Who owns MFS Charter Income Trust?
- Ticker: MCR
- CUSIP Number: 552727109
Tip: Access positions for across all investors
Analyze quarterly positions in MFS Charter Income Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of MFS Charter Income Trust stock
Who bought or sold MFS Charter Income Trust this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 1.1M | $6.9M | 2% | Dec 2023 |
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| Wells Fargo & Company | 405k | $2.6M | 17% | Dec 2023 |
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| Shaker Financial Services | 305k | $2.0M | 40% | Dec 2023 |
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| Bank of America Corporation | 242k | $1.6M | 0% | Dec 2023 |
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| UBS Group | 231k | $1.5M | -10% | Dec 2023 |
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| Commonwealth Equity Services | 157k | $1.0M | -4% | Dec 2023 |
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| Stifel Financial | 134k | $863k | -2% | Dec 2023 |
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| HighTower Advisors | 131k | $848k | -8% | Dec 2023 |
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| Kestra Advisory Services | 96k | $623k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 81k | $524k | 7% | Dec 2023 |
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| Stonebridge Financial Planning Group | 71k | $461k | -3% | Dec 2023 |
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| Landscape Capital Management | 68k | $439k | 144% | Dec 2023 |
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| Raymond James Financial Services Advisors | 67k | $433k | 4% | Dec 2023 |
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| Advisor Group Holdings | 59k | $383k | -33% | Dec 2023 |
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| Fortitude Advisory Group | 56k | $365k | 0% | Dec 2023 |
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| CoreCap Advisors | 51k | $331k | 0% | Dec 2023 |
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| Raymond James & Associates | 50k | $320k | -3% | Dec 2023 |
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| 9258 Wealth Management | 36k | $235k | -12% | Dec 2023 |
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| Royal Bank of Canada | 35k | $224k | 0% | Dec 2023 |
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| Altus Wealth Group | 30k | $195k | -1% | Dec 2023 |
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| L.m. Kohn & Company | 27k | $176k | 11% | Dec 2023 |
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| Wedbush Morgan Securities | 22k | $141k | 0% | Dec 2023 |
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| Bard Financial Services | 22k | $139k | 0% | Dec 2023 |
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| Concurrent Investment Advisors | 19k | $119k | 100% | Dec 2023 |
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| Arkadios Wealth Advisors | 15k | $94k | 0% | Dec 2023 |
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| Valley Brook Capital Group | 14k | $91k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 13k | $86k | 11% | Dec 2023 |
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| National Asset Management | 13k | $86k | 0% | Dec 2023 |
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| Advisory Services Network | 13k | $84k | 0% | Dec 2023 |
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| Ellis Investment Partners | 13k | $81k | -6% | Dec 2023 |
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| Atlas Private Wealth Advisors | 12k | $78k | 0% | Dec 2023 |
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| Philadelphia Trust Company | 12k | $78k | 0% | Dec 2023 |
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| International Assets Investment Management | 12k | $74k | 0% | Mar 2024 |
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| SignalPoint Asset Management | 11k | $71k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 8.9k | $57k | 218% | Dec 2023 |
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| Gradient Investments | 4.4k | $28k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 3.0k | $19k | 0% | Dec 2023 |
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| Bartlett & Co. | 2.2k | $14k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 2.2k | $15k | 0% | Dec 2023 |
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| Private Ocean | 1.5k | $9.7k | 100% | Dec 2023 |
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| Us Bancorp | 1.3k | $8.1k | -5% | Dec 2023 |
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| Creative Financial Designs | 1.0k | $6.8k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 1.0k | $6.5k | 0% | Dec 2023 |
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| Piscataqua Savings Bank | 563.00 | $3.6k | 0% | Dec 2023 |
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| Armstrong Advisory Group | 500.00 | $3.2k | 0% | Mar 2024 |
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| Pnc Financial Services | 474.00 | $3.1k | 0% | Dec 2023 |
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| Key FInancial | 455.00 | $2.9k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 250.00 | $1.6k | 0% | Dec 2023 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Asset Management | Sep 2023 | 30k | $175k |
| Hrt Financial | Sep 2023 | 18k | $106k |
| Centaurus Financial | Sep 2023 | 12k | $73k |
| Warren Averett Asset Management | Sep 2023 | 11k | $65k |
| Elequin Capital | Sep 2023 | 3.7k | $22k |