Purchases and Sales Made in Q4 2024 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
490K+ 30.78% |
$3.02M - $3.22M
|
2.08M
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
386KNew |
$2.38M - $2.54M
|
386K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
122K+ 7.39% |
$752K - $802K
|
1.77M
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$749K - $799K
|
122K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
74.5K+ 32.99% |
$459K - $489K
|
300K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
53.4K+ 10.38% |
$329K - $351K
|
568K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
47.9K+ 124.48% |
$295K - $315K
|
86.4K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.5KNew |
$255K - $272K
|
41.5K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.4KNew |
$243K - $259K
|
39.4K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
33.8KNew |
$208K - $222K
|
33.8K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 17.65% |
$166K - $177K
|
179K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 38.37% |
$157K - $167K
|
91.7K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
20.3KNew |
$125K - $133K
|
20.3K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$79.3K - $84.6K
|
12.9K
$82K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$76.2K - $81.3K
|
12.4K
$78.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 3.7% |
$64.2K - $68.4K
|
292K
$1.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
8.9K+ 19.89% |
$54.8K - $58.5K
|
53.7K
$342K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.75K+ 3.91% |
$29.2K - $31.2K
|
126K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.14K+ 8.49% |
$25.5K - $27.2K
|
52.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.91KNew |
$24.1K - $25.7K
|
3.91K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.25K+ 6.4% |
$7.71K - $8.23K
|
20.8K
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.13K+ 0.63% |
$6.97K - $7.44K
|
181K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 2.46% |
$6.16K - $6.57K
|
41.7K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
470+ 18.99% |
$2.9K - $3.09K
|
2.95K
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122New |
$752 - $802
|
122
$777
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39+ 0.04% |
$240 - $256
|
106K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
38+ 0.34% |
$234 - $250
|
11.2K
$71.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12New |
$73.9 - $78.8
|
12
$76.4
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.02% |
$12.3 - $13.1
|
8.62K
$54.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-589- 4.06% |
$3.63K - $3.87K
|
13.9K
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.6K- 3.4% |
$9.86K - $10.5K
|
45.5K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.77K- 2.62% |
$10.9K - $11.6K
|
65.6K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.92K- 30.28% |
$11.8K - $12.6K
|
4.41K
$28.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.07K- 7.99% |
$12.8K - $13.6K
|
23.9K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.6K- 18.19% |
$16K - $17.1K
|
11.7K
$74.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.08K- 2.04% |
$19K - $20.3K
|
148K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.67K- 9.61% |
$22.6K - $24.1K
|
34.5K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.6K- 5.3% |
$40.7K - $43.4K
|
118K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.63K- 36.1% |
$40.8K - $43.6K
|
11.7K
$74.8K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.1K- 7.17% |
$49.9K - $53.2K
|
105K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 23.41% |
$53.7K - $57.3K
|
28.5K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16.4K- 24.97% |
$101K - $108K
|
49.3K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.3K- 15.08% |
$107K - $114K
|
97.5K
$621K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-65K- 84.78% |
$401K - $427K
|
11.7K
$74.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-65.1K- 51.97% |
$401K - $428K
|
60.1K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-134K- 29.94% |
$827K - $882K
|
314K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-139K- 1.71% |
$855K - $912K
|
7.99M
$50.9M
|