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 |
|---|---|---|---|---|---|
| Morgan Stanley | 8.1M | $51M | 0% | Jun 2024 |
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| Allspring Global Investments Holdings | 1.7M | $11M | 0% | Sep 2024 |
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| Invesco | 514k | $3.4M | 8% | Sep 2024 |
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| Shaker Financial Services | 448k | $2.9M | 8% | Sep 2024 |
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| Bank of America Corporation | 281k | $1.8M | 0% | Sep 2024 |
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| Pathstone Holdings | 226k | $1.5M | 1011% | Sep 2024 |
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| Stifel Financial | 158k | $993k | 5% | Jun 2024 |
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| Wells Fargo & Company | 152k | $1.0M | -15% | Sep 2024 |
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| LPL Financial | 151k | $994k | -23% | Sep 2024 |
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| Wolverine Asset Management | 130k | $855k | 649% | Sep 2024 |
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| Goss Wealth Management | 128k | $800k | -4% | Jun 2024 |
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| Landscape Capital Management | 125k | $823k | 50% | Sep 2024 |
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| Commonwealth Equity Services | 122k | $798k | -27% | Sep 2024 |
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| HighTower Advisors | 115k | $719k | -15% | Jun 2024 |
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| Kestra Advisory Services | 106k | $695k | 0% | Sep 2024 |
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| International Assets Investment Management | 77k | $12M | 557% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 76k | $479k | -8% | Jun 2024 |
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| Raymond James Financial Services Advisors | 69k | $453k | 0% | Sep 2024 |
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| Advisor Group Holdings | 67k | $443k | 19% | Sep 2024 |
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| Cambridge Investment Research Advisors | 66k | $435k | 1% | Sep 2024 |
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| Fortitude Advisory Group | 57k | $376k | 1% | Sep 2024 |
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| Stonebridge Financial Planning Group | 49k | $321k | -32% | Sep 2024 |
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| CoreCap Advisors | 47k | $309k | 100% | Sep 2024 |
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| Ashton Thomas Securities | 45k | $294k | 100% | Sep 2024 |
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| Raymond James & Associates | 42k | $276k | -1% | Sep 2024 |
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| Concurrent Investment Advisors | 41k | $267k | 6% | Sep 2024 |
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| Riverbrige Partners | 39k | $253k | 100% | Sep 2024 |
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| L.m. Kohn & Company | 38k | $251k | 28% | Sep 2024 |
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| Royal Bank of Canada | 37k | $242k | -4% | Sep 2024 |
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| 9258 Wealth Management | 36k | $236k | -2% | Sep 2024 |
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| Valley Brook Capital Group | 26k | $170k | 16% | Sep 2024 |
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| Captrust Financial Advisors | 24k | $155k | 0% | Sep 2024 |
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| Bard Financial Services | 22k | $141k | 0% | Sep 2024 |
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| Susquehanna International | 20k | $129k | 76% | Sep 2024 |
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| Mariner Wealth Advisors | 15k | $95k | -6% | Sep 2024 |
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| Wedbush Morgan Securities | 14k | $94k | 0% | Sep 2024 |
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| National Asset Management | 13k | $84k | 0% | Jun 2024 |
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| Cetera Investment Advisers | 13k | $78k | 17% | Jun 2024 |
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| Philadelphia Trust Company | 12k | $75k | 0% | Jun 2024 |
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| Advisory Services Network | 12k | $75k | 0% | Sep 2024 |
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| SignalPoint Asset Management | 11k | $73k | 0% | Sep 2024 |
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| Brian McDonald | 8.6k | $57k | 0% | Sep 2024 |
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| Larson Financial Group | 6.3k | $42k | 233% | Sep 2024 |
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| Hanson McClain Advisors | 3.0k | $20k | 0% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 2.5k | $16k | 923% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 2.2k | $15k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 1.3k | $8.4k | 0% | Sep 2024 |
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| Creative Financial Designs | 1.0k | $6.9k | 0% | Sep 2024 |
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| CWM | 974.00 | $6.0k | 100% | Sep 2024 |
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| Piscataqua Savings Bank | 563.00 | $3.7k | 0% | Sep 2024 |
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| Armstrong Advisory Group | 500.00 | $3.3k | 0% | Sep 2024 |
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| Pnc Financial Services | 474.00 | $3.1k | 0% | Sep 2024 |
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| Private Trust Co Na | 400.00 | $2.5k | 100% | Jun 2024 |
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| Atlantic Trust | 300.00 | $2.0k | 0% | Sep 2024 |
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| DiNuzzo Private Wealth | 250.00 | $1.6k | 100% | Sep 2024 |
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| Key FInancial | 228.00 | $1.5k | -50% | Sep 2024 |
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Who sold out of MFS Charter Income Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Concepts | Jun 2024 | 41k | $6.5M |
| Altus Wealth Group | Jun 2024 | 25k | $154k |
| Citadel Advisors | Jun 2024 | 13k | $81k |
| Atlas Private Wealth Advisors | Jun 2024 | 12k | $75k |
| Arkadios Wealth Advisors | Jun 2024 | 12k | $72k |
| Gradient Investments | Jun 2024 | 4.4k | $28k |