.5K - $40K
|
242K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.07K+ 217.73% |
$34.3K - $39.9K
|
8.86K
$55.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.18K+ 6.81% |
$29.3K - $34K
|
81.1K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.62K+ 10.67% |
$14.8K - $17.2K
|
27.2K
$170K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.5K+ 3.87% |
$14.2K - $16.4K
|
67K
$420K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.5KNew |
$8.49K - $9.86K
|
1.5K
$9.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.34K+ 11.16% |
$7.56K - $8.78K
|
13.3K
$83.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
362+ 0.38% |
$2.05K - $2.38K
|
96.4K
$604K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
27+ 0.24% |
$153 - $177
|
11.1K
$69.4K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18+ 0.14% |
$102 - $118
|
13.3K
$83.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
11+ 0.02% |
$62.3 - $72.3
|
56.4K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-69- 5.21% |
$391 - $453
|
1.26K
$7.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-246- 0.81% |
$1.39K - $1.62K
|
30.2K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-437- 4.8% |
$2.47K - $2.87K
|
8.66K
$54.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-735- 5.51% |
$4.16K - $4.83K
|
12.6K
$78.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.78K- 3.47% |
$10.1K - $11.7K
|
49.5K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.2K- 1.62% |
$12.4K - $14.4K
|
134K
$837K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.47K- 3.35% |
$14K - $16.2K
|
71.4K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.06K- 3.46% |
$17.3K - $20.1K
|
85.3K
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.76K- 11.57% |
$27K - $31.3K
|
36.4K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 3.8% |
$35.1K - $40.8K
|
157K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 45.58% |
$58.8K - $68.2K
|
12.4K
$77.6K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 7.92% |
$63.9K - $74.1K
|
131K
$822K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-24.6K- 9.63% |
$139K - $162K
|
231K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29K- 32.89% |
$164K - $191K
|
59.2K
$371K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.2K- 0.71% |
$324K - $376K
|
8.03M
$50.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.7K- 22.07% |
$355K - $412K
|
221K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-63.7K- 84.52% |
$361K - $419K
|
11.7K
$73.1K
|